Caden Capital Partners, LP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Caden Capital Partners, LP reported 10 stock positions worth $272.4 million. Its top holding was Intl Flavors & Fragrances (IFF) at 14.2% of the portfolio, followed by Crown Castle (CCI, 13.3%) and Vail Resorts (MTN, 13.0%). Compared with Q4 2023, it sold out of 3, added to 7 and reduced 3. The biggest buy was Intl Flavors & Fragrances (IFF, shares +39%) and the biggest sale an exit from Visa Class A (V).

Most Recent 13F
Q2 2026
Location
SANTA MONICA, CA
CIK
0001893767
Portfolio Value
$272.4M (Q1 2024)
SEC Filing
0001214659-24-009295 ↗ filed May 15, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $272.4M $272.4M Q1 2024 Q2 2024: $276.5M Q2 2024 Q3 2024: $296.6M Q3 2024 Q4 2024: $319.1M Q4 2024 Q1 2025: $317.1M Q1 2025 Q2 2025: $295.4M Q2 2025 Q3 2025: $241.2M Q3 2025 Q4 2025: $44.4M Q4 2025 Q1 2026: $8.1M Q1 2026 Q2 2026: $8.3M Q2 2026

Holdings 10 stocks · $272.4M
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 14.22% 450,522 $38.7M Add +39.2%
CCI Crown Castle Inc. 13.29% 342,066 $36.2M Reduce -0.4%
MTN Vail Resorts Inc. 12.98% 158,656 $35.4M Add +19.7%
PCG P G & E Corp. 12.87% 2,091,350 $35.1M Add +52.3%
DHR Danaher Corp. 12.28% 133,922 $33.4M Reduce -3.7%
BDX Becton Dickinson and Co. 10.03% 110,409 $27.3M Add +32.4%
ICE Intercontinental Exchange Inc. 7.61% 150,908 $20.7M Add +16.2%
STE Steris PLC 7.18% 86,943 $19.5M Add +5.6%
HUM Humana Inc. 5.41% 42,493 $14.7M Add +59.0%
GE General Electric 4.13% 64,100 $11.3M Reduce -26.1%

Portfolio Sells Q4 2023 → Q1 2024
V Visa Inc. Class A Sold out 0.00% −7.43
ENTG Entegris Inc. Sold out 0.00% −5.01
TDY Teledyne Technologies Inc. Sold out 0.00% −4.19
CCI Crown Castle Inc. Reduce -0.4% 13.29% −1.09
GE General Electric Reduce -26.1% 4.13% +0.11
DHR Danaher Corp. Reduce -3.7% 12.28% +0.59

Portfolio Buys Q4 2023 → Q1 2024
IFF Intl Flavors & Fragrances Add +39.2% 14.22% +4.70
PCG P G & E Corp. Add +52.3% 12.87% +3.87
MTN Vail Resorts Inc. Add +19.7% 12.98% +2.70
BDX Becton Dickinson and Co. Add +32.4% 10.03% +2.64
ICE Intercontinental Exchange Inc. Add +16.2% 7.61% +1.55
HUM Humana Inc. Add +59.0% 5.41% +0.96
STE Steris PLC Add +5.6% 7.18% +0.60

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 36$8.3MIOT, RIVN, SN, JPM, V
Q1 2026 36$8.1MCVX, IOT, PCG, GOOGL, COST
Q4 2025 34$44.4MGOOGL, STE, DHR, RIVN, SN
Q3 2025 10$241.2MPCG, DHR, CCI, GOOGL, STE
Q2 2025 10$295.4MDHR, PCG, STE, CCI, CSGP
Q1 2025 11$317.1MPCG, DHR, IFF, CCI, CSGP
Q4 2024 10$319.1MPCG, DHR, IFF, CCI, STE
Q3 2024 14$296.6MCCI, PCG, IFF, HUM, DHR
Q2 2024 11$276.5MCCI, IFF, MTN, LYV, PCG
Q1 2024 10$272.4MIFF, CCI, MTN, PCG, DHR