Caden Capital Partners, LP In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Caden Capital Partners, LP reported 11 stock positions worth $317.1 million . Its top holding was P G & E (PCG) at 15.0% of the portfolio, followed by Danaher (DHR, 14.0% ) and Intl Flavors & Fragrances (IFF, 12.8% ). Compared with Q4 2024, it opened 2 new positions, sold out of 1, added to 5 and reduced 4. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale Steris (STE, shares −86% ).
Location SANTA MONICA, CA
CIK 0001893767
Portfolio Value $317.1M (Q1 2025) Holdings 11 stocks · $317.1M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2024 PCG P G & E Corp. 2,770,874 $47.6M Add +14.7% DHR Danaher Corp. 216,658 $44.4M Add +3.6% IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 523,214 $40.6M Reduce -1.9% CCI Crown Castle Inc. 381,885 $39.8M Reduce -22.2% CSGP Costar Group Inc. 437,274 $34.6M Add +12.7% ENTG Entegris Inc. 383,721 $33.6M Add +6.3% ICE Intercontinental Exchange Inc. 166,774 $28.8M Reduce -10.0% GOOGL Alphabet Inc. Class A 168,441 $26.0M New IOT Samsara Inc. Class A 347,707 $13.3M New STE Steris PLC 25,000 $5.7M Reduce -85.7% SONO Sonos Inc. 245,284 $2.6M Add +14.1%
Other holdings (1): bonds, preferreds, convertibles and warrants · $6.9M (not counted above) Total filed on the 13F, all lines: $324.0M.
Portfolio Sells Q4 2024 → Q1 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▲ STE Steris PLC Reduce -85.7% 1.79% −9.51 CCI Crown Castle Inc. Reduce -22.2% 12.55% −1.41 IFF Intl Flavors & Fragrances Reduce -1.9% 12.81% −1.33 V Visa Inc. Class A Sold out 0.00% −0.69 ICE Intercontinental Exchange Inc. Reduce -10.0% 9.07% +0.42
Portfolio Buys Q4 2024 → Q1 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▼ GOOGL Alphabet Inc. Class A New 8.22% +8.22 IOT Samsara Inc. Class A New 4.20% +4.20 CSGP Costar Group Inc. Add +12.7% 10.93% +2.22 SONO Sonos Inc. Add +14.1% 0.83% −0.19 PCG P G & E Corp. Add +14.7% 15.01% −0.27 ENTG Entegris Inc. Add +6.3% 10.59% −0.62 DHR Danaher Corp. Add +3.6% 14.01% −1.04
Notes & Other Activity Q4 2024 → Q1 2025 Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 36 $8.3M IOT, RIVN, SN, JPM, V Q1 2026 36 $8.1M CVX, IOT, PCG, GOOGL, COST Q4 2025 34 $44.4M GOOGL, STE, DHR, RIVN, SN Q3 2025 10 $241.2M PCG, DHR, CCI, GOOGL, STE Q2 2025 10 $295.4M DHR, PCG, STE, CCI, CSGP Q1 2025 11 $317.1M PCG, DHR, IFF, CCI, CSGP Q4 2024 10 $319.1M PCG, DHR, IFF, CCI, STE Q3 2024 14 $296.6M CCI, PCG, IFF, HUM, DHR Q2 2024 11 $276.5M CCI, IFF, MTN, LYV, PCG Q1 2024 10 $272.4M IFF, CCI, MTN, PCG, DHR