Caden Capital Partners, LP In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Caden Capital Partners, LP reported 10 stock positions worth $295.4 million . Its top holding was Danaher (DHR) at 13.2% of the portfolio, followed by P G & E (PCG, 12.5% ) and Steris (STE, 11.4% ). Compared with Q1 2025, it sold out of 1, added to 1 and reduced 9. The biggest buy was Steris (STE, shares +459% ) and the biggest sale Intl Flavors & Fragrances (IFF, shares −23% ).
Location SANTA MONICA, CA
CIK 0001893767
Portfolio Value $295.4M (Q2 2025) Holdings 10 stocks · $295.4M 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 Q1 2025 DHR Danaher Corp. 197,354 $39.0M Reduce -8.9% PCG P G & E Corp. 2,652,333 $37.0M Reduce -4.3% STE Steris PLC 139,726 $33.6M Add +458.9% CCI Crown Castle Inc. 307,807 $31.6M Reduce -19.4% CSGP Costar Group Inc. 379,501 $30.5M Reduce -13.2% ICE Intercontinental Exchange Inc. 162,392 $29.8M Reduce -2.6% IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 400,394 $29.4M Reduce -23.5% ENTG Entegris Inc. 352,964 $28.5M Reduce -8.0% GOOGL Alphabet Inc. Class A 131,977 $23.3M Reduce -21.6% IOT Samsara Inc. Class A 322,039 $12.8M Reduce -7.4%
Other holdings (1): bonds, preferreds, convertibles and warrants · $5.4M (not counted above) Total filed on the 13F, all lines: $300.8M.
Portfolio Sells Q1 2025 → Q2 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 Q1 2025 % Of Portfolio Change To Portfolio ▲ IFF Intl Flavors & Fragrances Reduce -23.5% 9.97% −2.84 PCG P G & E Corp. Reduce -4.3% 12.51% −2.50 CCI Crown Castle Inc. Reduce -19.4% 10.70% −1.85 ENTG Entegris Inc. Reduce -8.0% 9.64% −0.95 SONO Sonos Inc. Sold out 0.00% −0.83 DHR Danaher Corp. Reduce -8.9% 13.20% −0.81 CSGP Costar Group Inc. Reduce -13.2% 10.33% −0.60 GOOGL Alphabet Inc. Class A Reduce -21.6% 7.87% −0.34 IOT Samsara Inc. Class A Reduce -7.4% 4.34% +0.13 ICE Intercontinental Exchange Inc. Reduce -2.6% 10.08% +1.01
Portfolio Buys Q1 2025 → Q2 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 Q1 2025 % Of Portfolio Change To Portfolio ▼ STE Steris PLC Add +458.9% 11.36% +9.57
Notes & Other Activity Q1 2025 → Q2 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