Holders — by stockHoldings — by fund
Obion Capital Management LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002011555
$117.6M
disclosed book value
16
positions
13.5%
largest position share
Positions, as of 2026-06-30
top 16 of 16 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | HLTHILTON WORLDWIDE HLDGS INC | 47,901 | $15.8M | 13.5% |
| 2 | SNDASONIDA SENIOR LIVING INC | 268,793 | $11.0M | 9.3% |
| 3 | ORLYOREILLY AUTOMOTIVE INC | 91,745 | $8.4M | 7.2% |
| 4 | AZOAUTOZONE INC | 2,497 | $8.0M | 6.8% |
| 5 | MCOMOODYS CORP | 16,843 | $7.6M | 6.5% |
| 6 | SHWSHERWIN WILLIAMS CO | 21,906 | $7.5M | 6.4% |
| 7 | LINLINDE PLC | 14,309 | $7.4M | 6.3% |
| 8 | GEGE AEROSPACE | 18,655 | $7.0M | 5.9% |
| 9 | UNPUNION PAC CORP | 24,200 | $6.6M | 5.6% |
| 10 | AONAON PLC | 19,079 | $6.3M | 5.4% |
| 11 | MDLNMEDLINE INC | 156,000 | $6.2M | 5.2% |
| 12 | MLMMARTIN MARIETTA MATLS INC | 9,443 | $5.4M | 4.6% |
| 13 | HEIHEICO CORP NEW | 14,994 | $5.3M | 4.5% |
| 14 | VMCVULCAN MATLS CO | 17,625 | $5.2M | 4.4% |
| 15 | HEI/AHEICO CORP NEW | 19,067 | $4.9M | 4.2% |
| 16 | JANJANUS LIVING INC | 167,694 | $4.8M | 4.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.