Obion Capital Management LP
Obion Capital Management LP reported 16 positions worth $117.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: HLT (13.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | HLT | SH | $15.8M | 13.46% | 47,901 | — | — | |
| ▸ 2 | SNDA | SH | $11.0M | 9.33% | 268,793 | — | — | |
| ▸ 3 | ORLY | SH | $8.4M | 7.19% | 91,745 | — | — | |
| ▸ 4 | AZO | SH | $8.0M | 6.79% | 2,497 | — | — | |
| ▸ 5 | MCO | SH | $7.6M | 6.49% | 16,843 | — | — | |
| ▸ 6 | SHW | SH | $7.5M | 6.41% | 21,906 | — | — | |
| ▸ 7 | LIN | SH | $7.4M | 6.32% | 14,309 | — | — | |
| ▸ 8 | GE | SH | $7.0M | 5.93% | 18,655 | — | — | |
| ▸ 9 | UNP | SH | $6.6M | 5.60% | 24,200 | — | — | |
| ▸ 10 | AON | SH | $6.3M | 5.38% | 19,079 | — | — |
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Frequently Asked Questions
What stocks does Obion Capital Management LP hold as of Q2 2026?
Obion Capital Management LP reported 16 positions worth $117.6M in its Q2 2026 13F filing. Largest positions: HLT (13.5%), SNDA (9.3%), ORLY (7.2%), AZO (6.8%) and MCO (6.5%).
What did Obion Capital Management LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Obion Capital Management LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.