Obion Capital Management LP holds a focused book of 15 stocks worth $101.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Janus Living Inc CL-A-1 and trimmed Linde PLC. Their largest long position is Hilton Worldwide Holdings In at 14% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2011555/holdings"
Use Arkolith to show Obion Capital Management LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Hilton Worldwide Hldgs Inc COM | $14.6M | 47.9K | 14.4% | —Held | |
| 2 | Sherwin Williams Co COM | $8.8M | 27.5K | 8.7% | ▲+27% Added · +6K sh | |
| 3 | Sonida Senior Living Inc COM | $8.7M | 268.8K | 8.5% | ▲+38% Added · +74K sh | |
| 4 | Oreilly Automotive Inc COM | $8.1M | 88.1K | 8.0% | —Held | |
| 5 | Autozone Inc COM | $8.1M | 2.4K | 8.0% | —Held | |
| 6 | Ge Aerospace COM NEW | $7.4M | 26.2K | 7.3% | ▲+14% Added · +3K sh | |
| 7 | Moodys Corp COM | $7.3M | 16.8K | 7.2% | ▲+9.8% Added · +2K sh | |
| 8 | Aon PLC SHS CL A | $6.2M | 19.1K | 6.1% | ▲+18% Added · +3K sh | |
| 9 | Vulcan Matls Co COM | $6.1M | 22.5K | 6.0% | ▲+28% Added · +5K sh | |
| 10 | Martin Marietta Matls Inc COM | $5.9M | 9.9K | 5.8% | ▲+6.0% Added · +565 sh | |
| 11 | Linde PLC SHS | $5.8M | 11.8K | 5.7% | ▼−58% Reduced · −16K sh | |
| 12 | Heico Corp New COM | $4.3M | 15.5K | 4.2% | ▲+85% Added · +7K sh | |
| 13 | Heico Corp New CL A | $4.1M | 19.3K | 4.0% | ▲+94% Added · +9K sh | |
| 14 | Gallagher Arthur J & Co COM | $3.5M | 16.4K | 3.5% | ▼−18% Reduced · −4K sh | |
| 15 | Janus Living Inc CL A-1 | $2.5M | 106.0K | 2.5% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.