Aurdan Capital Management, LLC

13F filer · CIK 0002057382

Reported Jul 15, 2026

Net buyer this quarter

13F portfolio value$394MU.S. long equity reported on 13F

Positions637 new · 4 closed

Net flow last quarter+$8.21MBuys minus sells

Top 10 positions weight19.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 202663 positions
IDEVEndo Pharmaceuticals Solutions Inc.	$15.7M	3.97%	Not reported	New	Q2 2026
GWWW.W. Grainger, Inc.	$10.4M	2.63%	0.02%	-3.9%	Q4 2024
PMPhilip Morris International Inc.	$8.44M	2.14%	0.00%	-3.9%	Q4 2024
ROSTRoss Stores, Inc.	$7.83M	1.99%	0.01%	-4.8%	Q4 2024
CORCencora, Inc.	$6.82M	1.73%	0.01%	-8.0%	Q4 2024
LOWLowes Companies Inc	$6.45M	1.64%	0.01%	-6.8%	Q4 2024
MCHPMicrochip Technology Inc	$5.84M	1.48%	0.01%	-3.3%	Q4 2024
STTState Street Corp	$5.6M	1.42%	0.01%	-4.4%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$5.21M	1.32%	0.01%	-4.5%	Q4 2024
UNHUnitedhealth Group Inc	$4.56M	1.16%	0.00%	-1.7%	Q4 2024
JNJJohnson & Johnson	$4.39M	1.11%	0.00%	-9.5%	Q4 2024
AMGNAmgen Inc	$4.08M	1.04%	0.00%	-1.9%	Q4 2024
CVXChevron Corp	$3.97M	1.01%	0.00%	-3.7%	Q4 2024
MSFTMicrosoft Corp	$2.83M	0.72%	0.00%	+9.5%	Q4 2024
KOCoca Cola Co	$2.54M	0.64%	0.00%	-7.2%	Q4 2024
ADPAutomatic Data Processing Inc	$2.34M	0.59%	0.00%	+1.6%	Q4 2024
ITWIllinois Tool Works Inc	$2.23M	0.57%	0.00%	Not reported	Q4 2024
SYYSysco Corp	$1.83M	0.46%	0.00%	-12.0%	Q4 2024
ABTAbbott Laboratories	$1.7M	0.43%	0.00%	-20.7%	Q4 2024
APDAir Products & Chemicals, Inc.	$1.6M	0.41%	0.00%	-10.4%	Q4 2024
PIPRPiper Sandler Companies	$1.6M	0.41%	0.03%	Not reported	Q1 2026
MOAltria Group, Inc.	$1.5M	0.38%	0.00%	-0.1%	Q4 2024
USBUS Bancorp \de\	$1.33M	0.34%	0.00%	-12.4%	Q4 2024
AAPLApple Inc.	$1.3M	0.33%	0.00%	-24.5%	Q4 2024
AFLAflac Inc	$1.24M	0.32%	0.00%	-0.1%	Q4 2024
MRKMerck & Co., Inc.	$1.08M	0.27%	0.00%	-15.2%	Q4 2024
CVSCVS HEALTH Corp	$1M	0.25%	0.00%	-0.1%	Q4 2024
PNCPNC Financial Services Group, Inc.	$946K	0.24%	0.00%	-0.1%	Q4 2024
KRKroger Co	$755K	0.19%	0.00%	-0.1%	Q4 2024
KMIKinder Morgan, Inc.	$747K	0.19%	0.00%	-0.1%	Q4 2024
WRBBerkley W R Corp	$732K	0.19%	0.00%	-33.8%	Q4 2024
HDHome Depot, Inc.	$697K	0.18%	0.00%	+4.7%	Q4 2024
NVDANvidia Corp	$631K	0.16%	0.00%	-7.5%	Q4 2024
XOMExxonMobil Holdings Corp	$590K	0.15%	0.00%	-28.4%	Q4 2024
RTXRTX Corp	$587K	0.15%	0.00%	-0.8%	Q4 2024
BMYBristol Myers Squibb Co	$577K	0.15%	0.00%	-0.2%	Q4 2024
HONHoneywell International Inc	$576K	0.15%	0.00%	+2.8%	Q4 2024
HONAHoneywell Aerospace Inc.	$568K	0.14%	Not reported	+2.8%	Q2 2026
DISWalt Disney Co	$537K	0.14%	0.00%	-29.6%	Q4 2024
LLYELI LILLY & Co	$513K	0.13%	0.00%	+2.9%	Q4 2024
GLWCorning Inc	$511K	0.13%	0.00%	-1.0%	Q1 2026
PGPROCTER & GAMBLE Co	$471K	0.12%	0.00%	-0.9%	Q4 2024
HSYHershey Co	$437K	0.11%	0.00%	-0.1%	Q4 2024
JPMJPMorgan Chase & Co	$412K	0.10%	0.00%	+16.4%	Q4 2024
SCIService Corp International	$407K	0.10%	0.00%	-46.4%	Q4 2024
KMBKimberly Clark Corp	$382K	0.10%	0.00%	Not reported	Q4 2024
PEPPepsico Inc	$358K	0.09%	0.00%	+5.7%	Q4 2024
AXPAmerican Express Co	$338K	0.09%	0.00%	-1.0%	Q4 2024
BDXBecton Dickinson & Co	$329K	0.08%	0.00%	-0.1%	Q4 2024
DGXQuest Diagnostics Inc	$317K	0.08%	0.00%	-13.2%	Q1 2025

Q1 2026Reported Apr 21, 202659 positions
GWWW.W. Grainger, Inc.	$8.66M	2.60%	0.02%	-0.3%	Q4 2024
ROSTRoss Stores, Inc.	$8.37M	2.51%	0.01%	+1.0%	Q4 2024
CORCencora, Inc.	$8.22M	2.47%	0.01%	+0.3%	Q4 2024
PMPhilip Morris International Inc.	$8.02M	2.41%	0.00%	+0.5%	Q4 2024
LOWLowes Companies Inc	$7.41M	2.22%	0.01%	-1.6%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$5.68M	1.71%	0.01%	-4.5%	Q4 2024
CVXChevron Corp	$5.14M	1.54%	0.00%	+1.2%	Q4 2024
JNJJohnson & Johnson	$4.67M	1.40%	0.00%	+2.9%	Q4 2024
STTState Street Corp	$4.37M	1.31%	0.01%	+0.6%	Q4 2024
MCHPMicrochip Technology Inc	$4.28M	1.28%	0.01%	+0.9%	Q4 2024
AMGNAmgen Inc	$4.05M	1.21%	0.00%	-0.2%	Q4 2024
UNHUnitedhealth Group Inc	$3.02M	0.91%	0.00%	-0.2%	Q4 2024
MSFTMicrosoft Corp	$2.56M	0.77%	0.00%	+3.6%	Q4 2024
KOCoca Cola Co	$2.56M	0.77%	0.00%	-1.4%	Q4 2024
ABTAbbott Laboratories	$2.42M	0.73%	0.00%	-3.4%	Q4 2024
ITWIllinois Tool Works Inc	$2.15M	0.65%	0.00%	Not reported	Q4 2024
ADPAutomatic Data Processing Inc	$2.09M	0.63%	0.00%	-0.4%	Q4 2024
SYYSysco Corp	$1.78M	0.53%	0.01%	-6.2%	Q4 2024
APDAir Products & Chemicals, Inc.	$1.77M	0.53%	0.00%	-17.6%	Q4 2024
PIPRPiper Sandler Companies	$1.69M	0.51%	0.03%	New	Q1 2026
AAPLApple Inc.	$1.51M	0.45%	0.00%	+23.0%	Q4 2024
MOAltria Group, Inc.	$1.38M	0.41%	0.00%	+0.1%	Q4 2024
USBUS Bancorp \de\	$1.31M	0.39%	0.00%	+3.1%	Q4 2024
MRKMerck & Co., Inc.	$1.19M	0.36%	0.00%	+22.3%	Q4 2024
AFLAflac Inc	$1.16M	0.35%	0.00%	+0.1%	Q4 2024
HONHoneywell International Inc	$1.13M	0.34%	0.00%	0.0%	Q4 2024
WRBBerkley W R Corp	$1.04M	0.31%	0.00%	-18.3%	Q4 2024
XOMExxonMobil Holdings Corp	$1.02M	0.31%	0.00%	+2.0%	Q4 2024
KRKroger Co	$985K	0.30%	0.00%	+0.1%	Q4 2024
AZOAutozone Inc	$878K	0.26%	0.00%	-32.8%	Q4 2024
SCIService Corp International	$824K	0.25%	0.01%	-25.2%	Q4 2024
PNCPNC Financial Services Group, Inc.	$800K	0.24%	0.00%	+0.1%	Q4 2024
KMIKinder Morgan, Inc.	$784K	0.24%	0.00%	+12.7%	Q4 2024
MDTMedtronic plc	$783K	0.24%	0.00%	-17.3%	Q4 2024
DISWalt Disney Co	$764K	0.23%	0.00%	-24.4%	Q4 2024
CVSCVS HEALTH Corp	$698K	0.21%	0.00%	+0.1%	Q4 2024
HDHome Depot, Inc.	$621K	0.19%	0.00%	+0.7%	Q4 2024
BMYBristol Myers Squibb Co	$609K	0.18%	0.00%	+0.2%	Q4 2024
RTXRTX Corp	$601K	0.18%	0.00%	+0.8%	Q4 2024
NVDANvidia Corp	$595K	0.18%	0.00%	-5.1%	Q4 2024
TMOThermo Fisher Scientific Inc.	$576K	0.17%	0.00%	-15.7%	Q4 2024
HSYHershey Co	$518K	0.16%	0.00%	+0.1%	Q4 2024
PGPROCTER & GAMBLE Co	$468K	0.14%	0.00%	+0.9%	Q4 2024
PEPPepsico Inc	$389K	0.12%	0.00%	+0.5%	Q4 2024
LLYELI LILLY & Co	$383K	0.11%	0.00%	+3.0%	Q4 2024
BDXBecton Dickinson & Co	$342K	0.10%	0.00%	+0.1%	Q4 2024
GSGiShares S&P GSCI Commodity-Indexed Trust	$341K	0.10%	0.02%	+0.3%	Q4 2024
DGXQuest Diagnostics Inc	$338K	0.10%	0.00%	-29.3%	Q1 2025
KMBKimberly Clark Corp	$336K	0.10%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$318K	0.10%	0.00%	+3.4%	Q4 2024

Q4 2025Reported Jan 12, 202658 positions
CORCencora, Inc.	$8.81M	2.72%	0.01%	-0.3%	Q4 2024
GWWW.W. Grainger, Inc.	$8.04M	2.48%	0.02%	-1.3%	Q4 2024
PMPhilip Morris International Inc.	$7.74M	2.39%	0.00%	-0.1%	Q4 2024
LOWLowes Companies Inc	$7.69M	2.37%	0.01%	-2.7%	Q4 2024
ROSTRoss Stores, Inc.	$6.89M	2.13%	0.01%	-0.3%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$6.36M	1.96%	0.01%	+0.6%	Q4 2024
STTState Street Corp	$4.43M	1.37%	0.01%	-1.7%	Q4 2024
MCHPMicrochip Technology Inc	$4.18M	1.29%	0.01%	-1.7%	Q4 2024
JNJJohnson & Johnson	$3.85M	1.19%	0.00%	-1.7%	Q4 2024
AMGNAmgen Inc	$3.77M	1.16%	0.00%	-0.6%	Q4 2024
CVXChevron Corp	$3.74M	1.15%	0.00%	-1.8%	Q4 2024
UNHUnitedhealth Group Inc	$3.69M	1.14%	0.00%	-8.4%	Q4 2024
MSFTMicrosoft Corp	$3.23M	1.00%	0.00%	+5.3%	Q4 2024
ABTAbbott Laboratories	$3.05M	0.94%	0.00%	+1.0%	Q4 2024
ADPAutomatic Data Processing Inc	$2.66M	0.82%	0.00%	Not reported	Q4 2024
KOCoca Cola Co	$2.39M	0.74%	0.00%	-1.3%	Q4 2024
ITWIllinois Tool Works Inc	$2.03M	0.63%	0.00%	Not reported	Q4 2024
SYYSysco Corp	$1.96M	0.60%	0.01%	-13.8%	Q4 2024
PJCPiper Sandler Companies	$1.88M	0.58%	Not reported	Not reported	Q4 2024
APDAir Products & Chemicals, Inc.	$1.83M	0.56%	0.00%	-13.1%	Q4 2024
WRBBerkley W R Corp	$1.35M	0.42%	0.01%	-2.5%	Q4 2024
AAPLApple Inc.	$1.32M	0.41%	0.00%	-19.6%	Q4 2024
AZOAutozone Inc	$1.31M	0.40%	0.00%	-6.5%	Q4 2024
USBUS Bancorp \de\	$1.3M	0.40%	0.00%	-8.7%	Q4 2024
MOAltria Group, Inc.	$1.21M	0.37%	0.00%	-1.1%	Q4 2024
DISWalt Disney Co	$1.19M	0.37%	0.00%	-15.2%	Q4 2024
AFLAflac Inc	$1.17M	0.36%	0.00%	Not reported	Q4 2024
MDTMedtronic plc	$1.05M	0.32%	0.00%	-6.9%	Q4 2024
SCIService Corp International	$1.04M	0.32%	0.01%	-6.8%	Q4 2024
HONHoneywell International Inc	$975K	0.30%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$855K	0.26%	0.00%	Not reported	Q4 2024
KRKroger Co	$850K	0.26%	0.00%	Not reported	Q4 2024
TMOThermo Fisher Scientific Inc.	$805K	0.25%	0.00%	-13.3%	Q4 2024
PNCPNC Financial Services Group, Inc.	$802K	0.25%	0.00%	Not reported	Q4 2024
CVSCVS HEALTH Corp	$770K	0.24%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$711K	0.22%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$670K	0.21%	0.00%	+37.0%	Q4 2024
HDHome Depot, Inc.	$646K	0.20%	0.00%	+6.8%	Q4 2024
KMIKinder Morgan, Inc.	$570K	0.18%	0.00%	Not reported	Q4 2024
RTXRTX Corp	$567K	0.17%	0.00%	+5.1%	Q4 2024
BMYBristol Myers Squibb Co	$541K	0.17%	0.00%	-1.1%	Q4 2024
PGPROCTER & GAMBLE Co	$460K	0.14%	0.00%	Not reported	Q4 2024
HSYHershey Co	$453K	0.14%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$434K	0.13%	0.00%	Not reported	Q4 2024
DGXQuest Diagnostics Inc	$423K	0.13%	0.00%	-12.7%	Q1 2025
BDXBecton Dickinson & Co	$422K	0.13%	0.00%	Not reported	Q4 2024
AXPAmerican Express Co	$370K	0.11%	0.00%	Not reported	Q4 2024
PEPPepsico Inc	$357K	0.11%	0.00%	Not reported	Q4 2024
KMBKimberly Clark Corp	$351K	0.11%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$337K	0.10%	0.00%	+10.4%	Q4 2024

Q3 2025Reported Nov 5, 202562 positions
LOWLowes Companies Inc	$8.24M	2.62%	0.01%	-10.6%	Q4 2024
CORCencora, Inc.	$8.18M	2.60%	0.01%	-13.3%	Q4 2024
PMPhilip Morris International Inc.	$7.84M	2.49%	0.00%	-10.8%	Q4 2024
GWWW.W. Grainger, Inc.	$7.69M	2.45%	0.02%	-9.7%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$6.87M	2.19%	0.01%	-10.4%	Q4 2024
ROSTRoss Stores, Inc.	$5.85M	1.86%	0.01%	-15.7%	Q4 2024
MCHPMicrochip Technology Inc	$4.29M	1.36%	0.01%	-13.3%	Q4 2024
UNHUnitedhealth Group Inc	$4.22M	1.34%	0.00%	-23.0%	Q4 2024
STTState Street Corp	$4.05M	1.29%	0.01%	-16.2%	Q4 2024
CVXChevron Corp	$3.88M	1.23%	0.00%	-11.6%	Q4 2024
JNJJohnson & Johnson	$3.51M	1.12%	0.00%	-22.1%	Q4 2024
MSFTMicrosoft Corp	$3.29M	1.05%	0.00%	-1.0%	Q4 2024
AMGNAmgen Inc	$3.27M	1.04%	0.00%	-31.5%	Q4 2024
ABTAbbott Laboratories	$3.23M	1.03%	0.00%	-34.9%	Q4 2024
ADPAutomatic Data Processing Inc	$3.04M	0.97%	0.00%	Not reported	Q4 2024
SYYSysco Corp	$2.54M	0.81%	0.01%	-30.6%	Q4 2024
APDAir Products & Chemicals, Inc.	$2.32M	0.74%	0.00%	-26.8%	Q4 2024
KOCoca Cola Co	$2.29M	0.73%	0.00%	-20.7%	Q4 2024
ITWIllinois Tool Works Inc	$2.15M	0.68%	0.00%	Not reported	Q4 2024
PJCPiper Sandler Companies	$1.92M	0.61%	Not reported	Not reported	Q4 2024
AZOAutozone Inc	$1.78M	0.56%	0.00%	-38.8%	Q4 2024
AAPLApple Inc.	$1.54M	0.49%	0.00%	+29.9%	Q4 2024
WRBBerkley W R Corp	$1.51M	0.48%	0.01%	-44.5%	Q4 2024
DISWalt Disney Co	$1.42M	0.45%	0.00%	-41.0%	Q4 2024
MOAltria Group, Inc.	$1.4M	0.44%	0.00%	+1.1%	Q4 2024
USBUS Bancorp \de\	$1.29M	0.41%	0.00%	-48.8%	Q4 2024
SCIService Corp International	$1.19M	0.38%	0.01%	-49.1%	Q4 2024
AFLAflac Inc	$1.18M	0.38%	0.00%	Not reported	Q4 2024
MDTMedtronic plc	$1.12M	0.36%	0.00%	-49.8%	Q4 2024
HONHoneywell International Inc	$1.05M	0.33%	0.00%	Not reported	Q4 2024
KRKroger Co	$917K	0.29%	0.00%	Not reported	Q4 2024
TMOThermo Fisher Scientific Inc.	$778K	0.25%	0.00%	-67.2%	Q4 2024
PNCPNC Financial Services Group, Inc.	$772K	0.25%	0.00%	-0.2%	Q4 2024
CVSCVS HEALTH Corp	$731K	0.23%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$712K	0.23%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$682K	0.22%	0.00%	-0.2%	Q4 2024
XOMExxonMobil Holdings Corp	$666K	0.21%	0.00%	-2.0%	Q4 2024
KMIKinder Morgan, Inc.	$587K	0.19%	0.00%	Not reported	Q4 2024
MDLZMondelez International, Inc.	$548K	0.17%	0.00%	-71.0%	Q4 2024
DGXQuest Diagnostics Inc	$532K	0.17%	0.00%	-59.8%	Q1 2025
PGPROCTER & GAMBLE Co	$493K	0.16%	0.00%	Not reported	Q4 2024
RTXRTX Corp	$492K	0.16%	0.00%	-2.3%	Q4 2024
NVDANvidia Corp	$489K	0.16%	0.00%	+7.2%	Q4 2024
HSYHershey Co	$466K	0.15%	0.00%	Not reported	Q4 2024
BMYBristol Myers Squibb Co	$457K	0.15%	0.00%	-0.3%	Q4 2024
KMBKimberly Clark Corp	$433K	0.14%	0.00%	0.0%	Q4 2024
BDXBecton Dickinson & Co	$407K	0.13%	0.00%	Not reported	Q4 2024
GOOGAlphabet Inc.	$367K	0.12%	Not reported	New	Q3 2025
STESTERIS plc	$359K	0.11%	0.00%	-61.3%	Q2 2025
PEPPepsico Inc	$350K	0.11%	0.00%	Not reported	Q4 2024

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