Cander Asset Management LP

13F filer · CIK 0002082399

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$540MU.S. long equity reported on 13F

Positions4712 new · 8 closed

Net flow last quarter-$70.7MBuys minus sells

Top 10 positions weight50.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202647 positions
AERAerCap Holdings N.V.	$40.5M	7.49%	0.17%	Not reported	Q4 2025
COFCapital One Financial Corp	$35.9M	6.65%	0.03%	-7.5%	Q4 2025
AIGAmerican International Group, Inc.	$28.2M	5.22%	0.07%	+55.1%	Q1 2026
MSCIMSCI Inc.	$25.8M	4.77%	0.06%	+3.4%	Q4 2025
LPLALPL Financial Holdings Inc.	$24.8M	4.59%	0.11%	-7.7%	Q4 2025
AHRAmerican Healthcare REIT, Inc.	$24.6M	4.56%	0.24%	+64.8%	Q4 2025
CRBGCorebridge Financial, Inc.	$24.5M	4.53%	0.19%	+233.6%	Q1 2026
JLLJones Lang Lasalle Inc	$22.9M	4.24%	0.16%	+103.1%	Q1 2026
BLKBlackRock, Inc.	$22.7M	4.20%	0.02%	+19.9%	Q4 2025
LNCLincoln National Corp	$21.8M	4.04%	0.32%	+57.2%	Q1 2026
KKRKKR & Co. Inc.	$21.6M	4.00%	0.03%	+66.4%	Q4 2025
VLYValley National Bancorp	$20.1M	3.72%	0.25%	-31.2%	Q4 2025
VVisa Inc.	$19.7M	3.64%	0.00%	-51.5%	Q4 2025
SPGIS&P Global Inc.	$17.8M	3.29%	0.01%	+38.8%	Q4 2025
WELLWelltower Inc.	$17.5M	3.24%	0.01%	-40.5%	Q4 2025
BACBank of America Corp	$15M	2.78%	0.00%	+18.1%	Q4 2025
HAPNHappen, Inc.	$13.7M	2.54%	0.57%	-24.2%	Q4 2025
MARMarriott International Inc	$13.6M	2.52%	0.01%	+39.9%	Q1 2026
BXPBXP, Inc.	$12.7M	2.35%	0.12%	+186.2%	Q4 2025
ICEIntercontinental Exchange, Inc.	$9.58M	1.77%	0.01%	New	Q2 2026
RKTRocket Companies, Inc.	$8.5M	1.57%	Not reported	+38.4%	Q4 2025
EVREvercore Inc.	$8.32M	1.54%	Not reported	-31.6%	Q1 2026
TOSTToast, Inc.	$7.89M	1.46%	0.13%	-45.1%	Q4 2025
RDNRadian Group Inc	$7.49M	1.39%	0.15%	-64.4%	Q4 2025
PIPRPiper Sandler Companies	$7.08M	1.31%	0.14%	-8.4%	Q1 2026
FHNFirst Horizon Corp	$5.25M	0.97%	0.04%	-72.3%	Q1 2026
OWLBlue Owl Capital Inc.	$4.9M	0.91%	8.14%	-67.8%	Q4 2025
UDRUDR, Inc.	$4.28M	0.79%	0.03%	-19.9%	Q1 2026
VMRKVivmark Residential	$4.19M	0.78%	0.02%	New	Q2 2026
DRHDiamondRock Hospitality Co	$4.19M	0.78%	0.17%	Not reported	Q4 2025
CUZCousins Properties Inc	$3.99M	0.74%	0.08%	New	Q2 2026
BENFranklin Resources Inc	$3.7M	0.68%	0.02%	New	Q2 2026
JANJanus Living, Inc.	$3.63M	0.67%	Not reported	New	Q2 2026
HBANHuntington Bancshares Inc	$3.63M	0.67%	0.01%	New	Q2 2026
IRMIron Mountain Inc	$3.46M	0.64%	0.01%	-79.5%	Q4 2025
PLDPrologis, Inc.	$3.09M	0.57%	0.00%	-83.8%	Q4 2025
FOURShift4 Payments, Inc.	$2.98M	0.55%	0.08%	+16.0%	Q1 2026
INVHInvitation Homes Inc.	$2.96M	0.55%	0.02%	New	Q2 2026
AMTAmerican Tower Corp	$2.6M	0.48%	0.00%	New	Q2 2026
INTUIntuit Inc.	$2.57M	0.48%	0.00%	-72.3%	Q4 2025
MQMarqeta, Inc.	$2.45M	0.45%	Not reported	-69.4%	Q4 2025
WEXWEX Inc.	$2.24M	0.42%	0.05%	New	Q2 2026
DAVEDave Inc.	$1.37M	0.25%	Not reported	-80.5%	Q1 2026
CUBECubeSmart	$1.36M	0.25%	0.02%	New	Q2 2026
FRFirst Industrial Realty Trust Inc	$1.1M	0.20%	0.01%	-87.9%	Q4 2025
BRXBrixmor Property Group Inc.	$921K	0.17%	0.01%	-86.1%	Q1 2026
BXMTBlackstone Mortgage Trust, Inc.	$678K	0.13%	0.02%	New	Q2 2026
Q1 2026Reported May 15, 202643 positions
VVisa Inc.	$35.7M	6.41%	0.01%	+79.8%	Q4 2025
COFCapital One Financial Corp	$35.3M	6.34%	0.03%	+148.6%	Q4 2025
LPLALPL Financial Holdings Inc.	$28.7M	5.15%	0.12%	+57.5%	Q4 2025
WELLWelltower Inc.	$25.6M	4.60%	0.02%	+62.9%	Q4 2025
VLYValley National Bancorp	$24.5M	4.39%	0.36%	+53.5%	Q4 2025
MSCIMSCI Inc.	$24M	4.31%	0.06%	+16.2%	Q4 2025
VOYAVoya Financial, Inc.	$19.1M	3.44%	0.30%	+13.9%	Q4 2025
BLKBlackRock, Inc.	$18.9M	3.39%	0.01%	-12.3%	Q4 2025
PLDPrologis, Inc.	$18.7M	3.35%	0.02%	+269.6%	Q4 2025
RDNRadian Group Inc	$18.5M	3.32%	0.41%	+37.6%	Q4 2025
AIGAmerican International Group, Inc.	$18.4M	3.30%	0.05%	New	Q1 2026
FHNFirst Horizon Corp	$16.8M	3.02%	0.15%	New	Q1 2026
OWLBlue Owl Capital Inc.	$15.9M	2.85%	25.28%	+83.6%	Q4 2025
INTUIntuit Inc.	$15.4M	2.76%	0.01%	+38.5%	Q4 2025
USBUS Bancorp \de\	$14.8M	2.65%	0.02%	-0.4%	Q4 2025
LNCLincoln National Corp	$13.9M	2.50%	0.21%	New	Q1 2026
TOSTToast, Inc.	$13.7M	2.46%	0.23%	+34.4%	Q4 2025
IRMIron Mountain Inc	$13.6M	2.44%	0.04%	-34.3%	Q4 2025
AHRAmerican Healthcare REIT, Inc.	$13.5M	2.43%	0.15%	-25.8%	Q4 2025
SPGIS&P Global Inc.	$13.4M	2.40%	0.01%	-33.7%	Q4 2025
KKRKKR & Co. Inc.	$13.1M	2.35%	0.02%	+679.4%	Q4 2025
HAPNHappen, Inc.	$12.5M	2.24%	0.75%	+26.9%	Q4 2025
JLLJones Lang Lasalle Inc	$11.1M	1.99%	0.08%	New	Q1 2026
BACBank of America Corp	$10.9M	1.95%	0.00%	-41.6%	Q4 2025
EVREvercore Inc.	$10.6M	1.91%	Not reported	New	Q1 2026
ADCAgree Realty Corp	$10.5M	1.89%	0.12%	-36.1%	Q4 2025
MARMarriott International Inc	$8.58M	1.54%	0.01%	New	Q1 2026
FRFirst Industrial Realty Trust Inc	$8.56M	1.54%	0.11%	+192.3%	Q4 2025
PIPRPiper Sandler Companies	$8.18M	1.47%	0.16%	New	Q1 2026
MQMarqeta, Inc.	$8.06M	1.45%	Not reported	+103.0%	Q4 2025
MAMastercard Inc	$7.1M	1.27%	0.00%	New	Q1 2026
CRBGCorebridge Financial, Inc.	$6.12M	1.10%	0.06%	New	Q1 2026
BRXBrixmor Property Group Inc.	$6.06M	1.09%	0.07%	New	Q1 2026
RKTRocket Companies, Inc.	$5.56M	1.00%	Not reported	+243.6%	Q4 2025
FICOFair Isaac Corp	$5.16M	0.93%	0.02%	-47.9%	Q4 2025
UDRUDR, Inc.	$4.52M	0.81%	0.04%	New	Q1 2026
HOODRobinhood Markets, Inc.	$4.33M	0.78%	0.03%	New	Q1 2026
BXPBXP, Inc.	$3.48M	0.62%	0.04%	-61.3%	Q4 2025
DAVEDave Inc.	$3.3M	0.59%	Not reported	New	Q1 2026
DRHDiamondRock Hospitality Co	$3.22M	0.58%	0.17%	-31.8%	Q4 2025
EXRExtra Space Storage Inc.	$3.01M	0.54%	0.01%	New	Q1 2026
KLARKlarna Group plc	$2.51M	0.45%	0.05%	-65.3%	Q4 2025
FOURShift4 Payments, Inc.	$2.31M	0.41%	0.07%	New	Q1 2026
Q4 2025Reported Feb 17, 202643 positions
SPGIS&P Global Inc.	$24.8M	4.59%	0.02%	New	Q4 2025
BLKBlackRock, Inc.	$24M	4.44%	0.01%	New	Q4 2025
VVisa Inc.	$23.1M	4.27%	0.00%	New	Q4 2025
MSCIMSCI Inc.	$22M	4.07%	0.05%	New	Q4 2025
LPLALPL Financial Holdings Inc.	$21.6M	4.00%	0.08%	New	Q4 2025
BACBank of America Corp	$21M	3.89%	0.01%	New	Q4 2025
FITBFifth Third Bancorp	$20.6M	3.82%	0.07%	New	Q4 2025
COFCapital One Financial Corp	$18.9M	3.49%	0.01%	New	Q4 2025
VOYAVoya Financial, Inc.	$18.3M	3.39%	0.26%	New	Q4 2025
AHRAmerican Healthcare REIT, Inc.	$18.2M	3.36%	0.21%	New	Q4 2025
PGRProgressive Corp	$17.4M	3.22%	0.01%	New	Q4 2025
INTUIntuit Inc.	$17M	3.15%	0.01%	New	Q4 2025
IRMIron Mountain Inc	$16.8M	3.11%	0.07%	New	Q4 2025
KLARKlarna Group plc	$16M	2.95%	0.15%	New	Q4 2025
ADCAgree Realty Corp	$15.7M	2.91%	0.18%	New	Q4 2025
FICOFair Isaac Corp	$15.7M	2.90%	0.04%	New	Q4 2025
USBUS Bancorp \de\	$15.2M	2.81%	0.02%	New	Q4 2025
VLYValley National Bancorp	$15.2M	2.80%	0.23%	New	Q4 2025
AERAerCap Holdings N.V.	$14.9M	2.76%	0.06%	New	Q4 2025
WELLWelltower Inc.	$14.8M	2.73%	0.01%	New	Q4 2025
RDNRadian Group Inc	$14.6M	2.70%	0.30%	New	Q4 2025
OWLBlue Owl Capital Inc.	$14.1M	2.62%	13.76%	New	Q4 2025
VICIVici Properties Inc.	$13.8M	2.56%	0.05%	New	Q4 2025
TOSTToast, Inc.	$13.6M	2.52%	0.17%	New	Q4 2025
MCMoelis & Co	$13.5M	2.50%	Not reported	New	Q4 2025
HAPNHappen, Inc.	$13M	2.41%	0.60%	New	Q4 2025
BXPBXP, Inc.	$11.7M	2.16%	0.11%	New	Q4 2025
ETOReToro Group Ltd.	$9.91M	1.83%	Not reported	New	Q4 2025
CCICrown Castle Inc.	$9.64M	1.78%	0.02%	New	Q4 2025
REGRegency Centers Corp	$8.42M	1.56%	0.07%	New	Q4 2025
PJCPiper Sandler Companies	$7.84M	1.45%	Not reported	New	Q4 2025
PLDPrologis, Inc.	$4.87M	0.90%	0.00%	New	Q4 2025
ESSEssex Property Trust, Inc.	$4.71M	0.87%	0.03%	New	Q4 2025
MQMarqeta, Inc.	$4.62M	0.85%	Not reported	New	Q4 2025
DRHDiamondRock Hospitality Co	$4.52M	0.84%	0.25%	New	Q4 2025
SLGSL Green Realty Corp	$2.92M	0.54%	0.09%	New	Q4 2025
FRFirst Industrial Realty Trust Inc	$2.9M	0.54%	0.04%	New	Q4 2025
SUISun Communities Inc	$2.87M	0.53%	0.02%	New	Q4 2025
BKNGBooking Holdings Inc.	$2.86M	0.53%	0.00%	New	Q4 2025
KKRKKR & Co. Inc.	$2.32M	0.43%	0.00%	New	Q4 2025
RKTRocket Companies, Inc.	$2.2M	0.41%	Not reported	New	Q4 2025
MACMacerich Co	$2.14M	0.40%	0.05%	New	Q4 2025
HSTHost Hotels & Resorts, Inc.	$2.03M	0.38%	0.02%	New	Q4 2025

Premium opens every quarter this fund has filed