CARRONADE CAPITAL MANAGEMENT, LP

Fundamental concentrated ★Highest signal CIK 1866872
League rank
#290
in Fundamental concentrated · #554 overall
Long book
$1.38B
Q1 2026
Positions
25
Top-10 weight
89%
concentration
Last quarter
+20.6%
SPY +14.8%
Turnover
15%
of book per quarter

Strategy in plain words

auto-generated from filings

CARRONADE CAPITAL MANAGEMENT, LP is a concentrated fundamental stock-picker, running a $1.38B US long book across 25 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: TALEN ENERGY CORP, TELEPHONE AND DATA SYSTEMS, VIASAT INC, VISTANCE NETWORKS INC, CENTURI HOLDINGS INC.

Over the last 9 quarters its long book ran on average 2.4pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-1.5%
Q2 2024
+1.1%
Q3 2024
+18.6%
Q4 2024
+1.1%
Q1 2025
-2.9%
Q2 2025
+15.1%
Q3 2025
+5.5%
Q4 2025
+4.6%
Q1 2026
+20.6%

Sector allocation

Communications
37%
Utilities
30%
Healthcare
16%
Technology
12%
Consumer discretionary
3%
Services media
1%
Financials
0%

Long book by quarter

$293.7M
Q1 2024
$304.5M
Q2 2024
$372.8M
Q3 2024
$570.9M
Q4 2024
$619.4M
Q1 2025
$720.9M
Q2 2025
$1.01B
Q3 2025
$1.09B
Q4 2025
$1.38B
Q1 2026

What does CARRONADE CAPITAL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
TLN TALEN ENERGY CORPUtilities644.5K$205.7M14.9%+11.6%
TDS TELEPHONE AND DATA SYSTEMSCommunications4.6M$194.7M14.1%+10.0%
VSAT VIASAT INCCommunications3.2M$147.9M10.7%+8.6%
VISN VISTANCE NETWORKS INCTechnology7.6M$139.2M10.1%+394.3%
CTRI CENTURI HOLDINGS INCUtilities4.6M$133.3M9.7%+14.4%
BKD BROOKDALE SENIOR LIVING INCHealthcare8.6M$117.5M8.5%+16.8%
ECHO ECHOSTAR CORP-ACommunications583.1K$68.3M4.9%-9.4%
ACHC ACADIA HEALTHCARE CO INCHealthcare2.3M$54.7M4.0%New
CNNE CANNAE HOLDINGS INCConsumer discretionary3.3M$37.1M2.7%Held
OPTU OPTIMUM COMMUNICATIONS INC-ACommunications6.6M$8.5M0.6%+9.3%
WW WW INTERNATIONAL INC-NEWServices media456.7K$6.3M0.5%-0.2%
SPHR SPHERE ENTERTAINMENT COServices media45.7K$5.4M0.4%New
CYH COMMUNITY HEALTH SYSTEMS INCHealthcare1.3M$3.9M0.3%+306.7%
CORZ CORE SCIENTIFIC INCFinancials101.1K$1.5M0.1%+1.1%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202632$7.65B canonicalSEC ↗
Q4 202513F-HR/ARESTATEMENTMay 15, 202631$7.34B canonicalSEC ↗
Q4 202513F-HRFeb 13, 202631$7.31B SEC ↗
Q3 202513F-HRNov 14, 202533$4.33B canonicalSEC ↗
Q2 202513F-HR/ARESTATEMENTAug 19, 202527$1.40B canonicalSEC ↗
Q2 202513F-HRAug 14, 202527$1.33B SEC ↗
Q1 202513F-HR/ARESTATEMENTAug 19, 202531$1.79B canonicalSEC ↗
Q1 202513F-HRMay 15, 202531$1.71B SEC ↗
Q4 202413F-HR/ARESTATEMENTAug 19, 202538$1.88B canonicalSEC ↗
Q4 202413F-HRFeb 14, 202537$1.83B SEC ↗
Q3 202413F-HRNov 14, 202432$1.52B canonicalSEC ↗
Q2 202413F-HRAug 14, 202431$1.90B canonicalSEC ↗
Q1 202413F-HRMay 15, 202424$1.60B canonicalSEC ↗