Fund HoldingsCallodine Capital Management, LP

Total Portfolio Value
$413.29M
Total Bought
$82.93M
Total Sold
$59.55M
Net Transaction
+$23.39M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
TECK RESOURCES LTD(TECK)0230,000+230,000010,5292.55%+10,529
UGI CORP NEW(UGI)200,000550,000+350,0004,92013,4973.27%+8,577
PERDOCEO ED CORP(PRDO)0456,945+456,94508,0241.94%+8,024
SS&C TECHNOLOGIES HLDGS INC(SSNC)115,000205,607+90,6077,02813,2353.20%+6,207
GAMING & LEISURE PPTYS INC(GLPI)0125,000+125,00005,7591.39%+5,759
WOLVERINE WORLD WIDE INC(WWW)1,915,0001,994,579+79,57917,02422,3595.41%+5,335
ATLANTICA SUSTAINABLE INFR P651,0001,035,000+384,00013,99719,1274.63%+5,130
NUVEEN CHURCHILL DIRECT LEND0245,669+245,66904,4371.07%+4,437
ALLIANCEBERNSTEIN HLDG L P(AB)0111,198+111,19803,8630.93%+3,863
ARES CAPITAL CORP(ARCC)250,000400,000+150,0005,0088,3282.02%+3,321
SPECTRUM BRANDS HLDGS INC NE(SPB)222,863235,000+12,13717,77820,9175.06%+3,140
SANOFI(SNY)300,000369,189+69,18914,91917,9434.34%+3,024
BLUE OWL CAPITAL INC(OBDC)1,075,000979,305-95,69516,01818,4704.47%+2,452
ENERGY TRANSFER L P(ET)565,000650,000+85,0007,79710,2252.47%+2,428
BAXTER INTL INC355,000375,000+20,00013,72416,0283.88%+2,303
DOUGLAS EMMETT INC(DEI)815,0001,002,494+187,49411,81813,9053.36%+2,087
ALTRIA GROUP INC(MO)295,000320,000+25,00011,90013,9583.38%+2,058
APOLLO GLOBAL MGMT INC(APO)120,000117,500-2,50011,18313,2133.20%+2,030
CION INVT CORP(CICB)449,999625,000+175,0015,0896,8751.66%+1,786
REDFIN CORP
NOTE
00001,6350.40%+1,635
DUN & BRADSTREET HLDGS INC100,000250,000+150,0001,1702,5100.61%+1,340
SHELL PLC(SHEL)185,000200,000+15,00012,17313,4083.24%+1,235
PERELLA WEINBERG PARTNERS(PWP)079,474+79,47401,1230.27%+1,123
GOLDMAN SACHS BDC INC(GSBD)650,000700,000+50,0009,52310,4862.54%+964
GSK PLC(GSK)450,000400,000-50,00016,67717,1484.15%+471
EMBRAER S.A.(EMBJ)010,000+10,00002660.06%+266
SHARKNINJA INC(SN)20,00020,00001,0231,2460.30%+222
VIATRIS INC(VTRS)2,520,0002,300,000-220,00027,29227,4626.64%+170
BURFORD CAP LTD
ORD SHS
50,00050,00007807990.19%+19
BLACKSTONE SECD LENDING FD(BXSL)643,503570,000-73,50317,78617,7564.30%-31
GOLUB CAP BDC INC(GBDC)341,628300,000-41,6285,1594,9891.21%-170
BARINGS BDC INC(BBDC)2,133,3581,940,826-192,53218,30418,0504.37%-255
NATIONAL STORAGE AFFILIATES(NSA)232,600230,000-2,6009,6469,0072.18%-639
KRAFT HEINZ CO(KHC)20,0000-20,0007400-740
ALTIMMUNE INC100,0000-100,0001,1250-1,125
REDFIN CORP
NOTE
0001,9430-1,943
KKR & CO INC(KKR)145,000100,000-45,00012,01310,0582.43%-1,955
FS KKR CAP CORP(FSK)500,000400,000-100,0009,9857,6281.85%-2,357
SIXTH STREET SPECIALTY LENDI(TSLX)1,198,9921,065,323-133,66925,89822,8305.52%-3,068
STMICROELECTRONICS N V(STM)65,0000-65,0003,2580-3,258
BLUE OWL CAPITAL CORPORATION(OBDC)259,7470-259,7473,8340-3,834
RADIAN GROUP INC(RDN)278,57869,272-209,3067,9532,3190.56%-5,635
CHUBB LIMITED
COM
45,50015,000-30,50010,2833,8870.94%-6,396
CROWN CASTLE INC(CCI)61,2500-61,2507,0550-7,055
ELEVANCE HEALTH INC(ELV)17,5000-17,5008,2520-8,252
PERRIGO CO PLC(PRGO)300,0000-300,0009,6540-9,654
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