Fund HoldingsCallodine Capital Management, LP

Total Portfolio Value
$601.16M
Total Bought
$187.99M
Total Sold
$67.71M
Net Transaction
+$120.28M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CVS HEALTH CORP(CVS)0290,000+290,000019,6483.27%+19,648
CAPITAL ONE FINL CORP(COF)50,000150,000+100,0008,91626,8954.47%+17,979
EQUITABLE HLDGS INC0320,289+320,289016,6842.78%+16,684
REALTY INCOME CORP(O)0265,000+265,000015,3732.56%+15,373
BAXTER INTL INC642,500877,500+235,00018,73530,0375.00%+11,302
APOLLO GLOBAL MGMT INC(APO)080,307+80,307010,9971.83%+10,997
CITIGROUP INC(C)0150,000+150,000010,6491.77%+10,649
MATCH GROUP INC NEW(MTCH)457,760810,000+352,24014,97325,2724.20%+10,299
DELEK US HLDGS INC NEW(DK)35,000674,661+639,66164810,1671.69%+9,520
GLOBAL PMTS INC(GPN)150,000257,500+107,50016,80925,2144.19%+8,405
SPECTRUM BRANDS HLDGS INC NE(SPB)527,500730,000+202,50044,56852,2328.69%+7,663
ALGONQUIN PWR UTILS CORP2,600,0003,475,000+875,00011,57017,8622.97%+6,292
JACK IN THE BOX INC305,377675,667+370,29012,71618,3713.06%+5,655
LIBERTY ENERGY INC(LBRT)0348,547+348,54705,5170.92%+5,517
BLUE OWL CAPITAL CORPORATION(OBDC)0325,000+325,00004,7650.79%+4,765
SANOFI(SNY)384,189405,969+21,78018,52922,5153.75%+3,986
BLUE OWL CAPITAL INC(OBDC)1,125,0001,497,531+372,53126,16830,0114.99%+3,843
SS&C TECHNOLOGIES HLDGS INC(SSNC)130,000162,257+32,2579,85113,5532.25%+3,702
GENESIS ENERGY L P(GEL)350,000450,000+100,0003,5397,0611.17%+3,522
NUVEEN CHURCHILL DIRECT LEND350,389500,000+149,6115,8808,4901.41%+2,610
MIDCAP FINANCIAL INVSTMNT CO246,217409,850+163,6333,3215,2710.88%+1,949
WALGREENS BOOTS ALLIANCE INC1,030,8821,030,88209,61811,5151.92%+1,897
PIMCO ETF TR
25YR+ ZERO U S
025,000+25,00001,7910.30%+1,791
PLAINS ALL AMERN PIPELINE L(PAA)100,000150,000+50,0001,7083,0000.50%+1,292
SEALED AIR CORP NEW20,00060,000+40,0006771,7340.29%+1,057
SIXTH STREET SPECIALTY LENDI(TSLX)1,075,0001,065,076-9,92422,89823,8363.97%+939
WOLVERINE WORLD WIDE INC(WWW)1,901,6163,047,071+1,145,45542,21642,3857.05%+169
ALLIANCEBERNSTEIN HLDG L P(AB)180,000174,060-5,9406,6766,6681.11%-8
BARINGS BDC INC(BBDC)300,000300,00002,8712,8620.48%-9
GOLUB CAP BDC INC(GBDC)525,000525,00007,9597,9491.32%-10
KAYNE ANDERSON BDC INC(KBDC)340,535337,730-2,8055,6325,4780.91%-154
ARRAY TECHNOLOGIES INC(ARRY)716,232816,232+100,0004,3263,9750.66%-351
CION INVT CORP(CICB)500,000500,00005,7005,1750.86%-525
BLACKSTONE SECD LENDING FD(BXSL)225,000200,000-25,0007,2706,4721.08%-798
UGI CORP NEW(UGI)380,100300,000-80,10010,7309,9211.65%-809
CHIMERA INVT CORP(CIM)450,000400,000-50,0006,3005,1320.85%-1,168
GSK PLC(GSK)700,000570,000-130,00023,67422,0823.67%-1,592
ARES CAPITAL CORP(ARCC)200,000100,000-100,0004,3782,2160.37%-2,162
PERDOCEO ED CORP(PRDO)556,245481,245-75,00014,72412,1182.02%-2,606
UNITED PARCEL SERVICE INC(UPS)22,1490-22,1492,7930-2,793
M & T BK CORP(MTB)41,27127,500-13,7717,7594,9160.82%-2,844
VIATRIS INC(VTRS)2,775,0003,625,000+850,00034,54931,5745.25%-2,975
RAYMOND JAMES FINL INC(RJF)25,0000-25,0003,8830-3,883
ENERGY TRANSFER L P(ET)850,000660,000-190,00016,65212,2692.04%-4,382
SHOALS TECHNOLOGIES GROUP IN(SHLS)800,0000-800,0004,4240-4,424
ALTRIA GROUP INC(MO)100,0000-100,0005,2290-5,229
TXNM ENERGY INC(TXNM)125,4950-125,4956,1710-6,171
FS KKR CAP CORP(FSK)436,27172,040-364,2319,4761,5090.25%-7,967
AFFILIATED MANAGERS GROUP IN50,0000-50,0009,2460-9,246
DUN & BRADSTREET HLDGS INC845,8080-845,80810,5390-10,539
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