Fund HoldingsCallodine Capital Management, LP

Total Portfolio Value
$348.25M
Total Bought
$62.55M
Total Sold
$53.03M
Net Transaction
+$9.52M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
CHUBB LIMITED
COM
050,000+50,00009,6282.76%+9,628
SPECTRUM BRANDS HLDGS INC NE(SPB)237,708315,726+78,01815,74124,6427.08%+8,901
DOUGLAS EMMETT INC(DEI)150,000585,000+435,0001,8507,3532.11%+5,504
NEW FORTRESS ENERGY INC70,000225,000+155,0002,0606,0261.73%+3,965
PLYMOUTH INDL REIT INC62,099209,994+147,8951,3054,8341.39%+3,529
BLUE OWL CAPITAL INC(OBDC)1,130,1881,375,000+244,81212,52216,0194.60%+3,496
COMCAST CORP NEW(CCZ)205,000267,500+62,5007,77211,1153.19%+3,343
PERRIGO CO PLC(PRGO)75,000175,000+100,0002,6905,9411.71%+3,251
GOLDMAN SACHS BDC INC(GSBD)100,000300,000+200,0001,3654,1581.19%+2,793
OVINTIV INC(OVV)125,000183,333+58,3334,5106,9792.00%+2,469
PENNANTPARK INVT CORP1,875,0002,000,000+125,0009,90011,7803.38%+1,880
CARLYLE GROUP INC(CG)225,000275,000+50,0006,9898,7862.52%+1,798
BRISTOL-MYERS SQUIBB CO(BMY)85,000120,000+35,0005,8917,6742.20%+1,783
ALTRIA GROUP INC(MO)115,000150,000+35,0005,1316,7951.95%+1,664
SIXTH STREET SPECIALTY LENDI(TSLX)1,276,1861,335,030+58,84423,35424,9527.16%+1,598
BARINGS BDC INC(BBDC)2,249,4332,474,570+225,13717,86019,4015.57%+1,540
ARES CAPITAL CORP(ARCC)100,000175,000+75,0001,8283,2880.94%+1,461
CRESCENT CAP BDC INC325,000375,000+50,0004,4275,6781.63%+1,251
VIATRIS INC(VTRS)2,145,4692,166,724+21,25520,63921,6246.21%+984
CION INVT CORP(CICB)125,000177,646+52,6461,2341,8440.53%+610
BAIN CAP SPECIALTY FIN INC(BCSF)042,800+42,80005780.17%+578
OWL ROCK CAPITAL CORPORATION(OBDC)525,000525,00006,6207,0462.02%+425
FS KKR CAP CORP(FSK)375,000375,00006,9387,1932.07%+255
KKR & CO INC(KKR)350,000329,321-20,67918,38218,4425.30%+60
ENERGY TRANSFER L P(ET)150,000150,00001,8711,9050.55%+35
GSK PLC(GSK)450,000450,000016,01116,0384.61%+27
KOHLS CORP(KSS)100,000100,00002,3542,3050.66%-49
WESTWOOD HLDGS GROUP INC10,1000-10,1001130-113
GOLUB CAP BDC INC(GBDC)225,000200,000-25,0003,0512,7000.78%-351
GRANITE PT MTG TR INC75,0000-75,0003720-372
BIG LOTS INC43,7810-43,7814800-480
BOSTON BEER INC1,5000-1,5004930-493
NATIONAL STORAGE AFFILIATES(NSA)145,892160,000+14,1086,0955,5731.60%-523
BLACKSTONE SECD LENDING FD(BXSL)851,725719,371-132,35421,23419,6825.65%-1,552
MEDICAL PPTYS TRUST INC(MPT)234,27535,433-198,8421,9263280.09%-1,598
GEN DIGITAL INC100,0000-100,0001,7160-1,716
STELLANTIS N.V125,0000-125,0002,2740-2,274
RADIAN GROUP INC(RDN)987,500755,000-232,50021,82419,0865.48%-2,737
OLIN CORP51,6840-51,6842,8680-2,868
ALGONQUIN PWR UTILS CORP96,3470-96,3472,8780-2,878
VERIZON COMMUNICATIONS INC(VZ)198,000125,000-73,0007,7004,6491.33%-3,051
PIMCO ETF TR
25YR+ ZERO U S
40,0000-40,0003,8310-3,831
LENNAR CORP45,0000-45,0004,7300-4,730
SANOFI(SNY)345,000260,000-85,00018,77514,0144.02%-4,761
EQUITABLE HLDGS INC480,000265,000-215,00012,1877,1972.07%-4,990
CROWN CASTLE INC(CCI)143,000114,103-28,89719,13913,0013.73%-6,138
ARES MANAGEMENT CORPORATION96,3540-96,3548,0400-8,040
Page 1 of 1