Fund HoldingsCallodine Capital Management, LP

Total Portfolio Value
$428.70M
Total Bought
$90.60M
Total Sold
$78.00M
Net Transaction
+$12.60M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
JACK IN THE BOX INC0280,000+280,000014,2633.33%+14,263
ALLIANCEBERNSTEIN HLDG L P(AB)111,198349,989+238,7913,86311,8262.76%+7,963
DUN & BRADSTREET HLDGS INC250,0001,000,000+750,0002,5109,2602.16%+6,750
WOLVERINE WORLD WIDE INC(WWW)1,994,5792,140,000+145,42122,35928,9336.75%+6,574
ALGONQUIN PWR UTILS CORP01,050,000+1,050,00006,1531.44%+6,153
HUMANA INC(HUM)014,330+14,33005,3541.25%+5,354
SPECTRUM BRANDS HLDGS INC NE(SPB)235,000301,500+66,50020,91725,9086.04%+4,991
RAYMOND JAMES FINL INC(RJF)040,000+40,00004,9441.15%+4,944
EMBRAER S.A.(EMBJ)10,000200,000+190,0002665,1601.20%+4,894
BLUE OWL CAPITAL INC(OBDC)979,3051,300,000+320,69518,47023,0755.38%+4,605
KAYNE ANDERSON BDC INC(KBDC)0250,057+250,05703,9880.93%+3,988
GSK PLC(GSK)400,000540,000+140,00017,14820,7904.85%+3,642
BAXTER INTL INC375,000550,000+175,00016,02818,3984.29%+2,370
SPIRE INC(SR)036,763+36,76302,2330.52%+2,233
NATIONAL STORAGE AFFILIATES230,000260,000+30,0009,00710,7172.50%+1,710
REDFIN CORP
NOTE
0001,6353,0160.70%+1,382
CION INVT CORP(CICB)625,000675,000+50,0006,8758,1811.91%+1,306
CHIMERA INVT CORP(CIM)0100,000+100,00001,2800.30%+1,280
FS KKR CAP CORP(FSK)400,000450,000+50,0007,6288,8792.07%+1,251
WALGREENS BOOTS ALLIANCE INC0100,000+100,00001,2100.28%+1,210
PERDOCEO ED CORP(PRDO)456,945427,500-29,4458,0249,1572.14%+1,133
GENESIS ENERGY L P(GEL)075,000+75,00001,0730.25%+1,073
ENERGY TRANSFER L P(ET)650,000690,000+40,00010,22511,1922.61%+967
DOUGLAS EMMETT INC(DEI)1,002,4941,105,714+103,22013,90514,7173.43%+812
NUVEEN CHURCHILL DIRECT LEND245,669300,000+54,3314,4375,2201.22%+783
SS&C TECHNOLOGIES HLDGS INC(SSNC)205,607220,607+15,00013,23513,8253.22%+591
SANOFI(SNY)369,189379,189+10,00017,94318,3984.29%+456
GOLDMAN SACHS BDC INC(GSBD)700,000700,000010,48610,5212.45%+35
VIATRIS INC(VTRS)2,300,0002,542,000+242,00027,46227,0216.30%-441
BURFORD CAP LTD
ORD SHS
50,00025,580-24,4207993340.08%-465
PERELLA WEINBERG PARTNERS(PWP)79,4740-79,4741,1230-1,123
SHARKNINJA INC(SN)20,0000-20,0001,2460-1,246
GOLUB CAP BDC INC(GBDC)300,000225,000-75,0004,9893,5350.82%-1,454
RADIAN GROUP INC(RDN)69,2720-69,2722,3190-2,319
GAMING & LEISURE PPTYS INC(GLPI)125,00070,000-55,0005,7593,1650.74%-2,594
SIXTH STREET SPECIALTY LENDI(TSLX)1,065,323928,538-136,78522,83019,8244.62%-3,006
ALTRIA GROUP INC(MO)320,000235,000-85,00013,95810,7042.50%-3,254
SHELL PLC(SHEL)200,000137,757-62,24313,4089,9432.32%-3,465
CHUBB LIMITED
COM
15,0000-15,0003,8870-3,887
ARES CAPITAL CORP(ARCC)400,000200,000-200,0008,3284,1680.97%-4,160
APOLLO GLOBAL MGMT INC(APO)117,50075,000-42,50013,2138,8552.07%-4,358
KKR & CO INC(KKR)100,00050,000-50,00010,0585,2621.23%-4,796
UGI CORP NEW(UGI)550,000364,765-185,23513,4978,3531.95%-5,144
TECK RESOURCES LTD(TECK)230,00075,000-155,00010,5293,5930.84%-6,937
BARINGS BDC INC(BBDC)1,940,826976,249-964,57718,0509,4992.22%-8,551
ATLANTICA SUSTAINABLE INFR P1,035,000429,267-605,73319,1279,4222.20%-9,704
BLACKSTONE SECD LENDING FD(BXSL)570,000240,000-330,00017,7567,3491.71%-10,407
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