Fund HoldingsCallodine Capital Management, LP

Total Portfolio Value
$965.69M
Total Bought
$387.59M
Total Sold
$25.82M
Net Transaction
+$361.76M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
WOLVERINE WORLD WIDE INC(WWW)3,047,0714,297,586+1,250,51542,38577,7008.05%+35,316
CAPITAL ONE FINL CORP(COF)150,000265,708+115,70826,89556,5325.85%+29,637
APOLLO GLOBAL MGMT INC(APO)80,307270,000+189,69310,99738,3053.97%+27,308
BRITISH AMERN TOB PLC(BTI)0527,500+527,500024,9672.59%+24,967
EQUITABLE HLDGS INC320,289739,843+419,55416,68441,5054.30%+24,821
VIATRIS INC(VTRS)3,625,0005,995,000+2,370,00031,57453,5355.54%+21,962
ALTRIA GROUP INC(MO)0344,562+344,562020,2022.09%+20,202
SPECTRUM BRANDS HLDGS INC NE(SPB)730,0001,354,057+624,05752,23271,7657.43%+19,534
BLUE OWL CAPITAL INC(OBDC)1,497,5312,517,531+1,020,00030,01148,3625.01%+18,351
MATCH GROUP INC NEW(MTCH)810,0001,355,000+545,00025,27241,8564.33%+16,584
CVS HEALTH CORP(CVS)290,000518,000+228,00019,64835,7323.70%+16,084
BAXTER INTL INC877,5001,462,500+585,00030,03744,2854.59%+14,248
M & T BK CORP(MTB)27,50090,632+63,1324,91617,5821.82%+12,666
JACK IN THE BOX INC675,6671,619,932+944,26518,37128,2842.93%+9,913
ALGONQUIN PWR UTILS CORP3,475,0004,840,969+1,365,96917,86227,7392.87%+9,877
SHELL PLC(SHEL)0125,000+125,00008,8010.91%+8,801
CITIGROUP INC(C)150,000226,250+76,25010,64919,2581.99%+8,610
PERDOCEO ED CORP(PRDO)481,245634,029+152,78412,11820,7262.15%+8,609
UGI CORP NEW(UGI)300,000488,107+188,1079,92117,7771.84%+7,856
SHUTTERSTOCK INC0413,227+413,22707,8350.81%+7,835
ELEVANCE HEALTH INC(ELV)019,000+19,00007,3900.77%+7,390
LIBERTY ENERGY INC(LBRT)348,5471,057,000+708,4535,51712,1341.26%+6,617
ENERGY TRANSFER L P(ET)660,0001,035,000+375,00012,26918,7651.94%+6,495
DELEK US HLDGS INC NEW(DK)674,661717,245+42,58410,16715,1911.57%+5,024
PLAINS GP HLDGS L P(PAGP)0240,000+240,00004,6630.48%+4,663
REALTY INCOME CORP(O)265,000335,000+70,00015,37319,2992.00%+3,927
SS&C TECHNOLOGIES HLDGS INC(SSNC)162,257192,837+30,58013,55315,9671.65%+2,414
SANOFI(SNY)405,969515,209+109,24022,51524,8902.58%+2,375
TARGET CORP(TGT)020,000+20,00001,9730.20%+1,973
SIXTH STREET SPECIALTY LENDI(TSLX)1,065,0761,064,824-25223,83625,3532.63%+1,517
GENESIS ENERGY L P(GEL)450,000470,287+20,2877,0618,1030.84%+1,043
MIDCAP FINANCIAL INVSTMNT CO409,850500,000+90,1505,2716,3100.65%+1,039
GSK PLC(GSK)570,000598,519+28,51922,08222,9832.38%+901
REINSURANCE GRP OF AMERICA I(RGA)02,262+2,26204490.05%+449
WALGREENS BOOTS ALLIANCE INC1,030,8821,030,882011,51511,8351.23%+320
SEALED AIR CORP NEW60,00060,00001,7341,8620.19%+128
CION INVT CORP(CICB)500,000550,000+50,0005,1755,2640.55%+89
NUVEEN CHURCHILL DIRECT LEND500,000525,000+25,0008,4908,5000.88%+10
FS KKR CAP CORP(FSK)72,04072,04001,5091,4950.15%-14
ARES CAPITAL CORP(ARCC)100,000100,00002,2162,1960.23%-20
BLUE OWL CAPITAL CORPORATION(OBDC)325,000325,00004,7654,6610.48%-104
PLAINS ALL AMERN PIPELINE L(PAA)150,000150,00003,0002,7480.28%-252
BARINGS BDC INC(BBDC)300,000284,024-15,9762,8622,5960.27%-266
GOLUB CAP BDC INC(GBDC)525,000521,238-3,7627,9497,6360.79%-312
KAYNE ANDERSON BDC INC(KBDC)337,730337,73005,4785,1540.53%-324
BLACKSTONE SECD LENDING FD(BXSL)200,000172,213-27,7876,4725,2960.55%-1,176
PIMCO ETF TR
25YR+ ZERO U S
25,0000-25,0001,7910-1,791
ARRAY TECHNOLOGIES INC816,2320-816,2323,9750-3,975
GLOBAL PMTS INC(GPN)257,500252,758-4,74225,21420,2312.09%-4,984
CHIMERA INVT CORP(CIM)400,0000-400,0005,1320-5,132
ALLIANCEBERNSTEIN HLDG L P(AB)174,0600-174,0606,6680-6,668
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