Fund HoldingsCallodine Capital Management, LP

Total Portfolio Value
$1.53B
Total Bought
$232.82M
Total Sold
$215.56M
Net Transaction
+$17.26M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
UNITEDHEALTH GROUP INC(UNH)0114,904+114,904047,7583.12%+47,758
MERITAGE HOMES CORP(MTH)135,000440,000+305,0008,34836,8942.41%+28,546
INVITATION HOMES INC(INVH)0850,000+850,000025,6791.68%+25,679
VIATRIS INC(VTRS)8,118,7428,000,742-118,000109,684127,0528.29%+17,368
VALLEY NATL BANCORP(VLY)01,058,323+1,058,323015,5041.01%+15,504
GLOBAL PMTS INC(GPN)851,331992,651+141,32057,29572,0274.70%+14,732
MATCH GROUP INC NEW(MTCH)1,690,3881,707,888+17,50051,91264,9854.24%+13,073
BATH & BODY WORKS INC1,050,0001,342,750+292,75019,60431,0582.03%+11,454
OWENS CORNING NEW(OC)326,730290,130-36,60035,35946,1193.01%+10,760
JACK IN THE BOX INC1,760,4701,717,153-43,31717,02427,1481.77%+10,124
OVINTIV INC(OVV)733,807996,807+263,00043,55952,4823.43%+8,923
FS KKR CAP CORP(FSK)1,334,7092,109,688+774,97913,58722,1521.45%+8,564
CAPITAL ONE FINL CORP(COF)262,996279,730+16,73447,97856,1193.66%+8,141
VIRTU FINL INC(VIRT)0136,000+136,00008,1020.53%+8,102
WOLVERINE WORLD WIDE INC(WWW)4,505,1654,882,318+377,15373,52480,7055.27%+7,180
GRAPHIC PACKAGING HLDG CO(GPK)1,030,7761,405,319+374,54310,24614,8540.97%+4,608
UDR INC(UDR)833,925804,619-29,30628,17032,1202.10%+3,950
MILLROSE PPTYS INC(MRP)762,392829,237+66,84521,34724,9191.63%+3,572
CITIZENS FINL GROUP INC(CFG)050,000+50,00003,5040.23%+3,504
BLACKSTONE SECD LENDING FD(BXSL)37,500169,800+132,3008884,0260.26%+3,138
GOLDMAN SACHS BDC INC(GSBD)0250,000+250,00002,3700.15%+2,370
CARLYLE SECURED LENDING INC0225,000+225,00002,3690.15%+2,369
WELLS FARGO & CO(WFC)395,970408,270+12,30031,52333,7392.20%+2,216
TARGET CORP(TGT)176,142178,442+2,30021,34823,3061.52%+1,958
MORGAN STANLEY DIRECT LENDIN(MSDL)0100,000+100,00001,5120.10%+1,512
OAKTREE SPECIALTY LENDING(OCSL)0100,000+100,00001,1940.08%+1,194
BAIN CAP SPECIALTY FIN INC(BCSF)107,349200,000+92,6511,3312,5040.16%+1,173
TRIPADVISOR INC(TRIP)576,249533,349-42,9006,1437,3120.48%+1,169
BLACKROCK TCP CAPITAL CORP377,726702,234+324,5081,3642,3600.15%+996
BLUE OWL TECHNOLOGY FIN CORP175,000300,000+125,0002,1683,1050.20%+937
ARES CAPITAL CORP(ARCC)050,000+50,00009270.06%+927
BLACKSTONE MORTGAGE TRUST IN(BXMT)048,881+48,88108290.05%+829
FOUR CORNERS PPTY TR INC(FCPT)1,565,6071,541,807-23,80037,02737,8512.47%+825
PENNANTPARK INVT CORP0224,000+224,00007770.05%+777
BLUE OWL CAPITAL CORPORATION(OBDC)450,000525,000+75,0004,9775,7070.37%+730
CRESCENT CAP BDC INC120,000191,958+71,9581,4582,0960.14%+638
VERIZON COMMUNICATIONS INC(VZ)010,000+10,00004230.03%+423
OFS CAP CORP0107,346+107,34603800.02%+380
REALTY INCOME CORP(O)554,923553,473-1,45033,95034,2932.24%+343
BARINGS BDC INC(BBDC)260,000290,000+30,0002,1402,4710.16%+331
DYNEX CAP INC(DX)1,670,8541,642,300-28,55421,32021,5311.41%+210
CION INVT CORP(CICB)612,388674,138+61,7504,1894,2000.27%+11
EXTRA SPACE STORAGE INC(EXR)56,50050,000-6,5007,4097,2650.47%-144
ENERGY TRANSFER L P(ET)1,875,0001,875,000036,18835,8502.34%-337
STARWOOD PPTY TR INC(STWD)20,0000-20,0003440-344
GETTY IMAGES HOLDINGS INC600,0000-600,0004760-476
BLUE OWL CAPITAL INC(OBDC)(Call)1,345,5001,345,500012,28411,773-511
SIXTH STREET SPECIALTY LENDI(TSLX)1,129,5201,176,080+46,56020,76120,1931.32%-567
BRITISH AMERN TOB PLC(BTI)1,077,4911,008,609-68,88263,00162,2924.07%-709
NUVEEN CHURCHILL DIRECT LEND450,000398,400-51,6005,7244,9480.32%-776
SHELL PLC(SHEL)66,00066,00006,1385,1180.33%-1,020
PLAINS GP HLDGS L P(PAGP)390,000340,000-50,0009,4698,2520.54%-1,217
GENESIS ENERGY L P(GEL)484,963484,96308,6476,8720.45%-1,775
GOLUB CAP BDC INC(GBDC)200,00058,112-141,8882,5327480.05%-1,784
SPECTRUM BRANDS HOLDINGS INC(SPB)2,048,7831,738,825-309,958150,995149,1049.73%-1,891
KAYNE ANDERSON BDC INC(KBDC)291,741101,375-190,3664,0031,3720.09%-2,631
SHUTTERSTOCK INC1,272,1391,249,346-22,79321,13017,4281.14%-3,702
BLACKSTONE INC(BX)450,970407,621-43,34951,85747,9653.13%-3,892
PLAINS ALL AMERN PIPELINE L(PAA)200,0000-200,0004,4660-4,466
SS&C TECH HLDGS(SSNC)449,401413,751-35,65030,36625,6731.68%-4,693
MIDCAP FINANCIAL INVSTMNT CO458,1080-458,1085,1490-5,149
BLUE OWL CAPITAL INC(OBDC)2,951,0552,370,486-580,56926,94320,7421.35%-6,201
PERDOCEO ED CORP(PRDO)1,316,5401,165,826-150,71448,98837,3062.44%-11,682
LAZARD INC(LAZ)308,42030,000-278,42013,1021,2580.08%-11,843
UGI CORP NEW(UGI)387,2870-387,28714,1050-14,105
ALTRIA GROUP INC(MO)264,8440-264,84417,4770-17,477
GSK PLC(GSK)1,259,477979,740-279,73769,51151,3583.35%-18,153
APOLLO GLOBAL MGMT INC(APO)438,504250,318-188,18648,85829,6151.93%-19,243
BAXTER INTL INC1,312,616107,922-1,204,69422,0522,3010.15%-19,751
ON SEMICONDUCTOR CORP(ON)330,7300-330,73020,4790-20,479
Page 1 of 1