Fund HoldingsCallodine Capital Management, LP

Total Portfolio Value
$358.73M
Total Bought
$72.70M
Total Sold
$67.44M
Net Transaction
+$5.26M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
BAXTER INTL INC0265,000+265,000010,0012.79%+10,001
WOLVERINE WORLD WIDE INC(WWW)01,000,000+1,000,00008,0602.25%+8,060
APOLLO GLOBAL MGMT INC(APO)079,299+79,29907,1181.98%+7,118
ELEVANCE HEALTH INC(ELV)016,000+16,00006,9671.94%+6,967
SHELL PLC(SHEL)0100,000+100,00006,4381.79%+6,438
NEW FORTRESS ENERGY INC225,000316,120+91,1206,02610,3622.89%+4,337
SIXTH STREET SPECIALTY LENDI(TSLX)1,335,0301,410,030+75,00024,95228,8218.03%+3,869
SS&C TECHNOLOGIES HLDGS INC(SSNC)050,000+50,00002,6270.73%+2,627
GOLDMAN SACHS BDC INC(GSBD)300,000450,000+150,0004,1586,5521.83%+2,394
BARINGS BDC INC(BBDC)2,474,5702,445,929-28,64119,40121,7936.08%+2,393
FS KKR CAP CORP(FSK)375,000485,000+110,0007,1939,5502.66%+2,357
STMICROELECTRONICS N V(STM)050,000+50,00002,1580.60%+2,158
BLUE OWL CAPITAL INC(OBDC)1,375,0001,386,489+11,48916,01917,9695.01%+1,950
NATIONAL STORAGE AFFILIATES160,000228,239+68,2395,5737,2442.02%+1,672
ALTRIA GROUP INC(MO)150,000200,000+50,0006,7958,4102.34%+1,615
PERRIGO CO PLC(PRGO)175,000230,000+55,0005,9417,3492.05%+1,407
CHUBB LIMITED
COM
50,00052,500+2,5009,62810,9293.05%+1,301
VIATRIS INC(VTRS)2,166,7242,320,000+153,27621,62422,8756.38%+1,251
GSK PLC(GSK)450,000475,000+25,00016,03817,2194.80%+1,181
DOUGLAS EMMETT INC(DEI)585,000665,000+80,0007,3538,4852.37%+1,132
GOLUB CAP BDC INC(GBDC)200,000250,000+50,0002,7003,6681.02%+968
SHARKNINJA INC(SN)020,000+20,00009270.26%+927
PLYMOUTH INDL REIT INC209,994270,000+60,0064,8345,6571.58%+822
CION INVT CORP(CICB)177,646250,000+72,3541,8442,6430.74%+799
EQUITABLE HLDGS INC265,000267,500+2,5007,1977,5942.12%+397
ISHARES TR05,000+5,00003680.10%+368
BURFORD CAP LTD
ORD SHS
025,000+25,00003500.10%+350
PPL CORP(PPL)010,000+10,00002360.07%+236
BLUE OWL CAPITAL CORPORATION(OBDC)525,000525,00007,0467,2712.03%+226
ENERGY TRANSFER L P(ET)150,000150,00001,9052,1050.59%+200
MEDICAL PPTYS TRUST INC(MPT)35,4330-35,4333280-328
BAIN CAP SPECIALTY FIN INC(BCSF)42,8000-42,8005780-578
SANOFI(SNY)260,000245,000-15,00014,01413,1423.66%-872
BRISTOL-MYERS SQUIBB CO(BMY)120,000115,000-5,0007,6746,6751.86%-999
KKR & CO INC(KKR)329,321266,610-62,71118,44216,4234.58%-2,019
KOHLS CORP(KSS)100,0000-100,0002,3050-2,305
CRESCENT CAP BDC INC375,000176,637-198,3635,6783,0200.84%-2,657
ARES CAPITAL CORP(ARCC)175,00025,000-150,0003,2884870.14%-2,801
OVINTIV INC(OVV)183,33365,000-118,3336,9793,0920.86%-3,887
VERIZON COMMUNICATIONS INC(VZ)125,0000-125,0004,6490-4,649
PENNANTPARK INVT CORP2,000,0001,052,535-947,46511,7806,9261.93%-4,854
RADIAN GROUP INC(RDN)755,000558,253-196,74719,08614,0183.91%-5,069
CROWN CASTLE INC(CCI)114,10384,264-29,83913,0017,7552.16%-5,246
SPECTRUM BRANDS HLDGS INC NE(SPB)315,726242,443-73,28324,64218,9955.30%-5,647
BLACKSTONE SECD LENDING FD(BXSL)719,371491,803-227,56819,68213,4563.75%-6,226
COMCAST CORP NEW(CCZ)267,50067,500-200,00011,1152,9930.83%-8,122
CARLYLE GROUP INC(CG)275,0000-275,0008,7860-8,786
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