Fund HoldingsCallodine Capital Management, LP

Total Portfolio Value
$479.65M
Total Bought
$121.03M
Total Sold
$77.87M
Net Transaction
+$43.16M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
M & T BK CORP(MTB)080,000+80,000014,2502.97%+14,250
SPECTRUM BRANDS HLDGS INC NE(SPB)301,500406,500+105,00025,90838,6748.06%+12,767
WOLVERINE WORLD WIDE INC(WWW)2,140,0002,312,500+172,50028,93340,2848.40%+11,351
BAXTER INTL INC550,000727,500+177,50018,39827,6235.76%+9,226
TXNM ENERGY INC(TXNM)0149,039+149,03906,5231.36%+6,523
BLUE OWL CAPITAL INC(OBDC)1,300,0001,525,000+225,00023,07529,5246.16%+6,449
WALGREENS BOOTS ALLIANCE INC100,000825,000+725,0001,2107,3921.54%+6,183
CHIMERA INVT CORP(CIM)100,000410,000+310,0001,2806,4901.35%+5,210
GOLUB CAP BDC INC(GBDC)225,000553,314+328,3143,5358,3611.74%+4,826
ALGONQUIN PWR UTILS CORP1,050,0002,000,000+950,0006,15310,9002.27%+4,747
ALLIANCEBERNSTEIN HLDG L P(AB)349,989459,771+109,78211,82616,0413.34%+4,215
VIATRIS INC(VTRS)2,542,0002,687,129+145,12927,02131,1986.50%+4,176
TWO HBRS INVT CORP(TWO)0300,000+300,00004,1640.87%+4,164
GSK PLC(GSK)540,000605,000+65,00020,79024,7325.16%+3,942
UNITED PARCEL SERVICE INC(UPS)022,500+22,50003,0680.64%+3,068
SIXTH STREET SPECIALTY LENDI(TSLX)928,5381,100,000+171,46219,82422,5834.71%+2,759
SANOFI(SNY)379,189364,189-15,00018,39820,9884.38%+2,590
GENESIS ENERGY L P(GEL)75,000250,000+175,0001,0733,3430.70%+2,269
AFFILIATED MANAGERS GROUP IN012,500+12,50002,2230.46%+2,223
GCM GROSVENOR INC0150,000+150,00001,6980.35%+1,698
KAYNE ANDERSON BDC INC(KBDC)250,057340,535+90,4783,9885,5201.15%+1,532
BAIN CAP SPECIALTY FIN INC(BCSF)075,826+75,82601,2590.26%+1,259
MIDCAP FINANCIAL INVSTMNT CO093,112+93,11201,2470.26%+1,247
RAYMOND JAMES FINL INC(RJF)40,00050,000+10,0004,9446,1231.28%+1,179
SPIRE INC(SR)36,76350,000+13,2372,2333,3650.70%+1,132
PERDOCEO ED CORP(PRDO)427,500461,209+33,7099,15710,2572.14%+1,100
ARES CAPITAL CORP(ARCC)200,000250,000+50,0004,1685,2351.09%+1,067
REDFIN CORP
NOTE
0003,0164,0210.84%+1,005
NUVEEN CHURCHILL DIRECT LEND300,000350,389+50,3895,2206,1041.27%+884
DOUGLAS EMMETT INC(DEI)1,105,714872,571-233,14314,71715,3313.20%+614
ARRAY TECHNOLOGIES INC(ARRY)075,000+75,00004950.10%+495
FS KKR CAP CORP(FSK)450,000474,209+24,2098,8799,3561.95%+478
DUN & BRADSTREET HLDGS INC1,000,000845,808-154,1929,2609,7352.03%+475
JACK IN THE BOX INC280,000313,497+33,49714,26314,5903.04%+327
HUMANA INC(HUM)14,33016,000+1,6705,3545,0681.06%-287
BURFORD CAP LTD
ORD SHS
25,5800-25,5803340-334
APOLLO GLOBAL MGMT INC(APO)75,00065,000-10,0008,8558,1191.69%-736
CION INVT CORP(CICB)675,000625,180-49,8208,1817,4401.55%-741
BLACKSTONE SECD LENDING FD(BXSL)240,000225,000-15,0007,3496,5901.37%-759
UGI CORP NEW(UGI)364,765293,750-71,0158,3537,3501.53%-1,003
ENERGY TRANSFER L P(ET)690,000625,000-65,00011,19210,0312.09%-1,161
GAMING & LEISURE PPTYS INC(GLPI)70,0000-70,0003,1650-3,165
TECK RESOURCES LTD(TECK)75,0000-75,0003,5930-3,592
ALTRIA GROUP INC(MO)235,000139,075-95,92510,7047,0981.48%-3,606
SS&C TECHNOLOGIES HLDGS INC(SSNC)220,607132,500-88,10713,8259,8332.05%-3,993
BARINGS BDC INC(BBDC)976,249553,270-422,9799,4995,4221.13%-4,077
EMBRAER S.A.(EMBJ)200,0000-200,0005,1600-5,160
KKR & CO INC(KKR)50,0000-50,0005,2620-5,262
ATLANTICA SUSTAINABLE INFR P429,2670-429,2679,4220-9,422
SHELL PLC(SHEL)137,7570-137,7579,9430-9,943
GOLDMAN SACHS BDC INC(GSBD)700,0000-700,00010,5210-10,521
NATIONAL STORAGE AFFILIATES(NSA)260,0000-260,00010,7170-10,717
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