Fund Holdings — Callodine Capital Management, LP

Total Portfolio Value
$1.14B
Total Bought
$268.96M
Total Sold
$82.02M
Net Transaction
+$186.94M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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FOUR CORNERS PPTY TR INC(FCPT)0765,275+765,275018,6731.64%+18,673
SPECTRUM BRANDS HLDGS INC NE(SPB)1,354,0571,714,955+360,89871,76590,0877.89%+18,322
BLUE OWL CAPITAL INC(OBDC)2,517,5313,902,531+1,385,00048,36266,0705.79%+17,708
OWENS CORNING NEW(OC)0122,930+122,930017,3901.52%+17,390
VIATRIS INC(VTRS)5,995,0006,941,000+946,00053,53568,7166.02%+15,181
SEALED AIR CORP NEW(SDA)60,000473,161+413,1611,86216,7261.47%+14,864
LIBERTY ENERGY INC(LBRT)1,057,0002,089,283+1,032,28312,13425,7822.26%+13,647
REINSURANCE GRP OF AMERICA I(RGA)2,26271,637+69,37544913,7641.21%+13,315
EQUITABLE HLDGS INC739,8431,042,693+302,85041,50552,9484.64%+11,443
BRUKER CORP(BRKR)040,000+40,000010,8720.95%+10,872
GLOBAL PMTS INC(GPN)252,758354,014+101,25620,23129,4112.58%+9,181
SHUTTERSTOCK INC(SSTK)413,227768,705+355,4787,83516,0271.40%+8,193
SANOFI SA(SNY)515,209698,046+182,83724,89032,9482.89%+8,058
MATCH GROUP INC NEW(MTCH)1,355,0001,399,833+44,83341,85649,4424.33%+7,586
GSK PLC(GSK)598,519702,051+103,53222,98330,3012.65%+7,317
BRITISH AMERN TOB PLC(BTI)527,500607,800+80,30024,96732,2622.83%+7,295
GRAPHIC PACKAGING HLDG CO(GPK)0350,000+350,00006,8500.60%+6,850
REALTY INCOME CORP(O)335,000428,239+93,23919,29926,0332.28%+6,733
PERDOCEO ED CORP(PRDO)634,029709,582+75,55320,72626,7232.34%+5,996
ALTRIA GROUP INC(MO)344,562393,705+49,14320,20226,0082.28%+5,806
JACK IN THE BOX INC(JACK)1,619,9321,695,504+75,57228,28433,5202.94%+5,236
APOLLO GLOBAL MGMT INC(APO)270,000326,380+56,38038,30543,4973.81%+5,192
PLAINS GP HLDGS L P(PAGP)240,000540,000+300,0004,6639,8500.86%+5,186
ENERGY TRANSFER L P(ET)1,035,0001,370,000+335,00018,76523,5092.06%+4,745
TARGET CORP(TGT)20,00065,000+45,0001,9735,8310.51%+3,858
SHELL PLC(SHEL)125,000167,000+42,0008,80111,9461.05%+3,144
OVINTIV INC(OVV)056,307+56,30702,2740.20%+2,274
ALGONQUIN PWR UTILS CORP4,840,9695,581,841+740,87227,73929,9742.63%+2,236
UGI CORP NEW(UGI)488,107596,607+108,50017,77719,8431.74%+2,066
SS&C TECHNOLOGIES HLDGS INC(SSNC)192,837198,967+6,13015,96717,6601.55%+1,693
BRUKER CORP(BRKR)034,000+34,00001,1050.10%+1,105
STARWOOD PPTY TR INC(STWD)039,360+39,36007620.07%+762
AGREE RLTY CORP010,000+10,00007100.06%+710
EXTRA SPACE STORAGE INC(EXR)04,000+4,00005640.05%+564
UDR INC(UDR)010,000+10,00003730.03%+373
KAYNE ANDERSON BDC INC(KBDC)337,730400,000+62,2705,1545,3280.47%+174
CION INVT CORP(CICB)550,000562,388+12,3885,2645,3310.47%+68
BARINGS BDC INC(BBDC)284,024304,024+20,0002,5962,6630.23%+67
MIDCAP FINANCIAL INVSTMNT CO(MFIC)500,000510,808+10,8086,3106,1250.54%-185
PLAINS ALL AMERN PIPELINE L(PAA)150,000150,00002,7482,5590.22%-189
GENESIS ENERGY L P(GEL)470,287470,28708,1037,8580.69%-245
GOLUB CAP BDC INC(GBDC)521,238521,23807,6367,1360.63%-500
NUVEEN CHURCHILL DIRECT LEND(NCDL)525,000572,800+47,8008,5007,9050.69%-595
BLUE OWL CAPITAL CORPORATION(OBDC)325,000300,000-25,0004,6613,8310.34%-829
ARES CAPITAL CORP(ARCC)100,00050,000-50,0002,1961,0210.09%-1,175
FS KKR CAP CORP(FSK)72,0400-72,0401,4950—-1,495
BLACKSTONE SECD LENDING FD(BXSL)172,213100,000-72,2135,2962,6070.23%-2,689
WOLVERINE WORLD WIDE INC(WWW)4,297,5862,701,360-1,596,22677,70074,1256.49%-3,575
M & T BK CORP(MTB)90,63268,732-21,90017,58213,5831.19%-3,999
BAXTER INTL INC1,462,5001,756,000+293,50044,28539,9843.50%-4,300
SIXTH STREET SPECIALTY LENDI(TSLX)1,064,824871,433-193,39125,35319,9211.75%-5,433
CITIGROUP INC(C)226,250120,897-105,35319,25812,2711.07%-6,987
ELEVANCE HEALTH INC(ELV)19,0000-19,0007,3900—-7,390
CAPITAL ONE FINL CORP(COF)265,708222,079-43,62956,53247,2104.14%-9,322
WALGREENS BOOTS ALLIANCE INC1,030,8820-1,030,88211,8350—-11,835
CVS HEALTH CORP(CVS)518,000313,427-204,57335,73223,6292.07%-12,102
DELEK US HLDGS INC NEW(DK)717,2450-717,24515,1910—-15,191
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Callodine Capital Management, LP — 13F Holdings — Q3 2025 | TickerTrail