Fund HoldingsCallodine Capital Management, LP

Total Portfolio Value
$379.73M
Total Bought
$91.27M
Total Sold
$72.30M
Net Transaction
+$18.96M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ATLANTICA SUSTAINABLE INFR P0651,000+651,000013,9973.69%+13,997
WOLVERINE WORLD WIDE INC(WWW)1,000,0001,915,000+915,0008,06017,0244.48%+8,964
SHELL PLC(SHEL)100,000185,000+85,0006,43812,1733.21%+5,735
ENERGY TRANSFER L P(ET)150,000565,000+415,0002,1057,7972.05%+5,693
UGI CORP NEW(UGI)0200,000+200,00004,9201.30%+4,920
ARES CAPITAL CORP(ARCC)25,000250,000+225,0004875,0081.32%+4,521
VIATRIS INC(VTRS)2,320,0002,520,000+200,00022,87527,2927.19%+4,416
SS&C TECHNOLOGIES HLDGS INC(SSNC)50,000115,000+65,0002,6277,0281.85%+4,401
BLACKSTONE SECD LENDING FD(BXSL)491,803643,503+151,70013,45617,7864.68%+4,331
APOLLO GLOBAL MGMT INC(APO)79,299120,000+40,7017,11811,1832.94%+4,065
BAXTER INTL INC265,000355,000+90,00010,00113,7243.61%+3,723
ALTRIA GROUP INC(MO)200,000295,000+95,0008,41011,9003.13%+3,490
DOUGLAS EMMETT INC(DEI)665,000815,000+150,0008,48511,8183.11%+3,332
GOLDMAN SACHS BDC INC(GSBD)450,000650,000+200,0006,5529,5232.51%+2,971
CION INVT CORP(CICB)250,000449,999+199,9992,6435,0891.34%+2,447
NATIONAL STORAGE AFFILIATES228,239232,600+4,3617,2449,6462.54%+2,402
PERRIGO CO PLC(PRGO)230,000300,000+70,0007,3499,6542.54%+2,306
REDFIN CORP
NOTE
00001,9430.51%+1,943
SANOFI(SNY)245,000300,000+55,00013,14214,9193.93%+1,777
GOLUB CAP BDC INC(GBDC)250,000341,628+91,6283,6685,1591.36%+1,491
ELEVANCE HEALTH INC(ELV)16,00017,500+1,5006,9678,2522.17%+1,286
DUN & BRADSTREET HLDGS INC0100,000+100,00001,1700.31%+1,170
ALTIMMUNE INC0100,000+100,00001,1250.30%+1,125
STMICROELECTRONICS N V(STM)50,00065,000+15,0002,1583,2580.86%+1,100
KRAFT HEINZ CO(KHC)020,000+20,00007400.19%+740
FS KKR CAP CORP(FSK)485,000500,000+15,0009,5509,9852.63%+435
BURFORD CAP LTD
ORD SHS
25,00050,000+25,0003507800.21%+430
SHARKNINJA INC(SN)20,00020,00009271,0230.27%+96
PPL CORP(PPL)10,0000-10,0002360-236
ISHARES TR5,0000-5,0003680-368
GSK PLC(GSK)475,000450,000-25,00017,21916,6774.39%-542
CHUBB LIMITED
COM
52,50045,500-7,00010,92910,2832.71%-646
CROWN CASTLE INC(CCI)84,26461,250-23,0147,7557,0551.86%-699
SPECTRUM BRANDS HLDGS INC NE(SPB)242,443222,863-19,58018,99517,7784.68%-1,218
BLUE OWL CAPITAL INC(OBDC)1,386,4891,075,000-311,48917,96916,0184.22%-1,951
SIXTH STREET SPECIALTY LENDI(TSLX)1,410,0301,198,992-211,03828,82125,8986.82%-2,923
COMCAST CORP NEW(CCZ)67,5000-67,5002,9930-2,993
CRESCENT CAP BDC INC176,6370-176,6373,0200-3,020
OVINTIV INC(OVV)65,0000-65,0003,0920-3,092
BLUE OWL CAPITAL CORPORATION(OBDC)525,000259,747-265,2537,2713,8341.01%-3,437
BARINGS BDC INC(BBDC)2,445,9292,133,358-312,57121,79318,3044.82%-3,489
KKR & CO INC(KKR)266,610145,000-121,61016,42312,0133.16%-4,410
PLYMOUTH INDL REIT INC270,0000-270,0005,6570-5,656
RADIAN GROUP INC(RDN)558,253278,578-279,67514,0187,9532.09%-6,064
BRISTOL-MYERS SQUIBB CO(BMY)115,0000-115,0006,6750-6,675
PENNANTPARK INVT CORP1,052,5350-1,052,5356,9260-6,926
EQUITABLE HLDGS INC267,5000-267,5007,5940-7,594
NEW FORTRESS ENERGY INC316,1200-316,12010,3620-10,362
Page 1 of 1