Fund HoldingsCallodine Capital Management, LP

Total Portfolio Value
$484.30M
Total Bought
$91.60M
Total Sold
$81.65M
Net Transaction
+$9.95M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
GLOBAL PMTS INC(GPN)0150,000+150,000016,8093.47%+16,809
MATCH GROUP INC NEW(MTCH)0457,760+457,760014,9733.09%+14,973
CAPITAL ONE FINL CORP(COF)050,000+50,00008,9161.84%+8,916
AFFILIATED MANAGERS GROUP IN12,50050,000+37,5002,2239,2461.91%+7,024
ENERGY TRANSFER L P(ET)625,000850,000+225,00010,03116,6523.44%+6,620
SPECTRUM BRANDS HLDGS INC NE(SPB)406,500527,500+121,00038,67444,5689.20%+5,894
PERDOCEO ED CORP(PRDO)461,209556,245+95,03610,25714,7243.04%+4,467
SHOALS TECHNOLOGIES GROUP IN(SHLS)0800,000+800,00004,4240.91%+4,424
ARRAY TECHNOLOGIES INC(ARRY)75,000716,232+641,2324954,3260.89%+3,831
UGI CORP NEW(UGI)293,750380,100+86,3507,35010,7302.22%+3,381
VIATRIS INC(VTRS)2,687,1292,775,000+87,87131,19834,5497.13%+3,351
WALGREENS BOOTS ALLIANCE INC825,0001,030,882+205,8827,3929,6181.99%+2,226
MIDCAP FINANCIAL INVSTMNT CO93,112246,217+153,1051,2473,3210.69%+2,075
WOLVERINE WORLD WIDE INC(WWW)2,312,5001,901,616-410,88440,28442,2168.72%+1,932
PLAINS ALL AMERN PIPELINE L(PAA)0100,000+100,00001,7080.35%+1,708
DUN & BRADSTREET HLDGS INC845,808845,80809,73510,5392.18%+804
BLACKSTONE SECD LENDING FD(BXSL)225,000225,00006,5907,2701.50%+680
SEALED AIR CORP NEW020,000+20,00006770.14%+677
ALGONQUIN PWR UTILS CORP2,000,0002,600,000+600,00010,90011,5702.39%+670
DELEK US HLDGS INC NEW(DK)035,000+35,00006480.13%+648
SIXTH STREET SPECIALTY LENDI(TSLX)1,100,0001,075,000-25,00022,58322,8984.73%+315
GENESIS ENERGY L P(GEL)250,000350,000+100,0003,3433,5390.73%+196
FS KKR CAP CORP(FSK)474,209436,271-37,9389,3569,4761.96%+120
KAYNE ANDERSON BDC INC(KBDC)340,535340,53505,5205,6321.16%+112
SS&C TECHNOLOGIES HLDGS INC(SSNC)132,500130,000-2,5009,8339,8512.03%+19
CHIMERA INVT CORP(CIM)410,000450,000+40,0006,4906,3001.30%-190
NUVEEN CHURCHILL DIRECT LEND350,389350,38906,1045,8801.21%-224
UNITED PARCEL SERVICE INC(UPS)22,50022,149-3513,0682,7930.58%-275
TXNM ENERGY INC(TXNM)149,039125,495-23,5446,5236,1711.27%-353
GOLUB CAP BDC INC(GBDC)553,314525,000-28,3148,3617,9591.64%-402
ARES CAPITAL CORP(ARCC)250,000200,000-50,0005,2354,3780.90%-857
GSK PLC(GSK)605,000700,000+95,00024,73223,6744.89%-1,058
BAIN CAP SPECIALTY FIN INC(BCSF)75,8260-75,8261,2590-1,259
GCM GROSVENOR INC150,0000-150,0001,6980-1,698
CION INVT CORP(CICB)625,180500,000-125,1807,4405,7001.18%-1,740
ALTRIA GROUP INC(MO)139,075100,000-39,0757,0985,2291.08%-1,869
JACK IN THE BOX INC313,497305,377-8,12014,59012,7162.63%-1,874
RAYMOND JAMES FINL INC(RJF)50,00025,000-25,0006,1233,8830.80%-2,240
SANOFI(SNY)364,189384,189+20,00020,98818,5293.83%-2,459
BARINGS BDC INC(BBDC)553,270300,000-253,2705,4222,8710.59%-2,551
BLUE OWL CAPITAL INC(OBDC)1,525,0001,125,000-400,00029,52426,1685.40%-3,356
SPIRE INC(SR)50,0000-50,0003,3650-3,364
REDFIN CORP
NOTE
0004,0210-4,021
TWO HBRS INVT CORP(TWO)300,0000-300,0004,1640-4,164
HUMANA INC(HUM)16,0000-16,0005,0680-5,068
M & T BK CORP(MTB)80,00041,271-38,72914,2507,7591.60%-6,490
APOLLO GLOBAL MGMT INC(APO)65,0000-65,0008,1190-8,119
BAXTER INTL INC727,500642,500-85,00027,62318,7353.87%-8,888
ALLIANCEBERNSTEIN HLDG L P(AB)459,771180,000-279,77116,0416,6761.38%-9,365
DOUGLAS EMMETT INC(DEI)872,5710-872,57115,3310-15,331
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