Callodine Capital Management, LP Diversified Active

Location: Boston, MA

CIK: 0001741675 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 13, 2021

Total Value: $265M (100.0% shares, 0.0% debt)

Holdings (41)

ARES ARES MANAGEMENT CORPORATION 7.3%
Value $19.27M Shares 303,096 Est. Cost $42.25 Unrealized +15.2%
BMY BRISTOL-MYERS SQUIBB CO 7.0%
Value $18.54M Shares 277,500 Est. Cost $44.38 Unrealized +21.4%
RDN RADIAN GROUP INC 6.8%
Value $17.95M Shares 806,601 Est. Cost $17.55 Unrealized +14.7%
FIS FIDELITY NATL INFORMATION SV 4.7%
Value $12.4M Shares 87,500 Est. Cost $125.22 Unrealized +6.5%
VST VISTRA CORP 4.4%
Value $11.57M Shares 623,750 Est. Cost $16.45 Unrealized -4.7%
WFC WELLS FARGO CO NEW 3.8%
Value $10.19M Shares 225,000 Est. Cost $23.58 Unrealized +69.6%
PNNT PENNANTPARK INVT CORP 3.8%
Value $10.02M Shares 1,500,000 Est. Cost $2.31 Unrealized +59.4%
VTRS VIATRIS INC 3.7%
Value $9.816M Shares 686,914 Est. Cost $13.33 Unrealized -11.0%
GILD GILEAD SCIENCES INC 3.6%
Value $9.64M Shares 140,000 Est. Cost $54.34 Unrealized +2.8%
EQH EQUITABLE HLDGS INC 3.4%
Value $8.983M Shares 295,000 Est. Cost $26.49 Unrealized +9.7%
TSLX SIXTH STREET SPECIALTY LENDN 3.3%
Value $8.876M Shares 400,000 Est. Cost $18.68 Unrealized +18.4%
MO ALTRIA GROUP INC 3.3%
Value $8.851M Shares 185,641 Est. Cost $27.94 Unrealized +21.6%
CG CARLYLE GROUP INC 3.3%
Value $8.831M Shares 190,000 Est. Cost $29.63 Unrealized +23.1%
CGBD TCG BDC INC 3.0%
Value $7.926M Shares 600,000 Est. Cost $4.39 Unrealized +78.4%
FSK FS KKR CAP CORP 2.9%
Value $7.801M Shares 362,663 Est. Cost $8.35 Unrealized +32.4%
TMUS T-MOBILE US INC 2.6%
Value $6.879M Shares 47,500 Est. Cost $100.71 Unrealized +32.3%
NEM NEWMONT CORP 2.6%
Value $6.813M Shares 107,500 Est. Cost $50.60 Unrealized +14.5%
HAE HAEMONETICS CORP MASS 2.5%
Value $6.664M Shares 100,000 Est. Cost $70.76 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 2.5%
Value $6.584M Shares 117,500 Est. Cost $39.70 Unrealized +9.4%
LSF LAIRD SUPERFOOD INC 2.4%
Value $6.367M Shares 213,156 Est. Cost $45.87 Unrealized
TRIN TRINITY CAP INC 2.3%
Value $6.009M Shares 415,000 Est. Cost $7.42 Unrealized +0.3%
BBDC BARINGS BDC INC 2.1%
Value $5.438M Shares 515,000 Est. Cost $5.42 Unrealized +17.0%
STLA STELLANTIS N.V 2.0%
Value $5.322M Shares 270,000 Est. Cost $17.79 Unrealized
C CITIGROUP INC 1.9%
Value $4.953M Shares 70,000 Est. Cost $62.72 Unrealized 0.0%
SLRC SLR INVESTMENT CORP 1.8%
Value $4.753M Shares 255,000 Est. Cost $10.93 Unrealized +6.1%
OBDC OWL ROCK CAPITAL CORPORATION 1.6%
Value $4.21M Shares 295,010 Est. Cost $7.62 Unrealized +13.2%
MOS MOSAIC CO NEW 1.5%
Value $3.989M Shares 125,000 Est. Cost $23.43 Unrealized +30.6%
ET ENERGY TRANSFER L P 1.3%
Value $3.455M Shares 325,000 Est. Cost $9.35 Unrealized
MPT MEDICAL PPTYS TRUST INC 1.3%
Value $3.317M Shares 165,000 Est. Cost $20.10 Unrealized
CCAP CRESCENT CAP BDC INC 1.2%
Value $3.283M Shares 175,000 Est. Cost $8.81 Unrealized +23.8%
SAH SONIC AUTOMOTIVE INC 1.2%
Value $3.092M Shares 69,117 Est. Cost $48.54 Unrealized 0.0%
TAP MOLSON COORS BEVERAGE CO 1.1%
Value $2.819M Shares 52,500 Est. Cost $37.25 Unrealized +30.5%
OAKTREE SPECIALTY LENDING CO 1.0%
Value $2.676M Shares 400,000 Est. Cost $5.94 Unrealized
DXC DXC TECHNOLOGY CO 0.7%
Value $1.947M Shares 50,000 Est. Cost $37.44 Unrealized -4.7%
BCSF BAIN CAP SPECIALTY FIN INC 0.6%
Value $1.683M Shares 110,000 Est. Cost $6.04 Unrealized +53.9%
BOX BOX INC 0.5%
Value $1.278M Shares 50,000 Est. Cost $23.30 Unrealized 0.0%
EASTERLY GOVT PPTYS INC 0.4%
Value $949K Shares 45,000 Est. Cost $21.09 Unrealized
CHE CHEMED CORP NEW 0.2%
Value $593K Shares 1,250 Est. Cost $472.75 Unrealized 0.0%
GLPI GAMING & LEISURE PPTYS INC 0.2%
Value $556K Shares 12,000 Est. Cost $46.33 Unrealized
SBH SALLY BEAUTY HLDGS INC 0.2%
Value $441K Shares 20,000 Est. Cost $10.68 Unrealized +97.5%
MASON INDUSTRIAL TECHNOLGY I 0.1%
Value $290K Shares 29,991 Est. Cost $9.68 Unrealized