Callodine Capital Management, LP Diversified Active

Location: Boston, MA

CIK: 0001741675 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value: $258M (100.0% shares, 0.0% debt)

Holdings (39)

BMY Bristol-Myers Squibb Co 6.5%
Value $16.84M Shares 270,000 Est. Cost $45.16 Unrealized +9.0%
RDN Radian Group Inc 5.3%
Value $13.68M Shares 647,500 Est. Cost $17.55 Unrealized +10.0%
PNNT Pennantpark Investment Corp 5.0%
Value $12.96M Shares 1,870,000 Est. Cost $2.61 Unrealized +52.6%
EQH Equitable Holdings Inc 4.6%
Value $11.97M Shares 365,000 Est. Cost $26.76 Unrealized +10.5%
TSLX Sixth Street Specialty Lending Inc 4.5%
Value $11.58M Shares 495,000 Est. Cost $19.59 Unrealized +19.9%
SAH Sonic Automotive Inc 4.4%
Value $11.37M Shares 230,000 Est. Cost $49.94 Unrealized +0.3%
TRIN Trinity Capital Inc 4.1%
Value $10.67M Shares 606,852 Est. Cost $7.68 Unrealized +14.7%
VTRS Viatris Inc 4.1%
Value $10.61M Shares 784,343 Est. Cost $13.09 Unrealized -15.1%
VST Vistra Corp 3.9%
Value $10.13M Shares 445,000 Est. Cost $16.45 Unrealized +12.6%
FSK FS KKR Capital Corp 3.6%
Value $9.204M Shares 439,548 Est. Cost $9.35 Unrealized +25.7%
VZ Verizon Communications Inc 3.5%
Value $9.093M Shares 175,000 Est. Cost $40.61 Unrealized -0.5%
CGBD TCG BDC Inc 3.4%
Value $8.65M Shares 630,000 Est. Cost $4.62 Unrealized +82.3%
MPT Medical Properties Trust Inc 3.3%
Value $8.625M Shares 365,000 Est. Cost $20.48 Unrealized
BBDC Barings BDC Inc 3.1%
Value $8.1M Shares 735,000 Est. Cost $5.83 Unrealized +19.8%
EXC Exelon Corp 3.1%
Value $7.913M Shares 137,000 Est. Cost $30.40 Unrealized +7.0%
OBDC Owl Rock Capital Corp 2.7%
Value $7.08M Shares 500,000 Est. Cost $8.15 Unrealized +9.8%
DTM DT Midstream Inc 2.6%
Value $6.717M Shares 140,000 Est. Cost $36.38 Unrealized +9.6%
ARES Ares Management Corp 2.6%
Value $6.705M Shares 82,500 Est. Cost $42.25 Unrealized +69.9%
TMUS T-Mobile US Inc 2.6%
Value $6.669M Shares 57,500 Est. Cost $105.78 Unrealized +7.5%
MO Altria Group Inc 2.3%
Value $5.924M Shares 125,000 Est. Cost $29.75 Unrealized +10.2%
GILD GILEAD SCIENCES ORD 2.2%
Value $5.569M Shares 76,700 Est. Cost $54.34 Unrealized +8.2%
GILD GILEAD SCIENCES ORD 2.2%
Value $5.569M Shares 76,700 Est. Cost $54.34 Unrealized +8.2%
NEM Newmont Corporation 1.8%
Value $4.652M Shares 75,000 Est. Cost $50.82 Unrealized -1.9%
VST Vistra Corp 1.8%
Value $4.554M Shares 200,000 Est. Cost $16.45 Unrealized +12.6%
OWL Blue Owl Capital Inc 1.7%
Value $4.473M Shares 300,000 Est. Cost $15.13 Unrealized +4.3%
SLRC SLR Investment Corp 1.7%
Value $4.429M Shares 240,313 Est. Cost $11.17 Unrealized +10.8%
CCAP Crescent Capital BDC Inc 1.7%
Value $4.4M Shares 250,000 Est. Cost $9.56 Unrealized +23.6%
GLPI Gaming and Leisure Properties Inc 1.7%
Value $4.258M Shares 87,500 Est. Cost $47.06 Unrealized
FIS FIDELITY NATIONAL INFORMATN SVCS ORD 1.5%
Value $3.929M Shares 36,000 Est. Cost $125.22 Unrealized -18.5%
GEN NortonLifeLock Inc 1.5%
Value $3.897M Shares 150,000 Est. Cost $23.66 Unrealized -1.9%
ARCC Ares Capital Corp 1.5%
Value $3.814M Shares 180,000 Est. Cost $13.96 Unrealized 0.0%
EAT Brinker International Inc 1.2%
Value $3.066M Shares 83,800 Est. Cost $54.38 Unrealized -24.0%
GILD GILEAD SCIENCES ORD 1.1%
Value $2.904M Shares 40,000 Est. Cost $54.34 Unrealized +8.2%
ET Energy Transfer LP 0.8%
Value $2.058M Shares 250,000 Est. Cost $9.36 Unrealized
KNX Knight-Swift Transportation Holdings Inc 0.6%
Value $1.524M Shares 25,000 Est. Cost $53.96 Unrealized 0.0%
STLA Stellantis NV 0.5%
Value $1.407M Shares 75,000 Est. Cost $17.79 Unrealized
Easterly Government Properties Inc 0.5%
Value $1.375M Shares 60,000 Est. Cost $20.97 Unrealized
Shell Midstream Partners LP 0.4%
Value $1.152M Shares 100,000 Est. Cost $11.77 Unrealized
HP Helmerich and Payne Inc 0.2%
Value $474K Shares 20,000 Est. Cost $28.49 Unrealized 0.0%