Callodine Capital Management, LP Diversified Active

CIK: 0001741675 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 12, 2022

Total Value ($000): $337,471 (100.0% shares, 0.0% debt)

Holdings (50)

BBDC Barings BDC Inc 5.5%
Value ($000) $18,505 Shares 1,987,689 Est. Cost $6.41 Unrealized +4.1%
RDN Radian Group Inc 5.2%
Value ($000) $17,685 Shares 900,000 Est. Cost $17.86 Unrealized +4.2%
TSLX Sixth Street Specialty Lending Inc 4.8%
Value ($000) $16,225 Shares 877,016 Est. Cost $20.60 Unrealized +2.8%
MRK Merck & Co Inc 4.2%
Value ($000) $14,131 Shares 155,000 Est. Cost $78.30 Unrealized +1.2%
ARES Ares Management Corp 4.0%
Value ($000) $13,362 Shares 235,000 Est. Cost $56.11 Unrealized +10.4%
EQH Equitable Holdings Inc 3.8%
Value ($000) $12,746 Shares 488,930 Est. Cost $27.35 Unrealized -3.4%
ADC Agree Realty Corp 3.6%
Value ($000) $12,262 Shares 170,000 Est. Cost $67.08 Unrealized
VST VISTRA ORD 3.6%
Value ($000) $11,997 Shares 525,043 Est. Cost $17.28 Unrealized +34.0%
KKR KKR & Co Inc 3.5%
Value ($000) $11,804 Shares 255,000 Est. Cost $54.81 Unrealized -7.1%
BXSL Blackstone Secured Lending Fund 3.4%
Value ($000) $11,386 Shares 481,643 Est. Cost $17.94 Unrealized -3.1%
VTRS Viatris Inc 3.3%
Value ($000) $11,269 Shares 1,076,273 Est. Cost $12.37 Unrealized -24.9%
PNNT Pennantpark Investment Corp 3.3%
Value ($000) $11,209 Shares 1,813,680 Est. Cost $2.63 Unrealized +63.8%
VZ Verizon Communications Inc 3.3%
Value ($000) $11,038 Shares 217,500 Est. Cost $40.95 Unrealized -2.0%
GLPI Gaming and Leisure Properties Inc 2.9%
Value ($000) $9,722 Shares 211,989 Est. Cost $46.94 Unrealized
SPB Spectrum Brands Holdings Inc 2.9%
Value ($000) $9,637 Shares 117,500 Est. Cost $90.54 Unrealized -5.2%
MPT Medical Properties Trust Inc 2.8%
Value ($000) $9,593 Shares 628,206 Est. Cost $20.07 Unrealized
TRIN Trinity Capital Inc 2.7%
Value ($000) $9,109 Shares 629,502 Est. Cost $7.86 Unrealized +16.2%
VVV Valvoline Inc 2.6%
Value ($000) $8,793 Shares 305,000 Est. Cost $32.01 Unrealized -4.0%
OWL Blue Owl Capital Inc 2.5%
Value ($000) $8,495 Shares 846,918 Est. Cost $13.45 Unrealized -10.9%
SNY Sanofi SA 2.5%
Value ($000) $8,352 Shares 166,935 Est. Cost $50.03 Unrealized
FSK FS KKR Capital Corp 2.3%
Value ($000) $7,768 Shares 400,000 Est. Cost $9.89 Unrealized +23.7%
SAH Sonic Automotive Inc 2.3%
Value ($000) $7,692 Shares 210,000 Est. Cost $49.94 Unrealized -14.0%
MO Altria Group Inc 1.9%
Value ($000) $6,266 Shares 150,000 Est. Cost $33.17 Unrealized +15.9%
TMUS T-Mobile US Inc 1.8%
Value ($000) $6,054 Shares 45,000 Est. Cost $107.95 Unrealized +16.8%
BMY Bristol-Myers Squibb Co 1.7%
Value ($000) $5,583 Shares 72,500 Est. Cost $45.16 Unrealized +43.8%
MTB M&T Bank Corp 1.7%
Value ($000) $5,579 Shares 35,000 Est. Cost $149.08 Unrealized 0.0%
ARCC Ares Capital Corp 1.6%
Value ($000) $5,359 Shares 298,882 Est. Cost $13.88 Unrealized -0.3%
SWK Stanley Black & Decker Inc 1.6%
Value ($000) $5,243 Shares 50,000 Est. Cost $106.65 Unrealized 0.0%
LEN Lennar Corp 1.4%
Value ($000) $4,587 Shares 65,000 Est. Cost $69.41 Unrealized 0.0%
VST VISTRA ORD 1.4%
Value ($000) $4,570 Shares 200,000 Est. Cost $17.28 Unrealized +34.0%
CCAP Crescent Capital BDC Inc 1.3%
Value ($000) $4,306 Shares 277,780 Est. Cost $9.75 Unrealized +13.9%
OBDC Owl Rock Capital Corp 1.2%
Value ($000) $3,884 Shares 315,000 Est. Cost $8.25 Unrealized +8.5%
GEN NortonLifeLock Inc 1.1%
Value ($000) $3,843 Shares 175,000 Est. Cost $23.45 Unrealized -3.0%
OLN Olin Corp 1.1%
Value ($000) $3,702 Shares 80,000 Est. Cost $47.19 Unrealized +13.5%
KSS Kohls Corp 1.1%
Value ($000) $3,569 Shares 100,000 Est. Cost $49.02 Unrealized 0.0%
STLA Stellantis NV 1.0%
Value ($000) $3,399 Shares 275,000 Est. Cost $15.97 Unrealized
CGBD Carlyle Secured Lending Inc 0.9%
Value ($000) $3,175 Shares 250,000 Est. Cost $4.62 Unrealized +95.3%
SLRC SLR Investment Corp 0.8%
Value ($000) $2,560 Shares 175,000 Est. Cost $11.17 Unrealized -2.0%
CCI Crown Castle International Corp 0.7%
Value ($000) $2,526 Shares 15,000 Est. Cost $147.22 Unrealized +2.0%
ET Energy Transfer LP 0.7%
Value ($000) $2,495 Shares 250,000 Est. Cost $9.36 Unrealized
RRGB Red Robin Gourmet Burgers Inc 0.5%
Value ($000) $1,807 Shares 225,000 Est. Cost $10.79 Unrealized 0.0%
Tortoise Midstream Energy Fund Inc 0.4%
Value ($000) $1,285 Shares 39,940 Est. Cost $32.17 Unrealized
HP Helmerich and Payne Inc 0.3%
Value ($000) $1,031 Shares 23,954 Est. Cost $32.58 Unrealized +42.6%
ETR Entergy Corp 0.3%
Value ($000) $845 Shares 7,500 Est. Cost $51.51 Unrealized 0.0%
NEM Newmont Corporation 0.2%
Value ($000) $753 Shares 12,613 Est. Cost $50.82 Unrealized +24.5%
BURL Burlington Stores Inc 0.2%
Value ($000) $681 Shares 5,000 Est. Cost $181.00 Unrealized 0.0%
GBDC Golub Capital Bdc Inc 0.2%
Value ($000) $648 Shares 50,000 Est. Cost $9.62 Unrealized 0.0%
EQT EQT Corp 0.1%
Value ($000) $344 Shares 10,000 Est. Cost $39.03 Unrealized 0.0%
SAM Boston Beer Company Inc 0.1%
Value ($000) $303 Shares 1,000 Est. Cost $416.96 Unrealized -16.6%
EAT Brinker International Inc 0.1%
Value ($000) $294 Shares 13,333 Est. Cost $54.38 Unrealized -41.9%