Callodine Capital Management, LP Diversified Active

CIK: 0001741675 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $1,141,535 (100.0% shares, 0.0% debt)

Holdings (53)

SPB SPECTRUM BRANDS HLDGS INC NE 7.9%
Value ($000) $90,087 Shares 1,714,955 Est. Cost $67.71 Unrealized -18.1%
WWW WOLVERINE WORLD WIDE INC 6.5%
Value ($000) $74,125 Shares 2,701,360 Est. Cost $13.26 Unrealized +96.7%
VTRS VIATRIS INC 6.0%
Value ($000) $68,716 Shares 6,941,000 Est. Cost $9.49 Unrealized +0.8%
OWL BLUE OWL CAPITAL INC 5.8%
Value ($000) $66,070 Shares 3,902,531 Est. Cost $17.89 Unrealized +6.3%
EQH EQUITABLE HLDGS INC 4.6%
Value ($000) $52,948 Shares 1,042,693 Est. Cost $51.42 Unrealized +2.2%
MTCH MATCH GROUP INC NEW 4.3%
Value ($000) $49,442 Shares 1,399,833 Est. Cost $31.68 Unrealized +12.0%
COF CAPITAL ONE FINL CORP 4.1%
Value ($000) $47,210 Shares 222,079 Est. Cost $183.00 Unrealized +19.0%
APO APOLLO GLOBAL MGMT INC 3.8%
Value ($000) $43,497 Shares 326,380 Est. Cost $138.03 Unrealized +2.0%
BAX BAXTER INTL INC 3.5%
Value ($000) $39,984 Shares 1,756,000 Est. Cost $32.09 Unrealized -21.4%
JACK JACK IN THE BOX INC 2.9%
Value ($000) $33,520 Shares 1,695,504 Est. Cost $31.45 Unrealized -36.8%
SNY SANOFI SA 2.9%
Value ($000) $32,948 Shares 698,046 Est. Cost $47.34 Unrealized
BTI BRITISH AMERN TOB PLC 2.8%
Value ($000) $32,262 Shares 607,800 Est. Cost $48.09 Unrealized
GSK GSK PLC 2.7%
Value ($000) $30,301 Shares 702,051 Est. Cost $37.42 Unrealized
AQN ALGONQUIN PWR UTILS CORP 2.6%
Value ($000) $29,974 Shares 5,581,841 Est. Cost $5.32 Unrealized +8.0%
GPN GLOBAL PMTS INC 2.6%
Value ($000) $29,411 Shares 354,014 Est. Cost $99.66 Unrealized -16.0%
PRDO PERDOCEO ED CORP 2.3%
Value ($000) $26,723 Shares 709,582 Est. Cost $22.24 Unrealized +42.9%
O REALTY INCOME CORP 2.3%
Value ($000) $26,033 Shares 428,239 Est. Cost $53.84 Unrealized +5.7%
MO ALTRIA GROUP INC 2.3%
Value ($000) $26,008 Shares 393,705 Est. Cost $56.63 Unrealized +8.5%
LBRT LIBERTY ENERGY INC 2.3%
Value ($000) $25,782 Shares 2,089,283 Est. Cost $12.81 Unrealized -9.8%
CVS CVS HEALTH CORP 2.1%
Value ($000) $23,629 Shares 313,427 Est. Cost $60.72 Unrealized +11.7%
ET ENERGY TRANSFER L P 2.1%
Value ($000) $23,509 Shares 1,370,000 Est. Cost $16.34 Unrealized
TSLX SIXTH STREET SPECIALTY LENDI 1.7%
Value ($000) $19,921 Shares 871,433 Est. Cost $20.01 Unrealized +20.2%
UGI UGI CORP NEW 1.7%
Value ($000) $19,843 Shares 596,607 Est. Cost $29.22 Unrealized +19.6%
FCPT FOUR CORNERS PPTY TR INC 1.6%
Value ($000) $18,673 Shares 765,275 Est. Cost $24.40 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 1.5%
Value ($000) $17,660 Shares 198,967 Est. Cost $66.57 Unrealized +30.0%
OC OWENS CORNING NEW 1.5%
Value ($000) $17,390 Shares 122,930 Est. Cost $146.73 Unrealized 0.0%
SEE SEALED AIR CORP NEW 1.5%
Value ($000) $16,726 Shares 473,161 Est. Cost $31.76 Unrealized -0.5%
SSTK SHUTTERSTOCK INC 1.4%
Value ($000) $16,027 Shares 768,705 Est. Cost $18.88 Unrealized +8.0%
RGA REINSURANCE GRP OF AMERICA I 1.2%
Value ($000) $13,764 Shares 71,637 Est. Cost $191.54 Unrealized -0.1%
MTB M & T BK CORP 1.2%
Value ($000) $13,583 Shares 68,732 Est. Cost $168.72 Unrealized +14.8%
C CITIGROUP INC 1.1%
Value ($000) $12,271 Shares 120,897 Est. Cost $73.41 Unrealized +28.2%
SHEL SHELL PLC 1.0%
Value ($000) $11,946 Shares 167,000 Est. Cost $70.69 Unrealized
BRUKER CORP 1.0%
Value ($000) $10,872 Shares 40,000 Est. Cost $271.80 Unrealized
PAGP PLAINS GP HLDGS L P 0.9%
Value ($000) $9,850 Shares 540,000 Est. Cost $18.77 Unrealized
NCDL NUVEEN CHURCHILL DIRECT LEND 0.7%
Value ($000) $7,905 Shares 572,800 Est. Cost $14.30 Unrealized +4.8%
GEL GENESIS ENERGY L P 0.7%
Value ($000) $7,858 Shares 470,287 Est. Cost $13.49 Unrealized
GBDC GOLUB CAP BDC INC 0.6%
Value ($000) $7,136 Shares 521,238 Est. Cost $11.77 Unrealized +19.0%
GPK GRAPHIC PACKAGING HLDG CO 0.6%
Value ($000) $6,850 Shares 350,000 Est. Cost $21.74 Unrealized 0.0%
MFIC MIDCAP FINANCIAL INVSTMNT CO 0.5%
Value ($000) $6,125 Shares 510,808 Est. Cost $11.83 Unrealized +2.2%
TGT TARGET CORP 0.5%
Value ($000) $5,831 Shares 65,000 Est. Cost $95.67 Unrealized +1.1%
CION CION INVT CORP 0.5%
Value ($000) $5,331 Shares 562,388 Est. Cost $7.75 Unrealized +20.2%
KBDC KAYNE ANDERSON BDC INC 0.5%
Value ($000) $5,328 Shares 400,000 Est. Cost $13.51 Unrealized +6.1%
OBDC BLUE OWL CAPITAL CORPORATION 0.3%
Value ($000) $3,831 Shares 300,000 Est. Cost $13.42 Unrealized +0.0%
BBDC BARINGS BDC INC 0.2%
Value ($000) $2,663 Shares 304,024 Est. Cost $6.52 Unrealized +37.1%
BXSL BLACKSTONE SECD LENDING FD 0.2%
Value ($000) $2,607 Shares 100,000 Est. Cost $18.24 Unrealized +55.4%
PAA PLAINS ALL AMERN PIPELINE L 0.2%
Value ($000) $2,559 Shares 150,000 Est. Cost $18.05 Unrealized
OVV OVINTIV INC 0.2%
Value ($000) $2,274 Shares 56,307 Est. Cost $40.79 Unrealized 0.0%
BRKR BRUKER CORP 0.1%
Value ($000) $1,105 Shares 34,000 Est. Cost $35.55 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $1,021 Shares 50,000 Est. Cost $16.63 Unrealized +28.3%
STWD STARWOOD PPTY TR INC 0.1%
Value ($000) $762 Shares 39,360 Est. Cost $19.37 Unrealized
ADC AGREE RLTY CORP 0.1%
Value ($000) $710 Shares 10,000 Est. Cost $71.04 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $564 Shares 4,000 Est. Cost $140.62 Unrealized 0.0%
UDR UDR INC 0.0%
Value ($000) $373 Shares 10,000 Est. Cost $38.50 Unrealized 0.0%