Callodine Capital Management, LP Diversified Active

Location: Boston, MA

CIK: 0001741675 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value: $1.142B (100.0% shares, 0.0% debt)

Holdings (53)

SPB SPECTRUM BRANDS HLDGS INC NE 7.9%
Value $90.09M Shares 1,714,955 Est. Cost $67.71 Unrealized -18.1%
WWW WOLVERINE WORLD WIDE INC 6.5%
Value $74.13M Shares 2,701,360 Est. Cost $13.26 Unrealized +96.7%
VTRS VIATRIS INC 6.0%
Value $68.72M Shares 6,941,000 Est. Cost $9.49 Unrealized +0.8%
OWL BLUE OWL CAPITAL INC 5.8%
Value $66.07M Shares 3,902,531 Est. Cost $17.89 Unrealized +6.3%
EQH EQUITABLE HLDGS INC 4.6%
Value $52.95M Shares 1,042,693 Est. Cost $51.42 Unrealized +2.2%
MTCH MATCH GROUP INC NEW 4.3%
Value $49.44M Shares 1,399,833 Est. Cost $31.68 Unrealized +12.0%
COF CAPITAL ONE FINL CORP 4.1%
Value $47.21M Shares 222,079 Est. Cost $183.00 Unrealized +19.0%
APO APOLLO GLOBAL MGMT INC 3.8%
Value $43.5M Shares 326,380 Est. Cost $138.03 Unrealized +2.0%
BAX BAXTER INTL INC 3.5%
Value $39.98M Shares 1,756,000 Est. Cost $32.09 Unrealized -21.4%
JACK JACK IN THE BOX INC 2.9%
Value $33.52M Shares 1,695,504 Est. Cost $31.45 Unrealized -36.8%
SNY SANOFI SA 2.9%
Value $32.95M Shares 698,046 Est. Cost $47.34 Unrealized
BTI BRITISH AMERN TOB PLC 2.8%
Value $32.26M Shares 607,800 Est. Cost $48.09 Unrealized
GSK GSK PLC 2.7%
Value $30.3M Shares 702,051 Est. Cost $37.42 Unrealized
AQN ALGONQUIN PWR UTILS CORP 2.6%
Value $29.97M Shares 5,581,841 Est. Cost $5.32 Unrealized +8.0%
GPN GLOBAL PMTS INC 2.6%
Value $29.41M Shares 354,014 Est. Cost $99.66 Unrealized -16.0%
PRDO PERDOCEO ED CORP 2.3%
Value $26.72M Shares 709,582 Est. Cost $22.24 Unrealized +42.9%
O REALTY INCOME CORP 2.3%
Value $26.03M Shares 428,239 Est. Cost $53.84 Unrealized +5.7%
MO ALTRIA GROUP INC 2.3%
Value $26.01M Shares 393,705 Est. Cost $56.63 Unrealized +8.5%
LBRT LIBERTY ENERGY INC 2.3%
Value $25.78M Shares 2,089,283 Est. Cost $12.81 Unrealized -9.8%
CVS CVS HEALTH CORP 2.1%
Value $23.63M Shares 313,427 Est. Cost $60.72 Unrealized +11.7%
ET ENERGY TRANSFER L P 2.1%
Value $23.51M Shares 1,370,000 Est. Cost $16.34 Unrealized
TSLX SIXTH STREET SPECIALTY LENDI 1.7%
Value $19.92M Shares 871,433 Est. Cost $20.01 Unrealized +20.2%
UGI UGI CORP NEW 1.7%
Value $19.84M Shares 596,607 Est. Cost $29.22 Unrealized +19.6%
FCPT FOUR CORNERS PPTY TR INC 1.6%
Value $18.67M Shares 765,275 Est. Cost $24.40 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 1.5%
Value $17.66M Shares 198,967 Est. Cost $66.57 Unrealized +30.0%
OC OWENS CORNING NEW 1.5%
Value $17.39M Shares 122,930 Est. Cost $146.73 Unrealized 0.0%
SEE SEALED AIR CORP NEW 1.5%
Value $16.73M Shares 473,161 Est. Cost $31.76 Unrealized -0.5%
SSTK SHUTTERSTOCK INC 1.4%
Value $16.03M Shares 768,705 Est. Cost $18.88 Unrealized +8.0%
RGA REINSURANCE GRP OF AMERICA I 1.2%
Value $13.76M Shares 71,637 Est. Cost $191.54 Unrealized -0.1%
MTB M & T BK CORP 1.2%
Value $13.58M Shares 68,732 Est. Cost $168.72 Unrealized +14.8%
C CITIGROUP INC 1.1%
Value $12.27M Shares 120,897 Est. Cost $73.41 Unrealized +28.2%
SHEL SHELL PLC 1.0%
Value $11.95M Shares 167,000 Est. Cost $70.69 Unrealized
BRUKER CORP 1.0%
Value $10.87M Shares 40,000 Est. Cost $271.80 Unrealized
PAGP PLAINS GP HLDGS L P 0.9%
Value $9.85M Shares 540,000 Est. Cost $18.77 Unrealized
NCDL NUVEEN CHURCHILL DIRECT LEND 0.7%
Value $7.905M Shares 572,800 Est. Cost $14.30 Unrealized +4.8%
GEL GENESIS ENERGY L P 0.7%
Value $7.858M Shares 470,287 Est. Cost $13.49 Unrealized
GBDC GOLUB CAP BDC INC 0.6%
Value $7.136M Shares 521,238 Est. Cost $11.77 Unrealized +19.0%
GPK GRAPHIC PACKAGING HLDG CO 0.6%
Value $6.849M Shares 350,000 Est. Cost $21.74 Unrealized 0.0%
MFIC MIDCAP FINANCIAL INVSTMNT CO 0.5%
Value $6.125M Shares 510,808 Est. Cost $11.83 Unrealized +2.2%
TGT TARGET CORP 0.5%
Value $5.83M Shares 65,000 Est. Cost $95.67 Unrealized +1.1%
CION CION INVT CORP 0.5%
Value $5.331M Shares 562,388 Est. Cost $7.75 Unrealized +20.2%
KBDC KAYNE ANDERSON BDC INC 0.5%
Value $5.328M Shares 400,000 Est. Cost $13.51 Unrealized +6.1%
OBDC BLUE OWL CAPITAL CORPORATION 0.3%
Value $3.831M Shares 300,000 Est. Cost $13.42 Unrealized +0.0%
BBDC BARINGS BDC INC 0.2%
Value $2.663M Shares 304,024 Est. Cost $6.52 Unrealized +37.1%
BXSL BLACKSTONE SECD LENDING FD 0.2%
Value $2.607M Shares 100,000 Est. Cost $18.24 Unrealized +55.4%
PAA PLAINS ALL AMERN PIPELINE L 0.2%
Value $2.559M Shares 150,000 Est. Cost $18.05 Unrealized
OVV OVINTIV INC 0.2%
Value $2.274M Shares 56,307 Est. Cost $40.79 Unrealized 0.0%
BRKR BRUKER CORP 0.1%
Value $1.105M Shares 34,000 Est. Cost $35.55 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.1%
Value $1.02M Shares 50,000 Est. Cost $16.63 Unrealized +28.3%
STWD STARWOOD PPTY TR INC 0.1%
Value $762K Shares 39,360 Est. Cost $19.37 Unrealized
ADC AGREE RLTY CORP 0.1%
Value $710K Shares 10,000 Est. Cost $71.04 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value $564K Shares 4,000 Est. Cost $140.62 Unrealized 0.0%
UDR UDR INC 0.0%
Value $373K Shares 10,000 Est. Cost $38.50 Unrealized 0.0%