Callodine Capital Management, LP Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$428.7M

Holdings

43

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (43 positions)

#StockSharesValue% PortfolioType
1
BURBURFORD CAP LTD
25,580$333K0.08%
2
FSKFS KKR CAP CORP
450,000$00.00%
3
RJFRAYMOND JAMES FINL INC
40,000$00.00%
4
CIMCHIMERA INVT CORP
100,000$00.00%
5
SRSPIRE INC
36,763$00.00%
6
HUMHUMANA INC
14,330$00.00%
7
ABALLIANCEBERNSTEIN HLDG L P
349,989$00.00%
8
CIONCION INVT CORP
675,000$00.00%
9
GELGENESIS ENERGY L P
75,000$00.00%
10
ETENERGY TRANSFER L P
690,000$00.00%
115,500,000$00.00%
12
SHELSHELL PLC
137,757$00.00%
13
SSNCSS&C TECHNOLOGIES HLDGS INC
220,607$00.00%
14
TSLXSIXTH STREET SPECIALTY LENDI
928,538$00.00%
15
WBAWALGREENS BOOTS ALLIANCE INC
100,000$00.00%
16
KKRKKR & CO INC
50,000$00.00%
17
JACKJACK IN THE BOX INC
280,000$00.00%
18
SNYSANOFI
379,189$00.00%
19
EMBJEMBRAER S.A.
200,000$00.00%
20
BXSLBLACKSTONE SECD LENDING FD
240,000$00.00%
21
GLPIGAMING & LEISURE PPTYS INC
70,000$00.00%
22
DEIDOUGLAS EMMETT INC
1,105,714$00.00%
23
BAXBAXTER INTL INC
550,000$00.00%
24
PRDOPERDOCEO ED CORP
427,500$00.00%
25
SPBSPECTRUM BRANDS HLDGS INC NE
301,500$00.00%
26
AQN.TOALGONQUIN PWR UTILS CORP
1,050,000$00.00%
27
ARCCARES CAPITAL CORP
200,000$00.00%
28
TRYBARINGS BDC INC
976,249$00.00%
29
DNBDUN & BRADSTREET HLDGS INC
1,000,000$00.00%
30
GSKGSK PLC
540,000$00.00%
31
AYATLANTICA SUSTAINABLE INFR P
429,267$00.00%
32
GBDCGOLUB CAP BDC INC
225,000$00.00%
33
APOAPOLLO GLOBAL MGMT INC
75,000$00.00%
34
GSBDGOLDMAN SACHS BDC INC
700,000$00.00%
35
TECK/BTECK RESOURCES LTD
75,000$00.00%
36
NCDLNUVEEN CHURCHILL DIRECT LEND
300,000$00.00%
37
VTRSVIATRIS INC
2,542,000$00.00%
38
MOALTRIA GROUP INC
235,000$00.00%
39
WWWWOLVERINE WORLD WIDE INC
2,140,000$00.00%
40
NSANATIONAL STORAGE AFFILIATES
260,000$00.00%
41
KBDCKAYNE ANDERSON BDC INC
250,057$00.00%
42
OWLBLUE OWL CAPITAL INC
1,300,000$00.00%
43
UGIUGI CORP NEW
364,765$00.00%