Calydon Capital Q2 2020 Filing

Filed August 14, 2020

Portfolio Value

$267.7M

Holdings

128

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (128 positions)

#StockSharesValue% PortfolioType
101
FRTEURFederal Realty Investment Trus
4,100$349K0.13%
102
PGProcter & Gamble Co
2,877$344K0.13%
103
CFCF Industries Holdings Inc
11,975$337K0.13%
104
CNPCenterPoint Energy Inc
17,954$335K0.13%
105
KOCoca-Cola Co
7,477$334K0.12%
106
DHRDanaher Corp
1,852$327K0.12%
107
APHAmphenol Corp Cl A
3,385$324K0.12%
108
DISDisney Walt Co Disney
2,871$320K0.12%
109
AVBAvalonBay Communities Inc
2,064$319K0.12%
110
PAYXPaychex Inc
4,137$313K0.12%
111
SRESempra Energy
2,610$306K0.11%
112
IPGInterpublic Group Cos Inc
17,753$305K0.11%
113
OMCOmnicom Group Inc
5,530$302K0.11%
114
FSICUSDFS KKR Capital Corp.
21,353$299K0.11%
115
Fortress Trans Infrst Invs LLC
22,390$291K0.11%
116
SYKStryker Corp
1,615$291K0.11%
117
GPKGraphic Packaging Holding Co
20,068$281K0.10%
118
MRKMerck & Co Inc
3,613$279K0.10%
119
BDXBecton Dickinson & Co
1,161$278K0.10%
120
FISVFiserv Inc
2,765$270K0.10%
121
UPSUnited Parcel Service Inc Cl B
2,068$230K0.09%
122
DTEDTE Energy Co
2,124$228K0.09%
123
AESAES Corp
15,121$219K0.08%
124
RTXRaytheon Technologies Corp
3,384$209K0.08%
125
HPQHp Inc
11,742$205K0.08%
126
GELGenesis Energy LP
24,356$176K0.07%
127
ETEnergy Transfer LP
23,361$166K0.06%
128
DCP Midstream Partners LP
10,000$113K0.04%
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