Calydon Capital Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.0B
Holdings
425
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (425 positions)
| Stock | Value |
|---|---|
RFREGIONS FINANCIAL CORP | $245K |
DVNDEVON ENERGY CORP. | $245K |
SAFRYSAFRAN SA | $244K |
QQQINVESCO QQQ TR UNIT SER 1 | $244K |
MCOMOODY'S CORP. | $243K |
KFYKORN FERRY INTL | $237K |
PPRUYKERING SA | $237K |
BCATBLACKROCK CAPITAL ALLOCATION TERM TRUST | $237K |
MDLZMONDELEZ INTERNATIONAL, INC. | $236K |
ACGLARCH CAPITAL GROUP LTD. | $236K |
CUKCARNIVAL PLC ADS | $233K |
WYNNWYNN RESORTS LTD. | $233K |
SHOPSHOPIFY, INC. | $231K |
RDYDR. REDDY'S LABORATORIES LTD. - SPONSORED ADR | $230K |
ABGAMERISOURCEBERGEN CORP. | $230K |
NOCNORTHROP GRUMMAN CORP. | $229K |
PKGPACKAGING CORP. OF AMERICA | $228K |
BANXARROWMARK FINANCIAL CORP | $228K |
CPRTCOPART, INC. | $227K |
PYPLPAYPAL HOLDINGS, INC. | $227K |
SHECYSHIN ETSU CHEM CO LTD ADR | $227K |
ALLYALLY FINANCIAL, INC. | $226K |
MUMICRON TECHNOLOGY, INC. | $226K |
IPINTERNATIONAL PAPER CO | $225K |
NGLOYANGLO AMERICAN PLC | $225K |
CMACOMERICA, INC. | $224K |
RMBS*RAMBUS, INC. | $223K |
ATEYYADVANTEST CORP. | $223K |
IXORIX CORP. | $221K |
ORLYO'REILLY AUTOMOTIVE, INC. | $221K |
NDAQNASDAQ, INC. | $221K |
NVMINOVA LTD COM | $221K |
WINGWINGSTOP, INC. | $220K |
TLPFYTELEPERFORMANCE SE | $220K |
AONAON PLC | $220K |
BACHYBANK OF CHINA LTD ADR | $219K |
NTRANATERA, INC. | $218K |
DBSDYDBS GROUP HOLDINGS LTD. - SPONSORED ADR | $217K |
OKEONEOK INC | $215K |
GRFSGRIFOLS S A SP ADR REP B NVT | $215K |
IDXXIDEXX LABORATORIES, INC. | $215K |
REGNREGENERON PHARMACEUTICALS, INC. | $215K |
BUDANHEUSER-BUSCH INBEV SA/NV | $215K |
KBIAKB FINL GROUP INC SPONSORED ADR | $214K |
SJMJ.M. SMUCKER CO. | $213K |
HWMHOWMET AEROSPACE, INC. | $213K |
—BUNGE GLOBAL SA COM | $212K |
TTTRANE TECHNOLOGIES PLC | $211K |
JAZZJAZZ PHARMACEUTICALS PLC | $211K |
SPGSIMON PROPERTY GROUP, INC. | $211K |
FASTFASTENAL CO. | $210K |
RSGREPUBLIC SERVICES, INC. | $210K |
GWWW.W. GRAINGER, INC. | $210K |
SKMSK TELECOM CO.! LTD. SPONSORED ADR CMN | $208K |
LNGCHENIERE ENERGY, INC. | $208K |
TMTOYOTA MOTOR CORP. | $207K |
HVRRYHANNOVER RUCKVESICHERUNGS CORP SPONSORED A | $207K |
TRVCCITIGROUP, INC. | $207K |
ZSZSCALER, INC. | $206K |
DAYCERIDIAN HCM HOLDING, INC. | $205K |
IPGINTERPUBLIC GROUP OF COMPANIES, INC. | $205K |
CMWAYCOMMONWEALTH BANK OF AUSTRALIA SPONSORED ADR | $205K |
EFXEQUIFAX, INC. | $204K |
FQIDIGITAL REALTY TRUST, INC. | $204K |
FICOFAIR ISAAC CORP. | $204K |
TCEHYTENCENT HOLDINGS LTD. | $203K |
EX9EXELIXIS, INC. | $203K |
EMEEMCOR GROUP, INC. | $202K |
CMECME GROUP, INC. | $201K |
RYCEYROLLS-ROYCE HOLDINGS PLC | $201K |
MH6ATOKIO MARINE HOLDINGS, INC. | $201K |
GSBDGOLDMAN SACHS BDC INC | $200K |
TLSNYTELIA CO. AB - UNSPONSORED ADR | $155K |
IHSIHS HOLDING LTD. | $144K |
WITWIPRO LTD. | $124K |
CAIXYCAIXABANK S A UNSPONSORD ADR | $62K |
NTIPNETWORK-1 TECHNOLOGIES INC | $44K |
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