Callodine Capital Management, LP

CIK: 0001741675SEC EDGAR →

Portfolio Value

$1.2B

Holdings

52

As of

Q4 2025

New Positions

53

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPECTRUM BRANDS HLDGS INC NE

2,065,216$122.0M
9.80%
2

VIATRIS INC

9,680,736$120.5M
9.68%
3

BLUE OWL CAPITAL INC

5,047,402$75.4M
6.06%
4

APOLLO GLOBAL MGMT INC

460,726$66.7M
5.36%
5

WOLVERINE WORLD WIDE INC

3,524,326$64.0M
5.14%
6

CAPITAL ONE FINL CORP

226,345$54.9M
4.41%
7

MATCH GROUP INC NEW

1,611,428$52.0M
4.18%
8

GSK PLC

1,004,327$49.3M
3.96%
9

GLOBAL PMTS INC

578,980$44.8M
3.60%
10

LIBERTY ENERGY INC

2,288,934$42.3M
3.39%

Quarterly Changes

Top Buys

VTRS↑ Increased
$51.8M
SPB↑ Increased
$31.9M
APO↑ Increased
$23.2M
GSK↑ Increased
$19.0M
LBRT↑ Increased
$16.5M

Top Sells

EQHCLOSED
$52.9M
SNYCLOSED
$32.9M
CVSCLOSED
$23.6M
SEECLOSED
$16.7M
RGACLOSED
$13.8M

New Positions (9)

$10.8M · 362K shares
$9.5M · 102K shares
$8.2M · 169K shares
$6.7M · 124K shares
$2.9M · 70K shares
$2.5M · 50K shares
$1.7M · 120K shares
$1.5M · 107K shares
$670K · 500K shares

Closed Positions (10)

$52.9M · 1.0M shares
$32.9M · 698K shares
$23.6M · 313K shares
$16.7M · 473K shares
$13.8M · 72K shares
$13.6M · 69K shares
$12.3M · 121K shares
$10.9M · 40K shares
$1.1M · 34K shares
$1.0M · 50K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services16$274.8M22.1%
Healthcare3$200.6M16.1%
Consumer Defensive3$177.5M14.3%
Consumer Cyclical3$111.7M9.0%
Energy7$99.6M8.0%
Unknown4$89.5M7.2%
Real Estate7$87.5M7.0%
Technology3$79.5M6.4%
Industrials2$70.7M5.7%
Utilities1$25.3M2.0%
Communication Services2$20.4M1.6%
Basic Materials1$8.2M0.7%