Calydon Capital Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$529K

Holdings

257

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (257 positions)

#StockSharesValue% PortfolioType
201
BXSLBLACKSTONE SECURED LENDING FUND
29,651$00.00%
202
TSMTAIWAN SEMICONDUCTOR MFG LTD S
1,710$00.00%
203
ICICI BANK LTD ADR
7,910$00.00%
204
TTETOTALENERGIES SE SPONSORED ADS
5,660$00.00%
205
SSUSAMSUNG ELECTRONICS CO., LTD.
288$00.00%
206
LVMUYLVMH MOET HENNESSY LOUIS VUITT
4,347$00.00%
207
EDP-ENERGIAS DE PORTUGAL SA
37,205$00.00%
208
RIORIO TINTO PLC
3,230$00.00%
209
GELGENESIS ENERGY LP
89,313$00.00%
210
STLASTELLANTIS NV
16,699$00.00%
211
TJXTJX COS INC
2,810$00.00%
212
SAPSAP SE
3,644$00.00%
213
TMOTHERMO FISHER SCIENTIFIC, INC.
413$00.00%
214
SHELSHELL PLC SPON ADS
5,422$00.00%
215
TTTRANE TECHNOLOGIES PLC
1,146$00.00%
216
GDGENERAL DYNAMICS CORP
1,155$00.00%
217
CITHE CIGNA GROUP
1,056$00.00%
218
TMUST-MOBILE US INC
5,542$00.00%
219
SPGIS&P GLOBAL INC
537$00.00%
220
MFGMIZUHO FINANCIAL GROUP, INC.
24,988$00.00%
221
UNHUNITEDHEALTH GROUP INC
1,568$00.00%
222
DFUSDIMENSIONAL US EQUITY ETF
12,861$00.00%
223
UBSUBS GROUP AG
7,131$00.00%
224
WFCWELLS FARGO & CO.
3,478$00.00%
225
HTHIYHITACHI LTD.
3,311$00.00%
226
CLPBYCOLOPLAST A/S
22,277$00.00%
227
MLMMARTIN MARIETTA MATERIALS INC
1,256$00.00%
228
CATCATERPILLAR INC
735$00.00%
229
NXTNEXTRACKER INC CLASS A
5,316$00.00%
230
CYBRCYBERARK SOFTWARE LTD
822$00.00%
231
EXPGYEXPERIAN PLC
5,940$00.00%
232
RHCRH PLC
4,565$00.00%
233
ROADCONSTRUCTION PARTNERS INC CL A
3,703$00.00%
234
DTEDTE ENERGY CO
2,196$00.00%
235
CEGCONSTELLATION ENERGY CORP
3,826$00.00%
236
RELXRELX PLC SPONSORED ADR
9,170$00.00%
237
CDNSCADENCE DESIGN SYSTEMS, INC.
1,418$00.00%
238
INFRASTRUTTURE WIRELESS ITALIANE SPA
14,074$00.00%
239
NUAGNUVEEN ENHANCED HIGH YIELD MNC
54,077$00.00%
240
IQVIQVIA HOLDINGS INC
2,972$00.00%
241
EXCEXELON CORP
7,442$00.00%
242
ASMLASML HOLDING NV NY REGISTRY
554$00.00%
243
AZNASTRAZENECA PLC SP ADR
9,148$00.00%
244
RTXRTX CORPORATION COM
3,293$00.00%
245
MCDMCDONALDS CORP
1,763$00.00%
246
CMGCHIPOTLE MEXICAN GRILL INC CL
274$00.00%
247
BUNGE GLOBAL SA COM
2,884$00.00%
248
WDSWOODSIDE ENERGY GROUP LTD.
12,234$00.00%
249
FIXCOMFORT SYSTEMS USA INC
1,029$00.00%
250
BLKBLACKROCK INC
430$00.00%
251
NMRNOMURA HLDGS INC SPON ADR
14,400$00.00%
252
KFYKORN FERRY INTL
3,639$00.00%
253
RJFRAYMOND JAMES FINANCIAL INC
5,419$00.00%
254
CITCINTAS CORP.
397$00.00%
255
PANWPALO ALTO NETWORKS INC
2,741$00.00%
256
KOCOCA-COLA EUROPEAN PARTNERS P
7,426$00.00%
257
GNRCGENERAC HOLDINGS INC
5,260$00.00%
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