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)

#StockSharesValue% PortfolioType
301
AFLAFLAC, INC.
3,614$381K0.04%
302
WDSWOODSIDE ENERGY GROUP LTD.
24,468$378K0.04%
303
LINLINDE PLC
804$377K0.04%
304
CITHE CIGNA GROUP
1,126$372K0.04%
305
GSGOLDMAN SACHS GROUP, INC.
520$368K0.04%
306
STNSTANTEC INC COM
3,392$368K0.04%
307
QCOMQUALCOMM, INC.
2,294$365K0.04%
308
WCNWASTE CONNECTIONS, INC.
1,952$364K0.04%
309
COFCAPITAL ONE FINANCIAL CORP.
1,698$361K0.04%
310
TJXTJX COS INC
2,924$361K0.04%
311
ETNEATON CORP. PLC
1,008$359K0.04%
312
HLTHILTON WORLDWIDE HOLDINGS, INC.
1,346$358K0.04%
313
MCDMCDONALDS CORP
1,217$355K0.03%
314
TMUST-MOBILE US, INC.
1,478$352K0.03%
315
ADIANALOG DEVICES, INC.
1,480$352K0.03%
316
IBDRYIBERDROLA SA SP ADR
4,562$351K0.03%
317
DASHDOORDASH, INC.
1,418$349K0.03%
318
TRINTRINITY CAP INC
24,713$347K0.03%
319
TSLXSIXTH STREET SPECIALTY LENDNIN
14,570$346K0.03%
320
WFWOORI FINANCE HOLDINGS CO LTD-ADR
6,900$343K0.03%
321
INFRASTRUTTURE WIRELESS ITALIANE SPA
28,148$342K0.03%
322
SPYSPDR S&P 500 ETF TR
2,312$342K0.03%
323
AKXANSYS, INC.
972$341K0.03%
324
PHPARKER-HANNIFIN CORP.
488$340K0.03%
325
SCHWCHARLES SCHWAB CORP.
3,692$336K0.03%
326
RTXRAYTHEON TECHNOLOGIES CORP.
2,296$335K0.03%
327
ETRENTERGY CORP.
4,030$334K0.03%
328
NINISOURCE INC
8,268$333K0.03%
329
ADPAUTOMATIC DATA PROCESSING, INC.
1,080$333K0.03%
330
AMDADVANCED MICRO DEVICES INC
2,344$332K0.03%
331
BLKBLACKROCK, INC.
314$329K0.03%
332
RIORIO TINTO PLC
5,650$329K0.03%
333
SOSOUTHERN CO.
3,578$328K0.03%
334
CRWDCROWDSTRIKE HOLDINGS, INC.
642$326K0.03%
335
AEGAEGON NV
44,938$325K0.03%
336
ZURVYZURICH INSURANCE GROUP LTD.
9,296$325K0.03%
337
PODDINSULET CORP.
1,030$323K0.03%
338
ANETARISTA NETWORKS, INC.
3,164$323K0.03%
339
STLASTELLANTIS NV
32,108$322K0.03%
340
EDP-ENERGIAS DE PORTUGAL SA
74,410$321K0.03%
341
EXCEXELON CORP
7,348$319K0.03%
342
FSKFS KKR CAPITAL CORP
15,292$317K0.03%
343
PPCPILGRIM'S PRIDE CORP.
6,952$312K0.03%
344
BABOEING CO.
1,490$312K0.03%
345
ZTSZOETIS, INC.
2,004$312K0.03%
346
EOGEOG RESOURCES, INC.
2,600$310K0.03%
347
MFCMANULIFE FINANCIAL CORP.
9,684$309K0.03%
348
MUFGMITSUBISHI UFJ FINANCIAL GROUP, INC.
22,386$307K0.03%
349
HONHONEYWELL INTERNATIONAL, INC.
1,310$305K0.03%
350
CYBRCYBERARK SOFTWARE LTD.
750$305K0.03%
351
CATCATERPILLAR INC
778$302K0.03%
352
ICEINTERCONTINENTAL EXCHANGE, INC.
1,648$302K0.03%
353
BKNGBOOKING HOLDINGS, INC.
52$301K0.03%
354
AXPAMERICAN EXPRESS CO.
944$301K0.03%
355
SPOTSPOTIFY TECHNOLOGY SA
392$300K0.03%
356
FTNTFORTINET, INC.
2,810$297K0.03%
357
ADSKAUTODESK, INC.
960$297K0.03%
358
FCFSFIRSTCASH, INC.
2,190$295K0.03%
359
MPCMARATHON PETROLEUM CORP.
1,778$295K0.03%
360
AMATAPPLIED MATERIALS, INC.
1,596$292K0.03%
361
ESLTELBIT SYS LTD ORD
650$292K0.03%
362
TTELUS CORP.
18,234$292K0.03%
363
VISTRA ENERGY CORP
1,511$292K0.03%
364
MCKMCKESSON CORP.
398$291K0.03%
365
ALLEALLEGION PLC
2,022$291K0.03%
366
CHTCHUNGHWA TELECOM CO. LTD.
6,174$287K0.03%
367
MFGMIZUHO FINANCIAL GROUP, INC.
51,616$286K0.03%
368
WPMSILVER WHEATON CORP
3,190$286K0.03%
369
SYKSTRYKER CORP.
718$284K0.03%
370
CFRUYCOMPAGNIE FINANCIERE RICHEMONT SPON ADR
15,004$282K0.03%
371
CWENCLEARWAY ENERGY, INC.
8,770$280K0.03%
372
ECLECOLAB, INC.
1,038$279K0.03%
373
PDDPDD HOLDINGS, INC.
2,648$277K0.03%
374
MPWRMONOLITHIC POWER SYSTEMS, INC.
376$274K0.03%
375
GLWCORNING, INC.
5,176$272K0.03%
376
DTEDTE ENERGY CO
2,060$272K0.03%
377
ODFLOLD DOMINION FREIGHT LINE, INC.
1,670$271K0.03%
378
MSIMOTOROLA SOLUTIONS, INC.
638$268K0.03%
379
UBSUBS GROUP AG
7,907$267K0.03%
380
ICICI BANK LTD ADR
7,910$266K0.03%
381
TNLTRAVEL PLUS LEISURE CO.
5,148$265K0.03%
382
ALSALLSTATE CORP.
1,316$264K0.03%
383
WMWASTE MANAGEMENT, INC.
1,156$264K0.03%
384
ETNEATON CORP PLC
734$262K0.03%
385
GLPEYGALP ENERGIA SGPS SA UNSPONSORED ADR
28,648$261K0.03%
386
WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP.
1,246$260K0.03%
387
AZOAUTOZONE, INC.
70$259K0.03%
388
GIB/ACGI, INC.
2,448$256K0.03%
389
DISWALT DISNEY CO.
2,066$256K0.03%
390
COINCOINBASE GLOBAL, INC.
728$255K0.03%
391
BMYBRISTOL-MYERS SQUIBB CO.
5,514$255K0.03%
392
TOSTTOAST, INC.
5,724$253K0.02%
393
YUMYUM! BRANDS, INC.
1,694$251K0.02%
394
UPSUNITED PARCEL SERVICE, INC.
2,486$250K0.02%
395
BBYBEST BUY INC
3,729$250K0.02%
396
RBLXROBLOX CORP.
2,376$249K0.02%
397
ZIONZIONS BANCORPORATION, N.A.
4,800$249K0.02%
398
AXONAXON ENTERPRISE, INC.
300$248K0.02%
399
GSKGSK PLC
6,480$248K0.02%
400
ALCALCON AG
2,780$245K0.02%
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