Calydon Capital Q3 2020 Filing

Filed November 12, 2020

Portfolio Value

$284.6M

Holdings

151

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (151 positions)

#StockSharesValue% PortfolioType
101
UPSUnited Parcel Service Inc Cl B
2,482$414K0.15%
102
PGProcter & Gamble Co
2,943$409K0.14%
103
CTRACabot Oil & Gas Corp
23,070$400K0.14%
104
SOSouthern Co
7,270$395K0.14%
105
DHRDanaher Corp
1,833$395K0.14%
106
DISDisney Walt Co Disney
3,166$393K0.14%
107
Pinnacle Financial Partners In
10,874$387K0.14%
108
KOCoca-Cola Co
7,670$379K0.13%
109
CLColgate Palmolive Co
4,910$379K0.13%
110
SUISun Communities Inc
2,628$370K0.13%
111
CFCF Industries Holdings Inc
11,975$368K0.13%
112
APHAmphenol Corp Cl A
3,377$366K0.13%
113
FSKFs Kkr Capital Corp.
21,353$351K0.12%
114
CNPCenterPoint Energy Inc
17,954$347K0.12%
115
ELSEquity Lifestyle Properties In
5,571$342K0.12%
116
SYKStryker Corp
1,637$341K0.12%
117
AESAES Corp
18,356$332K0.12%
118
PAYXPaychex Inc
4,089$326K0.11%
119
AZNAstrazeneca Plc- Spons Adr
5,855$321K0.11%
120
LOPEGrand Canyon Ed Inc
4,010$321K0.11%
121
SAPSap Aktiengesellschaft Adr
1,967$307K0.11%
122
MRKMerck & Co Inc
3,687$306K0.11%
123
AVBAvalonBay Communities Inc
2,048$306K0.11%
124
NVONovo-Nordisk A/S Adr Adr Cmn
4,369$303K0.11%
125
IPGInterpublic Group Cos Inc
17,753$296K0.10%
126
DTEDTE Energy Co
2,552$294K0.10%
127
ENPHEnphase Energy Inc
3,563$294K0.10%
128
RUNSunrun Inc
3,770$291K0.10%
129
FISVFiserv Inc
2,784$287K0.10%
130
FRTEURFederal Realty Investment Trus
3,892$286K0.10%
131
GPKGraphic Packaging Holding Co
20,068$283K0.10%
132
RTXRaytheon Technologies Corp
4,922$283K0.10%
133
GRMNGarmin Ltd
2,961$282K0.10%
134
BDXBecton Dickinson & Co
1,209$281K0.10%
135
HPQHp Inc
14,628$278K0.10%
136
Waste Management Inc
2,448$277K0.10%
137
OMCOmnicom Group Inc
5,530$274K0.10%
138
RSGRepublic Services Inc
2,889$270K0.09%
139
CCEPCoca Cola Enterpriseinc
6,797$264K0.09%
140
Bunge Limited
5,657$259K0.09%
141
Vodafone Group PLC Spnsr ADR N
19,096$256K0.09%
142
SEDGSolaredge Technologies Inc
1,062$253K0.09%
143
WECWec Energy Group Inc
2,545$247K0.09%
144
DEODiageo Plc
1,754$245K0.09%
145
PYPLPaypal Holdings Inc
1,240$244K0.09%
146
KRKroger Co
6,709$228K0.08%
147
CVSCVS Health Corporation
3,678$215K0.08%
148
CBOECboe Global Mkts Inc Com
2,339$205K0.07%
149
ETEnergy Transfer LP
23,393$127K0.04%
150
DCP Midstream Partners LP
10,000$112K0.04%
151
GELGenesis Energy LP
19,787$89K0.03%
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