Calydon Capital Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$592.9M

Holdings

243

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (243 positions)

#StockSharesValue% PortfolioType
201
PHPARKER-HANNIFIN CORP.
272$239K0.04%
202
SHELSHELL PLC
6,437$237K0.04%
203
UNHUNITEDHEALTH GROUP, INC.
712$235K0.04%
204
VGKVANGUARD FTSE EUROPE ETF
2,802$234K0.04%
205
WFWOORI FINANCE HOLDINGS CO LTD-ADR
3,953$232K0.04%
206
EPDENTERPRISE PRODUCTS PARTNERS, LP
7,246$232K0.04%
207
AMATAPPLIED MATERIALS, INC.
888$228K0.04%
208
IBNICICI BANK LTD.
7,600$226K0.04%
209
SRESEMPRA ENERGY
2,557$225K0.04%
210
ADOBE INC
629$220K0.04%
211
MURGYMUNICH RE GROUP UNSPONSORED ADR
16,635$219K0.04%
212
COFCAPITAL ONE FINANCIAL CORP.
899$217K0.04%
213
AXPAMERICAN EXPRESS CO.
585$216K0.04%
214
HLTHILTON WORLDWIDE HOLDINGS, INC.
755$216K0.04%
215
KFYKORN FERRY INTL
3,257$215K0.04%
216
ETENERGY TRANSFER LP
13,071$215K0.04%
217
RELXRELX PLC SPONSORED ADR
5,295$214K0.04%
218
ANETARISTA NETWORKS INC
1,624$212K0.04%
219
RIORIO TINTO PLC
2,623$209K0.04%
220
DEODIAGEO PLC
2,434$209K0.04%
221
COPCONOCOPHILLIPS
2,237$209K0.04%
222
SHECYSHIN-ETSU CHEMICAL CO., LTD.
13,384$207K0.03%
223
AFLAFLAC, INC.
1,874$206K0.03%
224
OKEONEOK, INC.
2,815$206K0.03%
225
QCOMQUALCOMM, INC.
1,204$206K0.03%
226
BSXBOSTON SCIENTIFIC CORP.
2,158$205K0.03%
227
PROSYPROSUS NV
16,576$204K0.03%
228
TRITHOMSON REUTERS CORP.
1,524$201K0.03%
229
KDDIYKDDI CORP.
11,600$200K0.03%
230
MFGMIZUHO FINANCIAL GROUP, INC.
26,543$194K0.03%
231
WDSWOODSIDE ENERGY GROUP LTD.
12,234$192K0.03%
232
CLPBYCOLOPLAST A/S
22,277$189K0.03%
233
EDP-ENERGIAS DE PORTUGAL SA
37,205$171K0.03%
234
PSOPEARSON PLC SPONS ADR
11,894$166K0.03%
235
SANBANCO SANTANDER, SA
14,077$165K0.03%
236
AEGAEGON NV
17,940$138K0.02%
237
INFRASTRUTTURE WIRELESS ITALIANE SPA
14,074$125K0.02%
238
GLPEYGALP ENERGIA SGPS SA UNSPONSORED ADR
13,744$115K0.02%
239
GSBDGOLDMAN SACHS BDC INC
12,190$113K0.02%
240
IHSIHS HOLDING LTD.
12,951$96K0.02%
241
MLCIMOUNT LOGAN CAP INC
10,071$83K0.01%
242
WITWIPRO LTD.
29,513$83K0.01%
243
NTIPNETWORK-1 TECHNOLOGIES INC
36,204$47K0.01%
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