Callodine Capital Management
$1.4B 13F equity value
61 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPB | SPECTRUM BRANDS HOLDINGS INC | 2,048,783 | $151M | 10.7% |
| VTRS | VIATRIS INC | 8,118,742 | $110M | 7.7% |
| WWW | WOLVERINE WORLD WIDE INC | 4,505,165 | $74M | 5.2% |
| GSK | GSK PLC | 1,259,477 | $70M | 4.9% |
| BTI | BRITISH AMERN TOB PLC | 1,077,491 | $63M | 4.4% |
| GPN | GLOBAL PMTS INC | 851,331 | $57M | 4.0% |
| MTCH | MATCH GROUP INC NEW | 1,690,388 | $52M | 3.7% |
| BX | BLACKSTONE INC | 450,970 | $52M | 3.7% |
| PRDO | PERDOCEO ED CORP | 1,316,540 | $49M | 3.5% |
| APO | APOLLO GLOBAL MGMT INC | 438,504 | $49M | 3.4% |
Track Callodine Capital Management's 13F portfolio: $1.4B in reported holdings, 61 positions. Top holdings and quarterly changes on SentiSense.