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Callodine Capital Management, LP

13F filer · CIK 1741675 · Boston, MA

Summary
Callodine Capital Management, LP reported $1.53B across 63 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are SPB (9.7%), VTRS (8.3%), WWW (5.3%). Versus 2026 Q1, leaving options aside, it opened 14 new positions, added to 21, trimmed 24 and sold out of 7.
Reported value$1.53B
Positions63incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions14
Added21
Trimmed24
Sold out7

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 9.7%Value $149.10MPrice $82.84Shares 1.74M -15.13%Since Jun 30 -3.39%
Weight 8.3%Value $127.05MPrice $18.27Shares 8.00M -1.45%Since Jun 30 +15.05%
Weight 5.3%Value $80.70MPrice $19.13Shares 4.88M +8.37%Since Jun 30 +15.73%
Weight 4.7%Value $72.03MPrice $84.70Shares 993K +16.60%Since Jun 30 +16.73%
Weight 4.2%Value $64.99MPrice $39.51Shares 1.71M +1.04%Since Jun 30 +3.84%
Weight 4.1%Value $62.29MPrice $54.85Shares 1.01M -6.39%Since Jun 30 -11.19%
Weight 3.7%Value $56.12MPrice $196.46Shares 280K +6.36%Since Jun 30 -2.07%
Weight 3.4%Value $52.48MPrice $59.53Shares 997K +35.84%Since Jun 30 +13.07%
Weight 3.4%Value $51.36MPrice $49.70Shares 980K -22.21%Since Jun 30 -5.19%
Weight 3.1%Value $47.96MPrice $114.00Shares 408K -9.61%Since Jun 30 -3.12%
Weight 3.1%Value $47.76MPrice $377.83Shares 115KSince Jun 30 -9.09%
Weight 3.0%Value $46.12MPrice $122.03Shares 290K -11.20%Since Jun 30 -23.23%
Weight 2.5%Value $37.85MPrice $22.03Shares 1.54M -1.52%Since Jun 30 -10.26%
Weight 2.4%Value $37.31MPrice $30.01Shares 1.17M -11.45%Since Jun 30 -6.22%
Weight 2.4%Value $36.89MPrice $65.00Shares 440K +225.93%Since Jun 30 -22.48%
Weight 2.3%Value $35.85MPrice $20.10Shares 1.88MSince Jun 30 +5.13%
Weight 2.2%Value $34.29MPrice $55.35Shares 553K -0.26%Since Jun 30 -10.67%
Weight 2.2%Value $33.74MPrice $80.81Shares 408K +3.11%Since Jun 30 -2.21%
Weight 2.1%Value $32.12MPrice $33.83Shares 805K -3.51%Since Jun 30 -15.26%
Weight 2.0%Value $31.06MPrice $15.99Shares 1.34M +27.88%Since Jun 30 -30.87%
Weight 1.9%Value $29.62MPrice $119.00Shares 250K -42.92%Since Jun 30 +0.58%
Weight 1.8%Value $27.15MPrice $13.70Shares 1.72M -2.46%Since Jun 30 -13.35%
Weight 1.7%Value $25.68MPrice $26.54Shares 850KSince Jun 30 -12.15%
Weight 1.7%Value $25.67MPrice $78.00Shares 414K -7.93%Since Jun 30 +25.71%
Weight 1.6%Value $24.92MPrice $26.34Shares 829K +8.77%Since Jun 30 -12.35%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

Largest sells in 2026 Q2

Options

Notional value, listed apart from stocks

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR