Callodine Capital Management, LP - Q12026 Holdings

Callodine Capital Management, LP holds 55 stocks with a total portfolio value of $ 1.43B as of Q12026. In Q12026, Callodine Capital Management, LP added 9 new positions, increased stakes in 27 stocks, reduced 17 holdings, and fully exited 6 positions. The largest holding is Spectrum Brands Holdings Inc (SPB), representing 10.56% of the total portfolio.