Callodine Capital Management, LP - Q42025 Holdings

Callodine Capital Management, LP holds 52 stocks with a total portfolio value of $ 1.25B as of Q42025. In Q42025, Callodine Capital Management, LP added 9 new positions, increased stakes in 28 stocks, reduced 6 holdings, and fully exited 10 positions. The largest holding is Spectrum Brands Hldgs Inc Ne (SPB), representing 9.80% of the total portfolio.