Callodine Capital Management, LP
Annual return '25
+8.1%
SPY '25
+17.7%
Alpha
-9.7ptsvs SPY
Invested
$1.4B
Holdings
55
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 43%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPB
SPECTRUM BRANDS HOLDINGS INC
Q4 2025: Increased +20.4% (1.71M → 2.07M shares)
10.6%
02
$VTRS
VIATRIS INC
Q4 2025: Increased +39.5% (6.94M → 9.68M shares)
7.7%
03
$WWW
WOLVERINE WORLD WIDE INC
Q4 2025: Increased +30.5% (2.70M → 3.52M shares)
5.1%
04
$GSK
GSK PLC
Q4 2025: Increased +43.1% (702.1k → 1.00M shares)
4.9%
05
$BTI
BRITISH AMERN TOB PLC
Q4 2025: Increased +11.9% (607.8k → 680.4k shares)
4.4%
06
$GPN
GLOBAL PMTS INC
Q4 2025: Increased +63.5% (354.0k → 579.0k shares)
4.0%
07
$MTCH
MATCH GROUP INC NEW
Q4 2025: Increased +15.1% (1.40M → 1.61M shares)
3.6%
08
$BX
BLACKSTONE INC
Held since at least Q1 2024
3.6%
09
$PRDO
PERDOCEO ED CORP
Q4 2025: Increased +35.8% (709.6k → 963.7k shares)
3.4%
10
$APO
APOLLO GLOBAL MGMT INC
Q4 2025: Increased +41.2% (326.4k → 460.7k shares)
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:01 UTC.