StockDriftsStockDriftsTop 50 Callodine Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPB | SPECTRUM BRANDS HOLDINGS INC | 10.65% | 2.05M | $151.0M | -0.80%(-16.43K) | $66.09(+16.62%) | 2026-03-31 | |
| VTRS | VIATRIS INC | 7.74% | 8.12M | $109.7M | -16.14%(-1.56M) | $10.59(+55.55%) | 2026-03-31 | |
| WWW | WOLVERINE WORLD WIDE INC | 5.19% | 4.51M | $73.5M | +27.83%(+980.84K) | $16.38(-6.27%) | 2026-03-31 | |
| GSK | GSK PLC | 4.9% | 1.26M | $69.5M | +25.41%(+255.15K) | $42.29(+17.44%) | 2026-03-31 | |
| BTI | BRITISH AMERN TOB PLC | 4.44% | 1.08M | $63.0M | +58.37%(+397.11K) | $50.15(+29.80%) | 2026-03-31 | |
| GPN | GLOBAL PMTS INC | 4.04% | 851.3K | $57.3M | +47.04%(+272.35K) | $85.61(-21.06%) | 2026-03-31 | |
| MTCH | MATCH GROUP INC NEW | 3.66% | 1.69M | $51.9M | +4.90%(+78.96K) | $32.71(+8.23%) | 2026-03-31 | |
| BX | BLACKSTONE INC | 3.66% | 451.0K | $51.9M | new | $134.56(-12.39%) | 2026-03-31 | |
| PRDO | PERDOCEO ED CORP | 3.46% | 1.32M | $49.0M | +36.61%(+352.85K) | $27.71(+22.73%) | 2026-03-31 | |
| APO | APOLLO GLOBAL MGMT INC | 3.45% | 438.5K | $48.9M | -4.82%(-22.22K) | $131.21(+3.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.18% | +23.11% |
| Top 20 Holdings Unweighted | +6.57% | +21.04% |
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