SEC 13F Intelligence

Managers / Q1 2026

Callodine Capital Management, LP

CIK 0001741675 · TWO INTERNATIONAL PLACE, SUITE 1830, BOSTON, MA, 02110 · 6178807480

Reported Value
$1.4B
Q1 2026
Positions
56
Filings on Record
30
2019–present window
Filed
May 15, 2026
original filing

Summary

Callodine Capital Management, Lp reported $1.4B in U.S.-listed holdings across 56 positions for Q1 2026.

Compared with Q4 2025, the fund opened 9 new positions and exited 6.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $139MQ4 ’18Q1 ’19: $204MQ2 ’19: $230MQ3 ’19: $250MQ4 ’19: $252MQ4 ’19Q1 ’20: $246MQ2 ’20: $204MQ3 ’20: $188MQ4 ’20: $207MQ4 ’20Q1 ’21: $230MQ2 ’21: $265MQ3 ’21: $265MQ4 ’21: $258MQ4 ’21Q1 ’22: $311MQ2 ’22: $337MQ3 ’22: $322MQ4 ’22: $335.9BQ4 ’22Q1 ’23: $339MQ2 ’23: $348MQ3 ’23: $359MQ4 ’23: $380MQ4 ’23Q1 ’24: $413MQ2 ’24: $429MQ3 ’24: $480MQ4 ’24: $484MQ4 ’24Q1 ’25: $601MQ2 ’25: $966MQ3 ’25: $1.1BQ4 ’25: $1.2BQ4 ’25Q1 ’26: $1.4Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.4B56May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.2B52Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.1B53Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$966M47Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$601M68May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$484M62Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$480M65Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$429M63Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$413M61May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$380M62Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$359M42Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$348M36Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$339M45May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$335.9B43Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$322M45Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$337M50Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$311M43May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$258M39Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$265M45Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$265M41Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$230M36May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$207M38Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$188M40Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$204M37Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$246M31May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$252M28Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$250M32Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$230M32Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$204M34May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$139M33Feb 15, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.