Callodine Capital Management, LP
Callodine Capital Management, LP is an investment adviser based in Boston, Massachusetts, founded in 2018. The firm specializes in providing advice about securities and manages investment portfolios for institutional clients and high net worth individuals, with approximately 47 equity holdings reported in recent regulatory filings. The company is headquartered at Two International Place and serves a global client base.
Investment Strategy
Callodine Capital Management employs a fundamental, research-driven approach focusing on public equity markets. The firm builds concentrated portfolios, often with a value-oriented philosophy and a focus on companies they believe to be undervalued relative to their intrinsic worth. Their investment process combines bottom-up security selection, rigorous risk management, and active engagement with portfolio companies.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WWW | WOLVERINE WORLD WIDE INC | 8.05% | $77.7M | 4,297,586 | $13.17 | $18.08 | +$35.3M |
S SPB | SPECTRUM BRANDS HLDGS INC NE | 7.43% | $71.8M | 1,354,057 | $67.42 | $53.00 | +$19.5M |
C COF | CAPITAL ONE FINL CORP | 5.85% | $56.5M | 265,708 | $193.69 | $212.76 | +$29.6M |
V VTRS | VIATRIS INC | 5.54% | $53.5M | 5,995,000 | $10.41 | $8.93 | +$22.0M |
O OWL | BLUE OWL CAPITAL INC | 5.01% | $48.4M | 2,517,531 | $17.18 | $19.21 | +$18.4M |
Industry Allocation
Team (12)
| Name | Role | Location | |
|---|---|---|---|
C Caitlin Sanders | Managing Director - Originations | Boston, MA , United States | |
J Joe Harney | Managing Director | Boston, MA , United States | |
 | Senior Managing Director, Head of Origination | MA , United States | |
M Matthew Masucci | Senior Analyst | Boston, MA , United States | |
 | Partner, Investment Analyst | Winter Park, FL , United States | |
 | Senior Analyst | Boston, MA , United States | |
 | Principal | Boston, MA , United States | |
 | Managing Director | Manhasset, NY , United States | |
 | Managing Director | Boston, MA , United States | |
 | Vice President of Business Development | Boston, MA , United States |