Callodine Specialty Income Fund

Callodine Specialty Income Fund (CIK 2029168) is an SEC-registered fund company and $70.4M in net assets as of 2026-03-31.

Registrant

Fund series (1)

SeriesNet assets
Callodine Specialty Income Fund$70.4M

Largest reported holdings (across all series)

HoldingValue
Fidelity Government Portfolio$7.8M
Lasair Stampeded DAC PPN /$5.0M
MAGNIT Corp. T TERM LOAN /$5.0M
FORMEX HOLDINGS LLC TERM LOAN /$4.9M
COLUMBIA HELICOPTERS TERM LOAN /$4.7M
BMP KATYDID HOLDCO TERM LOAN /$4.7M
DARIOHEALTH Corp. TL TERM LOAN /$4.4M
BERRY GP TL TERM LOAN /$4.2M
VARA SALON SUITES HQ TERM LOAN /$3.0M
NORTHERN TOOL & EQUI TERM LOAN /$2.5M
MISTER FILM FINANCIN 0% /$2.1M
Millrose Properties Inc$2.1M
BLAZING STAR PARENT TERM LOAN /$1.9M
UDR Inc$1.7M
Dynex Capital Inc$1.4M

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