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Callodine Capital Management, LP - James Morrow
Callodine Capital Management, LP a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
46 Followers
James Morrow Callodine Capital Management, LP
Hedge Fund Manager
Ranked #120 out of 487 Hedge Fund Managers
Portfolio Gain
+94.03%
Since Jan 2016
Sharpe Ratio
2.06
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$379.73M
James Morrow manages more assets than 18% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+17.70%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
41.12% Financial
23.96% Healthcare
9.37% Consumer Cyclical
7.40% Real Estate
5.18% Energy
4.87% Utilities
3.26% Consumer Defensive
2.70% Technology
0.00% Communication Services
0.00% General
A breakdown of Callodine Capital Management, LP's portfolio by sector
Callodine Capital Management, LP Portfolio Activity
Chubb
Reduced
Financial
$217.27
($204.15-$230.40)
+10.93%
-13.33%
10.28M
2.70%
Altria Group
Added
Consumer Defensive
$41.29
($39.06-$43.52)
+8.64%
+47.50%
11.90M
3.07%
Apollo Global Management
Added
Financial
$86.67
($77.11-$96.23)
+22.55%
+51.33%
11.18M
2.93%
Baxter International
Added
Healthcare
$35.23
($31.01-$39.46)
+6.85%
+33.96%
13.72M
3.59%
Bristol-Myers Squibb
Sold Out
Healthcare
$53.16
($48.25-$58.06)
-2.29%
-100.00%
0.00
0.00%
Crown Castle
Reduced
Real Estate
$102.11
($84.72-$119.50)
-15.92%
-27.31%
7.06M
1.83%
Douglas Emmett
Added
Real Estate
$13.44
($10.76-$16.12)
-4.97%
+22.56%
11.82M
3.07%
Comcast
Sold Out
Communication Services
$41.45
($37.91-$44.99)
-6.66%
-100.00%
0.00
0.00%
Ovintiv
Sold Out
Energy
$45.98
($40.37-$51.60)
+20.85%
-100.00%
0.00
0.00%
Energy Transfer
Added
Energy
$13.53
($12.90-$14.15)
+17.81%
+276.67%
7.80M
2.01%
See a list of Callodine Capital Management, LP's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details
Measured Performance
Compare Callodine Capital Management, LP's performance with other Hedge Funds and the S&P 500
Callodine Capital Management, LP activity FAQ
What is Callodine Capital Management, LP’s portfolio gain since Jun 2013?
Callodine Capital Management, LP’s portfolio gain since Jun 2013 was 94.03%.
What is Callodine Capital Management, LP’s Sharpe Ratio?
Callodine Capital Management, LP’s Sharpe Ratio is 2.06.
What is Callodine Capital Management, LP’s portfolio value?
Callodine Capital Management, LP’s portfolio value is $379.73M.
What is Callodine Capital Management, LP’s average return since the fund’s last 13F filing?
Callodine Capital Management, LP’s average return since the fund’s last 13F filing is 4.89%.
What was Callodine Capital Management, LP’s average return in the last 12 months?
Callodine Capital Management, LP’s average return in the last 12 months was 25.39%.
What was Callodine Capital Management, LP’s average return in the last 3 years?
Callodine Capital Management, LP’s average return in the last 3 years was 17.70%.
When was the most recent most recent 13F form submitted by Callodine Capital Management, LP?
Callodine Capital Management, LP's most recent 13F form was submitted on Dec 31, 2023.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is James Morrow Net Worth?
James Morrow is Managing Callodine Capital Management, LP which has a net worth of $379.73M.
TipRanks & Hedge Funds: TipRanks measures the performance of James Morrow and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.