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Calydon Capital

Q2 2023 · 13F-HR/A

Calydon Capitalholdings as filed

Filed 2023-08-21 · accession 0001104659-23-093728

$420.7M
Reported value
222
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
98980F104GTMZOOMINFO TECHNOLIGIES, INC.$32.2M7.64%1,266,710CommonSOLE
037833100AAPLAPPLE, INC.$20.6M4.90%106,304CommonSOLE
464287309IVWISHARES S&P 500 GROWTH ETF$19.4M4.62%275,618CommonSOLE
78462F103SPYSPDR S&P 500 ETF$12.1M2.87%27,181CommonSOLE
11135f101BROADCOM INC COM$9.6M2.27%11,026CommonSOLE
594918104MSFTMICROSOFT CORP$9.1M2.15%26,610CommonSOLE
023135106AMZNAMAZON.COM INC$8.8M2.10%67,874CommonSOLE
713448108PEPPEPSICO INC$6.2M1.47%33,417CommonSOLE
46625h100JPMORGAN CHASE & CO$6.1M1.44%41,658CommonSOLE
833034101SNASNAP ON INC$5.9M1.41%20,607CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$5.9M1.39%32,517CommonSOLE
629377508NRGNRG ENERGY INC$5.8M1.38%154,989CommonSOLE
59522J103MAAMID-AMERICA APARTMENT COMMUNITIES, INC.$5.8M1.37%37,993CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$5.7M1.36%148,733CommonSOLE
64110d104NETAPP INC$5.7M1.35%74,615CommonSOLE
617446448MSMORGAN STANLEY$5.7M1.35%66,611CommonSOLE
191216100KOCOCA-COLA CO$5.5M1.32%91,934CommonSOLE
478160104JNJJOHNSON & JOHNSON$5.4M1.29%32,765CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINE$5.3M1.27%39,887CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$5.3M1.27%29,718CommonSOLE
231021106CMICUMMINS INC$5.3M1.26%21,687CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$5.3M1.26%11,539CommonSOLE
695156109PKGPACKAGING CORP AMERICA$5.2M1.23%39,304CommonSOLE
832696405SJMSMUCKER J M CO$5.1M1.22%34,861CommonSOLE
00287y109ABBVIE INC$5.1M1.21%37,734CommonSOLE
92343v104VERIZON COMMUNICATIONS INC$5.1M1.21%136,340CommonSOLE
219350105GLWCORNING INC$5.1M1.20%144,274CommonSOLE
166764100CVXCHEVRON CORP$5.0M1.19%31,888CommonSOLE
02209s103ALTRIA GROUP INC$5.0M1.19%110,518CommonSOLE
260557103DOWDOW INC$5.0M1.18%93,417CommonSOLE
02005n100ALLY FINANCIAL INC$4.9M1.17%182,041CommonSOLE
02079k305ALPHABET INC CAP STOCK CL A$4.9M1.17%40,981CommonSOLE
086516101BBYBEST BUY INC$4.9M1.16%59,562CommonSOLE
857477103STTSTATE STREET CORP$4.9M1.15%66,336CommonSOLE
26441c204DUKE ENERGY CORP$4.9M1.15%54,071CommonSOLE
375558103GILDGILEAD SCIENCES INC$4.8M1.15%62,813CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$4.8M1.13%74,655CommonSOLE
277432100EMNEASTMAN CHEM CO$4.6M1.10%55,462CommonSOLE
7591ep100REGIONS FINANCIAL CORP$4.5M1.07%253,757CommonSOLE
031162100AMGNAMGEN INC$4.5M1.07%20,305CommonSOLE
26875p101EOG RESOURCES INC$4.5M1.06%39,076CommonSOLE
18539c204CLEARWAY ENERGY INC CL C$4.4M1.05%154,789CommonSOLE
30303M102METAMETA PLATFORMS, INC.$4.4M1.05%15,358CommonSOLE
205887102CAGCONAGRA FOODS INC$4.3M1.03%128,508CommonSOLE
670837103OGEOGE ENERGY CORP$4.3M1.02%119,128CommonSOLE
717081103PFEPFIZER INC$4.2M0.99%113,601CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY, INC.$4.1M0.98%8CommonSOLE
00206r102AT&T INC$3.9M0.92%242,878CommonSOLE
989701107ZIONZIONS BANCORPORATION$3.8M0.90%141,398CommonSOLE
437076102HDHOME DEPOT INC$3.5M0.84%11,361CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS, INC.$2.2M0.53%33,276CommonSOLE
96145W103WESTWESTROCK COFFEE CO.$2.1M0.50%194,347CommonSOLE
78464A763SDYSPDR S&P DIVIDEND ETF$2.1M0.49%16,973CommonSOLE
67066G104NVDANVIDIA CORP.$1.9M0.46%4,593CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$1.9M0.46%11,902CommonSOLE
64110L106NFLXNETFLIX, INC.$1.7M0.42%3,967CommonSOLE
02079K107GOOGALPHABET, INC. - CLASS C$1.6M0.39%13,593CommonSOLE
92826c839VISA INC CL A$1.5M0.36%6,309CommonSOLE
58933y105MERCK & CO INC$1.4M0.34%12,213CommonSOLE
532457108LLYELI LILLY & CO$1.4M0.33%2,971CommonSOLE
88160R101TSLATESLA, INC.$1.4M0.32%5,159CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$1.3M0.32%3,290CommonSOLE
57636q104MASTERCARD INC CL A$1.3M0.31%3,346CommonSOLE
92537n108VERTIV HOLDINGS CO CL A$1.2M0.30%50,269CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.2M0.30%4,864CommonSOLE
09261x102BLACKSTONE SECD LENDING FUND C$1.1M0.27%40,651CommonSOLE
16411r208CHENIERE ENERGY INC$1.1M0.25%6,958CommonSOLE
30231G102XOMEXXON MOBIL CORP.$1.0M0.24%9,571CommonSOLE
872590104TMUST-MOBILE US INC$1.0M0.24%7,218CommonSOLE
65339f101NEXTERA ENERGY INC$947,3850.23%12,768CommonSOLE
742718109PGPROCTER & GAMBLE CO$939,0330.22%6,188CommonSOLE
92189F700MOOVANECK VECTORS AGRIBUSINESS ETF$938,0460.22%11,477CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY, INC.$937,7500.22%2,750CommonSOLE
81369Y605XLFSPDR FINANCIAL SELECT SECTOR ETF$900,0850.21%26,701CommonSOLE
371927104GELGENESIS ENERGY LP$896,7900.21%93,905CommonSOLE
548661107LOWLOWES COS INC$863,5970.21%3,826CommonSOLE
92532f100VERTEX PHARMACEUTICALS INC$862,8830.21%2,452CommonSOLE
337738108FISVFISERV INC$828,5530.20%6,568CommonSOLE
670100205NVONOVO NORDISK A/S$822,9130.20%5,085CommonSOLE
502441306LVMUYLVMH MOET HENNESSY LOUIS VUITTON$812,7330.19%4,316CommonSOLE
78463V107GLDSPDR GOLD ETF$802,2150.19%4,500CommonSOLE
81762p102SERVICENOW INC$751,9160.18%1,338CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC CL$737,9550.18%345CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS INC$734,5490.17%1,591CommonSOLE
79466l302SALESFORCE.COM INC$723,5650.17%3,425CommonSOLE
92206C680VONGVANGUARD RUSSELL 1000 GROWTH ETF$720,1250.17%10,177CommonSOLE
254687106DISDISNEY WALT CO DISNEY$716,3830.17%8,024CommonSOLE
67103h107O'REILLY AUTOMOTIVE INC$705,0120.17%738CommonSOLE
94106l109WASTE MANAGEMENT INC$699,6090.17%4,034CommonSOLE
247361702DALDELTA AIR LINES INC$695,8430.17%14,637CommonSOLE
20825c104CONOCOPHILLIPS$687,1330.16%6,621CommonSOLE
61174x109MONSTER BEVERAGE CORP$674,1730.16%11,737CommonSOLE
91324P102UNHUNITEDHEALTH GROUP, INC.$669,7000.16%1,393CommonSOLE
760759100RSGREPUBLIC SERVICES INC$646,8590.15%4,222CommonSOLE
31428x106FEDEX CORP$645,9810.15%2,605CommonSOLE
74762e102QUANTA SERVICES INC$642,7950.15%3,272CommonSOLE
046353108AZNNASTRAZENECA PLC$628,5490.15%8,782CommonSOLE
032095101APHAMPHENOL CORP CL A$613,8910.15%7,223CommonSOLE
78464A698KRESPDR S&P REGIONAL BANKING ETF$613,6920.15%15,030CommonSOLE
25434V401DFUSDIMENSIONAL US EQUITY ETF$613,2150.15%12,733CommonSOLE
G1151C101ACNACCENTURE PLC$601,8990.14%1,951CommonSOLE
803054204SAPSAP SE$599,6000.14%4,383CommonSOLE
842587107SOSOUTHERN CO$596,2120.14%8,487CommonSOLE
855244109SBUXSTARBUCKS CORP.$593,5120.14%5,991CommonSOLE
052769106ADSKAUTODESK INC$592,1420.14%2,894CommonSOLE
92206C714VONVVANGUARD RUSSELL 1000 VALUE ETF$591,6070.14%8,548CommonSOLE
46266c105IQVIA HOLDINGS INC$590,4700.14%2,627CommonSOLE
806857108SLBSCHLUMBERGER LTD$583,3000.14%11,867CommonSOLE
38141g104GOLDMAN SACHS GROUP INC$576,7280.14%1,788CommonSOLE
15135b101CENTENE CORP$575,0110.14%8,525CommonSOLE
48251w104KKR & CO INC CL A$574,6720.14%10,262CommonSOLE
13646k108CANADIAN PACIFIC KANSAS CITY C$568,1150.14%7,032CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNERS PLC$567,2440.13%8,804CommonSOLE
17275r102CISCO SYSTEMS INC$544,9250.13%10,532CommonSOLE
83088m102SKYWORKS SOLUTIONS INC$533,8580.13%4,823CommonSOLE
929089100VOYAVOYA FINANCIAL INC$525,5630.12%7,329CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP.$521,1900.12%968CommonSOLE
92206C599VTHRVANGUARD RUSSELL 3000 ETF$518,1090.12%2,624CommonSOLE
29273v100ENERGY TRANSFER LP$517,9570.12%40,784CommonSOLE
05523R107BAESYBAE SYSTEMS PLC$514,9210.12%10,923CommonSOLE
368736104GNRCGENERAC HOLDINGS INC$497,9450.12%3,339CommonSOLE
754730109RJFRAYMOND JAMES FINANCIAL INC$495,5500.12%4,775CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$469,0700.11%6,757CommonSOLE
641069406NSRGYNESTLE SA$468,8160.11%3,898CommonSOLE
433578507HTHIYHITACHI LTD.$465,9260.11%3,785CommonSOLE
580135101MCDMCDONALD'S CORP.$460,2260.11%1,542CommonSOLE
780087102RYROYAL BANK OF CANADA$451,9530.11%4,732CommonSOLE
25243Q205DEODIAGEO PLC$449,3480.11%2,590CommonSOLE
59156r108METLIFE INC$446,1910.11%7,893CommonSOLE
502117203LRLCYL'OREAL SA$439,8710.10%4,720CommonSOLE
92840m102VISTRA ENERGY CORP$438,5070.10%16,705CommonSOLE
863667101SYKSTRYKER CORP$435,8960.10%1,428CommonSOLE
46432f842ISHARES CORE MSCI EAFE$433,6870.10%6,425CommonSOLE
293792107EPDENTERPRISE PRODUCTS PARTNERS L$433,1410.10%16,438CommonSOLE
75513e101RTX CORPORATION COM$416,0940.10%4,248CommonSOLE
00214Q104ARKKARK INNOVATION ETF$411,9640.10%9,333CommonSOLE
244199105DEDEERE & CO.$407,6820.10%1,003CommonSOLE
681919106OMCOMNICOM GROUP INC$406,9170.10%4,273CommonSOLE
501044101KRKROGER CO$403,0250.10%8,575CommonSOLE
302635206FSKFS KKR CAPITAL CORP.$400,9000.10%20,902CommonSOLE
235851102DHRDANAHER CORP$399,7110.10%1,665CommonSOLE
904767704UNILEVER PLC$399,3160.09%7,660CommonSOLE
796050888SSNHZSAMSUNG ELECTRONICS CO., LTD.$399,1680.09%288CommonSOLE
J43830116MSBHFMITSUBISHI CORP ORD$397,9590.09%8,300CommonSOLE
N82405106STLASTELLANTIS NV$388,2140.09%22,133CommonSOLE
H2906T109GRMNGARMIN LTD.$386,2220.09%3,694CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$382,0410.09%4,959CommonSOLE
704326107PAYXPAYCHEX INC$380,4700.09%3,401CommonSOLE
00724F101ADBEADOBE, INC.$372,6100.09%762CommonSOLE
00130h105AES CORP$371,5030.09%17,921CommonSOLE
69331c108PG&E CORP$367,9260.09%21,292CommonSOLE
72651a207PLAINS GP HOLDINGS$347,1110.08%23,406CommonSOLE
34959e109FORTINET INC$346,6560.08%4,586CommonSOLE
29444u700EQUINIX INC$344,1500.08%439CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS, INC.$343,0090.08%2,485CommonSOLE
075887109BDXBECTON DICKINSON & CO$342,9490.08%1,299CommonSOLE
052800109ALVAUTOLIV INC$342,5410.08%4,028CommonSOLE
09247x101BLACKROCK INC$333,8210.08%483CommonSOLE
000375204ABBNYABB LTD.$333,6560.08%8,485CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS, INC.$332,5490.08%1,418CommonSOLE
771195104RHHBYROCHE HOLDING LTD.$326,9120.08%8,555CommonSOLE
87612g101TARGA RESOURCES CORP$326,6980.08%4,293CommonSOLE
881575401TSCDYTESCO PLC$326,2470.08%34,436CommonSOLE
29250n105ENBRIDGE INC$324,5420.08%8,736CommonSOLE
30161n101EXELON CORP$324,2830.08%7,960CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT, INC.$324,0610.08%4,219CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS, INC.$319,8980.08%1,068CommonSOLE
780259305SHELSHELL PLC$318,8670.08%5,281CommonSOLE
89151E109TTENTOTAL SE$316,0780.08%5,412CommonSOLE
N3167Y103RACEFERRARI NV$312,2020.07%960CommonSOLE
g16962105BUNGE LIMITED$310,3170.07%3,289CommonSOLE
759530108RELXRELX PLC SPONSORED ADR$306,5530.07%9,170CommonSOLE
053484101AVBAVALONBAY COMMUNITIES INC$306,2890.07%1,618CommonSOLE
29472r108EQUITY LIFESTYLE PROPERTIES IN$306,0800.07%4,575CommonSOLE
492089107PPRUYKERING SA$300,4070.07%5,446CommonSOLE
49456b101KINDER MORGAN INC$296,7870.07%17,235CommonSOLE
313745101FRTFEDERAL REALTY OP LP NEW$295,0520.07%3,049CommonSOLE
253798102DGIIDIGI INTL INC$294,0860.07%7,466CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$288,2320.07%2,136CommonSOLE
055622104BPBP PLC$284,6060.07%8,065CommonSOLE
Q98327333WOPEFWOODSIDE ENERGY GROUP LTD.$280,4640.07%12,234CommonSOLE
125523100CICIGNA CORP.$278,9460.07%994CommonSOLE
19624Y200CLPBYCOLOPLAST A/S$278,4850.07%22,277CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC, INC.$277,7690.07%532CommonSOLE
866674104SUISUN COMMUNITIES INC$275,6620.07%2,113CommonSOLE
871607107SNPSSYNOPSYS, INC.$270,3900.06%621CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$256,5930.06%4,966CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINLGROUP INC SPONSORED ADR$248,9610.06%28,949CommonSOLE
G5960L103MDTMEDTRONIC PLC$246,8360.06%2,780CommonSOLE
459506101IFFINTERNATIONAL FLAVORS & FRAGRA$243,7460.06%3,057CommonSOLE
17133Q502CHTCHUNGHWA TELECOM CO. LTD.$241,8260.06%6,485CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$241,7230.06%2,740CommonSOLE
233331107DTEDTE ENERGY CO$238,5010.06%2,166CommonSOLE
049560105ATOATMOS ENERGY CORP$235,7050.06%2,026CommonSOLE
57667l107MATCH GROUP INC$230,9710.05%5,519CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP.$230,0910.05%2,585CommonSOLE
767204100RIORIO TINTO PLC$226,5980.05%3,549CommonSOLE
126408103CSXCSX CORP.$220,8660.05%6,477CommonSOLE
82489w107SHOALS TECHNOLOGIES GROUP INC$220,8380.05%8,640CommonSOLE
824551105SHECYSHIN-ETSU CHEMICAL CO., LTD.$220,7560.05%13,384CommonSOLE
636274409NGGNATIONAL GRID PLC$220,0540.05%3,268CommonSOLE
718546104PSXPHILLIPS 66$219,7560.05%2,304CommonSOLE
009126202AIQUYAIR LIQUIDE SA$217,3390.05%6,066CommonSOLE
87971M103TUTELUS CORP.$217,2130.05%11,007CommonSOLE
55336V100MPLXMPLX, LP$216,8770.05%6,390CommonSOLE
14042M102CAPITAL POWER CORP.$212,5360.05%6,589CommonSOLE
78409V104SPGIS&P GLOBAL, INC.$211,9380.05%529CommonSOLE
497266106KEXKIRBY CORP$211,3820.05%2,747CommonSOLE
949746101WMT2WELLS FARGO & CO.$210,7510.05%4,938CommonSOLE
461202103INTUINTUIT, INC.$202,5470.05%442CommonSOLE
29265W207ENLAYENEL SPA$185,8210.04%27,615CommonSOLE
T6032P102IFSUFINFRASTRUTTURE WIRELESS ITALIANE SPA$185,4850.04%14,074CommonSOLE
X67925119ELCPFEDP-ENERGIAS DE PORTUGAL SA$181,6840.04%37,205CommonSOLE
48667L106KDDIYKDDI CORP.$165,9780.04%10,782CommonSOLE
705015105PSOPEARSON PLC SPONS ADR$154,2130.04%14,715CommonSOLE
29278d105ENERSIS CHILE SA SP ADR$124,9220.03%37,514CommonSOLE
007924103AEGON NV$113,0710.03%22,302CommonSOLE
05946K101BBVABANCO BBVA PERU SA$93,4200.02%12,164CommonSOLE
015857105AQNALGONQUIN PWR UTILS CORP COM$84,3710.02%10,082CommonSOLE
G8588X103SGHCSUPER GROUP LTD.$39,1150.01%13,488CommonSOLE
425166303HLDCYHENDERSON LAND DEV CO LTD SPONSORED ADR$30,0390.01%10,104CommonSOLE
12803K109CAIXYCAIXABANK S A UNSPONSORD ADR$14,8760.00%10,803CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.