Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Calydon Capital

Q4 2023 · 13F-HR

Calydon Capitalholdings as filed

Filed 2024-02-07 · accession 0001104659-24-011458

$414.5M
Reported value
219
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287309IVWISHARES S&P 500 GROWTH ETF$20.8M5.02%277,297CommonSOLE
98980F104GTMZOOMINFO TECHNOLIGIES, INC.$20.6M4.98%1,115,486CommonSOLE
037833100AAPLAPPLE, INC.$20.6M4.97%107,028CommonSOLE
78462F103SPYSPDR S&P 500 ETF$13.7M3.29%28,725CommonSOLE
594918104MSFTMICROSOFT CORP$10.3M2.48%27,331CommonSOLE
023135106AMZNAMAZON.COM INC$10.2M2.46%67,181CommonSOLE
11135f101BROADCOM INC COM$7.9M1.90%7,065CommonSOLE
02005n100ALLY FINANCIAL INC$6.2M1.49%176,850CommonSOLE
629377508NRGNRG ENERGY INC$6.1M1.46%117,294CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINE$6.0M1.46%36,964CommonSOLE
46625h100JPMORGAN CHASE & CO$6.0M1.46%35,486CommonSOLE
00287y109ABBVIE INC$5.9M1.43%38,304CommonSOLE
437076102HDHOME DEPOT INC$5.9M1.42%16,974CommonSOLE
200340107CMACOMERICA INC$5.8M1.41%104,676CommonSOLE
18539c204CLEARWAY ENERGY INC CL C$5.8M1.41%212,573CommonSOLE
30303M102METAMETA PLATFORMS, INC.$5.8M1.40%16,403CommonSOLE
02079k305ALPHABET INC CAP STOCK CL A$5.8M1.39%41,270CommonSOLE
617446448MSMORGAN STANLEY$5.7M1.38%61,437CommonSOLE
92343v104VERIZON COMMUNICATIONS INC$5.5M1.32%145,542CommonSOLE
989701107ZIONZIONS BANCORPORATION$5.4M1.31%124,171CommonSOLE
857477103STTSTATE STREET CORP$5.4M1.31%70,179CommonSOLE
64110d104NETAPP INC$5.3M1.29%60,431CommonSOLE
832696405SJMSMUCKER J M CO$5.3M1.27%41,639CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$5.3M1.27%30,852CommonSOLE
713448108PEPPEPSICO INC$5.2M1.27%30,892CommonSOLE
478160104JNJJOHNSON & JOHNSON$5.2M1.25%33,139CommonSOLE
277432100EMNEASTMAN CHEM CO$5.2M1.25%57,712CommonSOLE
00206r102AT&T INC$5.2M1.24%307,337CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$5.1M1.23%11,279CommonSOLE
59522J103MAAMID-AMERICA APARTMENT COMMUNITIES, INC.$5.1M1.23%37,889CommonSOLE
031162100AMGNAMGEN INC$5.1M1.22%17,624CommonSOLE
26441c204DUKE ENERGY CORP$5.1M1.22%52,169CommonSOLE
231021106CMICUMMINS INC$5.0M1.22%21,035CommonSOLE
191216100KOCOCA-COLA CO$5.0M1.21%85,012CommonSOLE
375558103GILDGILEAD SCIENCES INC$5.0M1.20%61,261CommonSOLE
260557103DOWDOW INC$4.9M1.19%89,955CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$4.8M1.16%147,913CommonSOLE
695156109PKGPACKAGING CORP AMERICA$4.8M1.15%29,325CommonSOLE
29364g103ENTERGY CORP$4.8M1.15%47,038CommonSOLE
833034101SNASNAP ON INC$4.7M1.14%16,293CommonSOLE
166764100CVXCHEVRON CORP$4.7M1.13%31,538CommonSOLE
086516101BBYBEST BUY INC$4.7M1.12%59,485CommonSOLE
205887102CAGCONAGRA FOODS INC$4.6M1.11%160,929CommonSOLE
26875p101EOG RESOURCES INC$4.5M1.10%37,551CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY, INC.$4.3M1.05%8CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$4.3M1.04%27,336CommonSOLE
02209s103ALTRIA GROUP INC$4.2M1.00%103,252CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$4.2M1.00%80,906CommonSOLE
403949100DINOHF SINCLAIR CORPORATION COM$4.0M0.96%71,822CommonSOLE
876030107TPRTAPESTRY INC$3.4M0.81%91,598CommonSOLE
67066g104NVIDIA CORP$2.7M0.65%5,405CommonSOLE
78464A763SDYSPDR S&P DIVIDEND ETF$2.2M0.52%17,220CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$2.1M0.50%12,084CommonSOLE
64110L106NFLXNETFLIX, INC.$2.0M0.49%4,174CommonSOLE
96145W103WESTWESTROCK COFFEE CO.$2.0M0.48%195,800CommonSOLE
02079K107GOOGALPHABET, INC. - CLASS C$1.9M0.46%13,593CommonSOLE
92537n108VERTIV HOLDINGS CO CL A$1.6M0.38%32,760CommonSOLE
92826c839VISA INC CL A$1.5M0.37%5,904CommonSOLE
532457108LLYELI LILLY & CO$1.5M0.37%2,597CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$1.5M0.35%3,329CommonSOLE
57636q104MASTERCARD INC CL A$1.3M0.32%3,113CommonSOLE
88160R101TSLATESLA, INC.$1.3M0.31%5,151CommonSOLE
81762p102SERVICENOW INC$1.2M0.28%1,656CommonSOLE
670100205NVONOVO NORDISK A/S$1.1M0.27%10,759CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.1M0.27%3,772CommonSOLE
16411r208CHENIERE ENERGY INC$1.0M0.25%6,133CommonSOLE
58933y105MERCK & CO INC$1.0M0.25%9,537CommonSOLE
371927104GELGENESIS ENERGY LP$1.0M0.25%89,313CommonSOLE
81369Y605XLFSPDR FINANCIAL SELECT SECTOR ETF$1.0M0.24%26,951CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY, INC.$980,8150.24%2,750CommonSOLE
30231G102XOMEXXON MOBIL CORP.$956,9090.23%9,571CommonSOLE
872590104TMUST-MOBILE US INC$911,9570.22%5,688CommonSOLE
92532f100VERTEX PHARMACEUTICALS INC$908,5860.22%2,233CommonSOLE
92189F700MOOVANECK VECTORS AGRIBUSINESS ETF$883,5600.21%11,598CommonSOLE
78463V107GLDSPDR GOLD ETF$860,2650.21%4,500CommonSOLE
09261X102BXSLBLACKSTONE SECURED LENDING FUND$819,5540.20%29,651CommonSOLE
548661107LOWLOWES COS INC$802,8060.19%3,607CommonSOLE
79466l302SALESFORCE.COM INC$801,7870.19%3,047CommonSOLE
92206C680VONGVANGUARD RUSSELL 1000 GROWTH ETF$794,0100.19%10,177CommonSOLE
91324P102UNHUNITEDHEALTH GROUP, INC.$749,8780.18%1,424CommonSOLE
20825c104CONOCOPHILLIPS$723,4640.17%6,233CommonSOLE
502441306LVMUYLVMH MOET HENNESSY LOUIS VUITTON SE$701,1340.17%4,316CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC CL$692,9490.17%303CommonSOLE
G1151C101ACNACCENTURE PLC$685,8920.17%1,955CommonSOLE
803054204SAPSAP SE$681,2340.16%4,407CommonSOLE
25434V401DFUSDIMENSIONAL US EQUITY ETF$665,2050.16%12,834CommonSOLE
052769106ADSKAUTODESK INC$662,9960.16%2,723CommonSOLE
48251w104KKR & CO INC CL A$659,1540.16%7,956CommonSOLE
15135b101CENTENE CORP$656,0910.16%8,841CommonSOLE
38141g104GOLDMAN SACHS GROUP INC$655,4550.16%1,699CommonSOLE
368736104GNRCGENERAC HOLDINGS INC$649,0430.16%5,022CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP.$639,0040.15%968CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS INC$633,1170.15%1,269CommonSOLE
05523R107BAESYBAE SYSTEMS PLC$631,5460.15%10,923CommonSOLE
61174x109MONSTER BEVERAGE CORP$626,1630.15%10,869CommonSOLE
67103h107O'REILLY AUTOMOTIVE INC$623,2530.15%656CommonSOLE
92206C714VONVVANGUARD RUSSELL 1000 VALUE ETF$620,0720.15%8,548CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNERS PLC$609,6000.15%9,134CommonSOLE
94106l109WASTE MANAGEMENT INC$607,5410.15%3,392CommonSOLE
92840m102VISTRA ENERGY CORP$592,1680.14%15,373CommonSOLE
046353108AZNNASTRAZENECA PLC$585,9830.14%8,701CommonSOLE
855244109SBUXSTARBUCKS CORP.$577,5490.14%6,016CommonSOLE
31428x106FEDEX CORP$577,0240.14%2,281CommonSOLE
92206C599VTHRVANGUARD RUSSELL 3000 ETF$558,4660.13%2,624CommonSOLE
806857108SLBSCHLUMBERGER LTD$552,3010.13%10,613CommonSOLE
433578507HTHIYHITACHI LTD.$549,8000.13%3,803CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$548,8070.13%3,723CommonSOLE
337738108FISVFISERV INC$548,7620.13%4,131CommonSOLE
59156r108METLIFE INC$545,4400.13%8,248CommonSOLE
247361702DALDELTA AIR LINES INC$529,3060.13%13,157CommonSOLE
754730109RJFRAYMOND JAMES FINANCIAL INC$529,2990.13%4,747CommonSOLE
83088m102SKYWORKS SOLUTIONS INC$527,4750.13%4,692CommonSOLE
760759100RSGREPUBLIC SERVICES INC$525,1010.13%3,184CommonSOLE
929089100VOYAVOYA FINANCIAL INC$518,4540.13%7,106CommonSOLE
N82405106STLASTELLANTIS NV$516,1430.12%22,133CommonSOLE
00724F101ADBEADOBE, INC.$511,8830.12%858CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$508,5620.12%6,397CommonSOLE
65339f101NEXTERA ENERGY INC$500,2550.12%8,236CommonSOLE
780087102RYROYAL BANK OF CANADA$498,1660.12%4,926CommonSOLE
742718109PGPROCTER & GAMBLE CO.$492,1450.12%3,358CommonSOLE
502117203LRLCYL'OREAL SA$484,6240.12%4,875CommonSOLE
H2906T109GRMNGARMIN LTD.$481,2490.12%3,744CommonSOLE
29273v100ENERGY TRANSFER LP$468,6620.11%33,961CommonSOLE
040413106ANETEURARISTA NETWORKS INC$461,3640.11%1,959CommonSOLE
17275r102CISCO SYSTEMS INC$460,8940.11%9,123CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS, INC.$446,7220.11%2,502CommonSOLE
052800109ALVAUTOLIV INC$443,8450.11%4,028CommonSOLE
464287713IYZISHARES TR DJ US TELECOM$436,3550.11%19,172CommonSOLE
796050888SSNHZSAMSUNG ELECTRONICS CO., LTD.$431,4240.10%288CommonSOLE
293792107EPDENTERPRISE PRODUCTS PARTNERS L$418,5960.10%15,886CommonSOLE
302635206FSKFS KKR CAPITAL CORP.$417,4130.10%20,902CommonSOLE
497266106KEXKIRBY CORP$414,6880.10%5,284CommonSOLE
641069406NSRGYNESTLE SA$406,6710.10%3,517CommonSOLE
244199105DEDEERE & CO.$400,6920.10%1,002CommonSOLE
81369y308SELECT SECTOR SPDR TR SBI CONS$398,9740.10%5,539CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT, INC.$393,1690.09%4,219CommonSOLE
219350105GLWCORNING INC$389,3340.09%12,786CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS, INC.$386,2210.09%1,418CommonSOLE
881575401TSCDYTESCO PLC$384,3060.09%34,436CommonSOLE
501044101KRKROGER CO$379,1640.09%8,295CommonSOLE
000375204ABBNYABB LTD.$375,8860.09%8,485CommonSOLE
25243Q205DEODIAGEO PLC$372,7860.09%2,559CommonSOLE
904767704UNILEVER PLC$371,3570.09%7,660CommonSOLE
859241101STRLSTERLING CONSTRUCTION CO INC$370,1850.09%4,210CommonSOLE
89151E109TTENTOTAL SE$366,0080.09%5,432CommonSOLE
759530108RELXRELX PLC SPONSORED ADR$363,6820.09%9,170CommonSOLE
29444u700EQUINIX INC$360,0090.09%447CommonSOLE
09247x101BLACKROCK INC$354,7570.09%437CommonSOLE
69331c108PG&E CORP$349,1510.08%19,365CommonSOLE
780259305SHELSHELL PLC$347,4900.08%5,281CommonSOLE
72651a207PLAINS GP HOLDINGS$341,6330.08%21,419CommonSOLE
87612g101TARGA RESOURCES CORP$339,8350.08%3,912CommonSOLE
N3167Y103RACEFERRARI NV$324,8930.08%960CommonSOLE
580135101MCDMCDONALD'S CORP.$323,8660.08%1,092CommonSOLE
871607107SNPSSYNOPSYS, INC.$319,7590.08%621CommonSOLE
74762e102QUANTA SERVICES INC$314,4210.08%1,457CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$312,3260.08%2,136CommonSOLE
75513e101RTX CORPORATION COM$307,6160.07%3,656CommonSOLE
718546104PSXPHILLIPS 66$306,7550.07%2,304CommonSOLE
125523100CICIGNA CORP.$299,4820.07%1,000CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$293,4410.07%4,966CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS, INC.$292,4180.07%1,068CommonSOLE
055622104BPBP PLC$287,3210.07%8,116CommonSOLE
30161n101EXELON CORP$286,7630.07%7,988CommonSOLE
49456b101KINDER MORGAN INC$286,4560.07%16,239CommonSOLE
h11356104BUNGE GLOBAL SA COM$282,5590.07%2,799CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098$282,0170.07%29,134CommonSOLE
771195104RHHBYROCHE HOLDING LTD.$280,0940.07%7,731CommonSOLE
824551105SHECYSHIN-ETSU CHEMICAL CO., LTD.$279,7260.07%13,384CommonSOLE
254687106DISDISNEY WALT CO DISNEY$279,6280.07%3,097CommonSOLE
461202103INTUINTUIT, INC.$278,8010.07%446CommonSOLE
46266c105IQVIA HOLDINGS INC$277,4240.07%1,199CommonSOLE
172967424CCITIGROUP INC$270,6770.07%5,262CommonSOLE
767204100RIORIO TINTO PLC$268,1770.06%3,602CommonSOLE
81369y704SELECT SECTOR SPDR TR SBI INDU$263,8870.06%2,315CommonSOLE
7591ep100REGIONS FINANCIAL CORP$261,5520.06%13,496CommonSOLE
74164f103PRIMORIS SERVICES CORP$260,4990.06%7,844CommonSOLE
19624Y200CLPBYCOLOPLAST A/S$256,8540.06%22,277CommonSOLE
009126202AIQUYAIR LIQUIDE SA$247,9560.06%6,366CommonSOLE
233331107DTEDTE ENERGY CO$245,6590.06%2,228CommonSOLE
55354G100MSCIMSCI, INC.$240,9670.06%426CommonSOLE
492089107PPRUYKERING SA$240,9310.06%5,446CommonSOLE
g25508105CRH PLC$234,6600.06%3,393CommonSOLE
55336V100MPLXMPLX, LP$234,6410.06%6,390CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP.$234,3220.06%2,619CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW SHS$234,0010.06%1,212CommonSOLE
78409V104SPGIS&P GLOBAL, INC.$232,8890.06%529CommonSOLE
H50430232LOGILOGITECH INTERNATIONAL SA$231,0910.06%2,431CommonSOLE
13321l108CAMECO CORP$229,9820.06%5,336CommonSOLE
88031M109TSTENARIS SA$228,6510.06%6,578CommonSOLE
81369y803SELECT SECTOR SPDR TR SBI TECH$227,7040.05%1,183CommonSOLE
460146103IPINTERNATIONAL PAPER CO$226,2990.05%6,260CommonSOLE
636274409NGGNATIONAL GRID PLC$225,4530.05%3,316CommonSOLE
81369y209SELECT SECTOR SPDR TR SBI HEAL$222,9810.05%1,635CommonSOLE
931142103WMTWALMART, INC.$219,8490.05%1,395CommonSOLE
65473p105NISOURCE INC$218,4000.05%8,226CommonSOLE
872540109TJXTJX COMPANIES, INC.$214,4500.05%2,286CommonSOLE
126408103CSXCSX CORP.$213,9830.05%6,172CommonSOLE
G80827101RYDAFSHELL PLC$211,0140.05%6,437CommonSOLE
21037t109CONSTELLATION ENERGY CORP$208,5320.05%1,784CommonSOLE
452308109ITWILLINOIS TOOL WORKS, INC.$207,7410.05%793CommonSOLE
369550108GDGENERAL DYNAMICS CORP.$206,5020.05%795CommonSOLE
29265W207ENLAYENEL SPA$204,2130.05%27,615CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS, INC.$203,7630.05%232CommonSOLE
66987V109NVSNOVARTIS AG$200,8290.05%1,989CommonSOLE
X67925119ELCPFEDP-ENERGIAS DE PORTUGAL SA$187,2040.05%37,205CommonSOLE
705015105PSOPEARSON PLC SPONS ADR$181,8180.04%14,794CommonSOLE
T6032P102IFSUFINFRASTRUTTURE WIRELESS ITALIANE SPA$178,0110.04%14,074CommonSOLE
48667L106KDDIYKDDI CORP.$169,8170.04%10,782CommonSOLE
29278d105ENERSIS CHILE SA SP ADR$136,4820.03%42,124CommonSOLE
0076CA104AEGAEGON NV$129,4210.03%22,469CommonSOLE
05946K101BBVABANCO BILBAO VISCAYA ARGENTARIA SA$110,8140.03%12,164CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED$96,3720.02%11,193CommonSOLE
74365P108PROSYPROSUS NV$87,0540.02%14,631CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR$85,9590.02%24,988CommonSOLE
G8588X103SGHCSUPER GROUP LTD.$59,4880.01%18,766CommonSOLE
879382208TELFYTELEFONICA SA$45,0610.01%11,554CommonSOLE
731105201POLESTAR AUTOMOTIVE HOLDING UK PLC$28,3610.01%12,549CommonSOLE
12803K109CAIXYCAIXABANK S A UNSPONSORD ADR$14,7460.00%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.