Callodine Capital Management, LP

Position in APO — Apollo Global Management, Inc.

CIK 1741675 BOSTON, MA

Position in APO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$29,615,122

-$19,242,993 QoQ

Shares Held

250,318

-42.9% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

1.95%

of 13F equity value

Holder Rank

#130

of 1,165 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

Callodine Capital Management, LP holds $183,731,975 across 23 Asset Management names. APO ranks #2 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	407,621	$47,964,763
2	APO	Apollo Global Management, Inc. This page	250,318	$29,615,122
3	FSK	FS KKR Capital Corp	2,109,688	$22,151,724
4	OWL	Blue Owl Capital Inc.	2,370,486	$20,741,752
5	TSLX	Sixth Street Specialty Lending, Inc.	1,176,080	$20,193,293
6	OBDC	Blue Owl Capital Corp	525,000	$5,706,750
7	NCDL	Nuveen Churchill Direct Lending Corp.	398,400	$4,948,128
8	CION	CION Investment Corp	674,138	$4,199,879

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,615,122	250,318	-42.9%	Shares	Sole	2026-08-14
2026-03-31	$48,858,115	438,504	-4.8%	Shares	Sole	2026-05-15
2025-12-31	$66,694,695	460,726	+41.2%	Shares	Sole	2026-02-13
2025-09-30	$43,496,662	326,380	+20.9%	Shares	Sole	2025-11-13
2025-06-30	$38,304,900	270,000	+236.2%	Shares	Sole	2025-08-13
2025-03-31	$10,997,240	80,307	+23.5%	Shares	Sole	2025-05-14
2024-09-30	$8,119,150	65,000	-13.3%	Shares	Sole	2024-11-13
2024-06-30	$8,855,250	75,000	-36.2%	Shares	Sole	2024-08-13
2024-03-31	$13,212,875	117,500	-2.1%	Shares	Sole	2024-05-14
2023-12-31	$11,182,800	120,000	+51.3%	Shares	Sole	2024-02-14
2023-09-30	$7,117,878	79,299	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.