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Callodine Capital Management, LP

Position in CION — CION Investment Corp

CIK 1741675 BOSTON, MA

Position in CION

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$4,188,733
-$1,249,558 QoQ
Shares Held
612,388
+8.9% QoQ
Ownership
1.23%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CION Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

Callodine Capital Management, LP holds $197,928,895 across 17 Asset Management names. CION ranks #9 (2.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CION

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13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,188,733 612,388
2025-12-31 $5,438,291 562,388
2025-09-30 $5,331,438 562,388
2025-06-30 $5,263,500 550,000
2025-03-31 $5,175,000 500,000
2024-12-31 $5,700,000 500,000
2024-09-30 $7,439,642 625,180
2024-06-30 $8,181,000 675,000
2024-03-31 $6,875,000 625,000
2023-12-31 $5,089,488 449,999
2023-09-30 $2,642,500 250,000
2023-06-30 $1,843,965 177,646
2023-03-31 $1,233,750 125,000