Callodine Capital Management, LP Buys Radian Group Inc, Mylan NV, CME Group Inc, Sells Walgreens Boots Alliance Inc, Crown Castle International Corp, Virtu Financial Inc

• New Purchases: MYL, ARCC, TMUS, ACRE, OKE, USFD,
• Added Positions: RDN, CME, MO, BMY, ALXN, TSLX, DXC, CMCSA, TAP, KREF, SSSS, FSK, ACTG, ET,
• Reduced Positions: WBA, CCI, VIRT, KKR, GM, FCAU, OPI, BX, PTMN,
• Sold Out: TWO, NRZ, AGNC,

For the details of Callodine Capital Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/callodine+capital+management%2C+lp/current-portfolio/portfolio

1. Altria Group Inc (MO) - 640,000 shares, 10.08% of the total portfolio. Shares added by 45.45%
2. Comcast Corp (CMCSA) - 647,500 shares, 9.06% of the total portfolio. Shares added by 16.14%
3. Bristol-Myers Squibb Company (BMY) - 395,000 shares, 8.96% of the total portfolio. Shares added by 27.42%
4. Verizon Communications Inc (VZ) - 385,000 shares, 8.42% of the total portfolio. Shares reduced by 0.65%
5. Radian Group Inc (RDN) - 1,585,000 shares, 8.36% of the total portfolio. Shares added by 188.18%

Callodine Capital Management, LP initiated holding in Mylan NV. The purchase prices were between $13.26 and $22.85, with an estimated average price of $19.25. The stock is now traded at around $15.41. The impact to a portfolio due to this purchase was 4.55%. The holding were 750,000 shares as of .

Callodine Capital Management, LP initiated holding in Ares Capital Corp. The purchase prices were between $8.08 and $19.23, with an estimated average price of $16.96. The stock is now traded at around $12.91. The impact to a portfolio due to this purchase was 2.85%. The holding were 650,000 shares as of .

Callodine Capital Management, LP initiated holding in T-Mobile US Inc. The purchase prices were between $74.32 and $100.49, with an estimated average price of $84.66. The stock is now traded at around $93.75. The impact to a portfolio due to this purchase was 2.56%. The holding were 75,000 shares as of .

Callodine Capital Management, LP initiated holding in Ares Commercial Real Estate Corp. The purchase prices were between $4.3 and $17.68, with an estimated average price of $14.27. The stock is now traded at around $6.28. The impact to a portfolio due to this purchase was 1.42%. The holding were 500,000 shares as of .

Callodine Capital Management, LP initiated holding in ONEOK Inc. The purchase prices were between $15.37 and $77.52, with an estimated average price of $61.66. The stock is now traded at around $30.85. The impact to a portfolio due to this purchase was 0.89%. The holding were 100,000 shares as of .

Callodine Capital Management, LP initiated holding in US Foods Holding Corp. The purchase prices were between $9.72 and $41.89, with an estimated average price of $33.84. The stock is now traded at around $16.81. The impact to a portfolio due to this purchase was 0.72%. The holding were 100,000 shares as of .

Callodine Capital Management, LP added to a holding in Radian Group Inc by 188.18%. The purchase prices were between $10.61 and $25.54, with an estimated average price of $22. The stock is now traded at around $13.42. The impact to a portfolio due to this purchase was 5.46%. The holding were 1,585,000 shares as of .

Callodine Capital Management, LP added to a holding in CME Group Inc by 275.00%. The purchase prices were between $139.54 and $223.63, with an estimated average price of $199.4. The stock is now traded at around $176.20. The impact to a portfolio due to this purchase was 3.87%. The holding were 75,000 shares as of .

Callodine Capital Management, LP added to a holding in Altria Group Inc by 45.45%. The purchase prices were between $31.38 and $51.25, with an estimated average price of $44.58. The stock is now traded at around $35.92. The impact to a portfolio due to this purchase was 3.15%. The holding were 640,000 shares as of .

Callodine Capital Management, LP added to a holding in Bristol-Myers Squibb Company by 27.42%. The purchase prices were between $46.4 and $67.43, with an estimated average price of $61.34. The stock is now traded at around $62.65. The impact to a portfolio due to this purchase was 1.93%. The holding were 395,000 shares as of .

Callodine Capital Management, LP added to a holding in Alexion Pharmaceuticals Inc by 400.00%. The purchase prices were between $75.56 and $113.92, with an estimated average price of $98.6. The stock is now traded at around $100.35. The impact to a portfolio due to this purchase was 1.82%. The holding were 62,500 shares as of .

Callodine Capital Management, LP added to a holding in TPG Specialty Lending Inc by 117.15%. The purchase prices were between $11.3 and $23.28, with an estimated average price of $20.29. The stock is now traded at around $16.88. The impact to a portfolio due to this purchase was 1.76%. The holding were 575,445 shares as of .

Callodine Capital Management, LP sold out a holding in Two Harbors Investment Corp. The sale prices were between $2.61 and $15.83, with an estimated average price of $12.87.

Callodine Capital Management, LP sold out a holding in New Residential Investment Corp. The sale prices were between $4.57 and $17.63, with an estimated average price of $14.6.

Callodine Capital Management, LP sold out a holding in AGNC Investment Corp. The sale prices were between $9.38 and $19.62, with an estimated average price of $16.76.