Callodine Capital Management, LP Buys iShares 20+ Year Treasury Bond ETF, Bristol-Myers Squibb Company, Altria Group Inc, Sells Allergan PLC, Kinder Morgan Inc, Stericycle Inc

• New Purchases: TLT, MO, TAP, NRZ, CCI, BX, 0GV, EQS,
• Added Positions: BMY, VZ, KKR, RDN, CMCSA, KREF, WBA, DXC, TWO, VIRT, FCAU, OPI, TSLX, ACTG, ET, OHAI,
• Reduced Positions: AGN, SRCL, GM, AGNC, AVT, FSK, KJ7,
• Sold Out: KMI, FDX, AINV, ARES, GE, TOL, SSSS,

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. Verizon Communications Inc (VZ) - 430,000 shares, 10.39% of the total portfolio. Shares added by 60.75%
2. Radian Group Inc (RDN) - 1,026,403 shares, 9.38% of the total portfolio. Shares added by 20.05%
3. Comcast Corp (CMCSA) - 497,500 shares, 8.97% of the total portfolio. Shares added by 19.88%
4. KKR & Co Inc (KKR) - 651,000 shares, 6.99% of the total portfolio. Shares added by 57.82%
5. Walgreens Boots Alliance Inc (WBA) - 290,000 shares, 6.42% of the total portfolio. Shares added by 16.00%

Callodine Capital Management, LP initiated holding in iShares 20+ Year Treasury Bond ETF. The purchase prices were between $130.07 and $147.8, with an estimated average price of $139.03. The stock is now traded at around $136.76. The impact to a portfolio due to this purchase was 4.29%. The holding were 75,000 shares as of .

Callodine Capital Management, LP initiated holding in Altria Group Inc. The purchase prices were between $40.12 and $50.53, with an estimated average price of $46.01. The stock is now traded at around $47.16. The impact to a portfolio due to this purchase was 4.09%. The holding were 250,000 shares as of .

Callodine Capital Management, LP initiated holding in Molson Coors Brewing Co. The purchase prices were between $50.07 and $57.55, with an estimated average price of $54.22. The stock is now traded at around $52.22. The impact to a portfolio due to this purchase was 3.8%. The holding were 165,000 shares as of .

Callodine Capital Management, LP initiated holding in New Residential Investment Corp. The purchase prices were between $13.91 and $15.69, with an estimated average price of $14.96. The stock is now traded at around $16.07. The impact to a portfolio due to this purchase was 1.57%. The holding were 250,000 shares as of .

Callodine Capital Management, LP initiated holding in Crown Castle International Corp. The purchase prices were between $125.48 and $149.07, with an estimated average price of $138.36. The stock is now traded at around $131.87. The impact to a portfolio due to this purchase was 0.7%. The holding were 12,500 shares as of .

Callodine Capital Management, LP initiated holding in Blackstone Group Inc. The purchase prices were between $44.53 and $53.55, with an estimated average price of $48.76. The stock is now traded at around $52.66. The impact to a portfolio due to this purchase was 0.49%. The holding were 25,000 shares as of .

Callodine Capital Management, LP added to a holding in Bristol-Myers Squibb Company by 350.00%. The purchase prices were between $42.77 and $50.71, with an estimated average price of $47.01. The stock is now traded at around $58.47. The impact to a portfolio due to this purchase was 4.26%. The holding were 270,000 shares as of .

Callodine Capital Management, LP added to a holding in Verizon Communications Inc by 60.75%. The purchase prices were between $55.05 and $60.51, with an estimated average price of $57.61. The stock is now traded at around $59.44. The impact to a portfolio due to this purchase was 3.93%. The holding were 430,000 shares as of .

Callodine Capital Management, LP added to a holding in KKR & Co Inc by 57.82%. The purchase prices were between $23.98 and $29.6, with an estimated average price of $26.36. The stock is now traded at around $29.38. The impact to a portfolio due to this purchase was 2.56%. The holding were 651,000 shares as of .

Callodine Capital Management, LP added to a holding in Radian Group Inc by 20.05%. The purchase prices were between $21.77 and $24.09, with an estimated average price of $23.09. The stock is now traded at around $25.67. The impact to a portfolio due to this purchase was 1.57%. The holding were 1,026,403 shares as of .

Callodine Capital Management, LP added to a holding in KKR Real Estate Finance Trust Inc by 36.59%. The purchase prices were between $18.86 and $20.28, with an estimated average price of $19.68. The stock is now traded at around $19.75. The impact to a portfolio due to this purchase was 0.99%. The holding were 475,000 shares as of .

Callodine Capital Management, LP added to a holding in DXC Technology Co by 23.48%. The purchase prices were between $29.5 and $56.97, with an estimated average price of $42.66. The stock is now traded at around $34.47. The impact to a portfolio due to this purchase was 0.8%. The holding were 355,000 shares as of .

Callodine Capital Management, LP sold out a holding in Kinder Morgan Inc. The sale prices were between $19.57 and $21.29, with an estimated average price of $20.53.

Callodine Capital Management, LP sold out a holding in FedEx Corp. The sale prices were between $143.25 and $176.01, with an estimated average price of $161.2.

Callodine Capital Management, LP sold out a holding in Apollo Investment Corp. The sale prices were between $15.83 and $16.98, with an estimated average price of $16.34.

Callodine Capital Management, LP sold out a holding in Ares Management Corp. The sale prices were between $26.68 and $30.85, with an estimated average price of $28.58.

Callodine Capital Management, LP sold out a holding in General Electric Co. The sale prices were between $7.93 and $10.68, with an estimated average price of $9.43.

Callodine Capital Management, LP sold out a holding in Toll Brothers Inc. The sale prices were between $34.77 and $41.05, with an estimated average price of $36.87.