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Callodine Capital Management, LP: BTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Callodine Capital Management, LP on BTI, newest first. How the timeline and the estimate are built.

Callodine Capital Management, LP held 1,008,609 BTI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,008,609 shares
    Change vs previous 13F -68,882 shares

    4.1% of the 13F portfolio, value $62,291,692.

    13F-HR 0001741675-26-000004 filed by Callodine Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,077,491 shares
    Change vs previous 13F +397,114 shares

    4.44% of the 13F portfolio, value $63,000,899.

    13F-HR 0001741675-26-000003 filed by Callodine Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 680,377 shares
    Change vs previous 13F +72,577 shares

    3.09% of the 13F portfolio, value $38,522,946.

    13F-HR 0001741675-26-000002 filed by Callodine Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 607,800 shares
    Change vs previous 13F +80,300 shares

    2.83% of the 13F portfolio, value $32,262,024.

    13F-HR 0001741675-25-000005 filed by Callodine Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 527,500 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $24,966,575.

    13F-HR 0001085146-25-005015 filed by Callodine Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).