Institutions / Caldwell Investment Management Ltd.
Caldwell Investment Management Ltd.
CIK 1904373 · Institution · as of Dec 31, 2025
Portfolio value
$162.65M
Positions
29
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 29 →
| Company | Value | % of portfolio |
|---|---|---|
| Miami International Holdings, Inc.MIAX | $33.73M | 20.7% |
| Cboe Global Markets Inc | $30.02M | 18.5% |
| KKR & Co. Inc. | $25.71M | 15.8% |
| Intercontinental Exchange, Inc. | $16.31M | 10.0% |
| Agnico Eagle Mines Ltd | $8.10M | 5.0% |
| Enerflex Ltd | $6.44M | 4.0% |
| JPMorgan Chase & Co | $4.10M | 2.5% |
| Manulife Finl Corp | $3.83M | 2.4% |
| Cameco Corporation | $3.74M | 2.3% |
| Electrovaya Inc | $3.08M | 1.9% |
| Alibaba Group Holding LtdBABA | $2.95M | 1.8% |
| Celestica IncCLS | $2.66M | 1.6% |
| Amazon.com Inc | $2.16M | 1.3% |
| Cenovus Energy Inc | $1.89M | 1.2% |
| McKesson Corp | $1.82M | 1.1% |
| Interactive Brokers Group Inc | $1.76M | 1.1% |
| ATS Corp /ATS | $1.69M | 1.0% |
| Tfi International Inc | $1.48M | 0.9% |
| Jacobs Solutions Inc. | $1.47M | 0.9% |
| Broadcom Inc. | $1.43M | 0.9% |
| InterDigital, Inc. | $1.27M | 0.8% |
| Cgi Inc | $1.20M | 0.7% |
| ServiceNow Inc | $1.08M | 0.7% |
| TKO Group Holdings, Inc. | $1.07M | 0.7% |
| Quanta Services Inc | $942.8K | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.