Caldwell Investment Management Ltd.

Q1 2025 13F Holdings

  • Location
    toronto, A6
  • Num holdings

    31

  • Value ($000)

    $134,826

  • Date Filed
    05/13/2025
  • Form type
    13F-HR
  • CIK
    0001904373
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CBOE
CBOE

CBOE GLOBAL MKTS INC

COM
$25.32M
19 %

114,400

KKR
KKR

KKR & CO INC

COM
$22.83M
17 %

200,000

ICE
ICE

INTERCONTINENTAL EXCH INC.

COM
$17.36M
13 %

100,000

BAC
BAC

BANK OF AMERICA CORP

COM
$14.35M
11 %

350,000

AEM
AEM

AGNICO EAGLE MINES LTD

COM
$8.46M
6 %

79,100

RBA
RBA

RB GLOBAL INC

COM
$5.34M
4 %

54,800

AGI
AGI

ALAMOS GOLD INC

CL A
$5.17M
4 %

195,300

WCN
WCN

WASTE CONNECTIONS INC

COM
$4.01M
3 %

20,900

JPM
JPM

JP MORGAN CHASE & CO

COM
$3.07M
2 %

12,700

CCO
CCO

CAMECO CORPORTATION

COM
$2.62M
2 %

63,000

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 31