Caldwell Investment Management Ltd.

Q2 2025 13F Holdings

  • Location
    toronto, A6
  • Num holdings

    20

  • Value ($000)

    $115,441

  • Date Filed
    08/14/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CBOE
CBOE

CBOE GLOBAL MKTS INC

COM
12503M108
$27.49M
24 %

118,000

KKR
KKR

KKR & CO INC

COM
48251W104
$26.58M
23 %

200,000

ICE
ICE

INTERCONTINENTAL EXCH INC.

COM
45866F104
$18.33M
16 %

100,000

AEM
AEM

AGNICO EAGLE MINES LTD

COM
008474108
$6.98M
6 %

58,700

STN
STN

STANTEC INC

COM
85472N109
$6.29M
5 %

57,900

RBA
RBA

RB GLOBAL INC

COM
74935Q107
$5.81M
5 %

54,800

JPM
JPM

JP MORGAN CHASE & CO

COM
46625H100
$3.68M
3 %

12,700

AMZN
AMZN

AMAZON COM INC

COM
023135106
$2.04M
2 %

9,300

ATS
ATS

ATS CORP CDA

COM
00217Y104
$1.94M
2 %

60,800

AVGO
AVGO

BROADCOM INC

COM
11135F101
$1.87M
2 %

6,800

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