—

Caldwell Investment Management Ltd.

Q1 2026 13F Holdings

  • Location
    toronto, A6
  • Num holdings

    57

  • Value ($000)

    $255,169

  • Date Filed
    05/14/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

MORGAN STANLEY

COM NEW
617446448
$39.64M
16 %

250,000

C
CBOE

CBOE GLOBAL MKTS INC

COM
12503M108
$33.35M
13 %

118,000

---

MIAMI INTL HLDGS INC

COM
59356Q108
$24.92M
10 %

663,810

K
KKR

KKR & CO INC

COM
48251W104
$18.09M
7 %

200,000

B
BAC

BANK AMERICA CORP

COM
060505104
$16.55M
7 %

350,000

I
ICE

INTERCONTINENTAL EXCH IN

COM
45866F104
$15.71M
6 %

100,000

E
EFX

ENERFLEX LTD

COM
29269R105
$8.45M
3 %

411,000

C
C

CITIGROUP INC

COM NEW
172967424
$8.06M
3 %

75,000

C
CVE

CENOVUS ENERGY INC

COM
15135U109
$7.74M
3 %

290,800

S
SII

SPROTT INC

COM NEW
852066208
$7.7M
3 %

57,300

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 57