Caldwell Investment Management Ltd. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Caldwell Investment Management Ltd. held in its portfolio 29 assets valued at $162,648,758 (i.e. $162.65M).
The most valuable assets in the portfolio included: MIAMI INTERNATIONAL INC ($33.73M), CBOE GLOBAL MKTS INC ($30.02M), and KKR & CO INC ($25.71M).
The chart below shows the top 10 valuable assets, and the table below shows the top 29 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Caldwell Investment Management Ltd. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MIAMI INTERNATIONAL INC | 738810 | 33726334 | COM ADDED |
| CBOE GLOBAL MKTS INC | 118000 | 30015690 | COM |
| KKR & CO INC | 200000 | 25710843 | COM |
| INTERCONTINENTAL EXCH INC. | 100000 | 16305119 | COM |
| AGNICO EAGLE MINES LTD | 47200 | 8103539 | COM |
| ENERFLEX LTD | 411000 | 6438114 | COM |
| JP MORGAN CHASE & CO | 12700 | 4104695 | COM |
| MANULIFE FINL CORP | 105000 | 3834996 | COM |
| CAMECO CORPORATION | 41000 | 3743687 | COM |
| ELECTROVAYA INC | 398000 | 3083844 | COM NEW |
| ALIBABA GRP HLDG LTD | 20000 | 2945235 | ADR |
| CELESTICA INC | 8900 | 2662570 | COM |
| AMAZON COM INC | 9300 | 2161087 | COM |
| CENOVUS ENERGY INC | 110800 | 1887607 | COM |
| MCKESSON CORP | 2200 | 1818912 | COM |
| INTERACTIVE BROKERS GROUP IN | 27100 | 1760325 | COM CL A |
| ATS CORP CDA | 60800 | 1688773 | COM |
| TFI INTERNATIONAL INC | 14200 | 1484323 | COM |
| JACOBS SOLUTIONS INC | 11000 | 1472357 | COM |
| BROADCOM INC | 4100 | 1433428 | COM |
| INTERDIGITAL INC | 3900 | 1267083 | COM |
| CGI INC | 12910 | 1199810 | CL A SUB VTG |
| SERVICENOW INC | 7000 | 1078890 | COM |
| TKA GROUP HOLDINGS INC | 5000 | 1070136 | CL A |
| QUANTA SERVICES INC | 2200 | 942753 | COM |
| ACCENTURE PLC | 3200 | 863424 | CL A |
| VISA INC | 4900 | 804729 | COM CL A |
| META PLATFORMS INC | 1050 | 698781 | CL A |
| AMENTUM HOLDINGS INC | 11669 | 341674 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.