Caldwell Investment Management Ltd. 13F Holdings

CIK 0001904373 · TORONTO, A6

As of Sep 30, 2025, Caldwell Investment Management Ltd. reported 26 positions worth 52.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CBOE GLOBAL MARKETS INCCBOEFinancial Services118,000$29.0M19.07%
MIAMI INTL HLDGS INCMIAXFinancial Services663,810$27.1M17.76%
BANK OF AMERICA INC——350,000 8.3M12.04%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services100,000 6.8M11.02%
AGNICO EAGLE MINES LTDAEMBasic Materials58,700$9.8M6.43%
STANTEC INCSTNIndustrials57,900$6.1M4.02%
RB GLOBAL INCRBAIndustrials54,800$5.9M3.87%
ALAMOS GOLD INCAGIBasic Materials168,000$5.8M3.82%
JPMORGAN CHASE & COJPMFinancial Services12,700$4.0M2.63%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical20,000$3.6M2.36%
CAMECO CORPCCOBasic Materials31,500$2.7M1.75%
ELECTROVAYA INCELVAIndustrials398,000$2.4M1.59%
AMAZON.COM INCAMZNEquity9,300$2.1M1.36%
INTERDIGITAL INCIDCCCommunication Services5,500 .9M1.26%
CENOVUS ENERGY INCCVEEnergy110,800 .9M1.26%
INTERACTIVE BROKERS GROUP INCIBKRFinancial Services27,100 .9M1.22%
VISA INC-CLASS A SHARESVFinancial Services5,100 .7M1.14%
MCKESSON CORPMCKHealthcare2,200 .7M1.10%
ATS CORPATSIndustrials60,800 .6M1.05%
META PLATFORMS INCMETACommunication Services2,100 .6M1.02%
SERVICENOW INCNOWTechnology1,400 .3M0.86%
BOOKING HOLDINGS INCBKNGIndustrials225 .2M0.81%
CGI INCGIB/ATechnology12,910 .1M0.75%
TKO GROUP HOLDINGS INCTKOCommunication Services5,000 .0M0.67%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical9,000$967.7K0.64%