Caldwell Investment Management Ltd.
Position in AAMI — Acadian Asset Management Inc.
CIK 1904373
TORONTO, A6
Position in AAMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,251,600
New position
Shares Held
17,500
first reported quarter
Ownership
0.049%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#119
of 299 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Caldwell Investment Management Ltd. holds $19,607,600 across 2 Asset Management names. AAMI ranks #2 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
200,000 | $18,356,000 | |
| 2 | AAMI |
Acadian Asset Management Inc.
This page
|
17,500 | $1,251,600 |
All Filings in AAMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,251,600 | 17,500 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||