Caldwell Investment Management Ltd.
Top Portfolio Positions
56 positions ·
$261,006,608 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MS |
Morgan Stanley
Financial Services
|
250,000 | $41,142,500 | 15.76% | |
| CBOE |
Cboe Global Markets, Inc.
Financial Services
|
118,000 | $33,166,260 | 12.71% | |
| MIAX |
Miami International Holdings, Inc.
Financial Services
|
663,810 | $25,835,485 | 9.90% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
200,000 | $18,500,000 | 7.09% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
350,000 | $17,062,500 | 6.54% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
100,000 | $15,728,000 | 6.03% | |
| EFXT |
Enerflex Ltd.
Energy
|
411,000 | $8,598,120 | 3.29% | |
| C |
Citigroup Inc
Financial Services
|
75,000 | $8,505,750 | 3.26% | |
| SII |
Sprott Inc.
Financial Services
|
57,300 | $8,188,170 | 3.14% | |
| CVE |
Cenovus Energy Inc.
Energy
|
290,800 | $7,714,924 | 2.96% |
Portfolio Trend
18 quarters · across all stocks
Holdings in MIAX
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,835,485 | 663,810 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $32,788,387 | 738,810 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $26,724,990 | 663,810 | Shares | Sole | 2025-10-27 | |
| No 13F history on record for this holder in this stock. | ||||||