Position in MS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$41,142,500
New position
Shares Held
250,000
first reported quarter
Ownership
0.016%
of shares outstanding
% of Portfolio
15.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Caldwell Investment Management Ltd. holds $23,505,856 across 2 Capital Markets names.
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,142,500 | 250,000 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||