Caldwell Investment Management Ltd.
Q3 2025 13F Holdings
- Locationtoronto, A6
- Num holdings26 
- Value ($000)$152,358 
- Date Filed10/27/2025
- Form type13F-HR
- CIK0001904373
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter   
| Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type | 
|---|---|---|---|---|---|---|---|
| CBOE CBOE GLOBAL MKTS INC | COM | 12503M108 | $29.05 M | 19 % | 118,000 | ||
| MIAMI INTERNATIONAL INC | COM ADDED | 59356Q108 | $27.06 M | 18 % | 663,810 | ||
| BANK OF AMERICA INC | COM | 060606104 | $18.34 M | 12 % | 350,000 | ||
| ICE INTERCONTINENTAL EXCH INC. | COM | 45866F104 | $16.79 M | 11 % | 100,000 | ||
| AEM AGNICO EAGLE MINES LTD | COM | 008474108 | $9.79 M | 6 % | 58,700 | ||
| STN STANTEC INC | COM | 85472N109 | $6.12 M | 4 % | 57,900 | ||
| RBA RB GLOBAL INC | COM | 74935Q107 | $5.89 M | 4 % | 54,800 | ||
| AGI ALAMOS GOLD INC | CL A | 011532108 | $5.82 M | 4 % | 168,000 | ||
| JPM JP MORGAN CHASE & CO | COM | 46625H100 | $4.01 M | 3 % | 12,700 | ||
| BABA ALIBABA GRP HLDG LTD | ADR | 01609W102 | $3.60 M | 2 % | 20,000 | 
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