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Caldwell Investment Management Ltd.

Q4 2025 13F Holdings

  • Location
    toronto, A6
  • Num holdings

    29

  • Value ($000)

    $162,649

  • Date Filed
    02/11/2026
  • Form type
    13F-HR
  • CIK
    0001904373
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

MIAMI INTERNATIONAL INC

COM ADDED
59356Q108
$33.73M
21 %

738,810

C
CBOE

CBOE GLOBAL MKTS INC

COM
12503M108
$30.02M
19 %

118,000

K
KKR

KKR & CO INC

COM
48251W104
$25.71M
16 %

200,000

I
ICE

INTERCONTINENTAL EXCH INC.

COM
45866F104
$16.31M
10 %

100,000

A
AEM

AGNICO EAGLE MINES LTD

COM
008474108
$8.1M
5 %

47,200

E
EFX

ENERFLEX LTD

COM
29269R105
$6.44M
4 %

411,000

J
JPM

JP MORGAN CHASE & CO

COM
46625H100
$4.1M
3 %

12,700

M
MFC

MANULIFE FINL CORP

COM
56501R106
$3.83M
2 %

105,000

C
CCO

CAMECO CORPORATION

COM
13321L108
$3.74M
2 %

41,000

E
ELVA

ELECTROVAYA INC

COM NEW
28617B606
$3.08M
2 %

398,000

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