Caldwell Investment Management Ltd.

Q4 2024 13F Holdings

  • Location
    toronto, A6
  • Num holdings

    34

  • Value ($000)

    $148,306

  • Date Filed
    01/14/2025
  • 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 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KKR
KKR

KKR & CO INC

COM
$31.48M
21 %

212,400

CBOE
CBOE

CBOE GLOBAL MKTS INC

COM
$21.52M
15 %

110,000

BAC
BAC

BANK OF AMERICA CORP

COM
$15.35M
10 %

350,000

ICE
ICE

INTERCONTINENTAL EXCH INC.

COM
$14.92M
10 %

100,000

AEM
AEM

AGNICO EAGLE MINES LTD

COM
$6.81M
5 %

87,700

MFC
MFC

MANULIFE FINL CORP

COM
$5.53M
4 %

181,000

RBA
RBA

RB GLOBAL INC

COM
$4.94M
3 %

54,800

CLS
CLS

CELESTICA INC

SUB VTG SHS
$3.97M
3 %

42,400

WCN
WCN

WASTE CONNECTIONS INC

COM
$3.57M
2 %

20,900

CCO
CCO

CAMECO CORPORTATION

COM
$3.23M
2 %

63,000

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