Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Caldwell Investment Management Ltd. (CIK 1904373) reported $255.2M across 55 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MS ($39.6M, 15.54%), CBOE ($33.4M, 13.07%), ($24.9M, 9.77%), KKR ($18.1M, 7.09%), BAC ($16.6M, 6.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MS | MORGAN STANLEY | $39.6M | 15.54% | 250,000 | New |
| 2 | CBOE | CBOE GLOBAL MKTS INC | $33.4M | 13.07% | 118,000 | Hold |
| 3 | MIAMI INTL HLDGS INC | $24.9M | 9.77% | 663,810 | Trimmed | |
| 4 | KKR | KKR & CO INC | $18.1M | 7.09% | 200,000 | Hold |
| 5 | BAC | BANK AMERICA CORP | $16.6M | 6.49% | 350,000 | New |
| 6 | ICE | INTERCONTINENTAL EXCH IN | $15.7M | 6.16% | 100,000 | Hold |
| 7 | EFXT | ENERFLEX LTD | $8.4M | 3.31% | 411,000 | Hold |
| 8 | C | CITIGROUP INC | $8.1M | 3.16% | 75,000 | New |
| 9 | CVE | CENOVUS ENERGY INC | $7.7M | 3.03% | 290,800 | Added |
| 10 | SII | SPROTT INC | $7.7M | 3.02% | 57,300 | New |
| 11 | AEM | AGNICO EAGLE MINES LTD | $7.1M | 2.78% | 37,000 | Trimmed |
| 12 | KGC | KINROSS GOLD CORP | $4.9M | 1.91% | 170,300 | New |
| 13 | CCJ | CAMECO CORP | $4.2M | 1.65% | 41,000 | Hold |
| 14 | ELVA | ELECTROVAYA INC | $2.9M | 1.13% | 398,000 | Hold |
| 15 | LHX | L3HARRIS TECHNOLOGIES INC | $2.6M | 1.01% | 7,600 | New |
| 16 | RY | ROYAL BK CDA | $2.5M | 0.97% | 15,600 | New |
| 17 | CLS | CELESTICA INC | $2.3M | 0.90% | 8,900 | Hold |
| 18 | OVV | OVINTIV INC | $2.1M | 0.83% | 34,900 | New |
| 19 | PFE | PFIZER INC | $2.1M | 0.82% | 75,000 | New |
| 20 | FIX | COMFORT SYS USA INC | $2.0M | 0.80% | 1,600 | New |
| 21 | MCK | MCKESSON CORP | $1.9M | 0.74% | 2,200 | Hold |
| 22 | AMZN | AMAZON COM INC | $1.9M | 0.73% | 9,300 | Hold |
| 23 | MSI | MOTOROLA SOLUTIONS INC | $1.8M | 0.70% | 4,200 | New |
| 24 | TJX | TJX COS INC NEW | $1.7M | 0.68% | 11,100 | New |
| 25 | CAE | CAE INC | $1.7M | 0.66% | 66,100 | New |
Source: SEC Form 13F filings · as of 2026-03-31