Caldwell Investment Management Ltd. has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $123 Million distributed in 34 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Cboe Global Markets, Inc. with a value of $21.4M, Kkr & Co. Inc. with a value of $20.1M, Intercontinental Exchange, Inc. with a value of $13.7M, Bank Of America Corp with a value of $13.3M, and Celestica Inc with a value of $8.19M.
Examining the 13F form we can see an decrease of $5.42M in the current position value, from $128M to 123M.
Below you can find more details about Caldwell Investment Management Ltd. portfolio as well as his latest detailed transactions.