Caldwell Investment Management Ltd. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $106 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cboe Global Markets, Inc. with a value of $27.5M, Kkr & Co. Inc. with a value of $26.6M, Intercontinental Exchange, Inc. with a value of $18.3M, Agnico Eagle Mines LTD with a value of $6.98M, and Stantec Inc with a value of $6.29M.

Examining the 13F form we can see an decrease of $21.9M in the current position value, from $128M to 106M.

Below you can find more details about Caldwell Investment Management Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $106 Million
Financial Services: $79.6 Million
Basic Materials: $8.81 Million
Industrials: $7.05 Million
Technology: $4.91 Million
Consumer Cyclical: $2.85 Million
Consumer Defensive: $1.48 Million
Communication Services: $1.23 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $106 Million
  • Prior Value $128 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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