Fund HoldingsCaldwell Investment Management Ltd.

Total Portfolio Value
$134.35M
Total Bought
$23.56M
Total Sold
$28.32M
Net Transaction
-$4.76M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
CELESTICA INC(CLS)0182,300+182,30008,1886.09%+8,188
RB GLOBAL INC(RBA)054,800+54,80004,1723.11%+4,172
DOCEBO INC082,000+82,00004,0072.98%+4,007
MANULIFE FINL CORP(MFC)0156,700+156,70003,9122.91%+3,912
KKR & CO INC(KKR)200,000200,000016,60720,09114.95%+3,484
BANK OF AMERICA CORP350,000350,000011,81113,2559.87%+1,445
APPLIED MATERIALS INC03,700+3,70001,0330.77%+1,033
INTERCONTINENTAL EXCH INC.(ICE)100,000100,000012,87113,72610.22%+854
ARES MANAGEMENT CORP(ARES)06,300+6,30008370.62%+837
ATS CORP CDA(ATS)024,100+24,10008110.60%+811
FTAI AVIATION LTD(FTAI)8,20014,300+6,1003819610.72%+580
CRESCENT PT ENERGY CORP445,000445,00003,0923,6392.71%+547
CBOE GLOBAL MKTS INC(CBOE)116,400116,400020,83021,35915.90%+529
AMAZON COM INC(AMZN)14,70014,70002,2382,6481.97%+410
BOOZ ALLEN HAMILTON CLA14,00014,00001,7952,0761.54%+281
MASTERCARD INCORPORATED(MA)4,8384,83802,0682,3271.73%+259
JACOBS SOLUTIONS INC(J)11,00011,00001,4311,6891.26%+258
ENTEGRIS INC(ENTG)12,40012,40001,4891,7401.30%+251
ADVANCED DRAINAGE SYSTEMS(WMS)6,8006,80009581,1700.87%+211
COSTCO WHSL CORP(COST)2,8002,80001,8522,0491.52%+196
TETRA TECH INC(TTEK)9,3009,30001,5561,7161.28%+160
TRANSUNION(TRU)12,10012,10008339640.72%+131
VISA INC(V)5,1005,10001,3311,4221.06%+91
ESAB CORPORATION(ESAB)3,8003,80003304200.31%+90
CGI INC(GIB)12,91012,91001,3861,4241.06%+38
AMDOCS LTD(DOX)12,40012,40001,0921,1190.83%+27
BROADCOM INC(AVGO)1,9001,600-3002,1262,1181.58%-8
BANK OF MONTREAL51,80052,400+6005,1355,1143.81%-21
ALIBABA GROUP HOLDING LTD(BABA)10,00010,00007777230.54%-54
QUEST DIAGNOSTICS INC(DGX)11,80011,80001,6311,5691.17%-62
UNITEDHEALTH GROUP INC(UNH)2,6902,69001,4191,3290.99%-90
JPMORGAN CHASE & CO(JPM)11,4608,300-3,1601,9541,6601.24%-293
BENTLEY SYS INC(BSY)32,4000-32,4001,6940-1,694
RESTAURANT BRANDS INTL INC(QSR)33,6000-33,6002,6300-2,630
CAMECO CORP(CCJ)175,00077,500-97,5007,5593,3542.50%-4,205
ALAMOS GOLD INC439,5000-439,5005,9220-5,922
STANTEC INC(STN)98,30020,900-77,4007,9071,7351.29%-6,172
TRICON RESIDENTIAL INC810,7400-810,7407,3930-7,393
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