Fund HoldingsCaldwell Investment Management Ltd.

Total Portfolio Value
$132.89M
Total Bought
$19.57M
Total Sold
$23.27M
Net Transaction
-$3.70M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
AGNICO EAGLE MINES LTD(AEM)083,100+83,10005,4304.09%+5,430
WASTE CONNECTIONS INC(WCN)020,900+20,90003,6632.76%+3,663
CAMECO CORP(CCJ)77,500131,600+54,1003,3546,4684.87%+3,114
MANULIFE FINL CORP(MFC)156,700214,800+58,1003,9125,7144.30%+1,802
VERTIV HOLDINGS CO(VRT)015,000+15,00001,2970.98%+1,297
PROSHARES TR SHRT 20 YR
SHRT 20+YR TRE
050,000+50,00001,1840.89%+1,184
ACCENTURE PLC IRELAND
SHS CLASS A
03,200+3,20009690.73%+969
KKR & CO INC(KKR)200,000200,000020,09121,01615.82%+926
XYLEM INC(XYL)06,100+6,10008260.62%+826
ATS CORP CDA(ATS)24,10048,100+24,0008111,5551.17%+744
BANK OF AMERICA CORP350,000350,000013,25513,89910.46%+643
ESAB CORPORATION(ESAB)3,80010,200+6,4004209620.72%+542
FTAI AVIATION LTD(FTAI)14,30014,30009611,4741.11%+513
BROADCOM INC(AVGO)1,6001,60002,1182,5651.93%+447
TETRA TECH INC(TTEK)9,3009,30001,7161,8991.43%+183
QUEST DIAGNOSTICS INC(DGX)11,80011,80001,5691,6131.21%+44
UNITEDHEALTH GROUP INC(UNH)2,6902,69001,3291,3681.03%+39
JPMORGAN CHASE & CO(JPM)8,3008,30001,6601,6761.26%+16
STANTEC INC(STN)20,90020,90001,7351,7481.32%+13
RB GLOBAL INC(RBA)54,80054,80004,1724,1753.14%+3
ARES MANAGEMENT CORP(ARES)6,3006,30008378380.63%+2
COSTCO WHSL CORP(COST)2,8002,400-4002,0492,0371.53%-12
INTERCONTINENTAL EXCH INC.(ICE)100,000100,000013,72613,66910.29%-57
VISA INC(V)5,1005,10001,4221,3371.01%-85
CGI INC(GIB)12,91012,91001,4241,2870.97%-137
JACOBS SOLUTIONS INC(J)11,00011,00001,6891,5351.15%-154
APPLIED MATERIALS INC3,7003,70001,0338720.66%-161
AMAZON COM INC(AMZN)14,70012,000-2,7002,6482,3161.74%-333
BOOZ ALLEN HAMILTON CLA14,00010,300-3,7002,0761,5831.19%-493
ALIBABA GROUP HOLDING LTD(BABA)10,0000-10,0007230-723
ENTEGRIS INC(ENTG)12,4006,300-6,1001,7408520.64%-889
TRANSUNION(TRU)12,1000-12,1009640-964
CELESTICA INC(CLS)182,300125,000-57,3008,1887,1515.38%-1,037
MASTERCARD INCORPORATED(MA)4,8382,800-2,0382,3271,2330.93%-1,093
AMDOCS LTD(DOX)12,4000-12,4001,1190-1,119
ADVANCED DRAINAGE SYSTEMS(WMS)6,8000-6,8001,1700-1,170
CBOE GLOBAL MKTS INC(CBOE)116,400110,000-6,40021,35918,67914.06%-2,681
CRESCENT PT ENERGY CORP445,0000-445,0003,6390-3,639
DOCEBO INC82,0000-82,0004,0070-4,007
BANK OF MONTREAL52,4000-52,4005,1140-5,114
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