Fund HoldingsCaldwell Investment Management Ltd.

Total Portfolio Value
$142.61M
Total Bought
$19.72M
Total Sold
$14.58M
Net Transaction
+$5.13M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
KKR & CO INC(KKR)200,000206,500+6,50021,01627,27319.12%+6,257
PRIMO WATER CORP0247,000+247,00006,1724.33%+6,172
CBOE GLOBAL MKTS INC(CBOE)110,000110,000018,67922,27515.62%+3,596
INTERCONTINENTAL EXCH INC.(ICE)100,000100,000013,66915,85411.12%+2,186
ANSYS INC04,800+4,80001,5601.09%+1,560
CARRIER GLOBAL CORP(CARR)015,100+15,10001,2150.85%+1,215
ORACLE CORP(ORCL)05,900+5,90009950.70%+995
AGNICO EAGLE MINES LTD(AEM)83,10078,300-4,8005,4306,4064.49%+976
IRON MOUNTAIN INC(IRM)05,900+5,90006880.48%+688
FTAI AVIATION LTD(FTAI)14,30014,30001,4741,8521.30%+378
AMENTUM HOLDINGS INC011,000+11,00002820.20%+282
TETRA TECH INC(TTEK)9,30046,500+37,2001,8992,1571.51%+258
RB GLOBAL INC(RBA)54,80054,80004,1754,3973.08%+222
UNITEDHEALTH GROUP INC(UNH)2,6902,69001,3681,5641.10%+197
CGI INC(GIB)12,91012,91001,2871,4741.03%+187
JACOBS SOLUTIONS INC(J)11,00011,00001,5351,7101.20%+175
ACCENTURE PLC IRELAND
SHS CLASS A
3,2003,20009691,1180.78%+149
MASTERCARD INCORPORATED(MA)2,8002,80001,2331,3820.97%+148
COSTCO WHSL CORP(COST)2,4002,40002,0372,1241.49%+88
BOOZ ALLEN HAMILTON CLA10,30010,30001,5831,6681.17%+85
JPMORGAN CHASE & CO(JPM)8,3008,30001,6761,7461.22%+70
VISA INC(V)5,1005,10001,3371,4030.98%+66
WASTE CONNECTIONS INC(WCN)20,90020,90003,6633,7052.60%+42
AMAZON COM INC(AMZN)12,00012,00002,3162,2551.58%-61
STANTEC INC(STN)20,90020,90001,7481,6781.18%-70
BANK OF AMERICA CORP350,000350,000013,89913,7839.66%-115
ATS CORP CDA(ATS)48,10048,10001,5551,4301.00%-125
ARES MANAGEMENT CORP(ARES)6,3004,400-1,9008386900.48%-148
VERTIV HOLDINGS CO(VRT)15,00010,000-5,0001,2979840.69%-313
MANULIFE FINL CORP(MFC)214,800181,000-33,8005,7145,3453.75%-369
CELESTICA INC(CLS)125,000130,800+5,8007,1516,6834.69%-468
XYLEM INC(XYL)6,1000-6,1008260-826
ENTEGRIS INC(ENTG)6,3000-6,3008520-852
APPLIED MATERIALS INC3,7000-3,7008720-872
ESAB CORPORATION(ESAB)10,2000-10,2009620-962
PROSHARES TR SHRT 20 YR
SHRT 20+YR TRE
50,0000-50,0001,1840-1,184
QUEST DIAGNOSTICS INC(DGX)11,8000-11,8001,6130-1,613
BROADCOM INC(AVGO)1,6004,300+2,7002,5657420.52%-1,823
CAMECO CORP(CCJ)131,6000-131,6006,4680-6,468
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