Fund HoldingsCaldwell Investment Management Ltd.

Total Portfolio Value
$130.10M
Total Bought
$38.14M
Total Sold
$20.86M
Net Transaction
+$17.28M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
TRICON RESIDENTIAL INC95,740810,740+715,0007087,3935.68%+6,685
ALAMOS GOLD INC0439,500+439,50005,9224.55%+5,922
BANK MONTREAL QUE051,800+51,80005,1353.95%+5,135
KKR & CO INC(KKR)200,000200,000012,24216,60712.76%+4,365
CBOE GLOBAL MKTS INC(CBOE)110,000116,400+6,40017,07420,83016.01%+3,756
CRESCENT PT ENERGY CORP0445,000+445,00003,0922.38%+3,092
RESTAURANT BRANDS INTL INC(QSR)033,600+33,60002,6302.02%+2,630
BANK AMERICA CORP350,000350,00009,52211,8119.08%+2,288
INTERCONTINENTAL EXCHANGE IN(ICE)100,000100,000010,93212,8719.89%+1,939
BOOZ ALLEN HAMILTON HLDG COR014,000+14,00001,7951.38%+1,795
BENTLEY SYS INC(BSY)032,400+32,40001,6941.30%+1,694
TETRA TECH INC(TTEK)09,300+9,30001,5561.20%+1,556
ENTEGRIS INC(ENTG)012,400+12,40001,4891.14%+1,489
BROADCOM INC(AVGO)1,3001,900+6001,0732,1261.63%+1,053
ADVANCED DRAIN SYS INC(WMS)06,800+6,80009580.74%+958
TRANSUNION(TRU)012,100+12,10008330.64%+833
ALIBABA GROUP HLDG LTD(BABA)010,000+10,00007770.60%+777
QUEST DIAGNOSTICS INC(DGX)11,80011,80001,2101,6311.25%+421
AMAZON COM INC(AMZN)12,40014,700+2,3001,8572,2381.72%+382
FTAI AVIATION LTD(FTAI)08,200+8,20003810.29%+381
JPMORGAN CHASE & CO(JPM)11,46011,46001,6511,9541.50%+302
VISA INC(V)5,1005,10001,1661,3311.02%+165
MASTERCARD INCORPORATED(MA)4,8384,83801,9032,0681.59%+165
CGI INC(GIB)12,91012,91001,2721,3861.07%+113
CAMECO CORP(CCJ)188,600175,000-13,6007,4817,5595.81%+78
UNITEDHEALTH GROUP INC(UNH)2,6902,69001,3481,4191.09%+72
AMDOCS LTD(DOX)12,40012,40001,0411,0920.84%+51
JACOBS SOLUTIONS INC(J)11,00011,00001,4921,4311.10%-61
COSTCO WHSL CORP(COST)3,8002,800-1,0002,1331,8521.42%-281
ALGONQUIN POWER & UTILITIES102,4020-102,4026060-606
ALIBABA GROUP HOLDINGS LTD(BABA)10,0000-10,0008620-862
MARATHON PETROLEUM CORP(MPC)5,9000-5,9008870-887
MCKESSON CORP(MCK)2,5000-2,5001,0800-1,080
ANSYS CORP4,4000-4,4001,3010-1,301
CONOCOPHILLIPS(COP)16,0000-16,0001,9050-1,905
ESAB CORPORATION(ESAB)33,5003,800-29,7002,3373300.25%-2,008
FEDEX CORP(FDX)7,9000-7,9002,0800-2,080
STANTEC INC(STN)173,00098,300-74,70011,2237,9076.08%-3,316
ATS CORP CDA(ATS)151,4000-151,4006,4530-6,453
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