Fund HoldingsCaldwell Investment Management Ltd.

Total Portfolio Value
$162.65M
Total Bought
$52.31M
Total Sold
$42.49M
Net Transaction
+$9.82M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
KKR & CO INC(KKR)0200,000+200,000025,71115.81%+25,711
MIAMI INTERNATIONAL INC(MIAX)663,810738,810+75,00027,05633,72620.74%+6,670
ENERFLEX LTD(EFXT)0411,000+411,00006,4383.96%+6,438
MANULIFE FINL CORP(MFC)0105,000+105,00003,8352.36%+3,835
CELESTICA INC(CLS)08,900+8,90002,6631.64%+2,663
TFI INTERNATIONAL INC(TFII)014,200+14,20001,4840.91%+1,484
JACOBS SOLUTIONS INC(J)011,000+11,00001,4720.91%+1,472
BROADCOM INC(AVGO)04,100+4,10001,4330.88%+1,433
CAMECO CORPORATION(CCJ)31,50041,000+9,5002,6613,7442.30%+1,083
CBOE GLOBAL MKTS INC(CBOE)118,000118,000029,04830,01618.45%+967
QUANTA SERVICES INC02,200+2,20009430.58%+943
ELECTROVAYA INC398,000398,00002,4243,0841.90%+660
AMENTUM HOLDINGS INC011,669+11,66903420.21%+342
MCKESSON CORP(MCK)2,2002,20001,6761,8191.12%+143
JP MORGAN CHASE & CO(JPM)12,70012,70004,0084,1052.52%+97
AMAZON COM INC(AMZN)9,3009,30002,0662,1611.33%+95
ATS CORP CDA(ATS)60,80060,80001,6021,6891.04%+86
ACCENTURE PLC
SHS CLASS A
3,2003,20007908630.53%+73
CGI INC(GIB)12,91012,91001,1481,2000.74%+52
TKA GROUP HOLDINGS INC(TKO)5,0005,00001,0261,0700.66%+44
CENOVUS ENERGY INC(CVE)110,800110,80001,9141,8881.16%-26
INTERACTIVE BROKERS GROUP IN(IBKR)27,10027,10001,8641,7601.08%-104
SERVICENOW INC(NOW)1,4007,000+5,6001,3171,0790.66%-238
INTERCONTINENTAL EXCH INC.(ICE)100,000100,000016,79416,30510.02%-489
INTERDIGITAL INC(IDCC)5,5003,900-1,6001,9171,2670.78%-650
ALIBABA GRP HLDG LTD(BABA)20,00020,00003,5972,9451.81%-652
META PLATFORMS INC(META)2,1001,050-1,0501,5616990.43%-862
VISA INC(V)5,1004,900-2001,7348050.49%-930
O REILLY AUTOMOTIVE INC(ORLY)9,0000-9,0009680-968
BOOKING HOLDINGS INC(BKNG)2250-2251,2270-1,227
AGNICO EAGLE MINES LTD(AEM)58,70047,200-11,5009,7938,1044.98%-1,689
ALAMOS GOLD INC168,0000-168,0005,8180-5,818
RB GLOBAL INC(RBA)54,8000-54,8005,8890-5,889
STANTEC INC(STN)57,9000-57,9006,1180-6,118
BANK OF AMERICA INC350,0000-350,00018,3420-18,342
Page 1 of 1