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Home > Institutional Investor > Caldwell Investment Management Ltd. > Profile

Instuitional Investor - Caldwell Investment Management Ltd.

Fund Profile
Filing Period:
Fund Name: Caldwell Investment Management Ltd.
Portfolio Value $130,097,807
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Cboe Global Markets Inc.
 CBOE 116,400 $20,830,329 16.01%
2.
Kkr & Co. Inc.
 KKR 200,000 $16,606,629 12.76%
3.
Intercontinentalexchange Inc
 ICE 100,000 $12,871,390 9.89%
4.
Bank Of America Corp
 BAC 350,000 $11,810,550 9.07%
5.
Stantec Inc
 STN 98,300 $7,906,654 6.07%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)