Caldwell Investment Management Ltd.: 13F holdings
CIK 19043732026Q2
| Positions | 33 |
|---|
| Reported value | $152.3m |
|---|
| Filed | 2026-08-11 |
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Change since last quarter
| Positions | 33 (-24 vs prior quarter) |
|---|
| Reported value | $152.3m (-40.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CBOE CBOE GLOBAL MKTS INC | 110,000 | $26.7m | 17.5% |
| MIAX MIAMI INTL HLDGS INC | 600,000 | $22.3m | 14.6% |
| BAC BANK AMERICA CORP | 370,400 | $21.1m | 13.8% |
| KKR KKR & CO INC | 200,000 | $18.3m | 12.0% |
| ICE INTERCONTINENTAL EXCH IN | 100,000 | $12.3m | 8.1% |
| EFXT ENERFLEX LTD | 411,000 | $10.1m | 6.6% |
| MFC MANULIFE FINL CORP | 244,000 | $9.9m | 6.5% |
| ELECTROVAYA INC | 398,000 | $4.2m | 2.7% |
| AMZN AMAZON COM INC | 9,300 | $2.2m | 1.5% |
| CVE CENOVUS ENERGY INC | 74,800 | $1.9m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1904373")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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