Caldwell Investment Management Ltd.: summary

Caldwell Investment Management Ltd. reported 39 positions with a reported value of $162.99M in its 13F for Q3 2026. Compared with Q2 2026: 15 new positions, 9 exited.

Top positions

• CBOE GLOBAL MKTS INC COM
• BANK OF AMER CORP COM
• KKR & CO INC COM
• Miami International Holdings Inc
• INTERCONTINENTAL EXCHANGE INC COM
• MANULIFE FINL CORP COM
• CENOVUS ENERGY INC COM
• TREKOR METALS LTD
• Bank of Montreal
• JPMORGAN CHASE & CO COM