Caldwell Investment Management Ltd.

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$143M
Signature - Title
Grant Patterson - Chief Compliance Officer
Location
Toronto, Ontario, Canada
Summary
This page shows a list of all the recent 13F filings made by Caldwell Investment Management Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Caldwell Investment Management Ltd. reported 32 stock holdings with total value $143M as of Q3 2024. Top holdings included KKR, CBOE, ICE, BAC, and CLS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 32 $143M +$14M -$15M -$995K KKR, CBOE, ICE, BAC, CLS 13F-HR 11/7/2024, 04:24 PM
Q2 2024 33 $126M +$19M -$21M -$2.02M KKR, CBOE, BAC, ICE, CCJ 13F-HR 7/22/2024, 01:21 PM
Q1 2024 34 $133M +$22.4M -$29.3M -$6.92M CBOE, KKR, ICE, BAC, CLS 13F-HR 4/26/2024, 10:57 AM
Q4 2023 31 $130M +$34.2M -$24.1M +$10M CBOE, KKR, ICE, BAC, STN 13F-HR 1/11/2024, 03:52 PM
Q3 2023 27 $103M +$8.28M -$40.9M -$32.6M CBOE, KKR, STN, ICE, BAC 13F-HR 10/25/2023, 01:02 PM
Q2 2023 29 $132M +$35.9M -$11.2M +$24.7M CBOE, ICE, KKR, BAC, STN 13F-HR 7/19/2023, 11:03 AM
Q1 2023 23 $101M +$18.6M -$16.3M +$2.24M CBOE, KKR, ICE, BAC, GIB 13F-HR 5/15/2023, 05:35 PM
Q4 2022 26 $94.7M +$17.1M -$11.3M +$5.76M CBOE, BAC, ICE, KKR, GIB 13F-HR 2/1/2023, 12:08 PM
Q3 2022 26 $82.2M +$6.69M -$4.06M +$2.64M CBOE, BAC, ICE, KKR, GIB 13F-HR 10/27/2022, 02:04 PM
Q2 2022 27 $62.4M +$1.67M -$11.2M -$9.51M CBOE, BAC, ICE, KKR, UNH 13F-HR 7/25/2022, 12:39 PM
Q1 2022 33 $126M +$16M -$13M +$2.96M BAC, ICE, TCN, CBOE, KKR 13F-HR 4/29/2022, 11:04 AM
Q4 2021 33 $128M $0 $0 BAC, ICE, KKR, CBOE, TCN 13F-HR 2/11/2022, 01:07 PM