13F Insight
DOSSIER · 13F-HR · Q1 2026

Caldwell Investment Management Ltd.

$255M in tracked AUM across 57 positions as of Q1 2026.

CI
CIK 0001904373 · last filed Mar 31, 2026
Total AUM
$255M
as of Q1 2026
Holdings
57
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Caldwell Investment Management Ltd. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MS
MORGAN STANLEY
$40M250K15.5%02
CBOE
CBOE GLOBAL MKTS INC
$33M118K13.1%03
MIAX
MIAMI INTL HLDGS INC
$25M664K9.8%04
KKR
KKR & CO INC
$18M200K7.1%05
BAC
BANK AMERICA CORP
$17M350K6.5%06
ICE
INTERCONTINENTAL EXCH IN
$16M100K6.2%07
EFXT
ENERFLEX LTD
$8M411K3.3%08
C
CITIGROUP INC
$8M75K3.2%09
CVE
CENOVUS ENERGY INC
$8M291K3.0%10
SII
SPROTT INC
$8M57K3.0%

Filing history

2026Q1Mar 31
$255M▲ 56.9%
57 positionsView →2025Q4Dec 31
$163M▲ 6.8%
29 positionsView →2025Q3Sep 30
$152M▲ 32.0%
26 positionsView →2025Q2Jun 30
$115M▼ 14.4%
20 positionsLocked2025Q1Mar 31
$135M▼ 9.1%
31 positionsLocked2024Q4Dec 31
$148M▲ 4.0%
34 positionsLocked2024Q3Sep 30
$143M▲ 7.3%
32 positionsLocked2024Q2Jun 30
$133M▼ 1.1%
33 positionsLocked2024Q1Mar 31
$134M▲ 3.3%
34 positionsLocked2023Q4Dec 31
$130M▲ 26.5%
31 positionsLocked2023Q3Sep 30
$103M▼ 22.2%
27 positionsLocked2023Q2Jun 30
$132M▲ 31.1%
29 positionsLocked
Showing 12 of 18