Caldwell Investment Management Ltd.
Caldwell Investment Management Ltd. reported 33 positions worth $152.3M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: CBOE (17.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CBOE | SH | $26.7M | 17.52% | 110,000 | — | — | |
| ▸ 2 | MIAX | SH | $22.3M | 14.63% | 600,000 | — | — | |
| ▸ 3 | BAC | SH | $21.1M | 13.85% | 370,400 | — | — | |
| ▸ 4 | KKR | SH | $18.3M | 12.05% | 200,000 | — | — | |
| ▸ 5 | ICE | SH | $12.3M | 8.08% | 100,000 | — | — | |
| ▸ 6 | EFXT | SH | $10.1M | 6.62% | 411,000 | — | — | |
| ▸ 7 | MFC | SH | $9.9M | 6.49% | 244,000 | — | — | |
| ▸ 8 | ELVA | SH | $4.2M | 2.74% | 398,000 | — | — | |
| ▸ 9 | AMZN | SH | $2.2M | 1.45% | 9,300 | — | — | |
| ▸ 10 | CVE | SH | $1.9M | 1.22% | 74,800 | — | — |
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Frequently Asked Questions
What stocks does Caldwell Investment Management Ltd. hold as of Q2 2026?
Caldwell Investment Management Ltd. reported 33 positions worth $152.3M in its Q2 2026 13F filing. Largest positions: CBOE (17.5%), MIAX (14.6%), BAC (13.8%), KKR (12.0%) and ICE (8.1%).
What did Caldwell Investment Management Ltd. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Caldwell Investment Management Ltd. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.