§ 13F · FUND PROFILE
Caldwell Investment Management Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $152.4T (13F)Positions · 26Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$44.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MIAX | MIAMI INTERNATIONAL INC | 739K | $33.7T | 20.7% | +11% |
| 2 | CBOE | CBOE GLOBAL MKTS INC | 118K | $30.0T | 18.5% | ±0% |
| 3 | KKR | KKR & CO INC | 200K | $25.7T | 15.8% | NEW |
| 4 | ICE | INTERCONTINENTAL EXCH INC. | 100K | $16.3T | 10.0% | ±0% |
| 5 | AEM | AGNICO EAGLE MINES LTD | 47K | $8.1T | 5.0% | −20% |
| 6 | EFXT | ENERFLEX LTD | 411K | $6.4T | 4.0% | NEW |
| 7 | JPM | JP MORGAN CHASE & CO | 13K | $4.1T | 2.5% | ±0% |
| 8 | MFC | MANULIFE FINL CORP | 105K | $3.8T | 2.4% | NEW |
| 9 | CCJ | CAMECO CORPORATION | 41K | $3.7T | 2.3% | +30% |
| 10 | ELVA | ELECTROVAYA INC | 398K | $3.1T | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CALDWELL SIGNAL
AC read
Caldwell Investment Management Ltd. is a Other fund managing $152358.0 trillion in assets. The fund runs a focused portfolio of just 26 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed