| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CBOE GLOBAL MKTS INC | 8 | Q3 2023 | 16.6% |
| BK OF AMERICA INC | 8 | Q3 2023 | 13.1% |
| INTERCONTINENTAL EXCHANGE IN | 8 | Q3 2023 | 11.8% |
| KKR & CO INC | 8 | Q3 2023 | 11.9% |
| CGI INC | 8 | Q3 2023 | 10.8% |
| TRICON RESIDENTIAL INC | 8 | Q3 2023 | 11.4% |
| UNITEDHEALTH GROUP INC | 8 | Q3 2023 | 3.8% |
| QUEST DIAGNOSTICS INC | 8 | Q3 2023 | 2.1% |
| AMDOCS LTD | 8 | Q3 2023 | 2.0% |
| VISA INC | 8 | Q3 2023 | 1.6% |
View Caldwell Investment Management Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-11 |
View Caldwell Investment Management Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.