Caldwell Investment Management Ltd. Portfolio Holdings
Caldwell Investment Management Ltd.
- $124 Million
- Q2 2024
Caldwell Investment Management Ltd. has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $124 Million distributed in 33 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Kkr & Co. Inc. with a value of $21M, Cboe Global Markets, Inc. with a value of $18.7M, Bank Of America Corp with a value of $13.9M, Intercontinental Exchange, Inc. with a value of $13.7M, and Celestica Inc with a value of $7.17M.
Examining the 13F form we can see an increase of $1.73M in the current position value, from $123M to 124M.
Below you can find more details about Caldwell Investment Management Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$124 Million
Financial Services: $78.2 Million
Technology: $13.7 Million
Industrials: $12 Million
Energy: $6.47 Million
Basic Materials: $5.43 Million
Healthcare: $2.98 Million
Consumer Cyclical: $2.32 Million
Consumer Defensive: $2.04 Million
Other: $1.19 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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