Caldwell Investment Management Ltd. — 13F holdings

Caldwell Investment Management Ltd. reported 33 holdings worth $152M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. CBOE CBOE GLOBAL MKTS INC — $26.7M (17.5%)
2. MIAX MIAMI INTL HLDGS INC — $22.3M (14.6%)
3. BAC BANK AMERICA CORP — $21.1M (13.8%)
4. KKR KKR & CO INC — $18.3M (12.0%)
5. ICE INTERCONTINENTAL EXCHANGE IN — $12.3M (8.1%)
6. EFXT ENERFLEX LTD — $10.1M (6.6%)
7. MFC MANULIFE FINL CORP — $9.88M (6.5%)
8. ELVA ELECTROVAYA INC — $4.18M (2.7%)
9. AMZN AMAZON COM INC — $2.21M (1.5%)
10. CVE CENOVUS ENERGY INC — $1.85M (1.2%)