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CALDWELL INVESTMENT MANAGEMENT LTD. 13F portfolio summary

CALDWELL INVESTMENT MANAGEMENT LTD. of CALDWELL INVESTMENT MANAGEMENT LTD. has 55 current stock holdings with a reported portfolio value of $255.2M. The portfolio 1 year return is +9.24%. Top holdings include CW (0.00%), MS (15.73%), CBOE (13.23%), MIAX (9.89%), KKR (7.18%).

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CALDWELL INVESTMENT MANAGEMENT LTD.

CALDWELL INVESTMENT MANAGEMENT LTD.
Latest filing: 2026-03-31

CALDWELL INVESTMENT MANAGEMENT LTD. runs CALDWELL INVESTMENT MANAGEMENT LTD. and currently holds 55 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $255.17M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CALDWELL INVESTMENT MANAGEMENT LTD. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CALDWELL INVESTMENT MANAGEMENT LTD.'s portfolio at CALDWELL INVESTMENT MANAGEMENT LTD. has delivered returns of +9.24%. Their 3-year annualized return is +83.58%. Looking at the 5-year horizon, CALDWELL INVESTMENT MANAGEMENT LTD. has achieved +64.46% annualized returns at CALDWELL INVESTMENT MANAGEMENT LTD..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+9.24%
#0/1000
3 Year
+83.58%
#0/1000
5 Year
+64.46%
#0/1000

Portfolio Value

$255.17M

Alpha Score

52.5

#0 of 1000

Holdings

55

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change