CALDWELL INVESTMENT MANAGEMENT LTD. 13F Portfolio
CALDWELL INVESTMENT MANAGEMENT LTD. runs CALDWELL INVESTMENT MANAGEMENT LTD. and currently holds 33 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $152.28M. Their top holdings are CBOE, MIAX, BAC, KKR, ICE. The top five represent 66.1% of reported portfolio weight. CALDWELL INVESTMENT MANAGEMENT LTD. ranks #665 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CALDWELL INVESTMENT MANAGEMENT LTD. initiated 9 new positions. They added to 3 existing positions. They trimmed 6 positions. Their current best-performing preview position is VRT with returns of +35.92%.
Portfolio Value
$152.28M
Alpha Score
45.3
#665 of 1000
Holdings
33
CALDWELL INVESTMENT MANAGEMENT LTD. Current 13F Holdings
Reported holdings from CALDWELL INVESTMENT MANAGEMENT LTD.'s latest SEC 13F filing, ranked by portfolio weight.
33 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 CBOE CBOE GLOBAL MKTS INC | 17.52% | $139.58 | $304.64 | +118.25% | Trimmed -6.78% |
 MIAX MIAMI INTL HLDGS INC | 14.63% | $40.68 | $30.71 | -24.51% | Trimmed -9.61% |
 BAC BANK AMERICA CORP | 13.85% | $49.20 | $54.31 | +10.39% | Added +5.83% |
 KKR KKR & CO INC | 12.05% | $127.48 | $90.96 | -28.65% | Held |
 ICE INTERCONTINENTAL EXCH IN | 8.08% | $136.77 | $156.16 | +14.18% | Held |
 EFXT ENERFLEX LTD | 6.62% | $15.43 | $24.04 | +55.80% | Held |
 MFC MANULIFE FINL CORP | 6.49% | $40.51 | $42.44 | +4.75% | Added +100.00% |
 AMZN AMAZON COM INC | 1.45% | $111.77 | $262.43 | +134.79% | Held |
 CVE CENOVUS ENERGY INC | 1.22% | $22.90 | $31.38 | +37.03% | Trimmed -74.28% |
 V VISA INC | 1.15% | $220.06 | $385.51 | +75.18% | Held |
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