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Grant Patterson

@Caldwell Investment Management Ltd.

Latest period2024 - Q4ReportedManaged Assets$148.306MTotal holdings34
Assets growth rate4%Assets growth rate (2-Q avg)5.66%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Caldwell Investment Management Ltd.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Caldwell Investment Management Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 148.306M in assets, with a quarterly growth rate of 4% and a 2-quarter average growth rate of 5.66%. The portfolio is managed by Grant Patterson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PRMWPrimo Water Corp
Recent Activity
Exited
0%
$6.172M
247,000 shares@ $24.99 avg price
CARRCarrier Global Corp
Recent Activity
Exited
0%
$1.215M
15,100 shares@ $80.49 avg price
IRMIron Mountain Inc
Recent Activity
Exited
0%
$688,368
5,900 shares@ $116.68 avg price