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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
KKRKkr & Co Inc
| 21.23% | $31.477M 212,400 shares@ $148.2 avg price | Increased 2.86% |
CBOECboe Global Mkts Inc
| 14.52% | $21.524M 110,000 shares@ $195.68 avg price | |
BACBank Of America Corp
| 10.35% | $15.349M 350,000 shares@ $43.86 avg price | |
ICEIntercontinental Exch Inc.
| 10.06% | $14.918M 100,000 shares@ $149.18 avg price | |
AEMAgnico Eagle Mines Ltd
| 4.6% | $6.812M 87,700 shares@ $77.68 avg price | Increased 12.01% |
MFCManulife Finl Corp
| 3.74% | $5.535M 181,000 shares@ $30.58 avg price | |
RBARb Global Inc
| 3.34% | $4.942M 54,800 shares@ $90.19 avg price | |
CLSCelestica Inc
| 2.68% | $3.971M 42,400 shares@ $93.66 avg price | Decreased -67.58% |
WCNWaste Connections Inc
| 2.41% | $3.57M 20,900 shares@ $170.83 avg price | |
CCJCameco Corportation
| 2.18% | $3.227M 63,000 shares@ $51.23 avg price | New Position |