Caldwell Investment Management Ltd. Diversified Active

Location: Toronto, Ontario, Canada

CIK: 0001904373 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 11, 2026

Total Value: $152M (100.0% shares, 0.0% debt)

Holdings (33)

New Positions (11)

Increased Positions (2)

Exited Positions (35)

MS MORGAN STANLEY 26.0%
Value $39.64M Shares 250,000 Est. Cost $179.67 Unrealized
C CITIGROUP INC 5.3%
Value $8.055M Shares 75,000 Est. Cost $116.18 Unrealized
SII SPROTT INC 5.1%
Value $7.699M Shares 57,300 Est. Cost $124.11 Unrealized
KGC KINROSS GOLD CORP 3.2%
Value $4.876M Shares 170,300 Est. Cost $33.79 Unrealized
CCJ CAMECO CORP 2.8%
Value $4.219M Shares 41,000 Est. Cost $80.30 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 1.7%
Value $2.587M Shares 7,600 Est. Cost $343.14 Unrealized
RY ROYAL BK CDA 1.6%
Value $2.465M Shares 15,600 Est. Cost $169.94 Unrealized
CLS CELESTICA INC 1.5%
Value $2.293M Shares 8,900 Est. Cost $301.37 Unrealized
OVV OVINTIV INC 1.4%
Value $2.119M Shares 34,900 Est. Cost $43.67 Unrealized
PFE PFIZER INC 1.4%
Value $2.085M Shares 75,000 Est. Cost $26.18 Unrealized
FIX COMFORT SYS USA INC 1.3%
Value $2.04M Shares 1,600 Est. Cost $1196.06 Unrealized
MCK MCKESSON CORP 1.2%
Value $1.895M Shares 2,200 Est. Cost $703.03 Unrealized
MSI MOTOROLA SOLUTIONS INC 1.2%
Value $1.795M Shares 4,200 Est. Cost $415.89 Unrealized
TJX TJX COS INC NEW 1.1%
Value $1.731M Shares 11,100 Est. Cost $154.23 Unrealized
CAE CAE INC 1.1%
Value $1.687M Shares 66,100 Est. Cost $31.81 Unrealized
KLAC KLA CORP 1.1%
Value $1.661M Shares 1,200 Est. Cost $1462.03 Unrealized
MSFT MICROSOFT CORP 1.1%
Value $1.617M Shares 4,500 Est. Cost $434.61 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value $1.586M Shares 3,300 Est. Cost $574.61 Unrealized
CW CURTISS WRIGHT CORP 1.0%
Value $1.519M Shares 2,400 Est. Cost $650.76 Unrealized
HWM HOWMET AEROSPACE INC 0.9%
Value $1.429M Shares 6,400 Est. Cost $226.53 Unrealized
QUANTA SVCS INC 0.8%
Value $1.176M Shares 2,200 Est. Cost $534.43 Unrealized
ROL ROLLINS INC 0.8%
Value $1.168M Shares 22,000 Est. Cost $61.83 Unrealized
CNI CANADIAN NATL RY CO 0.7%
Value $1.096M Shares 10,800 Est. Cost $102.12 Unrealized
AROC ARCHROCK INC 0.7%
Value $1.088M Shares 31,500 Est. Cost $29.24 Unrealized
LRCX LAM RESEARCH CORP 0.7%
Value $1.081M Shares 5,400 Est. Cost $225.94 Unrealized
WWD WOODWARD INC 0.7%
Value $1.026M Shares 3,000 Est. Cost $353.24 Unrealized
WMB WILLIAMS COS INC 0.7%
Value $1.016M Shares 14,000 Est. Cost $66.35 Unrealized
RMD RESMED INC 0.6%
Value $881K Shares 4,000 Est. Cost $255.92 Unrealized
APH AMPHENOL CORP 0.5%
Value $811K Shares 6,800 Est. Cost $146.40 Unrealized
CACI CACI INTL INC 0.5%
Value $783K Shares 1,400 Est. Cost $603.01 Unrealized
GOOGL ALPHABET INC 0.4%
Value $685K Shares 2,500 Est. Cost $323.29 Unrealized
SNPS SYNOPSYS INC 0.4%
Value $626K Shares 1,631 Est. Cost $471.68 Unrealized
HCA HCA HEALTHCARE INC 0.4%
Value $562K Shares 1,200 Est. Cost $498.00 Unrealized
FISV FISERV INC 0.3%
Value $399K Shares 7,300 Est. Cost $63.95 Unrealized
AMTM AMENTUM HOLDINGS INC 0.2%
Value $294K Shares 11,669 Est. Cost $25.56 Unrealized

Unchanged Positions (14)