StockDriftsStockDriftsTop 50 Caldwell Investment Management Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | 15.54% | 250.0K | $39.6M | new | $171.05(+13.73%) | 2026-03-31 | |
| CBOE | CBOE GLOBAL MKTS INC | 13.07% | 118.0K | $33.4M | +0.00%(+0) | $135.39(+164.92%) | 2026-03-31 | |
| MIAX | MIAMI INTL HLDGS INC | 9.77% | 663.8K | $24.9M | -10.15%(-75.00K) | $40.92(+38.91%) | 2026-03-31 | |
| KKR | KKR & CO INC | 7.09% | 200.0K | $18.1M | +0.00%(+0) | $71.21(+39.82%) | 2026-03-31 | |
| BAC | BANK AMERICA CORP | 6.49% | 350.0K | $16.6M | new | $43.47(+14.68%) | 2026-03-31 | |
| ICE | INTERCONTINENTAL EXCH IN | 6.16% | 100.0K | $15.7M | +0.00%(+0) | $125.80(+23.79%) | 2026-03-31 | |
| EFXT | ENERFLEX LTD | 3.31% | 411.0K | $8.4M | +0.00%(+0) | $13.11(+111.22%) | 2026-03-31 | |
| C | CITIGROUP INC | 3.16% | 75.0K | $8.1M | new | $115.05(+8.49%) | 2026-03-31 | |
| CVE | CENOVUS ENERGY INC | 3.03% | 290.8K | $7.7M | +162.45%(+180.00K) | $19.28(+56.42%) | 2026-03-31 | |
| SII | SPROTT INC | 3.02% | 57.3K | $7.7M | new | $120.41(+13.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.81% | +85.24% |
| Top 20 Holdings Unweighted | +23.57% | +88.67% |
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