Long-term investor
Caldwell Investment Management Ltd. @caldwellinvestmentmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001904373).
Record
- Tracked since 2025-06-30 (448 days), 166 trades recorded
- Returns: week n/a · month n/a · 90 days -1.8% · 6 months n/a · 1 year +0.3% · all +0.3%
- Max drawdown n/a · win rate 13% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 12503M108 · 17.5% · long · since 2025-06-30
- MIAX · 14.6% · long · since 2025-09-30
- 060505104 · 13.8% · long · since 2026-03-31
- KKR · 12.0% · long · since 2025-06-30
- ICE · 8.1% · long · since 2025-06-30
- EFXT · 6.6% · long · since 2025-12-31
- MFC · 6.5% · long · since 2025-12-31
- ELVA · 2.7% · long · since 2025-09-30
- AMZN · 1.5% · long · since 2025-06-30
- CVE · 1.2% · long · since 2025-09-30
- 00217Y104 · 1.1% · long · since 2025-06-30
- V · 1.1% · long · since 2025-06-30