0001904373-24-000002.txt : 20240111 0001904373-24-000002.hdr.sgml : 20240111 20240111155214 ACCESSION NUMBER: 0001904373-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240111 DATE AS OF CHANGE: 20240111 EFFECTIVENESS DATE: 20240111 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Caldwell Investment Management Ltd. CENTRAL INDEX KEY: 0001904373 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: A6 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21806 FILM NUMBER: 24529223 BUSINESS ADDRESS: STREET 1: 150 KING STREET WEST STREET 2: SUITE 1702 CITY: TORONTO STATE: A6 ZIP: M5H 1J9 BUSINESS PHONE: 14168625123 MAIL ADDRESS: STREET 1: 150 KING STREET WEST STREET 2: SUITE 1702 CITY: TORONTO STATE: A6 ZIP: M5H 1J9 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001904373 XXXXXXXX 12-31-2023 12-31-2023 Caldwell Investment Management Ltd.

150 KING STREET WEST SUITE 1702 TORONTO A6 M5H 1J9

13F HOLDINGS REPORT 028-21806 N Grant Patterson 14168625123 Grant Patterson Toronto A6 01-11-2024 0 31 130097807 false INFORMATION TABLE 2 q4202313ffiling.xml ADVANCED DRAIN SYS INC COM 00790R104 958466 6800 SH SOLE 6800 0 0 ALAMOS GOLD INC NEW COM CL A 011532108 5921692 439500 SH SOLE 439500 0 0 ALIBABA GROUP HLDG LTD SPON ADS 01609W102 776813 10000 SH SOLE 10000 0 0 AMAZON COM INC COM 023135106 2238455 14700 SH SOLE 14700 0 0 AMDOCS LTD SHS G02602103 1092245 12400 SH SOLE 12400 0 0 BANK AMERICA CORP COM 060505104 11810550 350000 SH SOLE 350000 0 0 BANK MONTREAL QUE COM 063671101 5135052 51800 SH SOLE 51800 0 0 BENTLEY SYS INC COM CL B 08265T208 1694369 32400 SH SOLE 32400 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1794699 14000 SH SOLE 14000 0 0 BROADCOM INC COM 11135F101 2125563 1900 SH SOLE 1900 0 0 CAMECO CORP COM 13321L108 7559299 175000 SH SOLE 175000 0 0 CBOE GLOBAL MKTS INC COM 12503M108 20830329 116400 SH SOLE 116400 0 0 CGI INC CL A SUB VTG 12532H104 1385610 12910 SH SOLE 12910 0 0 COSTCO WHSL CORP NEW COM 22160K105 1852310 2800 SH SOLE 2800 0 0 CRESCENT PT ENERGY CORP COM 22576C101 3092109 445000 SH SOLE 445000 0 0 ENTEGRIS INC COM 29362U104 1489052 12400 SH SOLE 12400 0 0 ESAB CORPORATION COM 29605J106 329884 3800 SH SOLE 3800 0 0 FTAI AVIATION LTD SHS G3730V105 381321 8200 SH SOLE 8200 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 12871390 100000 SH SOLE 100000 0 0 JACOBS SOLUTIONS INC COM 46982L108 1430956 11000 SH SOLE 11000 0 0 JPMORGAN CHASE & CO COM 46625H100 1953655 11460 SH SOLE 11460 0 0 KKR & CO INC COM 48251W104 16606629 200000 SH SOLE 200000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 2068017 4838 SH SOLE 4838 0 0 QUEST DIAGNOSTICS INC COM 74834L100 1630581 11800 SH SOLE 11800 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 2630156 33600 SH SOLE 33600 0 0 STANTEC INC COM 85472N109 7906654 98300 SH SOLE 98300 0 0 TETRA TECH INC NEW COM 88162G103 1555881 9300 SH SOLE 9300 0 0 TRANSUNION COM 89400J107 833229 12100 SH SOLE 12100 0 0 TRICON RESIDENTIAL INC COM NPV 89612W102 7392786 810740 SH SOLE 810740 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1419335 2690 SH SOLE 2690 0 0 VISA INC COM CL A 92826C839 1330720 5100 SH SOLE 5100 0 0