0001904373-22-000008.txt : 20221027 0001904373-22-000008.hdr.sgml : 20221027 20221027140411 ACCESSION NUMBER: 0001904373-22-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221027 DATE AS OF CHANGE: 20221027 EFFECTIVENESS DATE: 20221027 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Caldwell Investment Management Ltd. CENTRAL INDEX KEY: 0001904373 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: 221336579 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 13F-HR LIVE false true true 0001904373 XXXXXXXX 09-30-2022 09-30-2022 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 09-30-2022 0 26 82200 false INFORMATION TABLE 2 q3202213ffiling.xml ALGONQUIN PWR UTILS CORP COM 015857105 1135 102402 SH SOLE 102402 0 0 AMAZON COM INC COM 023135106 598 5200 SH SOLE 5200 0 0 AMDOCS LTD SHS G02602103 1642 20600 SH SOLE 20600 0 0 AMPHENOL CORP NEW CL A 032095101 1358 19960 SH SOLE 19960 0 0 ANSYS INC COM 03662Q105 570 2500 SH SOLE 2500 0 0 BK OF AMERICA CORP COM 060505104 10747 350000 SH SOLE 350000 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1782 19300 SH SOLE 19300 0 0 CBOE GLOBAL MKTS INC COM 12503M108 12969 110000 SH SOLE 110000 0 0 CENOVUS ENERGY INC COM 15135U109 3869 248000 SH SOLE 248000 0 0 CGI INC CL A SUB VTG 12532H104 7818 103712 SH SOLE 103712 0 0 CHENIERE ENERGY INC COM NEW 16411R208 1414 8600 SH SOLE 8600 0 0 COSTCO WHSL CORP COM NEW 22160K105 791 1650 SH SOLE 1650 0 0 DEVON ENERGY CORP NEW COM 25179M103 1185 19400 SH SOLE 19400 0 0 EOG RES INC COM 26875P101 882 7800 SH SOLE 7800 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 9088 100000 SH SOLE 100000 0 0 JPMORGAN CHASE & CO COM 46625H100 1218 11460 SH SOLE 11460 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 1412 8880 SH SOLE 8880 0 0 KKR & CO INC COM 48251W104 8673 200000 SH SOLE 200000 0 0 MCKESSON CORP COM 58155Q103 1147 3350 SH SOLE 3350 0 0 NUTRIEN LTD COM 67077M108 4117 49200 SH SOLE 49200 0 0 QUEST DIAGNOSTICS INC COM 74834L100 1760 14100 SH SOLE 14100 0 0 S&P GLOBAL INC COM 78409V104 895 2880 SH SOLE 2880 0 0 TC ENERGY CORP COM 87807B107 2270 55000 SH SOLE 55000 0 0 TRICON RESIDENTIAL INC COM NPV 89612W102 821 95740 SH SOLE 95740 0 0 UNITEDHEALTH GROUP INC COM 91324P102 3119 6121 SH SOLE 6121 0 0 VISA INC COM CL A 92826C839 920 5100 SH SOLE 5100 0 0