0001904373-23-000004.txt : 20230516 0001904373-23-000004.hdr.sgml : 20230516 20230515173508 ACCESSION NUMBER: 0001904373-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230516 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230516 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: 23924657 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 03-31-2023 03-31-2023 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 05-15-2023 0 23 100839162 false INFORMATION TABLE 2 q1202313ffiling.xml ALAMOS GOLD INC CL A 011532108 4459150 365600 SH SOLE 365600 0 0 ALGONQUIN POWER & UTILITIES COM 015857105 858388 102402 SH SOLE 102402 0 0 AMAZON COM INC COM 023135106 1517562 14700 SH SOLE 14700 0 0 AMDOCS LTD SHS G02602103 1190144 12400 SH SOLE 12400 0 0 AMPHENOL CORP NEW CL A 032095101 2482977 30400 SH SOLE 30400 0 0 ANYS CORP NEW CL A 03662Q105 1463547 4400 SH SOLE 4400 0 0 BANK AMERICA CORP COM 060505104 10004718 350000 SH SOLE 350000 0 0 BROADCOM INC COM 11135F101 2436566 3800 SH SOLE 3800 0 0 CBOE GLOBAL MARKETS INC COM 12503M108 14758608 110000 SH SOLE 110000 0 0 CGI INC CL A SUB VTG 12532H104 9985474 103712 SH SOLE 103712 0 0 COSTCO WHSL CORP NEW COM 22160K105 1489823 3000 SH SOLE 3000 0 0 FEDEX CORP COM 31428X106 2420716 10600 SH SOLE 10600 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 10423497 100000 SH SOLE 100000 0 0 JPMORGAN CHASE & CO COM 46625H100 1492565 11460 SH SOLE 11460 0 0 KKR & CO INC COM 48251W104 10498457 200000 SH SOLE 200000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 2156790 5938 SH SOLE 5938 0 0 QUEST DIAGNOSTICS INC COM 74834L100 1668583 11800 SH SOLE 11800 0 0 RESTAURANT BRANDS INC COM 76131D103 8202369 122300 SH SOLE 122300 0 0 S&P GLOBAL INC COM 78409V104 992414 2880 SH SOLE 2880 0 0 STANTEC INC COM 85472N109 9175299 157100 SH SOLE 157100 0 0 TRICON RESIDENTIAL INC COM NPV 89612W102 741680 95740 SH SOLE 95740 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1270596 2690 SH SOLE 2690 0 0 VISA INC COM CL A 92826C839 1149239 5100 SH SOLE 5100 0 0