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  Name: Caldwell Investment Management Ltd.
  City: TORONTO
  State: A6
  Zip: M5H 1J9
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $134,357,000
  Total Value Change : $4,259,000
  Securities Held Change : 3
   
All Securities Held : 34
  New Positions : 6
  Closed Positions : 4
  Increased Positions : 3
  Unchanged Positions : 21
  Decreased Positions : 4

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AGI)1 Year Chart         AGI Alamos Gold Inc 38 Closed $15.65 $0 0 0% -5,922,000 -439,500 0    Gold
   (QSR)1 Year Chart         QSR Restaurant Brands Internati... 37 Closed $73.24 $0 0 0% -2,630,000 -33,600 0    N/A
   (TCN)1 Year Chart         TCN Tricon Residential Ord Shs 36 Closed $0.00 $0 0 0% -7,393,000 -810,740 0    N/A
   (BSY)1 Year Chart         BSY Bentley Systems Inc 35 Closed $55.48 $0 0 0% -1,694,000 -32,400 0    N/A

      4 Records Found
  1    
Page 1 of 1
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