Caldwell Investment Management’s ATS Corp ATS Stock Holding History

Caldwell Investment Management’s Portfolio ATS Stock Details ATS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.75M	Hold	60,800	–	–	1.15%	11
2026 Q1	$1.65M	Hold	60,800	–	–	0.65%	27
2025 Q4	$1.69M	Hold	60,800	–	–	1.04%	17
2025 Q3	$1.6M	Hold	60,800	–	–	1.05%	19
2025 Q2	$1.94M	Hold	60,800	–	–	1.68%	9
2025 Q1	$1.57M	Buy	60,800 +12,700	+26%	+$354K	1.16%	17
2024 Q4	$1.45M	Hold	48,100	–	–	0.98%	25
2024 Q3	$1.43M	Hold	48,100	–	–	1%	22
2024 Q2	$1.55M	Buy	48,100 +24,000	+100%	+$775K	1.17%	19
2024 Q1	$811K	Buy	+24,100	New	+$957K	0.6%	32
2023 Q4	–	Sell	-151,400	Closed	-$6.45M	–	34
2023 Q3	$6.45M	Sell	151,400 -35,400	-19%	-$1.56M	6.27%	7
2023 Q2	$8.52M	Buy	+186,800	New	+$8.39M	6.45%	7

Other funds holding ATS

MCM

Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Caldwell Investment Management's ATS Position: Q2 2026 in Review

Caldwell Investment Management held its ATS Corp (ATS) position steady in Q2 2026 at 60,800 shares worth $1.75M. The position accounts for 1.15% of the portfolio, ranked #11.

Caldwell Investment Management first reported a position in ATS in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.52M in Q2 2023. 141 funds tracked by Wall St. Rank hold ATS as of Q2 2026.

Caldwell Investment Management held 60,800 shares of ATS Corp worth $1.75M as of Q2 2026.
Caldwell Investment Management left its ATS Corp share count unchanged in Q2 2026.
ATS Corp made up 1.15% of Caldwell Investment Management's portfolio in Q2 2026, its #11 holding.
Caldwell Investment Management first reported a position in ATS Corp in Q2 2023 and has held it in 12 quarters since.
Caldwell Investment Management's ATS Corp position peaked at $8.52M in Q2 2023.
141 funds tracked by Wall St. Rank held ATS Corp as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.