Caldwell Investment Management’s Sprott SII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.7M	Buy	+57,300	New	+$7.67M	3.02%	10

Other funds holding SII

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Caldwell Investment Management's SII Position: Q1 2026 in Review

Caldwell Investment Management opened a new position in Sprott (SII) in Q1 2026: 57,300 shares worth $7.7M. The stake represents 3.02% of the portfolio and ranks #10 among its holdings.

249 funds tracked by Wall St. Rank hold SII as of Q1 2026.

Caldwell Investment Management held 57,300 shares of Sprott worth $7.7M as of Q1 2026.
Sprott was a new Caldwell Investment Management position in Q1 2026.
Sprott made up 3.02% of Caldwell Investment Management's portfolio in Q1 2026, its #10 holding.
249 funds tracked by Wall St. Rank held Sprott as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.