Toronto, A6CIK 14840474 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
26 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Progressive Corp | 558.6K | $127.22M | 13.4% | −43.2K | Reduced |
| 2 | Hca Healthcare Inc | 255.9K | $119.48M | 12.6% | −19.8K | Reduced |
| 3 | Corpay Inc | 337.7K | $101.61M | 10.7% | −26.1K | Reduced |
| 4 | Aon PLC |
| 262.8K |
| $92.72M |
| 9.8% |
| −20.3K |
| Reduced |
| 5 | Colliers Intl Group Inc | 585.9K | $86.13M | 9.1% | −45.4K | Reduced |
| 6 | Booking Holdings Inc | 16.0K | $85.46M | 9.0% | −1.2K | Reduced |
| 7 | Pinnacle Finl Partners Inc Com | 801.1K | $76.44M | 8.1% | +801.1K | New |
| 8 | Huron Consulting Group Inc | 343.1K | $59.33M | 6.3% | −22.0K | Reduced |
| 9 | Cbiz Inc | 1.03M | $51.88M | 5.5% | −79.6K | Reduced |
| 10 | Berkley W R Corp | 679.9K | $47.68M | 5.0% | −52.6K | Reduced |
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