Toronto, A6CIK 15285934 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
27 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Elanco Animal Health Inc | 11.06M | $250.32M | 12.4% | −1.42M | Reduced |
| 2 | Booz Allen Hamilton Hldg Cor | 2.51M | $211.34M | 10.5% | +416.7K | Added |
| 3 | Pricesmart Inc | 1.64M | $201.01M | 10.0% | −67.1K | Reduced |
| 4 | Paypal Hldgs Inc |
| 3.21M |
| $187.56M |
| 9.3% |
| +459.5K |
| Added |
| 5 | Fti Consulting Inc | 1.07M | $183.17M | 9.1% | +402.0K | Added |
| 6 | Nutrien Ltd | 2.55M | $157.80M | 7.8% | +185.9K | Added |
| 7 | Brown Forman Corp | 5.09M | $132.59M | 6.6% | +514.3K | Added |
| 8 | Baidu Inc | 892.6K | $116.62M | 5.8% | +98.8K | Added |
| 9 | Eagle Matls Inc | 502.1K | $103.78M | 5.1% | +502.1K | New |
| 10 | Cdw Corp | 670.4K | $91.31M | 4.5% | +181 | Added |
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