Toronto, A6CIK 17057124 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
5 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Iridium Communications Inc | 5.25M | $91.26M | 36.2% | +61.4K | Added |
| 2 | Heico Corp New | 306.1K | $77.27M | 30.7% | −3.5K | Reduced |
| 3 | Carmax Inc | 931.2K | $35.98M | 14.3% | +5.0K | Added |
| 4 | Adobe Inc |
| 97.8K |
| $34.24M |
| 13.6% |
| +97.8K |
| New |
| 5 | Polaris Inc | 210.3K | $13.30M | 5.3% | +997 | Added |