Toronto, A6CIK 93756713 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
142 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Gfl Environmental Inc | 22.45M | $964.43M | 22.3% | −1.85M | Reduced |
| 2 | Ishares Tr | 11.05M | $890.96M | 20.6% | +5.95M | Added |
| 3 | Capital One Finl Corp | 853.5K | $206.86M | 4.8% | −31.6K | Reduced |
| 4 | Walmart Inc |
| 1.66M |
| $184.71M |
| 4.3% |
| −36.6K |
| Reduced |
| 5 | Salesforce Inc | 669.9K | $177.47M | 4.1% | −46.1K | Reduced |
| 6 | Cummins Inc | 314.1K | $160.32M | 3.7% | −7.7K | Reduced |
| 7 | Bank America Corp | 2.73M | $149.92M | 3.5% | −356.7K | Reduced |
| 8 | Nvidia Corporation | 736.2K | $137.31M | 3.2% | +251.2K | Added |
| 9 | Rockwell Automation Inc | 351.3K | $136.68M | 3.2% | +4.9K | Added |
| 10 | Atlassian Corporation | 717.3K | $116.30M | 2.7% | +50.6K | Added |
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