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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • QV Investors
Value
$5.0B
Stocks
71 Stocks (71 new)
Turnover
0.0%
Top Holdings
SUNC(5.52%) CNI(5.16%) GIB(4.52%) CP(4.26%) RY(4.10%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| SUNC | None | SunocoCorp | General | $75199.0M | 0 | 5.5% | 0 | +105500.3% |
| CNI | None | Canadian National | Industrials | $70235.0M | 0 | 5.2% | 0 | +99390.1% |
| GIB | None | CGI Inc. | General | $61598.0M | 0 | 4.5% | 0 | +104808.4% |
| CP | None | Canadian Pacific Kansas City Limited | Industrials | $58045.0M | 0 | 4.3% | 0 | +100.0% |
| RY | None | Royal Bank of Canada | Financials | $55899.0M | 0 | 4.1% | 0 | +82595.7% |
| STN | None | Stantec Inc. | General | $51333.0M | 0 | 3.8% | 0 | +145410.0% |
| FNV | None | Franco-Nevada Corporation | Materials | $50220.0M | 0 | 3.7% | 0 | +100.0% |
| MGA | None | Magna International Inc. | Consumer Discretionary | $47220.0M | 0 | 3.5% | 0 | +100.0% |
| TD | None | The Toronto-Dominion Bank | Financial Services | $46255.0M | 0 | 3.4% | 0 | +96355.0% |
| GFL | None | GFL Environmental Inc. | Industrials | $44887.0M | 0 | 3.3% | 0 | +100.0% |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| SUNCSunocoCorp | $75199.0M | +105500.3% | 5.5% | Increased |
| CNICanadian National | $70235.0M | +99390.1% | 5.2% | Increased |
| GIBCGI Inc. | $61598.0M | +104808.4% | 4.5% | Increased |
| CPCanadian Pacific Kansas City Limited | $58045.0M | +100.0% | 4.3% | New |
| RYRoyal Bank of Canada | $55899.0M | +82595.7% | 4.1% | Increased |
| STNStantec Inc. | $51333.0M | +145410.0% | 3.8% | Increased |
| FNVFranco-Nevada Corporation | $50220.0M | +100.0% | 3.7% | New |
| MGAMagna International Inc. | $47220.0M | +100.0% | 3.5% | New |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| CP.TOCanadian Pacific Kansas City | $59.2M | -100.0% | 0.0% | Sold Out |
| TORONTO STOCK EXCHANGE-FNVFranco-Nevada Corp. | $44.1M | -100.0% | 0.0% | Sold Out |
| MGA.TOMagna International Inc. | $36.5M | -100.0% | 0.0% | Sold Out |
| IMOImperial Oil Ltd | $17.6M | -100.0% | 0.0% | Sold Out |
| OZRKBank OZK | $7.4M | -100.0% | 0.0% | Sold Out |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 11 | $384249.0M | 28.2% |
| Industrials | 12 | $281443.0M | 20.7% |
| Consumer Discretionary | 10 | $120627.0M | 8.8% |
| Energy | 8 | $118879.0M | 8.7% |
| Financials | 6 | $101546.0M | 7.5% |
| Health Care | 11 | $91795.0M | 6.7% |
| Consumer Staples | 4 | $61114.0M | 4.5% |
| Communication Services | 3 | $53299.0M | 3.9% |
| Materials | 1 | $50220.0M | 3.7% |
| Financial Services | 1 | $46255.0M | 3.4% |
| Information Technology | 3 | $31613.0M | 2.3% |
| Consumer Cyclical | 1 | $21309.0M | 1.6% |