ONEX CN Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q2	Aug 23, 2023	McElvaine Value Fund	-	5.1%	1 HK, BLCO, DIS, MXG CN, ONEX CN	-			View
2025 Q2	Aug 21, 2025	McElvaine Value Fund	-	-4.0%	AIM CN, CFP CN, EXCE, FIH/U CN, GUD CN, HHH, JAR LN, MDOB LN, MXG CN, ONEX CN, PSK CN	contrarian, insider ownership, low leverage, tangible assets, value	The letter emphasizes contrarian value investing focused on unpopular, asset-rich companies with insider alignment and low leverage. Management is skeptical of speculative enthusiasm around AI-related investments and prefers tangible assets and discounted cash flows. Patience is highlighted as essential as intrinsic value realization lags market sentiment.	GUD CN MPX CN AIM CN ONEX CN CFP CN HHH FIH CN PSK CN	View
2024 Q4	Dec 31, 2024	McElvaine Value Fund	-	19.2%	2728 HK, CFP CN, EXCE, FIH/U CN, GUD CN, MXG CN, ONEX CN, PSK CN, SEG MM	-			View
2023 Q3	Oct 25, 2023	Horos Asset Management	2.9%	9.8%	6989 HK, NPH GR, ONEX CN	-			View
2023 Q2	Aug 14, 2023	Greenlight Capital	1.1%	9.0%	CEIX, GRBK, NPWR, ONEX CN, THC CN	-			View
2022 Q2	Jul 18, 2022	Tidefall Capital Management	2.4%	6.9%	ONEX CN	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 8, 2026	Fund Letters	Tim McElvaine	Onex Corp.	Financials	Asset Management & Custody Banks	Bull	Toronto Stock Exchange	buybacks, Governance, Liquidity, NAV, Privateequity	View Pitch

BSD Shareholders of ONEX-CN

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

ONEX-CN

ONEX-CN

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of ONEX-CN

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