Fund Holdings — EdgePoint Investment Group Inc.

Total Portfolio Value
$12.48B
Total Bought
$2.22B
Total Sold
$1.32B
Net Transaction
+$897.48M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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S&P GLOBAL INC(SPGI)01,652,585+1,652,5850702,9115.63%+702,911
RESTAURANT BRANDS INTL INC(QSR)16,645,00319,348,137+2,703,1341,135,8441,432,01511.48%+296,171
AMAZON COM INC(AMZN)01,345,120+1,345,1200280,1482.25%+280,148
FRANCO NEV CORP(FNV)3,351,0023,461,224+110,222694,629857,1966.87%+162,567
QUEST DIAGNOSTICS INC(DGX)1,661,0722,243,869+582,797288,246439,7533.53%+151,508
THERMO FISHER SCIENTIFIC INC(TMO)1,385,1491,918,997+533,848802,625943,2457.56%+140,620
TWIST BIOSCIENCE CORP(TWST)5,377,9915,382,521+4,530170,590255,7772.05%+85,188
RB GLOBAL INC(RBA)7,701,6488,812,865+1,111,217792,934845,3376.78%+52,403
RAMBUS INC DEL(RMBS)1,406,6861,947,742+541,056129,260167,5641.34%+38,304
ATS CORPORATION(ATS)6,888,7857,168,112+279,327189,771202,0811.62%+12,310
BROWN & BROWN INC(BRO)0113,500+113,50007,4010.06%+7,401
SOLITARIO RESOURCES CORP(XPL)7,272,7277,272,72705,0685,9640.05%+896
NATIONAL ENERGY SERVICES REU
SHS
89,99989,99901,4091,9320.02%+523
INTERNATIONAL FLAVORS&FRAGRA(IFF)54,29554,29503,6593,9390.03%+280
TALON CAP CORP
UNIT 08/27/2030
1,000,0001,000,000010,29010,4000.08%+110
NU HLDGS LTD(NU)17,01224,524+7,5122853520.00%+68
ECHOSTAR CORP(ECHO)4,2104,21004584930.00%+35
LIFEZONE METALS LIMITED
ORD SHS
37,65937,65901611270.00%-34
LINCOLN ELEC HLDGS INC(LECO)1,4641,075-3893512680.00%-83
PARKER-HANNIFIN CORP(PH)337228-1092962040.00%-92
GITLAB INC(GTLB)7,2320-7,2322710—-271
LYFT INC(LYFT)16,4660-16,4663190—-319
PG&E CORP(PCG)26,9000-26,9004320—-432
BROOKFIELD CORP(BN)277,038277,038012,72011,2280.09%-1,492
NORFOLK SOUTHN CORP(NSC)9,8310-9,8312,8380—-2,838
ALGONQUIN POWER & UTILITIES81,727,38581,472,394-254,991502,563499,0854.00%-3,478
GENTEX CORP(GNTX)190,5000-190,5004,4330—-4,433
HUDBAY MINERALS INC(HBM)3,193,8062,747,198-446,60863,41057,5380.46%-5,872
COGENT COMM HOLDINGS INC(CCOI)2,283,3782,283,378049,23043,0190.34%-6,211
GILDAN ACTIVEWEAR INC(GIL)962,314962,314060,15053,6010.43%-6,549
TE CONNECTIVITY PLC(TEL)428,500428,541+4197,48889,5740.72%-7,914
TUCOWS INC(TCX)2,118,5752,118,575046,92436,3900.29%-10,534
OR ROYALTIES INC.(OR)21,542,62919,460,644-2,081,985763,123741,1595.94%-21,963
LKQ CORP(LKQ)5,647,3074,470,924-1,176,383170,549131,3111.05%-39,238
SLM CORP(SLM)1,706,6480-1,706,64846,1820—-46,182
REVVITY INC(RVTY)8,535,6598,800,863+265,204825,825771,0446.18%-54,781
UNION PAC CORP(UNP)2,645,9062,168,586-477,320612,051526,1424.22%-85,909
JONES LANG LASALLE INC(JLL)2,109,5601,905,011-204,549709,804579,7334.65%-130,071
DOLLAR TREE INC(DLTR)8,654,8788,306,467-348,4111,064,637909,6417.29%-154,995
AMETEK INC2,918,9441,874,241-1,044,703599,288401,7623.22%-197,526
MATTEL INC(MAT)47,341,24249,140,882+1,799,640939,250714,0175.72%-225,233
APPLIED MATLS INC2,291,514977,762-1,313,752588,896334,1892.68%-254,707
ROSS STORES INC(ROST)4,387,0771,932,581-2,454,496790,288418,6553.36%-371,633
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