Fund HoldingsValue Partners Investments Inc.

Total Portfolio Value
$1.25B
Total Bought
$164.37M
Total Sold
$110.90M
Net Transaction
+$53.47M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ROGERS COMMUNICATIONS INC(RCI)1,410,2811,631,032+220,75154,39876,4956.11%+22,098
OPEN TEXT CORP(OTEX)1,759,4771,951,883+192,40662,03782,1876.56%+20,150
CANADIAN IMPERIAL BK COMM TO(CM)1,673,3241,677,568+4,24464,89080,9236.46%+16,033
BANK MONTREAL QUE772,294774,910+2,61665,45076,8176.14%+11,367
ROYAL BK CDA(RY)755,979759,232+3,25366,37176,9226.14%+10,551
UNITED PARCEL SERVICE INC(UPS)364,623425,150+60,52756,85566,6705.32%+9,815
CVS HEALTH CORP(CVS)991,601994,179+2,57869,26178,2966.25%+9,035
BANK NOVA SCOTIA HALIFAX1,433,1981,434,222+1,02464,53669,9445.59%+5,408
MICROSOFT CORP(MSFT)87,00587,511+50627,49032,8322.62%+5,342
TORONTO DOMINION BK ONT(TD)1,154,7261,162,044+7,31869,88975,2266.01%+5,337
ELECTRONIC ARTS INC(EA)321,827322,036+20938,76343,9423.51%+5,179
VERIZON COMMUNICATIONS INC(VZ)0126,173+126,17304,7430.38%+4,743
CANADIAN NATL RY CO(CNI)254,642256,331+1,68927,70332,2792.58%+4,575
SUN LIFE FINANCIAL INC.(SLF)1,407,1771,410,756+3,57968,97473,3005.85%+4,326
HERSHEY CO(HSY)015,809+15,80902,9520.24%+2,952
MAGNA INTL INC(MGA)399,263400,826+1,56321,49623,7261.90%+2,231
AMERICAN TOWER CORP NEW(AMT)31,07331,473+4005,1146,7800.54%+1,666
CANADIAN PACIFIC KANSAS CITY(CP)355,250355,456+20626,52828,1762.25%+1,648
MERCK & CO INC(MRK)51,22562,811+11,5865,2756,8340.55%+1,559
CARRIER GLOBAL CORPORATION(CARR)025,119+25,11901,4450.12%+1,445
MEDTRONIC PLC(MDT)71,33381,353+10,0205,5906,6820.53%+1,092
YUM CHINA HLDGS INC(YUMC)110,950170,950+60,0006,1827,2320.58%+1,049
3M CO(MMM)48,50048,585+854,5415,2950.42%+755
THERMO FISHER SCIENTIFIC INC(TMO)2,5803,809+1,2291,3122,0250.16%+713
VISA INC(V)7,9519,638+1,6871,8372,5130.20%+676
UBS GROUP AG(UBS)302,881262,881-40,0007,4668,0990.65%+633
FORTIS INC(FTS)128,215132,177+3,9624,8925,4480.44%+555
BROADCOM INC(AVGO)1,3831,476+931,1541,6500.13%+496
HONEYWELL INTL INC(HON)02,103+2,10304420.04%+442
CINTAS CORP(CTAS)2,5922,803+2111,2521,6920.14%+440
INTERCONTINENTAL EXCHANGE IN(ICE)3,9416,775+2,8344368720.07%+436
ROPER TECHNOLOGIES INC(ROP)3,3733,722+3491,6412,0320.16%+392
SHERWIN WILLIAMS CO(SHW)4,2894,749+4601,0991,4840.12%+385
STARBUCKS CORP(SBUX)57,87559,122+1,2475,2875,6650.45%+378
MOODYS CORP(MCO)3,5783,847+2691,1361,5050.12%+369
BERKSHIRE HATHAWAY INC DEL2,4263,381+9558541,2080.10%+354
INTUIT(INTU)2,2162,370+1541,1371,4840.12%+346
APPLIED MATLS INC8,9499,607+6581,2451,5600.12%+315
ALLEGION PLC(ALLE)9,33910,136+7979781,2860.10%+309
ALPHABET INC(GOOG)9,75311,337+1,5841,2821,5860.13%+304
LOWES COS INC(LOW)6,8027,733+9311,4201,7240.14%+304
APPLE INC(AAPL)2,8593,973+1,1144927660.06%+274
ZOETIS INC(ZTS)6,8507,416+5661,1971,4660.12%+269
MICROCHIP TECHNOLOGY INC.(MCHP)14,86115,774+9131,1651,4250.11%+260
CSX CORP(CSX)37,95340,994+3,0411,1721,4240.11%+251
ISHARES TR04,544+4,54402330.02%+233
ISHARES TR01,981+1,98102320.02%+232
BROOKFIELD CORP(BN)17,62919,508+1,8795547840.06%+230
MSCI INC(MSCI)2,2202,422+2021,1441,3720.11%+228
MASTERCARD INCORPORATED(MA)3,5413,803+2621,4081,6250.13%+216
INFOSYS LTD(INFY)2,701,000263,000-2,438,0004,6204,8190.38%+200
MANULIFE FINL CORP(MFC)11,02717,850+6,8232023950.03%+193
WHEATON PRECIOUS METALS CORP(WPM)11,73113,409+1,6784786630.05%+184
TFI INTL INC(TFII)4,4085,312+9045697240.06%+155
THOMSON REUTERS CORP.3,4443,836+3924235620.04%+139
INTEL CORP(INTC)5,8535,978+1252093010.02%+92
CANADIAN NAT RES LTD(CNQ)8,83810,040+1,2025746590.05%+85
SAP SE(SAP)2,6432,759+1163434270.03%+84
BCE INC(BCE)8,70710,428+1,7213344110.03%+77
TEXAS INSTRS INC(TXN)1,9262,175+2493083710.03%+64
BENTLEY SYS INC(BSY)35,38134,988-3931,7831,8290.15%+46
BECTON DICKINSON & CO(BDX)8671,091+2242252660.02%+41
CORTEVA INC(CTVA)22,25924,526+2,2671,1441,1770.09%+33
DANAHER CORPORATION(DHR)8631,050+1872152430.02%+28
UNILEVER PLC(UL)5,7956,301+5062883060.02%+18
ALGONQUIN PWR UTILS CORP12,14113,910+1,76972880.01%+16
TELUS CORPORATION(TU)14,25913,948-3112342490.02%+15
ENBRIDGE INC(ENB)45,91242,810-3,1021,5301,5440.12%+14
NOVARTIS AG(NVS)3,6673,581-863753620.03%-13
VERMILION ENERGY INC(VET)25,69425,69403783100.02%-67
DIAGEO PLC(DEO)27,15627,171+154,0513,9460.32%-105
COMCAST CORP NEW(CCZ)106,649103,691-2,9584,7294,5330.36%-196
UNITEDHEALTH GROUP INC(UNH)12,23810,872-1,3666,1755,7120.46%-463
ORACLE CORP(ORCL)563,015559,653-3,36259,65958,8494.70%-810
HONDA MOTOR LTD(HMC)136,0000-136,0004,5750-4,575
CISCO SYS INC(CSCO)1,599,5581,602,266+2,70886,02580,7346.45%-5,291
HOME DEPOT INC(HD)132,584100,141-32,44340,07734,6142.76%-5,464
FEDEX CORP(FDX)242,286145,195-97,09164,20936,6342.93%-27,575
ACTIVISION BLIZZARD INC756,9190-756,91970,9030-70,903
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