EDGEPOINT CANADIAN PORTFOLIO
Edgepoint
The Portfolio seeks to provide long-term capital appreciation by investing primarily in Canadian companies with strong competitive positions, defendable barriers to entry, long-term growth prospects and competent management teams.
Shares Held
Asset Size
% Top 10
133
$20.61B
43.95%
Latest2025Q2
Top BuysAQN (CA)
Top SellsPREM (CA)
Latest Changes
Indicators
Latest (2025Q2)
Previous (2025Q1)
Change
Mkt Value (report date)
20.61B
19.32B
+6.66%
Shares Held
133
128
+3.91%
Buys
35
27
+29.63%
Sells
24
17
+41.18%
Sector Allocation
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Fairfax Financial Holdings Sub Voting Ord Shs (CA)
FFH
5.98%
-5.54K
$1.23B
--
852.81K
2025-03-31
8
Koninklijke Philips Ord Shs (NL)
PHG
3.69%
+9.42M
$760.32M
$699.22M
29.16M
2025-02-12
9
RB Global Ord Shs (CA)
RBA
3.55%
-714.61K
$731.99M
$731.10M
6.88M
2025-06-30
Latest Trades
No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Total Energy Services Ord Shs (CA)
TOT
Sell
-654.85K
-12.50%
4.55M
$38.29M
2025-07-31
Algonquin Power Utilities Ord Shs (CA)
AQN
Buy
+14.54M
+20.30%
56.76M
$324.98M
2025-06-30
Barrick Mining Ord Shs (CA)
ABX
Exit
-6.95M
-100.00%
0.00
$0.00
2025-06-30
