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.
Latest Changes
Indicators
Latest (2026Q1)
Previous (2025Q4)
Change
Mkt Value (report date)
20.56B
21.18B
-2.96%
Shares Held
90
96
-6.25%
Buys
20
36
-44.44%
Sells
12
28
-57.14%
Sector Allocation
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
Fairfax Financial Holdings Sub Voting Ord Shs (CA)
FFH
3.82%
0.00
$1.07B
--
492.79K
2025-12-31
5
Franco Nevada Ord Shs (CA)
FNV
3.06%
+110.22K
$856.83M
$685.38M
2.77M
2026-03-31
6
RB Global Ord Shs (CA)
RBA
3.00%
+1.11M
$842.22M
$776.67M
8.10M
2026-03-31
8
Nippon Paint Holdings Ord Shs (JP)
4612
2.68%
0.00
$751.32M
--
733.00K
2025-12-15
9
OR Royalties Ord Shs (CA)
OR
2.64%
-2.08M
$740.85M
$569.72M
14.98M
2026-03-31
Latest Trades
No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
OR Royalties Ord Shs (CA)
OR
Sell
-2.08M
-10.90%
14.98M
$740.85M
2026-03-31
9
RB Global Ord Shs (CA)
RBA
Buy
+1.11M
+13.70%
8.10M
$842.22M
2026-03-31
