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)
Stock Trading
All
Buys
Sells
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
4
Brookfield Corp (US)
BN
Sell
-4.86M
-89.40%
570.48K
$35.28M
2025-06-30
5
Mattel Inc (US)
MAT
Buy
+4.67M
+10.20%
40.82M
$805.04M
2025-06-30
6
Berry Global Group Inc (US)
BERY
Exit
-3.36M
-100.00%
0.00
$0.00
2025-06-30
7
Blend Labs Inc (US)
BLND
Exit
-3.32M
-100.00%
0.00
$0.00
2025-06-30
8
Dayforce Inc (US)
DAY
Buy
+2.38M
+12.70%
16.24M
$899.78M
2025-06-30
9
Rambus Inc (US)
RMBS
Buy
+1.62M
+36.70%
2.79M
$178.44M
2025-06-30
10
Gentex Corp (US)
GNTX
Sell
-1.58M
-21.90%
5.64M
$123.98M
2025-06-30
