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.
Stock Trading
All
Buys
Sells
No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Restaurant Brands International Inc (US)
QSR
Buy
+2.70M
+14.10%
19.14M
$1.43B
2026-03-31
Ross Stores Inc (US)
ROST
Sell
-2.45M
-36.60%
1.79M
$418.66M
2026-03-31
OR Royalties Ord Shs (CA)
OR
Sell
-2.08M
-10.90%
14.98M
$740.85M
2026-03-31
4
Mattel Inc (US)
MAT
Buy
+1.80M
+3.80%
47.92M
$714.02M
2026-03-31
5
S&P Global Inc (US)
SPGI
Buy
+1.65M
+97.80%
1.69M
$702.91M
2026-03-31
6
Amazon.com Inc (US)
AMZN
Buy
+1.35M
+130.50%
1.03M
$280.15M
2026-03-31
7
Applied Materials Inc (US)
AMAT
Sell
-1.31M
-39.00%
744.61K
$333.77M
2026-03-31
8
LKQ Corp (US)
LKQ
Sell
-1.18M
-16.60%
4.73M
$129.79M
2026-03-31
9
RB Global Ord Shs (CA)
RBA
Buy
+1.11M
+13.70%
8.10M
$842.22M
2026-03-31
10
AMETEK Inc (US)
AME
Sell
-1.04M
-27.00%
1.77M
$401.76M
2026-03-31
