EdgePoint Investment Group Inc.

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
45
Quarter
2025 Q4
Top Holding
QSR (9.3%)
Top 10 Concentration
70.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 45
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
QSR
RESTAURANT BRAN...
Consumer Cyclical 9.33% 7.14% #1 3
Prev: #4
5.8 1,741,795 11.7%
P
S
16,645,003 $1,135,844,075 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DLTR
DOLLAR TREE INC
Consumer Defensive 8.74% 7.85% #2
Prev: #2
3.6 -2,483,305 -22.3%
P
S
8,654,878 $1,064,636,543 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MAT
MATTEL INC
Consumer Cyclical 7.71% 5.61% #3 4
Prev: #7
5.1 2,678,482 6.0%
P
S
47,341,242 $939,250,241 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RVTY
REVVITY INC
Healthcare 6.78% 5.61% #4 4
Prev: #8
2.7 -38,621 -0.5%
P
S
8,535,659 $825,825,008 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TMO
THERMO FISHER S...
Healthcare 6.59% 5.03% #5 5
Prev: #10
2.6 -3,513 -0.3%
P
S
1,385,149 $802,624,588 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RBA
RB GLOBAL INC
Industrials 6.51% 5.57% #6 3
Prev: #9
4.6 821,319 11.9%
P
S
7,701,648 $792,934,378 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ROST
ROSS STORES INC
Consumer Cyclical 6.49% 5.01% #7 4
Prev: #11
2.6 -13,422 -0.3%
P
S
4,387,077 $790,288,051 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OR
OR ROYALTIES IN...
Basic Materials 6.27% 7.08% #8 3
Prev: #5
2.5 -2,093,739 -8.9%
P
S
21,542,629 $763,122,647 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JLL
JONES LANG LASA...
Real Estate 5.83% 4.70% #9 3
Prev: #12
2.3 no change no change
P
S
2,109,560 $709,803,653 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FNV
FRANCO NEV CORP
Basic Materials 5.70% 5.89% #10 4
Prev: #6
2.3 -193,111 -5.4%
P
S
3,351,002 $694,628,996 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UNP
UNION PAC CORP
Industrials 5.03% 3.05% #11 4
Prev: #15
4.2 917,292 53.1%
P
S
2,645,906 $612,050,976 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AME
AMETEK INC
Industrials 4.92% 4.12% #12 1
Prev: #13
2.0 -12,430 -0.4%
P
S
2,918,944 $599,288,393 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMAT
APPLIED MATLS I...
Technology 4.84% 7.37% #13 10
Prev: #3
2.1 -2,526,373 -52.4%
P
S
2,291,514 $588,896,183 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AQN
ALGONQUIN PWR U...
Utilities 4.13% 2.47% #14 2
Prev: #16
3.7 20,074,709 32.6%
P
S
81,727,385 $502,563,259 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DGX
QUEST DIAGNOSTI...
Healthcare 2.37% 1.21% #15 6
Prev: #21
3.2 811,320 95.5%
P
S
1,661,072 $288,245,824 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ATS
ATS CORPORATION
Industrials 1.56% 1.25% #16 4
Prev: #20
2.6 507,491 8.0%
P
S
6,888,785 $189,771,064 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TWST
TWIST BIOSCIENC...
Healthcare 1.40% 0.86% #17 5
Prev: #22
2.7 1,295,672 31.7%
P
S
5,377,991 $170,589,875 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LKQ
LKQ CORP
Consumer Cyclical 1.40% 1.29% #18 1
Prev: #19
0.6 no change no change
P
S
5,647,307 $170,548,671 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RMBS
RAMBUS INC DEL
Technology 1.06% 2.09% #19 2
Prev: #17
0.6 -1,276,270 -47.6%
P
S
1,406,686 $129,260,377 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TEL
TE CONNECTIVITY...
Technology 0.80% 3.30% #20 6
Prev: #14
0.6 -1,583,996 -78.7%
P
S
428,500 $97,488,035 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HBM
HUDBAY MINERALS...
Basic Materials 0.52% 0.59% #21 3
Prev: #24
0.3 -2,030,407 -38.9%
P
S
3,193,806 $63,409,704 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GIL
GILDAN ACTIVEWE...
Consumer Cyclical 0.49% 0.54% #22 3
Prev: #25
0.3 -283,106 -22.7%
P
S
962,314 $60,149,796 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCOI
COGENT COMMUNIC...
Communication Services 0.40% 0.65% #23
Prev: #23
2.2 1,500 0.1%
P
S
2,283,378 $49,229,630 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TCX
TUCOWS INC
Technology 0.39% 0.29% #24 3
Prev: #27
0.2 no change no change
P
S
2,118,575 $46,924,333 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SLM
SLM CORP
Financial Services 0.38% #25
Prev: #—
2.2 1,706,648 no change
NEW
1,706,648 $46,181,895 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DAY
DAYFORCE INC
Technology 0.00% 8.82%
Sold All 😨
(Was: #1)
0.3 -17,133,208 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FUN
SIX FLAGS ENTER...
Consumer Cyclical 0.00% 0.53%
Sold All 😨
(Was: #26)
0.3 -3,114,600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SEE
SEALED AIR CORP...
Consumer Cyclical 0.00% 0.14%
Sold All 😨
(Was: #29)
0.3 -529,082 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BAM
BROOKFIELD ASSE...
Financial Services 0.00% 0.07%
Sold All 😨
(Was: #31)
0.3 -159,255 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HOOD
ROBINHOOD MKTS ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #42)
0.3 -1,505 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 45 holdings

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