Leith Wheeler Investment Counsel Ltd. EA — ELECTRONIC ARTS INC

Ownership history in Leith Wheeler Investment Counsel Ltd.  ·  16 quarters on record

AI Ownership Summary

Leith Wheeler Investment Counsel Ltd. reported ELECTRONIC ARTS INC (EA) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.07% in 2025 Q1. The latest visible filing shows EA at 1.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Leith Wheeler Investment Counsel Ltd.'s position in ELECTRONIC ARTS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EA was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.07% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EA stock page Leith Wheeler Investment Counsel Ltd. fund profile Leith Wheeler Investment Counsel Ltd. full holdings
How Leith Wheeler Investment Counsel Ltd. held EA — position size vs. price
% of Fund (quarterly)    EA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 58.4% -0.1% ✅ 67,433 -94,827 -58.4% 1.03% $13.8M 2026-02-12 $200.08
2025 Q3 ADDED — — — 162,260 +82,484 +103.4% 2.21% $32.7M 2025-11-14 $200.49
2025 Q2 REDUCED 73.9% +26.7% ❌ 79,776 -226,120 -73.9% 0.93% $14.2M 2025-07-25 $151.09
2025 Q1 ADDED — — — 305,896 +21,455 +7.5% 3.07% $44.2M 2025-05-13 $148.28
2024 Q4 ADDED — — — 284,441 +4,071 +1.5% 3.01% $41.6M 2025-02-14 $128.54
2024 Q3 ADDED — — — 280,370 +148,370 +112.4% 2.82% $40.2M 2024-11-12 $161.60
2024 Q2 ADDED — — — 132,000 +25,084 +23.5% 1.59% $18.4M 2024-07-26 $143.87
2024 Q1 REDUCED 49.7% +3.7% ❌ 106,916 -105,669 -49.7% 1.38% $14.2M 2024-05-06 $129.19
2023 Q4 ADDED — — — 212,585 +154,989 +269.1% 1.26% $11.5M 2024-01-08 $134.85
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EA

As of 2026 Q1 — sorted by position size

Twin Securities, Inc. 3Y 7Y 44.21% PUBLIC INVESTMENT FUND 3Y 7Y 42.13% SYQUANT CAPITAL SAS 3Y 20.34% HARVEST MANAGEMENT LLC 3Y 7Y 18.16% Pentwater Capital Management LP 3Y 7Y 13.54% EQUITEC PROPRIETARY MARKETS, LLC 3Y 7Y 9.05% Kapitalo Investimentos Ltda 8.18% Absolute Gestao de Investimentos Ltda. 7.83% Melqart Asset Management (UK) Ltd 3Y 7Y 7.43% Kryger Capital LLC 7.33%

FAQ About Leith Wheeler Investment Counsel Ltd. and EA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Leith Wheeler Investment Counsel Ltd. reported owning EA?

Leith Wheeler Investment Counsel Ltd. reported EA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EA position in Leith Wheeler Investment Counsel Ltd.'s portfolio?

The largest reported portfolio weight for EA was 3.07% in 2025 Q1.

What is the latest reported EA position on this page?

The most recent filing on this page is 2025 Q4, when Leith Wheeler Investment Counsel Ltd. reported 67,433 shares, equal to 1.03% of portfolio, with an estimated market value of $13.8M.

What does the chart on this EA ownership page compare?

The chart compares Leith Wheeler Investment Counsel Ltd.'s quarterly EA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Leith Wheeler Investment Counsel Ltd. time their EA position?

Based on 13F filing dates vs. subsequent EA price moves, Leith Wheeler Investment Counsel Ltd. correctly timed 7 out of 15 reported position changes (47%). The annualised alpha on EA relative to SPY over the holding period was +0.7%.

← Back to Leith Wheeler Investment Counsel Ltd. Holdings