Lipe & Dalton SOBO — South Bow Corp Com

Ownership history in Lipe & Dalton  ·  5 quarters on record

AI Ownership Summary

Lipe & Dalton reported South Bow Corp Com (SOBO) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.13% in 2026 Q1. The latest visible filing shows SOBO at 0.13% 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.

What this SOBO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lipe & Dalton's position in South Bow Corp Com, 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
2026 Q1

SOBO was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

SOBO stock page Lipe & Dalton fund profile Lipe & Dalton full holdings
How Lipe & Dalton held SOBO — position size vs. price
% of Fund (quarterly)    SOBO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 10,074 — 0% 0.13% $241 2026-04-30 $34.24
2025 Q4 REDUCED — — — 10,074 -195 -1.9% 0.10% $202K 2026-01-26 $27.16
2025 Q2 REDUCED — — — 10,269 -218 -2.1% 0.11% $195K 2025-08-01 $25.97
2025 Q1 REDUCED — — — 10,487 -44 -0.4% 0.10% $186K 2025-05-05 $24.26
2024 Q4 INITIATED — — — 10,531 — — 0.09% $173K 2025-02-03 $22.47

🏢 Other funds also holding SOBO

As of 2026 Q1 — sorted by position size

VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 2.33% Ausbil Investment Management Ltd 3Y 1.72% CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3Y 7Y 1.43% SL ADVISORS, LLC 3Y 7Y 1.2% Steadtrust LLC 0.64% Triasima Portfolio Management inc. 3Y 0.57% MILLER HOWARD INVESTMENTS INC /NY 3Y 7Y 0.48% apricus wealth, LLC 3Y 0.25% Alberta Investment Management Corp 3Y 7Y 0.15% DIVIDEND ASSETS CAPITAL, LLC 3Y 7Y 0.11%

FAQ About Lipe & Dalton and SOBO

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

How long has Lipe & Dalton reported owning SOBO?

Lipe & Dalton reported SOBO across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SOBO position in Lipe & Dalton's portfolio?

The largest reported portfolio weight for SOBO was 0.13% in 2026 Q1.

What is the latest reported SOBO position on this page?

The most recent filing on this page is 2026 Q1, when Lipe & Dalton reported 10,074 shares, equal to 0.13% of portfolio, with an estimated market value of $241.

What does the chart on this SOBO ownership page compare?

The chart compares Lipe & Dalton's quarterly SOBO 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 Lipe & Dalton time their SOBO position?

Based on 13F filing dates vs. subsequent SOBO price moves, Lipe & Dalton correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on SOBO relative to SPY over the holding period was +20.7%.

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