MUFG SECURITIES (CANADA), LTD. CAE — CAE INC

Ownership history in MUFG SECURITIES (CANADA), LTD.  ·  11 quarters on record

AI Ownership Summary

MUFG SECURITIES (CANADA), LTD. reported CAE INC (CAE) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.48% in 2025 Q2. The latest visible filing shows CAE at 0.36% 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 CAE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MUFG SECURITIES (CANADA), LTD.'s position in CAE 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
2026 Q1

CAE was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2025 Q2

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

Time in book
Holding Window
2024 Q1 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.

CAE stock page MUFG SECURITIES (CANADA), LTD. fund profile MUFG SECURITIES (CANADA), LTD. full holdings
How MUFG SECURITIES (CANADA), LTD. held CAE — position size vs. price
% of Fund (quarterly)    CAE 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)
2026 Q1 REDUCED — — — 477,335 -12,262 -2.5% 0.36% $12.4M 2026-05-11 $26.09
2025 Q4 REDUCED 7.7% -14.4% ✅ 489,597 -40,935 -7.7% 0.41% $14.9M 2026-02-13 $30.22
2025 Q3 REDUCED — — — 530,532 -12,410 -2.3% 0.44% $15.7M 2025-11-12 $27.43
2025 Q2 ADDED — — — 542,942 +55,027 +11.3% 0.48% $15.9M 2025-08-14 $28.01
2025 Q1 ADDED — — — 487,915 +1,076 +0.2% 0.42% $12.0M 2025-05-09 $25.94
2024 Q4 ADDED — — — 486,839 +203,924 +72.1% 0.45% $12.4M 2025-02-12 $23.55
2024 Q3 ADDED — — — 282,915 +114,397 +67.9% 0.24% $5.3M 2024-11-12 $19.33
2024 Q2 ADDED — — — 168,518 +168,353 +102032.1% 0.21% $3.1M 2024-08-12 $16.45
2024 Q1 REDUCED 99.9% -10.4% ✅ 165 -169,087 -99.9% 0.00% $3K 2024-05-06 $20.76
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CAE

As of 2026 Q1 — sorted by position size

BROWNING WEST LP 3Y 20.33% Sycale Advisors (NY) LLC 3Y 9.91% PCJ Investment Counsel Ltd. 3Y 7Y 5.8% Sunriver Management LLC 3Y 7Y 3.72% Heathbridge Capital Management Ltd. 3Y 7Y 3.55% BRANDES INVESTMENT PARTNERS, LP 3Y 7Y 2.93% Summerhill Capital Management lnc. 2.8% SNYDER CAPITAL MANAGEMENT L P 3Y 7Y 2.48% SaddleRock Capital Management LLC 2.19% Global Alpha Capital Management Ltd. 3Y 7Y 1.89%

FAQ About MUFG SECURITIES (CANADA), LTD. and CAE

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

How long has MUFG SECURITIES (CANADA), LTD. reported owning CAE?

MUFG SECURITIES (CANADA), LTD. reported CAE across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CAE position in MUFG SECURITIES (CANADA), LTD.'s portfolio?

The largest reported portfolio weight for CAE was 0.48% in 2025 Q2.

What is the latest reported CAE position on this page?

The most recent filing on this page is 2026 Q1, when MUFG SECURITIES (CANADA), LTD. reported 477,335 shares, equal to 0.36% of portfolio, with an estimated market value of $12.4M.

What does the chart on this CAE ownership page compare?

The chart compares MUFG SECURITIES (CANADA), LTD.'s quarterly CAE 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 MUFG SECURITIES (CANADA), LTD. time their CAE position?

Based on 13F filing dates vs. subsequent CAE price moves, MUFG SECURITIES (CANADA), LTD. correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on CAE relative to SPY over the holding period was -15.5%.

← Back to MUFG SECURITIES (CANADA), LTD. Holdings