2026 Q1 Portfolio Activity
In 2026 Q1, QV Investors Inc. maintained a portfolio of 67 distinct positions. The most significant new addition was WEST FRASER TIMBER CO LTD, now representing 1.24% of the total fund value. They heavily accumulated shares in EOG RESOURCES INC, increasing the position by 132.7%. The fund also reduced its exposure to SUN LIFE FINANCIAL INC by 35.3%.
Position History
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Total Positions
67
Quarter
2026 Q1
Top Holding
SUNC (5.8%)
Top 10 Concentration
43.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 67
QV Investors Inc. Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SUNC
SUNOCOCORP LLC
|
Energy | 5.84% | 4.79% |
#1
3
Prev: #4
|
4.8 |
—
|
-16,250 | -1.4% |
P
S
|
1,171,414 | $72,218 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
RY
ROYAL BANK OF C...
|
Financial Services | 5.38% | 5.88% |
#2
1
Prev: #1
|
4.2 |
—
|
-8,649 | -2.1% |
P
S
|
412,370 | $66,449 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CNI
CANADIAN NATL R...
|
Industrials | 5.12% | 5.10% |
#3
Prev: #3
|
3.5 |
—
|
-12,959 | -2.1% |
P
S
|
616,110 | $63,211 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 4.53% | 4.39% |
#4
1
Prev: #5
|
2.8 |
—
|
-15,015 | -2.1% |
P
S
|
712,976 | $55,927 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
FNV
FRANCO-NEVADA C...
|
Basic Materials | 4.43% | 3.85% |
#5
3
Prev: #8
|
2.8 |
—
|
-4,648 | -2.1% |
P
S
|
221,912 | $54,772 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GIB
CGI INC
|
Technology | 4.08% | 5.35% |
#6
4
Prev: #2
|
2.1 |
—
|
-14,568 | -2.1% |
P
S
|
692,642 | $50,476 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
FTS
FORTIS INC
|
Utilities | 3.84% | 3.83% |
#7
2
Prev: #9
|
2.0 |
—
|
-46,671 | -5.2% |
P
S
|
853,037 | $47,439 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
TFII
TFI INTERNATION...
|
Industrials | 3.52% | 3.47% |
#8
3
Prev: #11
|
1.9 |
—
|
-8,441 | -2.1% |
P
S
|
401,295 | $43,541 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
TD
TORONTO-DOMINIO...
|
Financial Services | 3.48% | 3.64% |
#9
1
Prev: #10
|
1.9 |
—
|
-9,692 | -2.1% |
P
S
|
461,384 | $42,953 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
EMRAF
EMERA INC
|
Unknown | 3.27% | 3.23% |
#10
2
Prev: #12
|
1.8 |
—
|
-16,495 | -2.1% |
P
S
|
782,886 | $40,453 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
ENB
ENBRIDGE INC
|
Energy | 3.19% | 4.29% |
#11
5
Prev: #6
|
1.3 |
—
|
-364,361 | -33.3% |
P
S
|
730,325 | $39,464 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MGA
MAGNA INTERNATI...
|
Consumer Cyclical | 2.64% | 2.61% |
#12
3
Prev: #15
|
1.6 |
—
|
-12,365 | -2.1% |
P
S
|
586,191 | $32,633 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
RCI
ROGERS COMMUNIC...
|
Communication Services | 2.64% | 2.69% |
#13
Prev: #13
|
1.6 |
—
|
-17,924 | -2.1% |
P
S
|
850,843 | $32,618 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SLF
SUN LIFE FINANC...
|
Financial Services | 2.61% | 4.08% |
#14
7
Prev: #7
|
1.0 |
—
|
-282,005 | -35.3% |
P
S
|
516,510 | $32,255 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DOOO
BRP INC/CA- SUB...
|
Unknown | 2.54% | 2.59% |
#15
1
Prev: #16
|
1.5 |
—
|
-9,216 | -2.1% |
P
S
|
438,538 | $31,424 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
RBA
RB GLOBAL INC
|
Industrials | 2.38% | 2.64% |
#16
2
Prev: #14
|
1.5 |
—
|
-6,475 | -2.1% |
P
S
|
307,092 | $29,357 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BN
BROOKFIELD CORP
|
Financial Services | 2.24% | 1.60% |
#17
2
Prev: #19
|
3.9 |
—
|
258,252 | 60.6% |
P
S
|
684,089 | $27,632 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CNQ
CANADIAN NATURA...
|
Energy | 2.22% | 1.60% |
#18
2
Prev: #20
|
1.4 |
—
|
-11,918 | -2.1% |
P
S
|
564,807 | $27,464 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IMO
IMPERIAL OIL LT...
|
Energy | 2.11% | 1.44% |
#19
5
Prev: #24
|
1.3 |
—
|
-4,181 | -2.1% |
P
S
|
199,426 | $26,038 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
EOG
EOG RESOURCES I...
|
Energy | 1.96% | 0.62% |
#20
20
Prev: #40
|
3.8 |
—
|
95,380 | 132.7% |
P
S
|
167,245 | $24,179 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
ODFL
OLD DOMINION FR...
|
Industrials | 1.95% | 1.62% |
#21
3
Prev: #18
|
1.3 |
—
|
-2,500 | -2.0% |
P
S
|
123,410 | $24,114 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 1.81% | 1.77% |
#22
5
Prev: #17
|
1.2 |
—
|
-7,360 | -4.9% |
P
S
|
143,675 | $22,311 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CVX
CHEVRON CORP
|
Energy | 1.54% | 0.29% |
#23
30
Prev: #53
|
3.6 |
—
|
68,860 | 298.4% |
P
S
|
91,937 | $19,022 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DG
DOLLAR GENERAL ...
|
Consumer Defensive | 1.27% | 1.54% |
#24
1
Prev: #23
|
1.0 |
—
|
-8,860 | -6.3% |
P
S
|
132,630 | $15,747 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
UNP
UNION PACIFIC C...
|
Industrials | 1.27% | 1.30% |
#25
2
Prev: #27
|
1.0 |
—
|
-4,030 | -5.9% |
P
S
|
64,521 | $15,654 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MRK
MERCK & CO. INC...
|
Healthcare | 1.26% | 1.18% |
#26
6
Prev: #32
|
1.0 |
—
|
-7,750 | -5.7% |
P
S
|
128,937 | $15,510 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
WFG
WEST FRASER TIM...
|
Basic Materials | 1.24% | — |
#27
Prev: #—
|
4.0 |
—
|
236,042 | — |
NEW
|
236,042 | $15,368 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.23% | 0.35% |
#28
20
Prev: #48
|
3.5 |
—
|
54,370 | 153.8% |
P
S
|
89,721 | $15,222 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SBUX
STARBUCKS CORP
|
Consumer Cyclical | 1.20% | 1.21% |
#29
1
Prev: #30
|
1.0 |
—
|
-10,790 | -6.1% |
P
S
|
165,020 | $14,784 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SOLV
SOLVENTUM CORP
|
Healthcare | 1.19% | 1.55% |
#30
8
Prev: #22
|
1.0 |
—
|
-14,580 | -6.1% |
P
S
|
224,672 | $14,671 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
STN
STANTEC INC
|
Industrials | 1.12% | — |
#31
Prev: #—
|
3.9 |
—
|
160,335 | — |
NEW
|
160,335 | $13,817 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
HAL
HALLIBURTON CO
|
Energy | 1.10% | 0.26% |
#32
23
Prev: #55
|
3.4 |
—
|
235,260 | 208.1% |
P
S
|
348,320 | $13,581 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 1.07% | 1.23% |
#33
5
Prev: #28
|
0.9 |
—
|
-1,280 | -2.0% |
P
S
|
63,700 | $13,267 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
UL
UNILEVER PLC-SP...
|
Consumer Defensive | 0.98% | 1.19% |
#34
3
Prev: #31
|
0.9 |
—
|
-10,900 | -4.9% |
P
S
|
211,883 | $12,071 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
HCC
WARRIOR MET COA...
|
Basic Materials | 0.90% | 1.12% |
#35
2
Prev: #33
|
0.4 |
—
|
-34,875 | -22.5% |
P
S
|
119,975 | $11,176 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
NVO
NOVO-NORDISK A/...
|
Healthcare | 0.86% | 0.87% |
#36
1
Prev: #37
|
2.8 |
—
|
79,330 | 38.1% |
P
S
|
287,598 | $10,569 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CNC
CENTENE CORP
|
Healthcare | 0.84% | 1.59% |
#37
16
Prev: #21
|
0.3 |
—
|
-155,820 | -33.0% |
P
S
|
316,132 | $10,350 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DRI
DARDEN RESTAURA...
|
Consumer Cyclical | 0.81% | 0.81% |
#38
Prev: #38
|
0.8 |
—
|
-3,040 | -5.6% |
P
S
|
50,832 | $9,965 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GOOGL
ALPHABET INC-CL...
|
Communication Services | 0.77% | 1.23% |
#39
10
Prev: #29
|
0.3 |
—
|
-14,570 | -30.4% |
P
S
|
33,300 | $9,576 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
THO
THOR INDUSTRIES...
|
Consumer Cyclical | 0.71% | 0.92% |
#40
4
Prev: #36
|
0.8 |
—
|
590 | 0.5% |
P
S
|
110,406 | $8,820 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
NFLX
NETFLIX INC
|
Communication Services | 0.71% | — |
#41
Prev: #—
|
3.8 |
—
|
90,890 | — |
NEW
|
90,890 | $8,739 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
EL
ESTEE LAUDER CO...
|
Consumer Defensive | 0.59% | 0.93% |
#42
7
Prev: #35
|
0.7 |
—
|
-6,500 | -6.0% |
P
S
|
102,120 | $7,329 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AZO
AUTOZONE INC
|
Consumer Cyclical | 0.59% | 0.62% |
#43
2
Prev: #41
|
0.7 |
—
|
-60 | -2.7% |
P
S
|
2,162 | $7,303 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.56% | 1.31% |
#44
18
Prev: #26
|
0.2 |
—
|
-22,820 | -47.2% |
P
S
|
25,554 | $6,915 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
OZK
BANK OZK
|
Financial Services | 0.54% | 0.60% |
#45
3
Prev: #42
|
0.7 |
—
|
-14,180 | -8.9% |
P
S
|
145,370 | $6,671 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.53% | 1.43% |
#46
21
Prev: #25
|
0.2 |
—
|
-57,680 | -68.3% |
P
S
|
26,730 | $6,534 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
NRC
NRC HEALTH
|
Healthcare | 0.52% | 0.59% |
#47
3
Prev: #44
|
1.2 |
—
|
no change | no change |
P
S
|
381,310 | $6,475 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
PCAR
PACCAR INC
|
Industrials | 0.51% | 0.50% |
#48
2
Prev: #46
|
0.7 |
—
|
-980 | -1.7% |
P
S
|
55,050 | $6,358 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 0.49% | 0.59% |
#49
6
Prev: #43
|
0.7 |
—
|
-1,000 | -2.0% |
P
S
|
48,347 | $6,066 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CMI
CUMMINS INC
|
Industrials | 0.40% | 0.55% |
#50
5
Prev: #45
|
0.2 |
—
|
-4,080 | -30.8% |
P
S
|
9,185 | $4,942 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 |
Showing 1-50 of 67 holdings