Triasima Portfolio Management inc. SOBO — SOUTH BOW CORP

Ownership history in Triasima Portfolio Management inc.  ·  6 quarters on record

AI Ownership Summary

Triasima Portfolio Management inc. reported SOUTH BOW CORP (SOBO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.59% in 2025 Q1. The latest visible filing shows SOBO at 0.57% 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 Triasima Portfolio Management inc.'s position in SOUTH BOW CORP, 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 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% 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
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 Triasima Portfolio Management inc. fund profile Triasima Portfolio Management inc. full holdings
How Triasima Portfolio Management inc. 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 113,460 -4,940 -4.2% 0.57% $3.8M 2026-04-24 $32.00
2025 Q4 ADDED — — — 118,400 +5,815 +5.2% 0.49% $3.3M 2026-02-02 $27.90
2025 Q3 REDUCED — — — 112,585 -4,300 -3.7% 0.48% $3.2M 2025-10-29 $25.63
2025 Q2 UNCHANGED — — — 116,885 — 0% 0.55% $3.0M 2025-07-23 $25.90
2025 Q1 ADDED — — — 116,885 +82,830 +243.2% 0.59% $3.0M 2025-05-02 $24.65
2024 Q4 INITIATED — — — 34,055 — — 0.16% $803K 2025-01-28 $22.57

🏢 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% MILLER HOWARD INVESTMENTS INC /NY 3Y 7Y 0.48% apricus wealth, LLC 3Y 0.25% Alberta Investment Management Corp 3Y 7Y 0.15% Lipe & Dalton 3Y 7Y 0.13% DIVIDEND ASSETS CAPITAL, LLC 3Y 7Y 0.11%

FAQ About Triasima Portfolio Management inc. and SOBO

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

How long has Triasima Portfolio Management inc. reported owning SOBO?

Triasima Portfolio Management inc. reported SOBO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SOBO position in Triasima Portfolio Management inc.'s portfolio?

The largest reported portfolio weight for SOBO was 0.59% in 2025 Q1.

What is the latest reported SOBO position on this page?

The most recent filing on this page is 2026 Q1, when Triasima Portfolio Management inc. reported 113,460 shares, equal to 0.57% of portfolio, with an estimated market value of $3.8M.

What does the chart on this SOBO ownership page compare?

The chart compares Triasima Portfolio Management inc.'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 Triasima Portfolio Management inc. time their SOBO position?

Based on 13F filing dates vs. subsequent SOBO price moves, Triasima Portfolio Management inc. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on SOBO relative to SPY over the holding period was +14.6%.

← Back to Triasima Portfolio Management inc. Holdings