Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EdgePoint Investment Group Inc. (CIK 1481669) reported $12.48B across 36 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QSR ($1.43B, 11.48%), TMO ($943.2M, 7.56%), DLTR ($909.6M, 7.29%), FNV ($857.2M, 6.87%), RBA ($845.3M, 6.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QSR | RESTAURANT BRANDS INTL INC | $1.43B | 11.48% | 19.3M | Added |
| 2 | TMO | THERMO FISHER SCIENTIFIC INC | $943.2M | 7.56% | 1.9M | Added |
| 3 | DLTR | DOLLAR TREE INC | $909.6M | 7.29% | 8.3M | Trimmed |
| 4 | FNV | FRANCO NEV CORP | $857.2M | 6.87% | 3.5M | Added |
| 5 | RBA | RB GLOBAL INC | $845.3M | 6.78% | 8.8M | Added |
| 6 | RVTY | REVVITY INC | $771.0M | 6.18% | 8.8M | Added |
| 7 | OR | OR ROYALTIES INC. | $741.2M | 5.94% | 19.5M | Trimmed |
| 8 | MAT | MATTEL INC | $714.0M | 5.72% | 49.1M | Added |
| 9 | SPGI | S&P GLOBAL INC | $702.9M | 5.63% | 1.7M | New |
| 10 | JLL | JONES LANG LASALLE INC | $579.7M | 4.65% | 1.9M | Trimmed |
| 11 | UNP | UNION PAC CORP | $526.1M | 4.22% | 2.2M | Trimmed |
| 12 | AQN | ALGONQUIN POWER & UTILITIES | $499.1M | 4.00% | 81.5M | Trimmed |
| 13 | DGX | QUEST DIAGNOSTICS INC | $439.8M | 3.53% | 2.2M | Added |
| 14 | ROST | ROSS STORES INC | $418.7M | 3.36% | 1.9M | Trimmed |
| 15 | AME | AMETEK INC | $401.8M | 3.22% | 1.9M | Trimmed |
| 16 | AMAT | APPLIED MATLS INC | $334.2M | 2.68% | 977,762 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $280.1M | 2.25% | 1.3M | New |
| 18 | TWST | TWIST BIOSCIENCE CORP | $255.8M | 2.05% | 5.4M | Added |
| 19 | ATS | ATS CORPORATION | $202.1M | 1.62% | 7.2M | Added |
| 20 | RMBS | RAMBUS INC DEL | $167.6M | 1.34% | 1.9M | Added |
| 21 | LKQ | LKQ CORP | $131.3M | 1.05% | 4.5M | Trimmed |
| 22 | TEL | TE CONNECTIVITY PLC | $89.6M | 0.72% | 428,541 | Added |
| 23 | HBM | HUDBAY MINERALS INC | $57.5M | 0.46% | 2.7M | Trimmed |
| 24 | GIL | GILDAN ACTIVEWEAR INC | $53.6M | 0.43% | 962,314 | Hold |
| 25 | CCOI | COGENT COMM HOLDINGS INC | $43.0M | 0.34% | 2.3M | Hold |
Source: SEC Form 13F filings · as of 2026-03-31