Value Partners Investments Inc. Diversified Active

CIK: 0001800916 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 30, 2020

Total Value ($000): $970,420 (100.0% shares, 0.0% debt)

Holdings (57)

TD TORONTO DOMINION BK ONT 7.1%
Value ($000) $68,532 Shares 1,541,424 Est. Cost $52.24 Unrealized -18.5%
BNS BANK NOVA SCOTIA B C 6.3%
Value ($000) $61,599 Shares 1,494,261 Est. Cost $37.71 Unrealized -21.9%
RY ROYAL BK CDA 6.0%
Value ($000) $58,190 Shares 860,942 Est. Cost $75.99 Unrealized -16.3%
BMO BANK MONTREAL QUE 5.9%
Value ($000) $57,263 Shares 1,079,959 Est. Cost $52.15 Unrealized -23.0%
UPS UNITED PARCEL SERVICE INC 5.9%
Value ($000) $57,159 Shares 514,533 Est. Cost $91.74 Unrealized -13.1%
CM CANADIAN IMP BK COMM 5.7%
Value ($000) $55,239 Shares 829,623 Est. Cost $30.41 Unrealized -20.7%
CSCO CISCO SYS INC 5.5%
Value ($000) $53,811 Shares 1,154,669 Est. Cost $37.96 Unrealized -2.5%
FDX FEDEX CORP 5.1%
Value ($000) $49,504 Shares 353,340 Est. Cost $133.53 Unrealized -15.2%
DIS DISNEY WALT CO 5.1%
Value ($000) $49,444 Shares 443,767 Est. Cost $133.94 Unrealized -19.5%
MGA MAGNA INTL INC 4.6%
Value ($000) $44,813 Shares 1,010,117 Est. Cost $42.77 Unrealized -22.8%
WFC WELLS FARGO CO NEW 4.3%
Value ($000) $42,099 Shares 1,645,782 Est. Cost $40.07 Unrealized -40.2%
CNQ CANADIAN NAT RES LTD 4.3%
Value ($000) $41,886 Shares 2,423,871 Est. Cost $9.62 Unrealized -35.9%
INTC INTEL CORP 4.1%
Value ($000) $39,443 Shares 659,787 Est. Cost $52.91 Unrealized +0.5%
SLF SUN LIFE FINANCIAL INC. 3.9%
Value ($000) $38,263 Shares 1,045,197 Est. Cost $39.88 Unrealized -13.8%
SU SUNCOR ENERGY INC NEW 3.8%
Value ($000) $37,247 Shares 2,217,592 Est. Cost $23.48 Unrealized -41.6%
ORCL ORACLE CORP 3.4%
Value ($000) $32,920 Shares 596,054 Est. Cost $47.52 Unrealized +3.1%
HON HONEYWELL INTL INC 2.5%
Value ($000) $23,983 Shares 166,000 Est. Cost $117.88 Unrealized 0.0%
HMC HONDA MOTOR LTD 1.7%
Value ($000) $16,512 Shares 646,375 Est. Cost $25.55 Unrealized
WPP WPP PLC NEW 1.2%
Value ($000) $11,315 Shares 289,339 Est. Cost $39.11 Unrealized
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $8,760 Shares 29,719 Est. Cost $261.11 Unrealized 0.0%
CVS CVS HEALTH CORP 0.8%
Value ($000) $8,194 Shares 126,195 Est. Cost $52.60 Unrealized 0.0%
BCE BCE INC 0.8%
Value ($000) $8,078 Shares 194,432 Est. Cost $28.15 Unrealized -0.2%
ENB ENBRIDGE INC 0.8%
Value ($000) $7,713 Shares 254,636 Est. Cost $21.09 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.7%
Value ($000) $6,682 Shares 117,788 Est. Cost $56.73 Unrealized
RCI ROGERS COMMUNICATIONS INC 0.6%
Value ($000) $6,004 Shares 150,000 Est. Cost $41.65 Unrealized 0.0%
FTS FORTIS INC 0.6%
Value ($000) $5,683 Shares 150,000 Est. Cost $30.74 Unrealized 0.0%
DEO DIAGEO P L C 0.5%
Value ($000) $5,104 Shares 38,000 Est. Cost $134.32 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $5,026 Shares 20,080 Est. Cost $199.46 Unrealized +0.1%
GD GENERAL DYNAMICS CORP 0.5%
Value ($000) $5,004 Shares 33,500 Est. Cost $124.31 Unrealized 0.0%
TOTAL S.A. 0.5%
Value ($000) $4,371 Shares 113,738 Est. Cost $38.43 Unrealized
TRP TC ENERGY CORP 0.4%
Value ($000) $4,321 Shares 101,530 Est. Cost $33.46 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $4,068 Shares 22,800 Est. Cost $216.62 Unrealized -15.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.4%
Value ($000) $3,784 Shares 30,000 Est. Cost $105.31 Unrealized 0.0%
SBUX STARBUCKS CORP 0.4%
Value ($000) $3,688 Shares 50,140 Est. Cost $66.33 Unrealized 0.0%
LBRDA LIBERTY BROADBAND CORP 0.4%
Value ($000) $3,505 Shares 28,700 Est. Cost $109.03 Unrealized +5.7%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $3,097 Shares 32,951 Est. Cost $84.53 Unrealized -3.3%
AMGN AMGEN INC 0.3%
Value ($000) $2,955 Shares 12,536 Est. Cost $191.68 Unrealized 0.0%
SAP SAP SE 0.3%
Value ($000) $2,951 Shares 21,097 Est. Cost $139.88 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $2,669 Shares 8,462 Est. Cost $24.52 Unrealized 0.0%
AMERICA MOVIL SAB DE CV 0.3%
Value ($000) $2,609 Shares 205,739 Est. Cost $12.68 Unrealized
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $2,590 Shares 10,022 Est. Cost $210.56 Unrealized 0.0%
V VISA INC 0.3%
Value ($000) $2,521 Shares 13,060 Est. Cost $175.53 Unrealized 0.0%
UBS UBS GROUP AG 0.2%
Value ($000) $2,421 Shares 209,953 Est. Cost $10.30 Unrealized 0.0%
TMUS T-MOBILE US INC 0.2%
Value ($000) $2,155 Shares 20,700 Est. Cost $89.46 Unrealized +3.5%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $2,137 Shares 54,875 Est. Cost $32.76 Unrealized 0.0%
MDT MEDTRONIC PLC 0.2%
Value ($000) $2,082 Shares 22,725 Est. Cost $83.28 Unrealized -1.8%
GOOGL ALPHABET INC 0.2%
Value ($000) $2,068 Shares 1,459 Est. Cost $67.26 Unrealized -0.5%
SIX FLAGS ENTMT CORP NEW 0.2%
Value ($000) $1,847 Shares 6,000 Est. Cost $94.98 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $1,794 Shares 48,755 Est. Cost $27.85 Unrealized 0.0%
LLY LILLY ELI & CO 0.2%
Value ($000) $1,768 Shares 10,776 Est. Cost $143.90 Unrealized 0.0%
LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $1,414 Shares 41,000 Est. Cost $45.10 Unrealized
LKQ LKQ CORP 0.1%
Value ($000) $1,388 Shares 53,000 Est. Cost $28.45 Unrealized -22.4%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $1,133 Shares 100,000 Est. Cost $8.39 Unrealized 0.0%
HOWARD HUGHES CORP 0.1%
Value ($000) $929 Shares 17,900 Est. Cost $125.49 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $446 Shares 95,800 Est. Cost $3.47 Unrealized 0.0%
GIB CGI INC 0.0%
Value ($000) $236 Shares 3,761 Est. Cost $80.05 Unrealized -22.6%
T-MOBILE US INC 0.0%
Value ($000) $3 Shares 20,700 Est. Cost $0.14 Unrealized