Value Partners Investments Inc. Diversified Active

CIK: 0001800916 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 5, 2020

Total Value ($000): $986,090 (100.0% shares, 0.0% debt)

Holdings (57)

CM CANADIAN IMP BK COMM 6.0%
Value ($000) $59,350 Shares 795,412 Est. Cost $30.41 Unrealized -5.5%
TD TORONTO DOMINION BK ONT 5.9%
Value ($000) $58,463 Shares 1,264,935 Est. Cost $52.24 Unrealized -10.9%
CSCO CISCO SYS INC 5.8%
Value ($000) $56,929 Shares 1,443,593 Est. Cost $37.78 Unrealized -1.9%
SLF SUN LIFE FINANCIAL INC. 5.7%
Value ($000) $55,719 Shares 1,369,779 Est. Cost $40.01 Unrealized +1.1%
BNS BANK NOVA SCOTIA B C 5.6%
Value ($000) $55,326 Shares 1,334,049 Est. Cost $37.71 Unrealized -16.6%
INTC INTEL CORP 5.5%
Value ($000) $53,877 Shares 1,039,292 Est. Cost $50.58 Unrealized -8.0%
ORCL ORACLE CORP 5.3%
Value ($000) $52,360 Shares 876,029 Est. Cost $49.19 Unrealized +7.2%
BMO BANK MONTREAL QUE 5.2%
Value ($000) $51,422 Shares 881,187 Est. Cost $52.15 Unrealized -11.3%
RY ROYAL BK CDA 5.2%
Value ($000) $50,833 Shares 725,276 Est. Cost $75.99 Unrealized -5.4%
UPS UNITED PARCEL SERVICE INC 5.1%
Value ($000) $50,408 Shares 302,168 Est. Cost $91.74 Unrealized +27.9%
MGA MAGNA INTL INC 4.9%
Value ($000) $48,555 Shares 1,062,986 Est. Cost $42.66 Unrealized -4.9%
FDX FEDEX CORP 4.4%
Value ($000) $43,142 Shares 171,332 Est. Cost $133.53 Unrealized +35.5%
CNQ CANADIAN NAT RES LTD 3.9%
Value ($000) $38,911 Shares 2,432,181 Est. Cost $9.62 Unrealized -27.5%
SU SUNCOR ENERGY INC NEW 3.9%
Value ($000) $38,076 Shares 3,123,552 Est. Cost $20.35 Unrealized -37.7%
WFC WELLS FARGO CO NEW 3.4%
Value ($000) $33,494 Shares 1,423,046 Est. Cost $40.07 Unrealized -45.5%
HON HONEYWELL INTL INC 3.3%
Value ($000) $32,789 Shares 198,952 Est. Cost $120.42 Unrealized +10.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.4%
Value ($000) $14,079 Shares 173,438 Est. Cost $64.57 Unrealized
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $12,538 Shares 40,161 Est. Cost $266.33 Unrealized +5.6%
SAP SAP SE 1.2%
Value ($000) $12,203 Shares 78,217 Est. Cost $151.66 Unrealized
HD HOME DEPOT INC 1.1%
Value ($000) $10,569 Shares 38,009 Est. Cost $217.48 Unrealized +9.3%
DEO DIAGEO PLC 0.8%
Value ($000) $8,343 Shares 60,519 Est. Cost $135.63 Unrealized
BCE BCE INC 0.8%
Value ($000) $8,101 Shares 195,688 Est. Cost $28.15 Unrealized +4.0%
SBUX STARBUCKS CORP 0.8%
Value ($000) $7,941 Shares 92,297 Est. Cost $68.37 Unrealized +3.5%
BR BROADRIDGE FINL SOLUTIONS IN 0.8%
Value ($000) $7,562 Shares 57,212 Est. Cost $113.30 Unrealized +7.8%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $7,465 Shares 50,069 Est. Cost $127.01 Unrealized 0.0%
ENB ENBRIDGE INC 0.8%
Value ($000) $7,444 Shares 255,268 Est. Cost $21.09 Unrealized +4.3%
GD GENERAL DYNAMICS CORP 0.7%
Value ($000) $7,278 Shares 52,500 Est. Cost $126.74 Unrealized +3.4%
TRP TC ENERGY CORP 0.7%
Value ($000) $7,118 Shares 169,842 Est. Cost $33.90 Unrealized +1.9%
CVS CVS HEALTH CORP 0.7%
Value ($000) $7,018 Shares 120,000 Est. Cost $52.60 Unrealized -0.4%
HMC HONDA MOTOR LTD 0.7%
Value ($000) $6,645 Shares 280,000 Est. Cost $25.55 Unrealized
AVGO BROADCOM INC 0.7%
Value ($000) $6,512 Shares 17,851 Est. Cost $27.22 Unrealized +8.9%
FTS FORTIS INC 0.6%
Value ($000) $6,124 Shares 150,055 Est. Cost $30.74 Unrealized +5.6%
RCI ROGERS COMMUNICATIONS INC 0.6%
Value ($000) $5,940 Shares 150,000 Est. Cost $41.65 Unrealized -1.5%
V VISA INC 0.5%
Value ($000) $5,238 Shares 26,162 Est. Cost $183.88 Unrealized +4.5%
TOTAL SE 0.5%
Value ($000) $5,226 Shares 152,168 Est. Cost $37.40 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $4,862 Shares 22,800 Est. Cost $216.62 Unrealized -5.6%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $4,716 Shares 48,924 Est. Cost $84.83 Unrealized +0.7%
MDT MEDTRONIC PLC 0.5%
Value ($000) $4,637 Shares 44,566 Est. Cost $84.72 Unrealized +1.8%
UBS UBS GROUP AG 0.5%
Value ($000) $4,573 Shares 409,553 Est. Cost $11.12 Unrealized +7.8%
LLY LILLY ELI & CO 0.4%
Value ($000) $4,431 Shares 29,896 Est. Cost $145.10 Unrealized +0.5%
LBRDA LIBERTY BROADBAND CORP 0.4%
Value ($000) $4,076 Shares 28,700 Est. Cost $109.03 Unrealized +16.5%
AMGN AMGEN INC 0.4%
Value ($000) $3,994 Shares 15,696 Est. Cost $195.28 Unrealized +7.3%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $3,969 Shares 85,706 Est. Cost $34.51 Unrealized +9.0%
AMERICA MOVIL SAB DE CV 0.3%
Value ($000) $3,246 Shares 259,545 Est. Cost $12.64 Unrealized
TMUS T-MOBILE US INC 0.3%
Value ($000) $2,943 Shares 25,700 Est. Cost $92.89 Unrealized +15.3%
GOOGL ALPHABET INC 0.2%
Value ($000) $2,141 Shares 1,459 Est. Cost $67.26 Unrealized +12.4%
SIX FLAGS ENTMT CORP NEW 0.2%
Value ($000) $1,764 Shares 6,000 Est. Cost $94.98 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $1,751 Shares 7,540 Est. Cost $225.34 Unrealized 0.0%
LKQ LKQ CORP 0.1%
Value ($000) $1,472 Shares 53,000 Est. Cost $28.45 Unrealized -7.0%
LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $1,362 Shares 41,000 Est. Cost $45.10 Unrealized
HOWARD HUGHES CORP 0.1%
Value ($000) $1,032 Shares 17,900 Est. Cost $125.49 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $454 Shares 4,534 Est. Cost $91.98 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $440 Shares 704 Est. Cost $590.04 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $384 Shares 4,500 Est. Cost $82.53 Unrealized 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $358 Shares 4,449 Est. Cost $80.47 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $255 Shares 3,538 Est. Cost $66.50 Unrealized 0.0%
GIB CGI INC 0.0%
Value ($000) $232 Shares 3,427 Est. Cost $80.05 Unrealized -15.4%