Value Partners Investments Inc. Diversified Active

CIK: 0001800916 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 1, 2021

Total Value ($000): $1,131,026 (100.0% shares, 0.0% debt)

Holdings (64)

BNS BANK NOVA SCOTIA B C 6.5%
Value ($000) $73,969 Shares 1,368,857 Est. Cost $37.67 Unrealized -4.1%
TD TORONTO DOMINION BK ONT 6.2%
Value ($000) $69,601 Shares 1,232,151 Est. Cost $52.24 Unrealized -3.0%
CSCO CISCO SYS INC 6.1%
Value ($000) $69,327 Shares 1,548,293 Est. Cost $37.61 Unrealized -6.2%
CM CANADIAN IMP BK COMM 5.8%
Value ($000) $66,108 Shares 774,182 Est. Cost $30.41 Unrealized +6.7%
BMO BANK MONTREAL QUE 5.5%
Value ($000) $61,876 Shares 814,020 Est. Cost $52.15 Unrealized +6.3%
SLF SUN LIFE FINANCIAL INC. 5.2%
Value ($000) $58,968 Shares 1,326,462 Est. Cost $40.01 Unrealized +8.3%
RY ROYAL BK CDA 5.2%
Value ($000) $58,682 Shares 714,356 Est. Cost $75.99 Unrealized +1.8%
INTC INTEL CORP 5.0%
Value ($000) $57,084 Shares 1,145,133 Est. Cost $49.97 Unrealized -11.9%
ORCL ORACLE CORP 4.8%
Value ($000) $54,571 Shares 843,082 Est. Cost $49.19 Unrealized +12.8%
CVS CVS HEALTH CORP 4.6%
Value ($000) $52,131 Shares 762,822 Est. Cost $54.81 Unrealized +0.8%
BDX BECTON DICKINSON & CO 4.0%
Value ($000) $44,905 Shares 179,357 Est. Cost $215.04 Unrealized -0.2%
MGA MAGNA INTL INC 3.8%
Value ($000) $42,967 Shares 607,094 Est. Cost $42.66 Unrealized +17.2%
WFC WELLS FARGO CO NEW 3.8%
Value ($000) $42,725 Shares 1,414,845 Est. Cost $40.07 Unrealized -42.5%
RCI ROGERS COMMUNICATIONS INC 3.7%
Value ($000) $42,221 Shares 907,123 Est. Cost $43.85 Unrealized +1.0%
FTS FORTIS INC 3.7%
Value ($000) $41,592 Shares 1,018,371 Est. Cost $33.26 Unrealized +1.3%
UPS UNITED PARCEL SERVICE INC 3.3%
Value ($000) $36,898 Shares 218,980 Est. Cost $91.74 Unrealized +49.2%
MRK MERCK & CO. INC 3.1%
Value ($000) $35,571 Shares 434,606 Est. Cost $64.85 Unrealized 0.0%
FDX FEDEX CORP 2.9%
Value ($000) $33,017 Shares 127,100 Est. Cost $133.53 Unrealized +88.1%
HON HONEYWELL INTL INC 2.6%
Value ($000) $29,916 Shares 140,564 Est. Cost $120.42 Unrealized +36.0%
HD HOME DEPOT INC 1.1%
Value ($000) $12,127 Shares 45,628 Est. Cost $221.65 Unrealized +9.4%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $12,117 Shares 34,531 Est. Cost $266.33 Unrealized +15.7%
AVGO BROADCOM INC 0.7%
Value ($000) $8,073 Shares 18,426 Est. Cost $27.45 Unrealized +26.8%
INFY INFOSYS LTD 0.7%
Value ($000) $7,819 Shares 461,000 Est. Cost $16.96 Unrealized
BCE BCE INC 0.7%
Value ($000) $7,570 Shares 177,082 Est. Cost $28.15 Unrealized +6.8%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $7,488 Shares 47,549 Est. Cost $127.01 Unrealized +0.4%
SBUX STARBUCKS CORP 0.7%
Value ($000) $7,395 Shares 69,083 Est. Cost $68.37 Unrealized +24.5%
DEO DIAGEO PLC 0.6%
Value ($000) $7,313 Shares 46,019 Est. Cost $135.63 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.6%
Value ($000) $7,265 Shares 47,394 Est. Cost $113.30 Unrealized +17.4%
ENB ENBRIDGE INC 0.6%
Value ($000) $6,559 Shares 205,143 Est. Cost $21.09 Unrealized +2.9%
TRP TC ENERGY CORP 0.6%
Value ($000) $6,494 Shares 159,780 Est. Cost $33.90 Unrealized -3.9%
V VISA INC 0.6%
Value ($000) $6,422 Shares 29,343 Est. Cost $185.33 Unrealized +6.4%
HMC HONDA MOTOR LTD 0.6%
Value ($000) $6,360 Shares 225,000 Est. Cost $25.55 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $6,002 Shares 47,204 Est. Cost $84.83 Unrealized +15.7%
UBS UBS GROUP AG 0.5%
Value ($000) $5,757 Shares 407,150 Est. Cost $11.12 Unrealized +19.0%
MDT MEDTRONIC PLC 0.5%
Value ($000) $5,311 Shares 45,311 Est. Cost $84.89 Unrealized +12.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $5,290 Shares 22,800 Est. Cost $216.62 Unrealized +1.7%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $4,952 Shares 94,439 Est. Cost $35.17 Unrealized +18.5%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $4,805 Shares 6,534 Est. Cost $226.70 Unrealized 0.0%
LBRDA LIBERTY BROADBAND CORP 0.4%
Value ($000) $4,525 Shares 28,700 Est. Cost $109.03 Unrealized +29.6%
TMUS T-MOBILE US INC 0.3%
Value ($000) $3,468 Shares 25,700 Est. Cost $92.89 Unrealized +28.5%
GOOGL ALPHABET INC 0.2%
Value ($000) $2,559 Shares 1,459 Est. Cost $67.26 Unrealized +24.1%
MKL MARKEL CORP 0.2%
Value ($000) $2,068 Shares 2,000 Est. Cost $996.82 Unrealized 0.0%
SIX FLAGS ENTMT CORP NEW 0.2%
Value ($000) $2,045 Shares 6,000 Est. Cost $94.98 Unrealized
LKQ LKQ CORP 0.2%
Value ($000) $2,010 Shares 57,000 Est. Cost $28.61 Unrealized +7.3%
LIBERTY MEDIA CORP DEL 0.2%
Value ($000) $1,772 Shares 41,000 Est. Cost $45.10 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $475 Shares 1,800 Est. Cost $197.01 Unrealized 0.0%
SLV ISHARES SILVER TR 0.0%
Value ($000) $369 Shares 15,000 Est. Cost $24.60 Unrealized
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $369 Shares 15,357 Est. Cost $9.62 Unrealized -17.5%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $364 Shares 550 Est. Cost $590.04 Unrealized +7.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $346 Shares 3,000 Est. Cost $91.98 Unrealized +5.6%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $345 Shares 3,100 Est. Cost $82.53 Unrealized +18.6%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $320 Shares 30,000 Est. Cost $65.19 Unrealized -0.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $285 Shares 2,611 Est. Cost $64.57 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $280 Shares 7,500 Est. Cost $39.95 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $250 Shares 699 Est. Cost $323.35 Unrealized 0.0%
MSFT MICROSOFT CORP 0.0%
Value ($000) $247 Shares 1,111 Est. Cost $206.04 Unrealized 0.0%
GIB CGI INC 0.0%
Value ($000) $246 Shares 3,106 Est. Cost $80.05 Unrealized -11.5%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $214 Shares 2,305 Est. Cost $92.84 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $209 Shares 1,273 Est. Cost $134.60 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $206 Shares 542 Est. Cost $340.30 Unrealized 0.0%
TSN TYSON FOODS INC 0.0%
Value ($000) $206 Shares 3,195 Est. Cost $53.24 Unrealized 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $206 Shares 2,225 Est. Cost $80.47 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $205 Shares 1,764 Est. Cost $101.61 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $189 Shares 10,000 Est. Cost $14.16 Unrealized 0.0%