Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q1 2013 (← Previous) (Next →)

Filing Date: Jul 10, 2013

Total Value ($000): $827,397 (100.0% shares, 0.0% debt)

Holdings (65)

BNS Bank of Nova Scotia 6.4%
Value ($000) $53,204 Shares 914,640 Est. Cost $57.92 Unrealized -46.1%
Delphi Automotive Plc 5.1%
Value ($000) $42,485 Shares 957,300 Est. Cost $38.24 Unrealized
CM Canadian Imperial Bank of Commerce 5.1%
Value ($000) $42,065 Shares 545,129 Est. Cost $80.61 Unrealized -72.8%
JPM J.P. Morgan Chase&Company 4.9%
Value ($000) $40,658 Shares 857,227 Est. Cost $43.99 Unrealized -22.7%
TD Toronto Dominion Bank 4.4%
Value ($000) $36,395 Shares 437,190 Est. Cost $84.33 Unrealized -50.8%
SU Suncor Energy Inc - New 4.3%
Value ($000) $35,668 Shares 1,190,886 Est. Cost $28.02 Unrealized -25.5%
QCOM Qualcomm Inc 3.5%
Value ($000) $29,066 Shares 434,275 Est. Cost $62.02 Unrealized -25.7%
BRK/B Berkshire Hathaway B New 3.3%
Value ($000) $26,997 Shares 259,455 Est. Cost $89.78 Unrealized +10.3%
VET Vermilion Energy Inc 3.1%
Value ($000) $25,747 Shares 497,415 Est. Cost $51.44 Unrealized 0.0%
Gran Tierra Energy Inc 3.0%
Value ($000) $25,134 Shares 4,379,975 Est. Cost $5.52 Unrealized
IMO Imperial Oil Limited 3.0%
Value ($000) $24,772 Shares 606,321 Est. Cost $42.94 Unrealized -23.4%
BMO Bank of Montreal 2.9%
Value ($000) $23,840 Shares 379,107 Est. Cost $61.30 Unrealized -39.4%
Raytheon Co 2.8%
Value ($000) $23,124 Shares 393,400 Est. Cost $58.78 Unrealized
Domtar Corp - New 2.8%
Value ($000) $22,947 Shares 298,905 Est. Cost $81.95 Unrealized
Family Dollar Store Inc 2.7%
Value ($000) $22,736 Shares 385,160 Est. Cost $59.03 Unrealized
Potash Corp of Saskatchewan Inc 2.7%
Value ($000) $22,055 Shares 570,910 Est. Cost $40.61 Unrealized
MEOH Methanex Corp 2.6%
Value ($000) $21,856 Shares 540,938 Est. Cost $31.78 Unrealized +13.3%
A Agilent Technologies 2.6%
Value ($000) $21,718 Shares 517,725 Est. Cost $40.95 Unrealized -32.3%
WMT Wal Mart Stores Inc 2.2%
Value ($000) $18,567 Shares 248,355 Est. Cost $57.43 Unrealized -68.1%
FNV Franco-Nevada Corp 2.1%
Value ($000) $17,754 Shares 392,477 Est. Cost $57.16 Unrealized -23.6%
IBM International Business Machines 2.1%
Value ($000) $17,596 Shares 82,515 Est. Cost $191.57 Unrealized -38.4%
TD Ameritrade Holding CP 2.0%
Value ($000) $16,886 Shares 819,335 Est. Cost $16.82 Unrealized
OTEX Open Text Corp 1.9%
Value ($000) $15,504 Shares 266,980 Est. Cost $11.08 Unrealized 0.0%
Vodafone Grp PLC ADR 1.8%
Value ($000) $14,946 Shares 526,250 Est. Cost $25.19 Unrealized
CSX CSX Corp. 1.8%
Value ($000) $14,718 Shares 597,825 Est. Cost $6.03 Unrealized 0.0%
NVDA Nvidia Corp 1.8%
Value ($000) $14,528 Shares 1,134,150 Est. Cost $12.29 Unrealized -97.7%
Coach Inc 1.7%
Value ($000) $14,386 Shares 288,000 Est. Cost $49.95 Unrealized
DSGX Descartes Systems Group Inc 1.7%
Value ($000) $14,352 Shares 1,559,497 Est. Cost $9.29 Unrealized +0.6%
Silver Wheaton Corp 1.7%
Value ($000) $14,326 Shares 458,144 Est. Cost $35.71 Unrealized
Yahoo Inc 1.6%
Value ($000) $13,396 Shares 569,552 Est. Cost $19.89 Unrealized
BTE Baytex Energy Corp 1.3%
Value ($000) $11,168 Shares 266,725 Est. Cost $43.10 Unrealized -17.2%
BAC Bank of America New 1.2%
Value ($000) $9,861 Shares 810,259 Est. Cost $11.61 Unrealized -19.9%
TRV Travelers Companies Inc 0.9%
Value ($000) $7,129 Shares 84,693 Est. Cost $71.82 Unrealized -17.2%
Brookfield Asset Mgt A LV 0.8%
Value ($000) $6,619 Shares 181,708 Est. Cost $36.46 Unrealized
PFE Pfizer Inc 0.8%
Value ($000) $6,353 Shares 220,254 Est. Cost $25.09 Unrealized -38.9%
Cowen Group Inc - Cl A 0.6%
Value ($000) $5,291 Shares 1,869,600 Est. Cost $2.43 Unrealized
Bed Bath and Beyond Inc 0.6%
Value ($000) $5,147 Shares 79,900 Est. Cost $64.42 Unrealized
HON Honeywell Intl Inc 0.6%
Value ($000) $4,765 Shares 63,280 Est. Cost $63.48 Unrealized -23.9%
PM Philip Morris Intl Inc 0.6%
Value ($000) $4,705 Shares 50,740 Est. Cost $83.66 Unrealized -42.8%
Comcast Crp Cl A Spec New 0.5%
Value ($000) $4,549 Shares 114,800 Est. Cost $35.96 Unrealized
BTI British Amer Tob Sp ADR 0.5%
Value ($000) $4,205 Shares 39,260 Est. Cost $101.32 Unrealized
CMI Cummins Inc 0.5%
Value ($000) $3,946 Shares 34,075 Est. Cost $108.35 Unrealized -23.7%
RY Royal Bank of Canada 0.4%
Value ($000) $3,437 Shares 57,093 Est. Cost $60.29 Unrealized +2.3%
New York & Company Inc. 0.4%
Value ($000) $3,323 Shares 814,450 Est. Cost $3.81 Unrealized
SLB Schlumberger Ltd 0.4%
Value ($000) $3,030 Shares 40,480 Est. Cost $68.83 Unrealized -20.7%
BWA Borg Warner Inc 0.3%
Value ($000) $2,749 Shares 35,550 Est. Cost $71.62 Unrealized -61.1%
V Visa Inc Class A 0.3%
Value ($000) $2,338 Shares 13,770 Est. Cost $97.54 Unrealized -62.8%
BCE BCE Inc - New 0.3%
Value ($000) $2,127 Shares 45,583 Est. Cost $42.96 Unrealized -49.5%
TJX TJX Companies Inc-New 0.2%
Value ($000) $2,026 Shares 43,350 Est. Cost $18.91 Unrealized 0.0%
ABT Abbott Laboratories 0.2%
Value ($000) $1,797 Shares 50,920 Est. Cost $41.70 Unrealized -36.3%
General Electric Co 0.1%
Value ($000) $817 Shares 35,350 Est. Cost $20.98 Unrealized
VALE Vale S.A. ADR 0.1%
Value ($000) $576 Shares 33,300 Est. Cost $20.98 Unrealized
ENB Enbridge Inc 0.1%
Value ($000) $557 Shares 11,980 Est. Cost $43.37 Unrealized -47.3%
RCI Rogers Communications - B-NVS 0.1%
Value ($000) $509 Shares 10,563 Est. Cost $45.65 Unrealized +3.4%
MFC Manulife Financial Corporation 0.1%
Value ($000) $492 Shares 33,461 Est. Cost $13.58 Unrealized +8.5%
UNH Unitedhealth Group Inc 0.1%
Value ($000) $492 Shares 8,600 Est. Cost $54.19 Unrealized -17.7%
NGD New Gold Inc 0.0%
Value ($000) $368 Shares 40,600 Est. Cost $11.02 Unrealized -11.2%
Thomson Reuters Corp 0.0%
Value ($000) $334 Shares 10,310 Est. Cost $28.97 Unrealized
Transcanada Corp 0.0%
Value ($000) $300 Shares 6,286 Est. Cost $47.26 Unrealized
RYN Rayonier Inc - REIT 0.0%
Value ($000) $264 Shares 4,425 Est. Cost $51.90 Unrealized
Elizabeth Arden Inc 0.0%
Value ($000) $258 Shares 6,400 Est. Cost $45.00 Unrealized
Towerstream Corp 0.0%
Value ($000) $211 Shares 95,400 Est. Cost $3.22 Unrealized
Research in Motion Limited 0.0%
Value ($000) $169 Shares 11,700 Est. Cost $14.44 Unrealized
Jaguar Mining Inc 0.0%
Value ($000) $30 Shares 50,500 Est. Cost $0.63 Unrealized
Mcewen Mining Inc 0.0%
Value ($000) $29 Shares 10,000 Est. Cost $3.80 Unrealized