EdgePoint Investment Group Inc. Long-Term Concentrated

CIK: 0001481669 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $8,937,355 (100.0% shares, 0.0% debt)

Holdings (44)

QSR RESTAURANT BRANDS INTL INC 8.3%
Value ($000) $743,015 Shares 13,926,969 Est. Cost $54.97 Unrealized +2.8%
BERRY GLOBAL GROUP INC 7.2%
Value ($000) $647,001 Shares 13,905,037 Est. Cost $43.00 Unrealized
MAT MATTEL INC 7.1%
Value ($000) $630,469 Shares 33,287,707 Est. Cost $13.13 Unrealized +70.3%
DLTR DOLLAR TREE INC 7.0%
Value ($000) $622,531 Shares 4,574,068 Est. Cost $123.96 Unrealized +25.5%
ELV ELEVANCE HEALTH INC 6.1%
Value ($000) $546,524 Shares 1,203,162 Est. Cost $343.03 Unrealized +32.7%
AMG AFFILIATED MANAGERS GROUP IN 5.3%
Value ($000) $474,039 Shares 4,238,169 Est. Cost $116.72 Unrealized +7.4%
WTW WILLIS TOWERS WATSON PLC LTD 4.9%
Value ($000) $434,683 Shares 2,163,247 Est. Cost $212.15 Unrealized -7.1%
TE CONNECTIVITY LTD 4.5%
Value ($000) $406,522 Shares 3,683,602 Est. Cost $2699.90 Unrealized
ROST ROSS STORES INC 4.0%
Value ($000) $354,381 Shares 4,205,299 Est. Cost $98.64 Unrealized -17.1%
APO APOLLO GLOBAL MGMT INC 3.6%
Value ($000) $325,688 Shares 7,004,048 Est. Cost $59.94 Unrealized -13.8%
BROOKFIELD ASSET MGMT INC 3.6%
Value ($000) $325,368 Shares 7,930,075 Est. Cost $38.62 Unrealized
FIS FIDELITY NATL INFORMATION SV 3.4%
Value ($000) $300,628 Shares 3,978,133 Est. Cost $100.40 Unrealized -15.1%
MIDD MIDDLEBY CORP 3.3%
Value ($000) $293,993 Shares 2,293,777 Est. Cost $120.80 Unrealized +16.2%
ARMK ARAMARK 3.2%
Value ($000) $289,550 Shares 9,280,433 Est. Cost $24.18 Unrealized -1.3%
OSISKO GOLD ROYALTIES LTD 2.5%
Value ($000) $220,009 Shares 21,536,465 Est. Cost $374.92 Unrealized
FNV FRANCO NEV CORP 2.4%
Value ($000) $212,755 Shares 1,775,926 Est. Cost $117.13 Unrealized +4.0%
GNTX GENTEX CORP 2.3%
Value ($000) $205,263 Shares 8,610,046 Est. Cost $33.30 Unrealized -17.6%
AME AMETEK INC 2.1%
Value ($000) $186,387 Shares 1,643,475 Est. Cost $110.90 Unrealized +5.7%
UNIVAR SOLUTIONS INC 2.1%
Value ($000) $183,661 Shares 8,076,556 Est. Cost $19.65 Unrealized
PSMT PRICESMART INC 2.1%
Value ($000) $183,465 Shares 3,185,710 Est. Cost $67.55 Unrealized -9.7%
SE SEA LTD 2.0%
Value ($000) $182,857 Shares 3,262,384 Est. Cost $63.48 Unrealized
CNQ CANADIAN NAT RES LTD 1.8%
Value ($000) $157,780 Shares 3,379,629 Est. Cost $21.57 Unrealized +3.2%
IFF INTERNATIONAL FLAVORS&FRAGRA 1.6%
Value ($000) $142,153 Shares 1,565,047 Est. Cost $108.39 Unrealized -4.1%
SBNY SIGNATURE BK NEW YORK N Y 1.4%
Value ($000) $126,846 Shares 840,039 Est. Cost $151.00 Unrealized
PCG PG&E CORP 1.4%
Value ($000) $121,527 Shares 9,722,156 Est. Cost $10.35 Unrealized +11.9%
BABA ALIBABA GROUP HLDG LTD 1.2%
Value ($000) $103,841 Shares 1,298,169 Est. Cost $215.95 Unrealized
DISH NETWORK CORPORATION 1.1%
Value ($000) $99,803 Shares 7,216,449 Est. Cost $29.90 Unrealized
FLS FLOWSERVE CORP 0.7%
Value ($000) $60,348 Shares 2,483,476 Est. Cost $38.68 Unrealized -27.0%
BSM BLACK STONE MINERALS L P 0.6%
Value ($000) $56,626 Shares 3,618,261 Est. Cost $949.95 Unrealized
TCX TUCOWS INC 0.6%
Value ($000) $54,490 Shares 1,446,019 Est. Cost $62.67 Unrealized -26.7%
MSI MOTOROLA SOLUTIONS INC 0.6%
Value ($000) $52,944 Shares 236,387 Est. Cost $174.33 Unrealized +30.1%
GIL GILDAN ACTIVEWEAR INC 0.5%
Value ($000) $43,370 Shares 1,529,681 Est. Cost $25.85 Unrealized +8.0%
QUALTRICS INTL INC 0.5%
Value ($000) $42,351 Shares 4,160,259 Est. Cost $10.18 Unrealized
HBM HUDBAY MINERALS INC 0.4%
Value ($000) $31,550 Shares 7,815,423 Est. Cost $4.00 Unrealized 0.0%
DISH NETWORK CORPORATION 0.2%
Value ($000) $19,061 Shares 27,500,000 Est. Cost $0.67 Unrealized
AMRYT PHARMA PLC 0.2%
Value ($000) $15,764 Shares 2,277,964 Est. Cost $12.57 Unrealized
NGD NEW GOLD INC CDA 0.1%
Value ($000) $9,586 Shares 10,734,425 Est. Cost $0.79 Unrealized 0.0%
DISH NETWORK CORPORATION 0.1%
Value ($000) $9,225 Shares 14,000,000 Est. Cost $1.00 Unrealized
IMAX CORP 0.1%
Value ($000) $8,409 Shares 10,000,000 Est. Cost $0.88 Unrealized
CVE CENOVUS ENERGY INC 0.1%
Value ($000) $5,567 Shares 361,309 Est. Cost $10.64 Unrealized +52.9%
DIGITALBRIDGE GROUP INC 0.1%
Value ($000) $5,211 Shares 5,290,000 Est. Cost $0.93 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $1,743 Shares 49,101 Est. Cost $42.16 Unrealized
FRONTIER COMMUNICATIONS PARE 0.0%
Value ($000) $227 Shares 9,684 Est. Cost $23.54 Unrealized
NESRW NATIONAL ENERGY SERVICES REU 0.0%
Value ($000) $144 Shares 1,000,000 Est. Cost $550.00 Unrealized