Location: TORONTO, A6
CIK: 0001113234 · Show all filings
Period: Q3 2025 (← Previous) (Next →)
Filing Date: Mar 20, 2026
Total Value ($000): $195,988 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 27,500 (+7.0%) | $13,825 (+10.8%) | 7.1% | $463.22 | +4.6% | CL B NEW | 084670702 |
| MFC | MANULIFE FINL CORP | 650,000 (+4.8%) | $28,184 (+4.4%) | 14.4% | $30.97 | -0.4% | COM | 56501R106 |
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| BNS | BANK NOVA SCOTIA HALIFAX | 300,000 | $26,997 | 13.8% | $51.65 | +14.1% | COM | 064149107 |
| BMO | BANK MONTREAL QUE | 125,000 | $22,669 | 11.6% | $91.05 | +29.6% | COM | 063671101 |
| CM | CANADIAN IMPERIAL BANK OF CO | 200,000 | $22,242 | 11.3% | $61.55 | +22.3% | COM | 136069101 |
| TD | TORONTO DOMINION BK ONT | 200,000 | $22,256 | 11.4% | $56.10 | +33.8% | COM NEW | 891160509 |
| VOO | VANGUARD INDEX FDS | 45,150 | $27,649 | 14.1% | $538.81 | — | S&P 500 ETF SHS | 922908363 |
| RY | ROYAL BK CDA | 65,000 | $13,333 | 6.8% | $123.44 | +11.7% | COM | 780087102 |
| BCE | BCE INC | 250,000 | $8,130 | 4.1% | $24.70 | -4.8% | COM NEW | 05534B760 |
| MKL | MARKEL GROUP INC | 5,600 | $10,704 | 5.5% | $1659.34 | +18.1% | COM | 570535104 |