EdgePoint Investment Group Inc. 13F Holdings

CIK 0001481669 · TORONTO, A6

As of Sep 30, 2025, EdgePoint Investment Group Inc. reported 43 positions worth 3.4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DAYFORCE INCDAYTechnology17,133,208 .2B8.82%
DOLLAR TREE INCDLTRConsumer Defensive11,138,183 .1B7.85%
APPLIED MATERIALS INCAMATTechnology4,817,887$986.4M7.37%
RESTAURANT BRANDS INTERNATIONAL INCQSRConsumer Cyclical14,903,208$955.9M7.14%
OR ROYALTIES INCORBasic Materials23,636,368$947.1M7.08%
FRANCO NEVADA CORPFNVBasic Materials3,544,113$788.7M5.89%
MATTEL INCMATConsumer Cyclical44,662,760$751.7M5.61%
REVVITY INCRVTYHealthcare8,574,280$751.5M5.61%
RB GLOBAL INCRBAIndustrials6,880,329$745.1M5.57%
THERMO FISHER SCIENTIFIC INCTMOHealthcare1,388,662$673.5M5.03%
ROSS STORES INCROSTConsumer Cyclical4,400,499$670.6M5.01%
JONES LANG LASALLE INCJLLReal Estate2,109,560$629.2M4.70%
AMETEK INCAMEIndustrials2,931,374$551.1M4.12%
TE CONNECTIVITY PLCTELTechnology2,012,496$441.8M3.30%
UNION PACIFIC CORPUNPIndustrials1,728,614$408.6M3.05%
ALGONQUIN POWER & UTILITIES CORPAQNUtilities61,652,676$331.3M2.47%
RAMBUS INCRMBSTechnology2,682,956$279.6M2.09%
LINCOLN ELECTRIC HOLDINGS INCLECOIndustrials765,410 80.5M1.35%
LKQ CORPLKQConsumer Cyclical5,647,307 72.5M1.29%
ATS CORPATSIndustrials6,381,294 66.9M1.25%
QUEST DIAGNOSTICS INCDGXHealthcare849,752 61.9M1.21%
TWIST BIOSCIENCE CORPTWSTHealthcare4,082,319 14.9M0.86%
COGENT COMMUNICATIONS HOLDINGS INCCCOICommunication Services2,281,878$87.5M0.65%
HUDBAY MINERALS INCHBMBasic Materials5,224,213$79.1M0.59%
GILDAN ACTIVEWEAR INCGILConsumer Cyclical1,245,420$72.0M0.54%