EDGEPOINT CANADIAN PORTFOLIO (Trades, Portfolio) recently submitted its N-PORT filing for the fourth quarter of 2024, offering a glimpse into its strategic investment decisions during this period. The portfolio is dedicated to achieving long-term capital appreciation by focusing on Canadian companies that possess strong competitive positions, robust barriers to entry, promising growth prospects, and competent management teams. The investment team, known for its diverse experience and skills, collaborates to take ownership of their investment ideas, leveraging past experiences to fulfill various mandates. This team-based approach allows them the freedom to conduct thorough research, ensuring a deep understanding of the businesses they invest in.
EDGEPOINT CANADIAN PORTFOLIO (Trades, Portfolio) added a total of 10 stocks, among them:
EDGEPOINT CANADIAN PORTFOLIO (Trades, Portfolio) also increased stakes in a total of 17 stocks, among them:
EDGEPOINT CANADIAN PORTFOLIO (Trades, Portfolio) completely exited 4 holdings in the fourth quarter of 2024, as detailed below:
EDGEPOINT CANADIAN PORTFOLIO (Trades, Portfolio) also reduced positions in 21 stocks. The most significant changes include:
At the end of the fourth quarter of 2024, EDGEPOINT CANADIAN PORTFOLIO (Trades, Portfolio)'s portfolio included 70 stocks. The top holdings included 11.34% in Fairfax Financial Holdings Ltd (TSX:FFH), 6.54% in Osisko Gold Royalties Ltd (TSX:OR), 5.27% in Constellation Software Inc (TSX:CSU), 4.42% in Restaurant Brands International Inc (TSX:QSR), and 4% in CES Energy Solutions Corp (TSX:CEU).
The holdings are mainly concentrated in 10 of the 11 industries: Financial Services, Technology, Industrials, Energy, Basic Materials, Consumer Cyclical, Real Estate, Healthcare, Utilities, and Consumer Defensive.
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