Funds › EdgePoint Investment Group Inc.
EdgePoint Investment Group Inc.
13F for Q2 2026, filed Aug 14, 2026. 39 positions worth $13.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | QSR Restaurant Brands International Inc. | 17.17M | $1.2B | 9.4% | -11.2% | 13F ↗ |
| 2 | DLTR Dollar Tree, Inc. | 9.58M | $1.2B | 8.8% | +15.4% | 13F ↗ |
| 3 | RBA RB Global, Inc. | 9.56M | $1.1B | 8.4% | +8.5% | 13F ↗ |
| 4 | TMO Thermo Fisher Scientific Inc | 2.18M | $1.1B | 8.3% | +13.6% | 13F ↗ |
| 5 | RVTY Revvity, Inc. | 8.54M | $950.7M | 7.2% | -2.9% | 13F ↗ |
| 6 | SPGI S&P Global Inc. | 2.05M | $834.8M | 6.3% | +24.0% | 13F ↗ |
| 7 | MAT Mattel, Inc. | 51.05M | $708.5M | 5.4% | +3.9% | 13F ↗ |
| 8 | FNV Franco-Nevada Corporation | 3.16M | $658.5M | 5.0% | -8.7% | 13F ↗ |
| 9 | MRSH Marsh & McLennan Companies, Inc. | 3.82M | $636.7M | 4.8% | New | 13F ↗ |
| 10 | OR OR Royalties Inc. | 18.37M | $581.0M | 4.4% | -5.6% | 13F ↗ |
| 11 | JLL Jones Lang LaSalle Incorporated | 1.83M | $566.8M | 4.3% | -4.0% | 13F ↗ |
| 12 | AMZN Amazon.com, Inc. | 2.25M | $535.2M | 4.0% | +66.9% | 13F ↗ |
| 13 | AQN Algonquin Power & Utilities Corp. | 88.37M | $519.2M | 3.9% | +8.5% | 13F ↗ |
| 14 | DGX Quest Diagnostics Incorporated | 2.25M | $476.4M | 3.6% | +0.2% | 13F ↗ |
| 15 | AME AMETEK, Inc. | 1.46M | $352.8M | 2.7% | -22.2% | 13F ↗ |
| 16 | UNP Union Pacific Corporation | 1.29M | $351.6M | 2.7% | -40.4% | 13F ↗ |
| 17 | AMAT Applied Materials, Inc. | 360,862 | $260.9M | 2.0% | -63.1% | 13F ↗ |
| 18 | TWST Twist Bioscience Corporation | 2.52M | $259.4M | 2.0% | -53.2% | 13F ↗ |
| 19 | TEL TE Connectivity plc | 1.05M | $210.8M | 1.6% | +144% | 13F ↗ |
| 20 | ATS ATS Corporation | 7.00M | $201.7M | 1.5% | -2.3% | 13F ↗ |
| 21 | CSGP CoStar Group, Inc. | 5.95M | $168.5M | 1.3% | New | 13F ↗ |
| 22 | RMBS Rambus, Inc. | 1.09M | $144.2M | 1.1% | -44.2% | 13F ↗ |
| 23 | HBM Hudbay Minerals Inc. | 2.18M | $51.5M | 0.4% | -20.5% | 13F ↗ |
| 24 | CCOI Cogent Communications Holdings, Inc. | 2.28M | $31.7M | 0.2% | Unchanged | 13F ↗ |
| 25 | TCX Tucows Inc. | 2.12M | $28.7M | 0.2% | Unchanged | 13F ↗ |
| 26 | GIL Gildan Activewear, Inc. | 505,595 | $26.0M | 0.2% | -47.5% | 13F ↗ |
| 27 | ROST Ross Stores, Inc. | 94,126 | $20.0M | 0.2% | -95.1% | 13F ↗ |
| 28 | BRO Brown & Brown, Inc. | 236,500 | $15.2M | 0.1% | +108% | 13F ↗ |
| 29 | BN Brookfield Corporation | 257,264 | $11.0M | 0.1% | -7.1% | 13F ↗ |
| 30 | TLNCU Talon Capital Corp. Units · Units | 1.00M | $10.5M | 0.1% | Unchanged | 13F ↗ |
| 31 | XPL Solitario Resources Corp. | 7.27M | $5.5M | <0.1% | Unchanged | 13F ↗ |
| 32 | IFF International Flavors & Fragrances, Inc. | 54,295 | $4.2M | <0.1% | Unchanged | 13F ↗ |
| 33 | NESR National Energy Services Reunited Corp | 89,999 | $2.7M | <0.1% | Unchanged | 13F ↗ |
| 34 | NU Nu Holdings Ltd. | 40,746 | $535.0K | <0.1% | +66.1% | 13F ↗ |
| 35 | ECHO EchoStar Corporation | 4,210 | $424.5K | <0.1% | Unchanged | 13F ↗ |
| 36 | LECO Lincoln Electric Holdings, Inc. | 1,075 | $284.0K | <0.1% | Unchanged | 13F ↗ |
| 37 | GTLB GitLab Inc. | 8,912 | $266.0K | <0.1% | New | 13F ↗ |
| 38 | PH Parker-Hannifin Corporation | 228 | $219.7K | <0.1% | Unchanged | 13F ↗ |
| 39 | LZM Lifezone Metals Limited | 37,659 | $142.7K | <0.1% | Unchanged | 13F ↗ |
Changes since Q1 2026
3 new, 11 added to, 15 trimmed, 1 exited, 10 unchanged. By estimated dollars.
New positions (3)
Added to (11)
| AMZN Amazon.com, Inc. | 2.25M | +66.9% | $214.6M |
| SPGI S&P Global Inc. | 2.05M | +24.0% | $161.8M |
| DLTR Dollar Tree, Inc. | 9.58M | +15.4% | $154.2M |
| TMO Thermo Fisher Scientific Inc | 2.18M | +13.6% | $130.7M |
| TEL TE Connectivity plc | 1.05M | +144% | $124.4M |
| RBA RB Global, Inc. | 9.56M | +8.5% | $87.2M |
| AQN Algonquin Power & Utilities Corp. | 88.37M | +8.5% | $40.5M |
| MAT Mattel, Inc. | 51.05M | +3.9% | $26.5M |
| BRO Brown & Brown, Inc. | 236,500 | +108% | $7.9M |
| DGX Quest Diagnostics Incorporated | 2.25M | +0.2% | $784.0K |
Trimmed (15)
| AMAT Applied Materials, Inc. | 360,862 | -63.1% | -$446.0M |
| ROST Ross Stores, Inc. | 94,126 | -95.1% | -$391.3M |
| TWST Twist Bioscience Corporation | 2.52M | -53.2% | -$294.3M |
| UNP Union Pacific Corporation | 1.29M | -40.4% | -$238.2M |
| QSR Restaurant Brands International Inc. | 17.17M | -11.2% | -$157.7M |
| RMBS Rambus, Inc. | 1.09M | -44.2% | -$114.4M |
| AME AMETEK, Inc. | 1.46M | -22.2% | -$100.7M |
| FNV Franco-Nevada Corporation | 3.16M | -8.7% | -$63.0M |
| OR OR Royalties Inc. | 18.37M | -5.6% | -$34.6M |
| RVTY Revvity, Inc. | 8.54M | -2.9% | -$28.5M |
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| LKQ LKQ Corporation | 4.47M | Exited | -$131.3M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer