account_balance
Investment manager · 13F filer · SEC CIK 1481669
EdgePoint Investment Group Inc.
Reported value$13.2Bas of Jun 30, 2026
Positions39 3 new, 1 sold out
Top 10 weight67.8%QSR alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
QSRRestaurant Brands Intl Inc
9.4%Trimmed −11%
DLTRDollar Tree Inc
8.8%Added +15%
RBARb Global Inc
8.4%Added +9%
TMOThermo Fisher Scientific Inc
8.3%Added +14%
RVTYRevvity Inc
7.2%Trimmed −3%
SPGIS&P Global Inc
6.3%Added +24%
MATMattel Inc
5.4%Added +4%
FNVFranco Nev Corp
5.0%Trimmed −9%
MRSHMarsh & Mclennan Cos Inc
4.8%New
OROr Royalties Inc.
4.4%Trimmed −6%
JLLJones Lang Lasalle Inc
4.3%Trimmed −4%
AMZNAmazon Com Inc
4.0%Added +67%
QSR9.4%DLTR8.8%RBA8.4%TMO8.3%RVTY7.2%
SPGIS&P Global Inc
6.3%Added +24%
MAT5.4%FNV5.0%MRSH4.8%OR4.4%JLL4.3%AMZN4.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QSR Restaurant Brands Intl Inc 9.4% Trimmed −11%DLTR Dollar Tree Inc 8.8% Added +15%RBA Rb Global Inc 8.4% Added +9%TMO Thermo Fisher Scientific Inc 8.3% Added +14%RVTY Revvity Inc 7.2% Trimmed −3%SPGI S&P Global Inc 6.3% Added +24%MAT Mattel Inc 5.4% Added +4%FNV Franco Nev Corp 5.0% Trimmed −9%MRSH Marsh & Mclennan Cos Inc 4.8% NewOR Or Royalties Inc. 4.4% Trimmed −6%JLL Jones Lang Lasalle Inc 4.3% Trimmed −4%AMZN Amazon Com Inc 4.0% Added +67%
What changed