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QV Investors Inc. Portfolio
$1.4B across 71 positions as of 2026-09-30, with 41% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+14.8%
+0.3% a year vs the S&P 500
3 years
+15.3%
-5.9% a year vs the S&P 500
5 years
+11.0%
-1.2% a year vs the S&P 500
Quarters ahead
8 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -3.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +9.1% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +3.2% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +5.3% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +4.0% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.2% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | +1.0% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -2.7% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SUNOCOCORP LLC | $75.2M | 5.5% | 1,028,154 |
| CNICanadian National Railway Co | $70.2M | 5.2% | 588,645 |
| CGI INC | $61.6M | 4.5% | 903,907 |
| CPCanadian Pacific Kansas City Ltd | $58M | 4.3% | 679,940 |
| RYRoyal Bank of Canada | $55.9M | 4.1% | 283,499 |
| STANTEC INC | $51.3M | 3.8% | 759,645 |
| FNVFranco-Nevada Corp | $50.2M | 3.7% | 210,447 |
| MGAMagna International Inc | $47.2M | 3.5% | 739,472 |
| TDToronto-Dominion Bank | $46.3M | 3.4% | 392,465 |
| GFLGFL Environmental Inc | $44.9M | 3.3% | 1,071,792 |
| FTSFortis Inc | $43.3M | 3.2% | 817,848 |
| BRP INC/CA- SUB VOTING | $38.5M | 2.8% | 684,109 |
| SLFSun Life Financial Inc | $37.9M | 2.8% | 484,718 |
| EMERA INC | $35.6M | 2.6% | 743,263 |
| RCIRogers Communications Inc | $33.2M | 2.4% | 1,076,059 |
| WEST FRASER TIMBER CO LTD | $33M | 2.4% | 475,092 |
| ENBEnbridge Inc | $32.3M | 2.4% | 692,419 |
| RBARB Global Inc | $31.8M | 2.3% | 390,069 |
| BNBrookfield Corporation Class A Limited Voting Shares | $31.5M | 2.3% | 861,190 |
| TFIITFI International Inc. Common Shares | $30.2M | 2.2% | 251,232 |
| CNQCanadian Natural Resources Ltd | $25.1M | 1.8% | 531,765 |
| EOGEOG Resources Inc | $22.1M | 1.6% | 160,585 |
| GILGildan Activewear Inc | $21.3M | 1.6% | 498,981 |
| MSFTMicrosoft Corp | $19.4M | 1.4% | 37,910 |
| DGDollar General Corp | $18.8M | 1.4% | 157,620 |
| CNCCentene Corp | $18.8M | 1.4% | 303,172 |
| PEPPepsiCo Inc | $17.4M | 1.3% | 137,685 |
| NFLXNetflix Inc | $15.8M | 1.2% | 227,400 |
| AMZNAmazon.com Inc | $15.2M | 1.1% | 60,980 |
| CVXChevron Corp | $14.2M | 1.0% | 69,407 |
| NVONovo Nordisk A/S | $13.8M | 1.0% | 363,958 |
| SOLVSolventum Corp | $13.6M | 1.0% | 154,502 |
| THOThor Industries Inc | $13.5M | 1.0% | 195,366 |
| BABAAlibaba Group Holding Ltd | $13.3M | 1.0% | 123,617 |
| LIILennox International Inc | $12.9M | 0.9% | 36,424 |
| ELEstee Lauder Companies Inc | $12.5M | 0.9% | 134,480 |
| ULUnilever PLC | $12.3M | 0.9% | 203,243 |
| GOOGLAlphabet Inc | $11M | 0.8% | 31,920 |
| XOMExxonmobil Holdings Corp | $10.1M | 0.7% | 62,201 |
| UNPUnion Pacific Corp | $9.8M | 0.7% | 36,166 |
| ODFLOld Dominion Freight Line Inc | $9.6M | 0.7% | 55,360 |
| DRIDarden Restaurants Inc | $9.4M | 0.7% | 48,722 |
| UNHUnitedHealth Group Inc | $9M | 0.7% | 24,494 |
| SYKStryker Corp | $8.9M | 0.7% | 32,320 |
| HALHalliburton Co | $8.2M | 0.6% | 258,060 |
| NRC HEALTH | $7.9M | 0.6% | 372,503 |
| SBUXStarbucks Corp | $7M | 0.5% | 74,790 |
| HIMSHims & Hers Health Inc | $6.7M | 0.5% | 224,130 |
| OZKBank Ozk | $6.4M | 0.5% | 140,010 |
| AZOAutozone Inc | $5.9M | 0.4% | 2,072 |
| JNJJohnson & Johnson | $5.8M | 0.4% | 21,920 |
| PCARPaccar Inc | $5.8M | 0.4% | 52,470 |
| WARRIOR MET COAL INC | $5M | 0.4% | 56,785 |
| BRK.BBerkshire Hathaway Inc | $4.9M | 0.4% | 9,771 |
| DISWalt Disney Co | $4.3M | 0.3% | 40,660 |
| ROSTRoss Stores Inc | $4.1M | 0.3% | 17,600 |
| JPMJPMorgan Chase & Co | $4M | 0.3% | 12,045 |
| MMM3M Co | $3.8M | 0.3% | 23,350 |
| HAEHaemonetics Corp | $3.2M | 0.2% | 30,720 |
| CMICummins Inc | $2.8M | 0.2% | 5,485 |
| AXPAmerican Express Co | $2.8M | 0.2% | 9,070 |
| XPEL INC | $2.6M | 0.2% | 58,850 |
| HDHome Depot Inc | $2.4M | 0.2% | 8,457 |
| MCKMcKesson Corp | $2.4M | 0.2% | 2,779 |
| VNOMViper Energy Inc | $1.9M | 0.1% | 48,195 |
| MRKMerck & Co Inc | $1.7M | 0.1% | 11,507 |
| NATURAL GROCERS BY VITAMIN C | $1.5M | 0.1% | 50,280 |
| OGSONE Gas Inc | $1.4M | 0.1% | 19,660 |
| TREXTrex Company Inc | $1.4M | 0.1% | 32,270 |
| AMATApplied Materials Inc | $1.2M | 0.1% | 2,320 |
| BACBank of America Corp | $975K | 0.1% | 17,920 |
Quarter ending 2026-09-30.
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