EdgePoint Investment Group Inc. Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$12.3T

Holdings

41

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (41 positions)

#StockSharesValue% PortfolioType
1
NSCNORFOLK SOUTHN CORP
3,998,335$947.0B7.67%
2
QSRRESTAURANT BRANDS INTL INC
13,715,604$914.5B7.41%
3
DAYDAYFORCE INC
13,860,521$808.5B6.55%
4
RBARB GLOBAL INC
7,599,404$762.8B6.18%
5
DLTRDOLLAR TREE INC
9,641,507$723.8B5.86%
6
MATMATTEL INC
36,158,043$702.6B5.69%
7
AMATAPPLIED MATLS INC
4,818,904$699.3B5.66%
8
FNVFRANCO NEV CORP
3,697,962$581.7B4.71%
9
TELTE CONNECTIVITY PLC
4,108,472$580.6B4.70%
10
PKNREVVITY INC
5,360,847$567.2B4.59%
11
ELVELEVANCE HEALTH INC
1,294,560$563.1B4.56%
12
ROSTROSS STORES INC
4,055,088$518.2B4.20%
13
OREUROSISKO GOLD ROYALTIES LTD
24,020,067$507.0B4.11%
14
JLLJONES LANG LASALLE INC
1,835,344$455.0B3.69%
15
AMEAMETEK INC
2,353,339$405.1B3.28%
16
LECOLINCOLN ELEC HLDGS INC
2,057,581$389.2B3.15%
17
BNBROOKFIELD CORP
5,431,759$284.3B2.30%
18
WBDWARNER BROS DISCOVERY INC
22,085,008$237.0B1.92%
19
BERYEURBERRY GLOBAL GROUP INC
3,355,322$234.2B1.90%
20
AQN.TOALGONQUIN PWR UTILS CORP
42,223,594$216.9B1.76%
21
LKQ1LKQ CORP
4,891,329$208.1B1.69%
22
TMOTHERMO FISHER SCIENTIFIC INC
345,938$172.1B1.39%
23
GNTXGENTEX CORP
7,221,460$168.3B1.36%
24
ABXBARRICK GOLD CORP
6,950,668$135.0B1.09%
25
ATSATS CORPORATION
5,017,996$125.1B1.01%
26
OGM1COGENT COMMUNICATIONS HLDGS
2,012,297$123.4B1.00%
27
GILGILDAN ACTIVEWEAR INC
1,495,165$66.1B0.54%
28
RMBS*RAMBUS INC DEL
1,169,194$60.5B0.49%
29
HBMHUDBAY MINERALS INC
7,628,971$57.8B0.47%
30
TWSTTWIST BIOSCIENCE CORP
1,113,210$43.7B0.35%
31
TCXTUCOWS INC
2,106,165$35.7B0.29%
32
SATS 3.875 11/30/30EchoStar Corporation
17,230,099$19.3B0.16%
33
BLNDBLEND LABS INC
3,318,924$11.1B0.09%
34
BAMBROOKFIELD ASSET MANAGMT LTD
159,255$7.7B0.06%
35
SLRSOLITARIO RESOURCES CORP
7,272,727$4.4B0.04%
36
IEIVANHOE ELECTRIC INC
737,289$4.3B0.03%
37
IFFINTERNATIONAL FLAVORS&FRAGRA
54,295$4.2B0.03%
38
SEESEALED AIR CORP NEW
19,654$568.0M0.00%
39
NESRNATIONAL ENERGY SERVICES REU
1,000,000$350.0M0.00%
40
PCGPG&E CORP
14,043$241.3M0.00%
41
LYFTLYFT INC
14,222$168.8M0.00%