PORTLAND INVESTMENT COUNSEL INC. Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$329.2M

Holdings

49

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (49 positions)

StockValue
BRK/BBERKSHIRE HATHAWAY INC DEL
$56.7M
CITHE CIGNA GROUP
$33.8M
SOBOSOUTH BOW CORP
$29.3M
TDTORONTO DOMINION BK ONT
$27.7M
ELVELEVANCE HEALTH INC
$25.3M
MGAMAGNA INTL INC
$23.6M
CVECENOVUS ENERGY INC
$19.9M
BNSBANK NOVA SCOTIA B C
$19.4M
BAMBROOKFIELD ASSET MANAGMT LTD
$19.1M
OKLOOKLO INC
$17.4M
ARESARES MANAGEMENT CORPORATION
$14.0M
DHRDANAHER CORPORATION
$11.2M
BNBROOKFIELD CORP
$3.2M
CCLCARNIVAL CORP
$2.2M
BILSPDR SER TR
$2.1M
RDNTRADNET INC
$2.0M
JPMJPMORGAN CHASE & CO
$1.5M
METAMETA PLATFORMS INC
$1.5M
AMZNAMAZON COM INC
$1.4M
GOOGLALPHABET INC
$1.3M
LNTHLANTHEUS HLDGS INC
$1.3M
GSGOLDMAN SACHS GROUP INC
$1.2M
AAPLAPPLE INC
$1.1M
CCOCAMECO CORP
$988K
ONCBEIGENE LTD
$817K
MSFTMICROSOFT CORP
$802K
NVDANVIDIA CORPORATION
$753K
MAMASTERCARD INCORPORATED
$747K
LILALIBERTY LATIN AMERICA LTD
$728K
LLYELI LILLY & CO
$714K
T7DTRANSDIGM GROUP INC
$686K
016VEREN INC
$670K
BWXTBWX TECHNOLOGIES INC
$641K
BTEBAYTEX ENERGY CORP
$622K
HEIHEICO CORP
$600K
SMRNUSCALE PWR CORP
$566K
CEGCONSTELLATION ENERGY CORP
$524K
LEUCENTRUS ENERGY CORP
$497K
AMGNAMGEN INC
$467K
ISREURPERSPECTIVE THERAPEUTICS INC
$405K
ICLRICON PLC
$350K
IOVAIOVANCE BIOTHERAPEUTICS INC
$333K
BEBLOOM ENERGY CORP
$295K
OKTAOKTA INC
$258K
OLMAOLEMA PHARMACEUTICALS INC
$188K
BCYCBICYCLE THERAPEUTICS PLC
$127K
ARVNARVINAS INC
$98K
PLUNPLUG POWER INC
$68K
RLAYRELAY THERAPEUTICS INC
$26K