Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
BN BROOKFIELD CORP	14.8M	$1B	5.6%	—	$20.62	+123.26%	12 qtrs	Decreased 0
TD TORONTO DOMINION BK ONT	11.7M	$938M	5.2%	—	$56.25	+41.80%	28 qtrs	Decreased 0
CNI CANADIAN NATL RY CO	8.9M	$836.8M	4.6%	—	$73.58	+27.61%	28 qtrs	Decreased 0
OTEX OPEN TEXT CORP	21.2M	$790.7M	4.3%	—	$28.90	+29.49%	28 qtrs	Increased 58
BMO BANK MONTREAL QUE	5.8M	$760.4M	4.2%	—	$86.78	+49.57%	28 qtrs	Decreased 0
SHOP Shopify Inc	4.9M	$722.4M	4.0%	—	$64.27	+131.83%	23 qtrs	Decreased 0
MSFT Microsoft Corp	1.3M	$661.8M	3.6%	—	$115.75	+343.75%	28 qtrs	Decreased 0
CAE CAE INC	20.9M	$620.3M	3.4%	—	$20.22	+45.58%	28 qtrs	Decreased 0
TRP TC ENERGY CORP	10.8M	$584.7M	3.2%	—	$34.37	+55.55%	26 qtrs	Decreased 0
FNV FRANCO NEV CORP	2.5M	$548.3M	3.0%	—	$128.35	+70.69%	19 qtrs	Decreased 0
TRI Thomson Reuters Corp	2.9M	$448.3M	2.5%	—	$128.40	+20.19%	10 qtrs	Decreased 0
STN STANTEC INC C	4.1M	$440.3M	2.4%	—	$27.55	+283.88%	28 qtrs	Decreased 0
AMZN Amazon.com Inc	2M	$435.1M	2.4%	—	$111.90	+98.55%	28 qtrs	Decreased 0
GIL GILDAN ACTIVEWEAR INC	6.8M	$395.7M	2.2%	—	$26.90	+113.71%	28 qtrs	Decreased 0
GIB CGI INC	4M	$359.4M	2.0%	—	$69.71	+27.58%	27 qtrs	Decreased 0
PBA PEMBINA PIPELINE CORP	8.8M	$356.5M	2.0%	—	$39.07	+2.39%	28 qtrs	Increased 79
ORCL Oracle Corp	1.2M	$343.3M	1.9%	—	$52.52	+436.08%	28 qtrs	Decreased 0
CIGI COLLIERS INTL GROUP INC	2.1M	$331M	1.8%	—	$121.03	+29.72%	28 qtrs	Decreased 0
MA Mastercard Inc	547,672	$311.5M	1.7%	—	$223.32	+153.69%	28 qtrs	Decreased 0
ABT Abbott Laboratories	2.2M	$289.1M	1.6%	—	$71.95	+83.26%	28 qtrs	Decreased 0
TFII TFI INTL INC	3.2M	$281.8M	1.5%	—	$80.84	+10.50%	3 qtrs	Decreased 0
JPM JPMORGAN CHASE & CO.	878,324	$277M	1.5%	—	$79.22	+294.79%	28 qtrs	Decreased 0
GOOG Alphabet Inc	1.1M	$262.8M	1.4%	—	$94.97	+157.12%	28 qtrs	Decreased 0
GOOGL Alphabet Inc	1.1M	$262.5M	1.4%	—	$95.19	+156.21%	28 qtrs	Decreased 0
IBKR Interactive Brokers Group Inc	3.7M	$256.3M	1.4%	—	$43.72	+57.17%	25 qtrs	Decreased 0
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Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

HDBHDFC BANK LTD

Q1 2024 → Q3 2025+1.8M shares+$10.3M

OTEXOPEN TEXT CORP

Q2 2024 → Q3 2025+6.2M shares+$210.7M

ABEVAMBEV SA

Q2 2024 → Q3 2025+34,213 shares+$66,860

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer