EdgePoint Investment Group Inc.
Institutional investor · Portfolio as of Q1 2019
Top Holdings40 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
WELLS FARGO & CO | 16.2M | $782.2M | 8.6% | $39.51 | 0.00% | 1 qtr | New 99 |
CSX CORP | 10M | $749.1M | 8.2% | $22.78 | 0.00% | 1 qtr | New 99 |
MIDDLEBY CORP | 5.6M | $725.2M | 7.9% | $130.03 | 0.00% | 1 qtr | New 99 |
FLOWSERVE CORP | 16M | $723M | 7.9% | $39.11 | 0.00% | 1 qtr | New 99 |
TE CONNECTIVITY LTD | 7.9M | $638.2M | 7.0% | $72.08 | 0.00% | 1 qtr | New 98 |
BERKSHIRE HATHAWAY INC-CL A | 2,099 | $632.3M | 6.9% | $301,215.00 | 0.00% | 1 qtr | New 98 |
AFFILIATED MANAGERS GROUP | 5M | $535.4M | 5.9% | $105.33 | 0.00% | 1 qtr | New 98 |
MANULIFE FINANCIAL CORP | 28.4M | $480.3M | 5.3% | $12.41 | 0.00% | 1 qtr | New 98 |
WABCO HLDGS INC | 3.1M | $411.7M | 4.5% | — | — | 1 qtr | New 87 |
CROWN HOLDINGS INC | 7.3M | $396.2M | 4.3% | $51.36 | 0.00% | 1 qtr | New 87 |
FIDELITY NATIONAL INFO SERV | 3.5M | $390.7M | 4.3% | $99.41 | 0.00% | 1 qtr | New 87 |
MATTEL INC | 26.4M | $342.9M | 3.8% | $13.00 | 0.00% | 1 qtr | New 87 |
ARAMARK | 11.4M | $335.5M | 3.7% | $19.64 | 0.00% | 1 qtr | New 87 |
GENERAC HOLDINGS INC | 5.5M | $283.4M | 3.1% | $51.23 | 0.00% | 1 qtr | New 86 |
SERITAGE GROWTH PPTYS | 4.8M | $214.9M | 2.4% | $44.44 | 0.00% | 1 qtr | New 80 |
PRICESMART INC | 3.5M | $204.4M | 2.2% | $53.85 | 0.00% | 1 qtr | New 80 |
ANYWHERE REAL ESTATE INC | 17.7M | $202.2M | 2.2% | $11.11 | 0.00% | 1 qtr | New 80 |
ECHOSTAR CORP-A | 5.5M | $200.5M | 2.2% | $29.54 | 0.00% | 1 qtr | New 80 |
BERKSHIRE HATHAWAY INC-CL B | 655,706 | $131.7M | 1.4% | $200.89 | 0.00% | 1 qtr | New 70 |
| 10.5M | $118.1M | 1.3% | — | — | 1 qtr | New 70 |
EdgePoint Investment Group Inc. manages $9.1B across 40 positions as of Q1 2019. Top holdings: WFC (8.6%), CSX (8.2%), MIDD (7.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 40 new positions, 0 exits, 0 increased. Top move: WFC (NEW, conviction 99). Portfolio: $9.1B across 40 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer