EdgePoint Investment Group Inc.
Institutional investor · Portfolio as of Q4 2019
Top Holdings40 positions
CSX CORP | 12.2M | $879.8M | 8.0% | $22.35 | -1.35% | 4 qtrssince 2019-Q1 | Decreased 0 |
Flowserve Corporation | 17.6M | $871.4M | 8.0% | $39.58 | +9.96% | 4 qtrssince 2019-Q1 | Increased 63 |
WELLS FARGO CO NEW | 15.2M | $816.2M | 7.5% | $39.50 | +14.82% | 4 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 2,367 | $801.8M | 7.3% | $303,155.08 | +11.74% | 4 qtrssince 2019-Q1 | Unchanged 0 |
DUPONT DE NEMOURS INC | 11.9M | $743.1M | 6.8% | $78.23 | +66.17% | 3 qtrssince 2019-Q2 | Increased 79 |
TE CONNECTIVITY LTD | 7.4M | $703.8M | 6.4% | $72.60 | +19.33% | 4 qtrssince 2019-Q1 | Decreased 0 |
AFFILIATED MANAGERS GROUP IN | 8.1M | $687.8M | 6.3% | $97.35 | -13.44% | 4 qtrssince 2019-Q1 | Increased 66 |
MANULIFE FINL CORP | 31.2M | $625.7M | 5.7% | $12.56 | +21.62% | 4 qtrssince 2019-Q1 | Decreased 0 |
FIDELITY NATL INFORMATION SV | 4.3M | $592.3M | 5.4% | $101.27 | +21.27% | 4 qtrssince 2019-Q1 | Increased 63 |
MIDDLEBY CORP | 5.2M | $565.2M | 5.2% | $129.82 | -15.75% | 4 qtrssince 2019-Q1 | Increased 63 |
MATTEL INC | 41.3M | $564M | 5.2% | $12.62 | +7.39% | 4 qtrssince 2019-Q1 | Increased 70 |
CROWN HLDGS INC | 5.4M | $391.8M | 3.6% | $52.60 | +29.79% | 4 qtrssince 2019-Q1 | Decreased 0 |
BERRY GLOBAL GROUP INC | 7.8M | $367.7M | 3.4% | — | — | 2 qtrssince 2019-Q3 | Increased 93 |
UNIVAR SOLUTIONS USA INC | 12.3M | $297.4M | 2.7% | — | — | 2 qtrssince 2019-Q3 | Increased 58 |
ARAMARK | 6.7M | $293.6M | 2.7% | $21.41 | +36.32% | 4 qtrssince 2019-Q1 | Increased 64 |
PRICESMART INC COM | 3.8M | $271.5M | 2.5% | $53.17 | +24.34% | 4 qtrssince 2019-Q1 | Decreased 0 |
ECHOSTAR CORP CL A | 5.6M | $244.2M | 2.2% | $29.76 | +45.52% | 4 qtrssince 2019-Q1 | Increased 54 |
Berkshire Hathaway Inc. | 867,355 | $195.8M | 1.8% | $203.69 | +10.84% | 4 qtrssince 2019-Q1 | Increased 52 |
SERITAGE GROWTH PPTYS | 4.8M | $192.8M | 1.8% | $44.44 | -10.15% | 4 qtrssince 2019-Q1 | Decreased 0 |
ANYWHERE REAL ESTATE INC | 14.7M | $139.6M | 1.3% | $11.09 | -14.30% | 4 qtrssince 2019-Q1 | Increased 49 |
EdgePoint Investment Group Inc. manages $10.9B across 40 positions as of Q4 2019. Top holdings: CSX (8.0%), FLS (8.0%), WFC (7.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Added 4 new positions, exited 1, increased 16, trimmed 13. Top move: BERY (INCREASED, conviction 93). Portfolio: $10.9B across 40 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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
Verify source filings on SEC EDGAR