StockDriftsStockDriftsTop 50 Foyston Gordon & Payne INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corp. | 6.22% | 77.7K | $29.1M | +0.46%(+354) | $136.97(+254.88%) | 2026-06-30 | |
| AVGO | Broadcom Inc. | 5.45% | 67.2K | $25.5M | -11.94%(-9.12K) | $124.39(+216.55%) | 2026-06-30 | |
| GOOGL | Alphabet Inc. CL A | 5.23% | 68.2K | $24.5M | -6.61%(-4.82K) | $127.80(+169.72%) | 2026-06-30 | |
| META | Meta Platforms, Inc. | 5.11% | 42.4K | $23.9M | +0.60%(+254) | $357.46(+62.34%) | 2026-06-30 | |
| PM | Philip Morris International Inc. | 4% | 103.1K | $18.7M | -6.72%(-7.43K) | $97.06(+93.36%) | 2026-06-30 | |
| BKNG | Booking Holdings Inc. | 3.59% | 93.3K | $16.8M | +16.50%(+13.22K) | $131.59(+61.16%) | 2026-06-30 | |
| POOL | Pool Corporation | 3.38% | 73.2K | $15.8M | +120.06%(+39.92K) | $211.26(-7.77%) | 2026-06-30 | |
| AXP | American Express | 3.12% | 42.9K | $14.6M | +0.41%(+174) | $138.62(+145.14%) | 2026-06-30 | |
| SEIC | SEI Investments Company | 2.98% | 158.0K | $13.9M | +0.11%(+171) | $66.38(+60.26%) | 2026-06-30 | |
| OTIS | Otis Worldwide Corp. | 2.81% | 183.6K | $13.1M | +35.69%(+48.30K) | $75.84(-5.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.44% | +31.07% | +6.85% | +39.28% |
| Top 20 Holdings Unweighted | +9.05% | +29.68% | +6.26% | +35.46% |
Foyston Gordon & Payne INC reports $467.63M in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (6.2%), AVGO (5.5%) and GOOGL (5.2%). The top 20 holdings account for 65.37% of reported assets. Its disclosed equity book has returned +31.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Foyston Gordon & Payne INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1322853). View Foyston Gordon & Payne INC’s 13F filings on SEC