StockDriftsStockDriftsTop 50 QV Investors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SUNC | SUNOCOCORP LLC | 5.48% | 1.05M | $71.2M | -10.17%(-119.08K) | $49.28(+54.67%) | 2026-06-30 | |
| CNI | CANADIAN NATL RAILWAY CO | 5.43% | 591.8K | $70.6M | -3.95%(-24.35K) | $100.79(+25.84%) | 2026-06-30 | |
| RY | ROYAL BANK OF CANADA | 5.2% | 326.5K | $67.6M | -20.81%(-85.82K) | $81.64(+165.60%) | 2026-06-30 | |
| CP | CANADIAN PACIFIC KANSAS CITY | 4.56% | 683.5K | $59.2M | -4.13%(-29.43K) | $65.24(+44.68%) | 2026-06-30 | |
| GIB | CGI INC | 4.52% | 908.7K | $58.7M | +31.20%(+216.09K) | $80.60(-8.92%) | 2026-06-30 | |
| TD | TORONTO-DOMINION BANK | 3.69% | 394.5K | $48.0M | -14.49%(-66.84K) | $57.45(+114.54%) | 2026-06-30 | |
| FTS | FORTIS INC | 3.62% | 822.3K | $47.1M | -3.61%(-30.76K) | $41.57(+35.51%) | 2026-06-30 | |
| TFII | TFI INTERNATIONAL INC | 3.5% | 316.0K | $45.5M | -21.25%(-85.27K) | $97.97(+48.63%) | 2026-06-30 | |
| FNV | FRANCO-NEVADA CORP | 3.4% | 211.6K | $44.1M | -4.66%(-10.35K) | $116.65(+100.78%) | 2026-06-30 | |
| EMA | EMERA INC | 3.05% | 747.2K | $39.6M | -4.55%(-35.66K) | $43.88(+17.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.55% | +35.11% | +7.10% | +40.92% |
| Top 20 Holdings Unweighted | +9.83% | +32.49% | +6.69% | +38.23% |
QV Investors Inc. reports $1.30B in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are SUNC (5.5%), CNI (5.4%) and RY (5.2%). The top 20 holdings account for 66.72% of reported assets. Its disclosed equity book has returned +35.11% 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 QV Investors Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1570253). View QV Investors Inc.’s 13F filings on SEC