Q1 2025 Holdings
Filed 2025-04-17 | 10 holdings | $128.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $24.2M | 45,000 | 18.8% |
| Bank Nova Scotia Halifax(BNS) | COM | 064149107 | $20.5M | 300,000 | 15.9% |
| Toronto Dominion BK ONT(TD) | COM NEW | 891160509 | $17.2M | 200,000 | 13.4% |
| Bank Montreal QUE(BMO) | COM | 063671101 | $17.2M | 125,000 | 13.3% |
| Canadian Imperial BK Comm(CM) | COM | 136069101 | $16.2M | 200,000 | 12.6% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $13.7M | 25,690 | 10.6% |
| Markel Group Inc(MKL) | COM | 570535104 | $10.5M | 5,600 | 8.1% |
| BCE Inc(BCE) | COM NEW | 05534B760 | $8.1M | 245,800 | 6.3% |
| Royal BK CDA(RY) | COM | 780087102 | $1.1M | 65,000 | 0.8% |
| Manulife Finl Corp(MFC) | COM | 56501R106 | $269.0K | 600,000 | 0.2% |