Q1 2026 Holdings
Filed 2026-05-15 | 9 holdings | $211.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Manulife Finl Corp(MFC) | COM | 56501R106 | $38.3M | 800,000 | 18.2% |
| Bank Nova Scotia B C(BNS) | COM | 064149107 | $28.9M | 300,000 | 13.7% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $27.0M | 45,150 | 12.8% |
| Canadian Imperial Bank of Co(CM) | COM | 136069101 | $26.4M | 200,000 | 12.5% |
| Toronto Dominion BK ONT(TD) | COM NEW | 891160509 | $26.0M | 200,000 | 12.3% |
| Bank Montreal Medium(BMO) | COM | 063671101 | $23.6M | 125,000 | 11.2% |
| Royal BK CDA(RY) | COM | 780087102 | $16.9M | 75,000 | 8.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $13.2M | 27,640 | 6.3% |
| Markel Group Inc(MKL) | COM | 570535104 | $10.8M | 5,635 | 5.1% |