QV Investors Inc. 13F 持仓 · 2026年Q2
QV Investors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 68 只证券,申报市值合计 12.99 亿美元。前几大持仓:SUNC(5.48%)、CNI(5.43%)、RY(5.20%)。本季前 25 大持仓中:增持 6 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SUNC | SUNOCOCORP LLC | $71.2M | 5.48% | 1.1M | 减持 |
| 2 | CNI | CANADIAN NATL RAILWAY CO | $70.6M | 5.43% | 591,760 | 减持 |
| 3 | RY | ROYAL BANK OF CANADA | $67.6M | 5.20% | 326,549 | 减持 |
| 4 | CP | CANADIAN PACIFIC KANSAS CITY | $59.2M | 4.56% | 683,546 | 减持 |
| 5 | GIB | CGI INC | $58.7M | 4.52% | 908,728 | 增持 |
| 6 | TD | TORONTO-DOMINION BANK | $48.0M | 3.69% | 394,545 | 减持 |
| 7 | FTS | FORTIS INC | $47.1M | 3.62% | 822,277 | 减持 |
| 8 | TFII | TFI INTERNATIONAL INC | $45.5M | 3.50% | 316,026 | 减持 |
| 9 | FNV | FRANCO-NEVADA CORP | $44.1M | 3.40% | 211,562 | 减持 |
| 10 | EMA | EMERA INC | $39.6M | 3.05% | 747,226 | 减持 |
| 11 | SLF | SUN LIFE FINANCIAL INC | $38.2M | 2.94% | 487,300 | 减持 |
| 12 | ENB | ENBRIDGE INC | $37.7M | 2.90% | 696,095 | 减持 |
| 13 | MGA | MAGNA INTERNATIONAL INC | $36.5M | 2.81% | 554,841 | 减持 |
| 14 | STN | STANTEC INC | $35.3M | 2.72% | 511,665 | 增持 |
| 15 | DOO | BRP INC/CA- SUB VOTING | $34.1M | 2.62% | 558,363 | 增持 |
| 16 | RBA | RB GLOBAL INC | $34.0M | 2.62% | 292,372 | 减持 |
| 17 | BN | BROOKFIELD CORP | $27.7M | 2.13% | 649,449 | 减持 |
| 18 | RCI | ROGERS COMMUNICATIONS INC-B | $26.6M | 2.05% | 818,963 | 减持 |
| 19 | WFG | WEST FRASER TIMBER CO LTD | $24.1M | 1.85% | 355,987 | 增持 |
| 20 | CNQ | CANADIAN NATURAL RESOURCES | $21.1M | 1.63% | 534,597 | 减持 |
| 21 | EOG | EOG RESOURCES INC | $21.1M | 1.63% | 162,995 | 减持 |
| 22 | CNC | CENTENE CORP | $19.8M | 1.52% | 307,772 | 减持 |
| 23 | PEP | PEPSICO INC | $18.9M | 1.46% | 139,795 | 减持 |
| 24 | DG | DOLLAR GENERAL CORP | $18.4M | 1.42% | 159,850 | 增持 |
| 25 | NVO | NOVO-NORDISK A/S-SPONS ADR | $17.7M | 1.36% | 369,468 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR