Edgepoint Investment Group Inc. Top Holdings and 13F Report (2025) About Edgepoint Investment Group Inc.Investment ActivityEdgepoint Investment Group Inc. has $12.35 billion in total holdings as of March 31, 2025.Edgepoint Investment Group Inc. owns shares of 41 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 12.73% of the portfolio was purchased this quarter.About 17.46% of the portfolio was sold this quarter.This quarter, Edgepoint Investment Group Inc. has purchased 39 new stocks and bought additional shares in 19 stocks.Edgepoint Investment Group Inc. sold shares of 10 stocks and completely divested from 5 stocks this quarter.Largest Holdings Norfolk Southern $947,005,645Restaurant Brands International $914,462,571Ceridian HCM $808,484,190RB Global $762,840,069Dollar Tree $723,787,930 Largest New Holdings this Quarter 883556102 - Thermo Fisher Scientific $172,138,749 Holding750917106 - Rambus $60,535,019 Holding90184D100 - Twist Bioscience $43,704,625 Holding46578C108 - Ivanhoe Electric $4,283,649 Holding81211K100 - Sealed Air $568,001 Holding Largest Purchases this Quarter Ceridian HCM 4,918,825 shares (about $286.92M)Ross Stores 1,509,815 shares (about $192.94M)Thermo Fisher Scientific 345,938 shares (about $172.14M)Revvity 1,302,616 shares (about $137.82M)Applied Materials 904,962 shares (about $131.33M) Largest Sales this Quarter Berry Global Group 8,268,576 shares (about $577.23M)Franco-Nevada 1,261,889 shares (about $198.50M)Mattel 10,016,876 shares (about $194.63M)Brookfield 2,732,694 shares (about $143.03M)Elevance Health 306,957 shares (about $133.51M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEdgepoint Investment Group Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNSCNorfolk Southern$947,005,645$7,046,998 ▲0.7%3,998,3357.7%TransportationQSRRestaurant Brands International$914,462,571$59,741,412 ▲7.0%13,715,6047.4%Retail/WholesaleCDAYCeridian HCM$808,484,190$286,915,062 ▲55.0%13,860,5216.5%Computer and TechnologyRBARB Global$762,840,069$57,284,547 ▼-7.0%7,599,4046.2%Business ServicesDLTRDollar Tree$723,787,930$127,719,894 ▲21.4%9,641,5075.9%Retail/WholesaleMATMattel$702,550,775$194,627,901 ▼-21.7%36,158,0435.7%Consumer DiscretionaryAMATApplied Materials$699,319,348$131,328,085 ▲23.1%4,818,9045.7%Computer and TechnologyFNVFranco-Nevada$581,702,754$198,499,689 ▼-25.4%3,697,9624.7%Basic MaterialsTE CONNECTIVITY PLC$580,609,263$31,715,317 ▲5.8%4,108,4724.7%ORD SHSRVTYRevvity$567,177,613$137,816,773 ▲32.1%5,360,8474.6%MedicalELVElevance Health$563,081,818$133,514,017 ▼-19.2%1,294,5604.6%MedicalROSTRoss Stores$518,199,696$192,939,259 ▲59.3%4,055,0884.2%Retail/WholesaleOROsisko Gold Royalties$507,008,872$32,385,407 ▲6.8%24,020,0674.1%Basic MaterialsJLLJones Lang LaSalle$455,000,131$48,545,240 ▲11.9%1,835,3443.7%FinanceAMEAMETEK$405,103,775$17,651,580 ▲4.6%2,353,3393.3%Computer and TechnologyLECOLincoln Electric$389,212,022$97,385,054 ▼-20.0%2,057,5813.2%IndustrialsBNBrookfield$284,308,401$143,034,303 ▼-33.5%5,431,7592.3%FinanceWBDWarner Bros. Discovery$236,972,136$5,889,010 ▲2.5%22,085,0081.9%Consumer DiscretionaryBERYBerry Global Group$234,235,029$577,229,291 ▼-71.1%3,355,3221.9%IndustrialsAQNAlgonquin Power & Utilities$216,868,356$99,605,110 ▲84.9%42,223,5941.8%UtilitiesLKQLKQ$208,077,136$22,476,009 ▲12.1%4,891,3291.7%Auto/Tires/TrucksTMOThermo Fisher Scientific$172,138,749$172,138,749 ▲New Holding345,9381.4%MedicalGNTXGentex$168,260,018$3,130,308 ▼-1.8%7,221,4601.4%Auto/Tires/TrucksBARRICK GOLD CORP$134,973,807$86,797,741 ▼-39.1%6,950,6681.1%COMATSATS$125,100,268$36,830,989 ▲41.7%5,017,9961.0%IndustrialsCCOICogent Communications$123,373,929$28,756,107 ▲30.4%2,012,2971.0%Computer and TechnologyGILGildan Activewear$66,111,854$9,711,666 ▼-12.8%1,495,1650.5%Consumer DiscretionaryRMBSRambus$60,535,019$60,535,019 ▲New Holding1,169,1940.5%Computer and TechnologyHBMHudbay Minerals$57,847,856$19,423,782 ▲50.6%7,628,9710.5%Basic MaterialsTWSTTwist Bioscience$43,704,625$43,704,625 ▲New Holding1,113,2100.4%MedicalTCXTucows$35,688,0360.0%2,106,1650.3%Computer and TechnologyEchoStar Corporation$19,272,4000.0%17,230,0990.2%NOTE 3.875%11/3BLNDBlend Labs$11,118,395$2,443,865 ▲28.2%3,318,9240.1%Computer and TechnologyBAMBrookfield Asset Management$7,710,332$667,933 ▲9.5%159,2550.1%FinanceXPLSolitario Resources$4,363,6360.0%7,272,7270.0%Basic MaterialsIEIvanhoe Electric$4,283,649$4,283,649 ▲New Holding737,2890.0%Business ServicesIFFInternational Flavors & Fragrances$4,213,8350.0%54,2950.0%Basic MaterialsSEESealed Air$568,001$568,001 ▲New Holding19,6540.0%IndustrialsNATIONAL ENERGY SERVICES REU$350,0000.0%1,000,0000.0%*W EXP 06/06/202PCGPG&E$241,259$241,259 ▲New Holding14,0430.0%UtilitiesLYFTLyft$168,815$168,815 ▲New Holding14,2220.0%Computer and TechnologyQCOMQUALCOMM$0$473,517,674 ▼-100.0%00.0%Computer and TechnologyPSMTPriceSmart$0$134,355,932 ▼-100.0%00.0%Retail/WholesaleBBBlackBerry$0$46,208,508 ▼-100.0%00.0%Computer and TechnologyAPTIV PLC$0$231,820 ▼-100.0%00.0%COM SHSCZRCaesars Entertainment$0$205,366 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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