EdgePoint Investment Group Inc. holds a focused book of 37 stocks worth $12.5B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened S&P Global Inc and trimmed Dollar Tree Inc. Their largest long position is Restaurant Brands Intern at 11% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1481669/holdings"
Use Arkolith to show EdgePoint Investment Group Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Restaurant Brands Intl Inc COM | $1.4B | 19.35M | 11.5% | ▲+16% Added · +2.7M sh | |
| 2 | Thermo Fisher Scientific Inc COM | $943.2M | 1.92M | 7.6% | ▲+39% Added · +534K sh | |
| 3 | Dollar Tree Inc COM | $909.6M | 8.31M | 7.3% | ▼−4.0% Reduced · −348K sh | |
| 4 | Franco Nev Corp COM | $857.2M | 3.46M | 6.9% | ▲+3.3% Added · +110K sh | |
| 5 | RB Global Inc COM | $845.3M | 8.81M | 6.8% | ▲+14% Added · +1.1M sh | |
| 6 | Revvity Inc COM | $771.0M | 8.80M | 6.2% | ▲+3.1% Added · +265K sh | |
| 7 | Or Royalties Inc. COM SHS | $741.2M | 19.46M | 5.9% | ▼−9.7% Reduced · −2.1M sh | |
| 8 | Mattel Inc COM | $714.0M | 49.14M | 5.7% | ▲+3.8% Added · +1.8M sh | |
| 9 | S&P Global Inc COM | $702.9M | 1.65M | 5.6% | ▲New New position | |
| 10 | Jones Lang Lasalle Inc COM | $579.7M | 1.91M | 4.6% | ▼−9.7% Reduced · −205K sh | |
| 11 | Union Pac Corp COM | $526.1M | 2.17M | 4.2% | ▼−18% Reduced · −477K sh | |
| 12 | Algonquin Power & Utilities COM | $499.1M | 81.47M | 4.0% | ▼−0.3% Reduced · −255K sh | |
| 13 | Quest Diagnostics Inc COM | $439.8M | 2.24M | 3.5% | ▲+35% Added · +583K sh | |
| 14 | Ross Stores Inc COM | $418.7M | 1.93M | 3.4% | ▼−56% Reduced · −2.5M sh | |
| 15 | Ametek Inc COM | $401.8M | 1.87M | 3.2% | ▼−36% Reduced · −1.0M sh | |
| 16 | Applied Matls Inc COM | $334.2M | 977.8K | 2.7% | ▼−57% Reduced · −1.3M sh | |
| 17 | Amazon Com Inc COM | $280.1M | 1.35M | 2.2% | ▲New New position | |
| 18 | Twist Bioscience Corp COM | $255.8M | 5.38M | 2.1% | ▲+0.1% Added · +5K sh | |
| 19 | Ats Corporation COM | $202.1M | 7.17M | 1.6% | ▲+4.0% Added · +279K sh | |
| 20 | Rambus Inc Del COM | $167.6M | 1.95M | 1.3% | ▲+38% Added · +541K sh | |
| 21 | LKQ Corp COM | $131.3M | 4.47M | 1.1% | ▼−21% Reduced · −1.2M sh | |
| 22 | Te Connectivity PLC ORD SHS | $89.6M | 428.5K | 0.7% | ▲~0% Added · +41 sh | |
| 23 | Hudbay Minerals Inc COM | $57.5M | 2.75M | 0.5% | ▼−14% Reduced · −447K sh | |
| 24 | Gildan Activewear Inc COM | $53.6M | 962.3K | 0.4% | —Held | |
| 25 | Cogent Comm Holdings Inc COM NEW | $43.0M | 2.28M | 0.3% | —Held | |
| 26 | Tucows Inc COM NEW | $36.4M | 2.12M | 0.3% | —Held | |
| 27 | Brookfield Corp CL A LTD VT SH | $11.2M | 277.0K | 0.1% | —Held | |
| 28 | Talon Cap Corp UNIT 08/27/2030 | $10.4M | 1.00M | 0.1% | —Held | |
| 29 | Brown & Brown Inc COM | $7.4M | 113.5K | 0.1% | ▲New New position | |
| 30 | Solitario Resources Corp COM | $6.0M | 7.27M | 0.0% | —Held | |
| 31 | International Flavors&fragra COM | $3.9M | 54.3K | 0.0% | —Held | |
| 32 | National Energy Services Reu SHS | $1.9M | 90.0K | 0.0% | —Held | |
| 33 | Echostar Corp CL A | $493K | 4.2K | 0.0% | —Held | |
| 34 | Nu Hldgs Ltd ORD SHS CL A | $352K | 24.5K | 0.0% | ▲+44% Added · +8K sh | |
| 35 | Lincoln Elec Hldgs Inc COM | $268K | 1.1K | 0.0% | ▼−27% Reduced · −389 sh | |
| 36 | Parker-Hannifin Corp COM | $204K | 228 | 0.0% | ▼−32% Reduced · −109 sh | |
| 37 | Lifezone Metals Limited ORD SHS | $127K | 37.7K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 37 | $12.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 40 | $12.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 43 | $13.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 41 | $13.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 41 | $12.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 39 | $12.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 39 | $12.7B | 13F-HR/A |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 40 | $11.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 17, 2024 | 43 | $12.6B | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 40 | $11.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 42 | $10.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 44 | $11.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 44 | $10.0B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 41 | $9.4B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 44 | $8.9B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 44 | $11.2B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 44 | $12.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 43 | $13.1B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 42 | $12.9B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 41 | $13.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 12, 2021 | 40 | $12.7B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 38 | $11.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.