ONTARIO TEACHERS PENSION PLAN BOARD Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$4.5B

Holdings

167

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (167 positions)

#StockSharesValue% PortfolioType
1
GFLGFL ENVIRONMENTAL INC
22,450,784$964.0M21.32%
2
HYGISHARES TR
11,050,000$890.0M19.68%
3
COFCAPITAL ONE FINL CORP
853,538$206.0M4.56%
4
WMTWALMART INC
1,657,948$184.0M4.07%
5
CRMSALESFORCE INC
669,919$177.0M3.91%
6
CMICUMMINS INC
314,074$160.0M3.54%
7
BACBANK AMERICA CORP
2,725,808$149.0M3.30%
8
NVDANVIDIA CORPORATION
736,225$137.0M3.03%
9
ROKROCKWELL AUTOMATION INC
351,309$136.0M3.01%
10
TEAMATLASSIAN CORPORATION
717,272$116.0M2.57%
11
GEGE AEROSPACE
369,652$113.0M2.50%
12
CARRCARRIER GLOBAL CORPORATION
1,889,464$99.0M2.19%
13
PONYPONY AI INC
6,492,530$94.0M2.08%
14
DISDISNEY WALT CO
733,980$83.0M1.84%
15
TAT&T INC
3,335,763$82.0M1.81%
16
ROSTROSS STORES INC
453,653$81.0M1.79%
17
BURLBURLINGTON STORES INC
249,480$72.0M1.59%
18
ABBVABBVIE INC
278,403$63.0M1.39%
19
AZNASTRAZENECA PLC
572,652$52.0M1.15%
20
SEASEABRIDGE GOLD INC
1,664,634$49.0M1.08%
21
F 0 03/15/26FORD MTR CO
30,000,000$31.0M0.69%
22
METAMETA PLATFORMS INC
46,006$30.0M0.66%
23
COOKTRAEGER INC
24,693,075$26.0M0.57%
24
BSXBOSTON SCIENTIFIC CORP
224,925$21.0M0.46%
25
HTHT 3 05/01/26H WORLD GROUP LTD
16,000,000$20.0M0.44%
26
UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC
15,000,000$19.0M0.42%
27
SPOT 0 03/15/26SPOTIFY USA INC
15,000,000$17.0M0.38%
28
TMOTHERMO FISHER SCIENTIFIC INC
22,680$13.0M0.29%
2910,000,000$11.0M0.24%
30
EWEDWARDS LIFESCIENCES CORP
134,451$11.0M0.24%
31
ZBHZIMMER BIOMET HOLDINGS INC
115,588$10.0M0.22%
3210,000,000$9.0M0.20%
33
MTN 0 01/01/26VAIL RESORTS INC
10,000,000$9.0M0.20%
34
PSAPUBLIC STORAGE OPER CO
32,963$8.0M0.18%
35
AALAMERICAN AIRLS GROUP INC
458,000$7.0M0.15%Put
36
NSANATIONAL STORAGE AFFILIATES
255,436$7.0M0.15%
37
BZHBEAZER HOMES USA INC
394,000$7.0M0.15%Put
38
WPCWP CAREY INC
110,488$7.0M0.15%
397,000,000$6.0M0.13%
40
ABNB 0 03/15/26AIRBNB INC
7,000,000$6.0M0.13%
41
DOCHEALTHPEAK PROPERTIES INC
386,667$6.0M0.13%
42
PORPORTLAND GEN ELEC CO
138,817$6.0M0.13%
43
CPTCAMDEN PPTY TR
62,603$6.0M0.13%
44
TRIP 0.25 04/01/26TRIPADVISOR INC
6,237,000$6.0M0.13%
45
LAMRLAMAR ADVERTISING CO NEW
45,741$5.0M0.11%
46
SAMBOSTON BEER INC
30,673$5.0M0.11%
47
POSTPOST HLDGS INC
60,937$5.0M0.11%Put
48
COSTCOSTCO WHSL CORP NEW
6,187$5.0M0.11%
49
PKPARK HOTELS & RESORTS INC
502,374$5.0M0.11%
50
DBX 0 03/01/28DROPBOX INC
5,000,000$5.0M0.11%
51
WECWEC ENERGY GROUP INC
48,490$5.0M0.11%
52
FEFIRSTENERGY CORP
114,924$5.0M0.11%
536,000,000$5.0M0.11%
54
ADMARCHER DANIELS MIDLAND CO
79,629$4.0M0.09%
55
CUBECUBESMART
128,189$4.0M0.09%
56
INVHINVITATION HOMES INC
153,639$4.0M0.09%
57
OHIOMEGA HEALTHCARE INVS INC
108,273$4.0M0.09%
58
GISGENERAL MLS INC
99,455$4.0M0.09%
59
DAY 0.25 03/15/26DAYFORCE INC
5,000,000$4.0M0.09%
60
KBHKB HOME
77,200$4.0M0.09%Put
61
BKHBLACK HILLS CORP
54,852$3.0M0.07%
62
SPB 3.375 06/01/29SPECTRUM BRANDS INC
4,000,000$3.0M0.07%
63
RNG 0 03/15/26RINGCENTRAL INC
3,311,000$3.0M0.07%
64
CMGCHIPOTLE MEXICAN GRILL INC
83,693$3.0M0.07%
65
USFDUS FOODS HLDG CORP
41,554$3.0M0.07%
66
AEPAMERICAN ELEC PWR CO INC
30,724$3.0M0.07%
67
EXPEEXPEDIA GROUP INC
12,537$3.0M0.07%
68
BCBRUNSWICK CORP
47,235$3.0M0.07%
69
8CWCROWN CASTLE INC
41,150$3.0M0.07%
70
YETIYETI HLDGS INC
87,847$3.0M0.07%
71
PIIPOLARIS INC
49,871$3.0M0.07%
72
EVRGEVERGY INC
50,959$3.0M0.07%
73
NYTNEW YORK TIMES CO
51,167$3.0M0.07%
74
KHCKRAFT HEINZ CO
156,374$3.0M0.07%
75
VENVENTAS INC
51,241$3.0M0.07%
76
SUISUN CMNTYS INC
31,096$3.0M0.07%
774,000,000$3.0M0.07%
78
LEALEAR CORP
30,948$3.0M0.07%
79
CLCOLGATE PALMOLIVE CO
40,234$3.0M0.07%
80
TXRHTEXAS ROADHOUSE INC
23,909$3.0M0.07%
81
UGIUGI CORP NEW
82,360$3.0M0.07%
82
NXSTNEXSTAR MEDIA GROUP INC
11,846$2.0M0.04%
83
CUZCOUSINS PPTYS INC
91,049$2.0M0.04%
84
AEEAMEREN CORP
27,470$2.0M0.04%
85
DGDOLLAR GEN CORP NEW
18,785$2.0M0.04%
86
ALRM 0 01/15/26ALARM COM HLDGS INC
3,000,000$2.0M0.04%
87
MUSAMURPHY USA INC
7,192$2.0M0.04%
88
TAPMOLSON COORS BEVERAGE CO
59,252$2.0M0.04%
89
NNNNNN REIT INC
68,051$2.0M0.04%
90
CDPCOPT DEFENSE PROPERTIES
92,748$2.0M0.04%
91
DYHTARGET CORP
21,263$2.0M0.04%
92
TSCOTRACTOR SUPPLY CO
58,121$2.0M0.04%
93
APTVAPTIV PLC
32,294$2.0M0.04%
94
OGSONE GAS INC
37,880$2.0M0.04%
95
HLTHILTON WORLDWIDE HLDGS INC
8,358$2.0M0.04%
96
GNTXGENTEX CORP
124,102$2.0M0.04%
97
OREALTY INCOME CORP
36,376$2.0M0.04%
98
BKNGBOOKING HOLDINGS INC
519$2.0M0.04%
99
VICIVICI PPTYS INC
77,668$2.0M0.04%
100
TJXTJX COS INC NEW
15,489$2.0M0.04%
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