QV Investors Inc. Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$1.0B
Holdings
63
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LIESUN LIFE FINANCIAL INC | 1,194,699 | $79.3M | 7.78% | |
| 2 | GIB/ACGI INC | 683,472 | $71.6M | 7.03% | |
| 3 | CNRCANADIAN NATL RAILWAY CO | 590,955 | $61.5M | 6.03% | |
| 4 | RYROYAL BANK OF CANADA | 457,766 | $60.2M | 5.91% | |
| 5 | FTSFORTIS INC | 1,064,121 | $50.7M | 4.97% | |
| 6 | CPCANADIAN PACIFIC KANSAS CITY | 553,890 | $43.9M | 4.31% | |
| 7 | RBARB GLOBAL INC | 413,817 | $43.9M | 4.30% | |
| 8 | EMAEMERA INC | 959,314 | $43.9M | 4.30% | |
| 9 | FNVFRANCO-NEVADA CORP | 246,397 | $40.4M | 3.96% | |
| 10 | TFIITFI INTERNATIONAL INC | 352,781 | $31.6M | 3.10% | |
| 11 | TIXTTELUS INTERNATIONAL CDA INC | 7,614,325 | $27.6M | 2.71% | |
| 12 | MGAMAGNA INTERNATIONAL INC | 651,377 | $25.1M | 2.46% | |
| 13 | CRCCANADIAN NATURAL RESOURCES | 627,619 | $19.7M | 1.93% | |
| 14 | STNSTANTEC INC | 180,085 | $19.6M | 1.92% | |
| 15 | DGDOLLAR GENERAL CORP | 169,960 | $19.4M | 1.91% | |
| 16 | BAMBROOKFIELD ASSET MGMT-A | 342,681 | $18.9M | 1.86% | |
| 17 | NTRNUTRIEN LTD | 314,643 | $18.3M | 1.79% | |
| 18 | AMZNAMAZON.COM INC | 80,070 | $17.6M | 1.72% | |
| 19 | RCI/BROGERS COMMUNICATIONS INC-B | 589,161 | $17.4M | 1.71% | |
| 20 | CNCCENTENE CORP | 297,042 | $16.1M | 1.58% | |
| 21 | THOTHOR INDUSTRIES INC | 181,066 | $16.1M | 1.58% | |
| 22 | GOOGLALPHABET INC-CL A | 88,370 | $15.6M | 1.53% | |
| 23 | SOLVSOLVENTUM CORP | 204,392 | $15.5M | 1.52% | |
| 24 | PEPPEPSICO INC | 117,255 | $15.5M | 1.52% | |
| 25 | JNJJOHNSON & JOHNSON | 101,240 | $15.5M | 1.52% | |
| 26 | AMATAPPLIED MATERIALS INC | 81,340 | $14.9M | 1.46% | |
| 27 | HRLHORMEL FOODS CORP | 414,710 | $12.5M | 1.23% | |
| 28 | UNPUNION PACIFIC CORP | 52,731 | $12.1M | 1.19% | |
| 29 | ULUNILEVER PLC-SPONSORED ADR | 183,454 | $11.2M | 1.10% | |
| 30 | MRKMERCK & CO. INC. | 140,737 | $11.1M | 1.09% | |
| 31 | AZOAUTOZONE INC | 2,880 | $10.7M | 1.05% | |
| 32 | OZKBANK OZK | 219,080 | $10.3M | 1.01% | |
| 33 | EOGEOG RESOURCES INC | 77,225 | $9.2M | 0.91% | |
| 34 | UNHUNITEDHEALTH GROUP INC | 29,154 | $9.1M | 0.89% | |
| 35 | NVONOVO-NORDISK A/S-SPONS ADR | 126,114 | $8.7M | 0.85% | |
| 36 | BABAALIBABA GROUP HOLDING-SP ADR | 69,837 | $7.9M | 0.78% | |
| 37 | SBUXSTARBUCKS CORP | 84,970 | $7.8M | 0.76% | |
| 38 | DRIDARDEN RESTAURANTS INC | 32,682 | $7.1M | 0.70% | |
| 39 | NRCNATIONAL RESEARCH CORP | 381,310 | $6.4M | 0.63% | |
| 40 | JPMJPMORGAN CHASE & CO | 20,835 | $6.0M | 0.59% | |
| 41 | BRK/BBERKSHIRE HATHAWAY INC-CL B | 11,311 | $5.5M | 0.54% | |
| 42 | DISWALT DISNEY CO/THE | 40,010 | $5.0M | 0.49% | |
| 43 | CMICUMMINS INC | 14,305 | $4.7M | 0.46% | |
| 44 | PCARPACCAR INC | 49,020 | $4.7M | 0.46% | |
| 45 | NFLXNETFLIX INC | 3,100 | $4.2M | 0.41% | |
| 46 | XOMEXXON MOBIL CORP | 38,161 | $4.1M | 0.40% | |
| 47 | MMM3M CO | 27,000 | $4.1M | 0.40% | |
| 48 | ROSTROSS STORES INC | 30,690 | $3.9M | 0.38% | |
| 49 | ORCLORACLE CORP | 17,635 | $3.9M | 0.38% | |
| 50 | HDHOME DEPOT INC | 9,777 | $3.6M | 0.35% | |
| 51 | CVXCHEVRON CORP | 24,907 | $3.6M | 0.35% | |
| 52 | AXPAMERICAN EXPRESS CO | 10,500 | $3.3M | 0.33% | |
| 53 | LIILENNOX INTERNATIONAL INC | 5,089 | $2.9M | 0.29% | |
| 54 | WFCWELLS FARGO & CO | 34,497 | $2.8M | 0.27% | |
| 55 | MCKMCKESSON CORP | 3,229 | $2.4M | 0.23% | |
| 56 | MUMICRON TECHNOLOGY INC | 18,455 | $2.3M | 0.22% | |
| 57 | AFLAFLAC INC | 20,050 | $2.1M | 0.21% | |
| 58 | NVEEUSDNV5 GLOBAL INC | 62,700 | $1.4M | 0.14% | |
| 59 | XPELXPEL INC | 31,650 | $1.1M | 0.11% | |
| 60 | HAEHAEMONETICS CORP/MASS | 14,440 | $1.1M | 0.11% | |
| 61 | OGSONE GAS INC | 14,030 | $1.0M | 0.10% | |
| 62 | BACBANK OF AMERICA CORP | 20,720 | $980K | 0.10% | |
| 63 | SB9SITIO ROYALTIES CORP-A | 47,386 | $871K | 0.09% |