Edgepoint Investment Group (Tye Bousada & Geoff MacDonald) latest 13F portfolio: 37 holdings worth $12.5B as of Q1 2026.
Backtested since 2020: mirroring Edgepoint Investment Group's reported 13F equity holdings each quarter would have returned +188.0% versus +194.7%for the S&P 500 (+18.4% annualized). See the Performance tab for the full equity curve.
Investor: Tye Bousada & Geoff MacDonald
Number of Assets: 37
Reporting Period: Q1 - 2026
Holdings at Report: $12,475,197,539
Return $ Since Report: +$1,497,910,952
Return % Since Report: +12.01%
Company | Position | Activity | Shares | Port. % | Rep. Price | Curr. Price | Rep. Value | Curr. Value | Return Value | Return % |
|---|---|---|---|---|---|---|---|---|---|---|
| Lifezone Metals Limited | Equity | 0% | 37,659 | 0.00% | $3.36 | N/A | $126,534 | N/A | N/A | N/A |
| Talon CAP corp | Equity | 0% | 1,000,000 | 0.08% | $10.40 | N/A | $10,400,000 | N/A | N/A | N/A |
| Echostar Corp. (SATS) | Equity | 0% | 4,210 | 0.00% | $117.07 | $103.92 | $492,865 | $437,482 | -$55,383 | -11.24% |
| Brookfield Corp. (BN) | Equity | 0% | 277,038 | 0.09% | $40.53 | $44.08 | $11,228,242 | $12,211,835 | +$983,593 | +8.76% |
| Applied Materials Inc. (AMAT) | Equity | -57.33% | 977,762 | 2.68% | $341.79 | $539.14 | $334,189,274 | $527,150,605 | +$192,961,331 | +57.74% |
| Ats Corp. (ATS) | Equity | +4.05% | 7,168,112 | 1.62% | $28.19 | $21.13 | $202,081,247 | $151,462,207 | -$50,619,040 | -25.05% |
| Algonquin Power & Utilities Corp. (AQN) | Equity | -0.31% | 81,472,394 | 4.00% | $6.13 | $5.74 | $499,084,936 | $467,651,542 | -$31,433,394 | -6.30% |
| Amazon.com Inc. (AMZN) | Equity | +100% | 1,345,120 | 2.25% | $208.27 | $274.48 | $280,148,142 | $369,208,538 | +$89,060,396 | +31.79% |
| Ametek Inc. (AME) | Equity | -35.79% | 1,874,241 | 3.22% | $214.36 | $253.66 | $401,762,301 | $475,419,972 | +$73,657,671 | +18.33% |
| Gildan Activewear Inc. (GIL) | Equity | 0% | 962,314 | 0.43% | $55.70 | $57.50 | $53,601,229 | $55,333,055 | +$1,731,826 | +3.23% |
| Brown & Brown Inc. (BRO) | Equity | +100% | 113,500 | 0.06% | $65.21 | $71.43 | $7,401,335 | $8,107,305 | +$705,970 | +9.54% |
| Cogent Communications Holdings Inc. (CCOI) | Equity | 0% | 2,283,378 | 0.34% | $18.84 | $9.92 | $43,018,842 | $22,651,110 | -$20,367,732 | -47.35% |
| Hudbay Minerals Inc. (HBM) | Equity | -13.98% | 2,747,198 | 0.46% | $20.94 | $27.61 | $57,538,010 | $75,850,137 | +$18,312,127 | +31.83% |
| International Flavors & Fragrances Inc. (IFF) | Equity | 0% | 54,295 | 0.03% | $72.55 | $85.89 | $3,939,102 | $4,663,398 | +$724,296 | +18.39% |
| Mattel Inc. (MAT) | Equity | +3.80% | 49,140,882 | 5.72% | $14.53 | $14.79 | $714,017,015 | $726,793,645 | +$12,776,630 | +1.79% |
| Revvity Inc. (RVTY) | Equity | +3.11% | 8,800,863 | 6.18% | $87.61 | $114.66 | $771,043,607 | $1,009,106,952 | +$238,063,345 | +30.88% |
| Ross Stores Inc. (ROST) | Equity | -55.95% | 1,932,581 | 3.36% | $216.63 | $255.23 | $418,655,022 | $493,252,649 | +$74,597,627 | +17.82% |
| Dollar Tree Inc. (DLTR) | Equity | -4.03% | 8,306,467 | 7.29% | $109.51 | $130.90 | $909,641,201 | $1,087,316,530 | +$177,675,329 | +19.53% |
| OR Royalties INC (OR) | Equity | -9.66% | 19,460,644 | 5.94% | $38.09 | $33.08 | $741,159,313 | $643,758,104 | -$97,401,209 | -13.14% |
| Quest Diagnostics Inc. (DGX) | Equity | +35.09% | 2,243,869 | 3.53% | $195.98 | $238.35 | $439,753,447 | $534,826,176 | +$95,072,729 | +21.62% |
| Rambus Inc. (RMBS) | Equity | +38.46% | 1,947,742 | 1.34% | $86.03 | $101.52 | $167,564,244 | $197,734,768 | +$30,170,524 | +18.01% |
| Rb Global Inc. (RBA) | Equity | +14.43% | 8,812,865 | 6.78% | $95.92 | $94.72 | $845,337,024 | $834,754,573 | -$10,582,451 | -1.25% |
| Restaurant Brands International Inc. (QSR) | Equity | +16.24% | 19,348,137 | 11.48% | $74.01 | $73.89 | $1,432,015,460 | $1,429,633,843 | -$2,381,617 | -0.17% |
| Franco-Nevada Corp. (FNV) | Equity | +3.29% | 3,461,224 | 6.87% | $247.66 | $238.65 | $857,196,293 | $826,021,108 | -$31,175,185 | -3.64% |
| Twist Bioscience Corp. (TWST) | Equity | +0.08% | 5,382,521 | 2.05% | $47.52 | $115.67 | $255,777,398 | $622,596,204 | +$366,818,806 | +143.41% |
| Jones Lang Lasalle Inc. (JLL) | Equity | -9.70% | 1,905,011 | 4.65% | $304.32 | $362.38 | $579,732,948 | $690,337,886 | +$110,604,938 | +19.08% |
| Linc.Oln Electric Holdings Inc. (LECO) | Equity | -26.57% | 1,075 | 0.00% | $249.08 | $281.96 | $267,761 | $303,107 | +$35,346 | +13.20% |
| LKQ Corp. (LKQ) | Equity | -20.83% | 4,470,924 | 1.05% | $29.37 | $24.86 | $131,311,038 | $111,147,171 | -$20,163,867 | -15.36% |
| Parker-Hannifin Corp. (PH) | Equity | -32.34% | 228 | 0.00% | $895.24 | $1,073.87 | $204,115 | $244,842 | +$40,727 | +19.95% |
| S&P Global Inc. (SPGI) | Equity | +100% | 1,652,585 | 5.63% | $425.34 | $408.19 | $702,910,504 | $674,568,671 | -$28,341,833 | -4.03% |
| Solitario Resources Corp. (XPL) | Equity | 0% | 7,272,727 | 0.05% | $0.82 | $0.77 | $5,963,636 | $5,600,000 | -$363,636 | -6.10% |
| Union Pacific Corp. (UNP) | Equity | -18.04% | 2,168,586 | 4.22% | $242.62 | $293.13 | $526,142,335 | $635,677,614 | +$109,535,279 | +20.82% |
| National Energy Services Reunited Corp. (NESR) | Equity | 0% | 89,999 | 0.02% | $21.47 | $29.02 | $1,932,279 | $2,611,771 | +$679,492 | +35.17% |
| Nu Holdings Ltd. (NU) | Equity | +44.16% | 24,524 | 0.00% | $14.37 | $13.84 | $352,410 | $339,412 | -$12,998 | -3.69% |
| Te Connectivity PLC (TEL) | Equity | +0.01% | 428,541 | 0.72% | $209.02 | $216.33 | $89,573,640 | $92,706,275 | +$3,132,635 | +3.50% |
| Thermo Fisher Scientific Inc. (TMO) | Equity | +38.54% | 1,918,997 | 7.56% | $491.53 | $594.00 | $943,244,595 | $1,139,884,218 | +$196,639,623 | +20.85% |
| Tucows Inc. (TCX) | Equity | 0% | 2,118,575 | 0.29% | $17.18 | $15.68 | $36,390,195 | $33,219,256 | -$3,170,939 | -8.71% |