Equal-WT
WhaleScore 2.0
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QV Investors is based out of Calgary. Their last reported 13F filing for Q4 2023 included $1,109,690,000 in managed 13F securities
and a top 10 holdings concentration of 43.29%. QV Investors's largest holding is CGI Inc with shares held of 617,544. Whalewisdom has at least 51 13F filings, and 3 13G filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| TD Toronto-Dominion Ban | 4.48% |
| BAM Brookfield Asset Man | 2.45% |
| MGA Magna International | 0.48% |
| UNP Union Pacific Corp. | 0.46% |
| FTS Fortis Inc | 0.38% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| GIB CGI Inc | 1.02% |
| CNQ Canadian Natural Res | 0.93% |
| IMO Imperial Oil Ltd. (A | 0.68% |
| NRC Natl Research Corpor | 0.67% |
| SLF Sun Life Financial I | 0.66% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| GIB CGI Inc | 5.99% |
| RY Royal Bank of Canada | 5.38% |
| SLF Sun Life Financial I | 5.03% |
| TD Toronto-Dominion Ban | 4.48% |
| CNI Canadian National Ra | 4% |
2023-12-31
13F Activity
| Market Value | $1.11b, Prior: $0.96b |
| New Purchases | 2 stocks |
| Added To | 7 stocks |
| Sold out of | 1 stocks |
| Reduced holdings in | 55 stocks |
| Top 10 Holdings % | 43.29% |
| Turnover %[1] | 4.55% |
| Turnover Alt %[2] | 4.2% |
| Time Held Top 20 | 6 quarters |
| Time Held Top 10 | 5.4 quarters |
| Time Held All | 17.55 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31