EdgePoint Investment Group Inc.
Annual return '25
+17.0%
SPY '25
+17.7%
Alpha
-0.7ptsvs SPY
Invested
$12.5B
Holdings
36
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$QSR
RESTAURANT BRANDS INTL INC
Held since at least Q1 2024
11.5%
02
$TMO
THERMO FISHER SCIENTIFIC INC
Held since at least Q1 2024
7.6%
03
$DLTR
DOLLAR TREE INC
Held since at least Q1 2024
7.3%
04
$FNV
FRANCO NEV CORP
Held since at least Q1 2024
6.9%
05
$RBA
RB GLOBAL INC
Held since at least Q1 2024
6.8%
06
$RVTY
REVVITY INC
Held since at least Q1 2024
6.2%
07
$OR
OR ROYALTIES INC.
Held since at least Q1 2024
5.9%
08
$MAT
MATTEL INC
Held since at least Q1 2024
5.7%
09
$SPGI
S&P GLOBAL INC
Held since at least Q1 2024
5.6%
10
$JLL
JONES LANG LASALLE INC
Held since at least Q1 2024
4.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:15 UTC.