EdgePoint Investment Group Inc.
13F filer · CIK 1481669 · Toronto
Summary
EdgePoint Investment Group Inc. reported $13.23B across 39 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are QSR (9.4%), DLTR (8.8%), RBA (8.4%). Versus 2026 Q1, leaving options aside, it opened 3 new positions, added to 11, trimmed 15 and sold out of 1.
Reported value$13.23B
Positions39
Report period2026 Q2
FiledAug 14, 2026
New positions3
Added11
Trimmed15
Sold out1
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 9.4%Value $1.24BPrice $71.43Shares 17.17M -11.25%Since Jun 30 -1.42%
Weight 8.8%Value $1.16BPrice $116.02Shares 9.58M +15.35%Since Jun 30 -4.08%
Weight 8.4%Value $1.11BPrice $80.77Shares 9.56M +8.51%Since Jun 30 -30.55%
Weight 8.3%Value $1.09BPrice $678.60Shares 2.18M +13.58%Since Jun 30 +35.35%
Weight 7.2%Value $950.66MPrice $151.02Shares 8.54M -2.91%Since Jun 30 +35.74%
Weight 6.3%Value $834.82MPrice $395.92Shares 2.05M +24.04%Since Jun 30 -2.78%
Weight 5.4%Value $708.54MPrice $13.34Shares 51.05M +3.88%Since Jun 30 -3.89%
Weight 5.0%Value $658.53MPrice $245.81Shares 3.16M -8.73%Since Jun 30 +17.92%
Weight 4.8%Value $636.71MPrice $169.03Shares 3.82MSince Jun 30 +1.42%
Weight 4.4%Value $581.00MPrice $34.28Shares 18.37M -5.62%Since Jun 30 +8.36%
Weight 4.3%Value $566.77MPrice $314.10Shares 1.83M -4.01%Since Jun 30 +1.34%
Weight 4.0%Value $535.21MPrice $246.67Shares 2.25M +66.94%Since Jun 30 +3.50%
Weight 3.9%Value $519.16MPrice $5.05Shares 88.37M +8.47%Since Jun 30 -14.04%
Weight 3.6%Value $476.37MPrice $237.62Shares 2.25M +0.16%Since Jun 30 +12.11%
Weight 2.7%Value $352.76MPrice $250.78Shares 1.46M -22.21%Since Jun 30 +3.65%
Weight 2.7%Value $351.64MPrice $274.10Shares 1.29M -40.38%Since Jun 30 +0.77%
Weight 2.0%Value $260.90MPrice $512.01Shares 361K -63.09%Since Jun 30 -29.18%
Weight 2.0%Value $259.43MPrice $179.60Shares 2.52M -53.15%Since Jun 30 +74.57%
Weight 1.6%Value $210.81MPrice $214.71Shares 1.05M +144.00%Since Jun 30 +6.50%
Weight 1.5%Value $201.70MPrice $18.30Shares 7.00M -2.28%Since Jun 30 -36.45%
Weight 1.3%Value $168.50MPrice $27.02Shares 5.95MSince Jun 30 -4.59%
Weight 1.1%Value $144.18MPrice $102.12Shares 1.09M -44.23%Since Jun 30 -23.07%
Weight 0.4%Value $51.49MPrice $26.87Shares 2.18M -20.54%Since Jun 30 +13.90%
Weight 0.2%Value $31.69MPrice $7.34Shares 2.28MSince Jun 30 -47.12%
Weight 0.2%Value $28.70MPrice $9.59Shares 2.12MSince Jun 30 -29.20%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 9.4% | $1.24B | -1.42% | -11.25% | Trim | |
| 8.8% | $1.16B | -4.08% | +15.35% | Add | |
| 8.4% | $1.11B | -30.55% | +8.51% | Add | |
| 8.3% | $1.09B | +35.35% | +13.58% | Add | |
| 7.2% | $950.66M | +35.74% | -2.91% | Trim | |
| 6.3% | $834.82M | -2.78% | +24.04% | Add | |
| 5.4% | $708.54M | -3.89% | +3.88% | Add | |
| 5.0% | $658.53M | +17.92% | -8.73% | Trim | |
| 4.8% | $636.71M | +1.42% | — | New | |
| 4.4% | $581.00M | +8.36% | -5.62% | Trim | |
| 4.3% | $566.77M | +1.34% | -4.01% | Trim | |
| 4.0% | $535.21M | +3.50% | +66.94% | Add | |
| 3.9% | $519.16M | -14.04% | +8.47% | Add | |
| 3.6% | $476.37M | +12.11% | +0.16% | Add | |
| 2.7% | $352.76M | +3.65% | -22.21% | Trim | |
| 2.7% | $351.64M | +0.77% | -40.38% | Trim | |
| 2.0% | $260.90M | -29.18% | -63.09% | Trim | |
| 2.0% | $259.43M | +74.57% | -53.15% | Trim | |
| 1.6% | $210.81M | +6.50% | +144.00% | Add | |
| 1.5% | $201.70M | -36.45% | -2.28% | Trim | |
| 1.3% | $168.50M | -4.59% | — | New | |
| 1.1% | $144.18M | -23.07% | -44.23% | Trim | |
| 0.4% | $51.49M | +13.90% | -20.54% | Trim | |
| 0.2% | $31.69M | -47.12% | — | Hold | |
| 0.2% | $28.70M | -29.20% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.