EI

EdgePoint Investment Group Inc.

13F
EdgePoint Investment Group Inc.
Last update 2025-05-15 40 Stocks (7 new)
Value $12.33 Bil Turnover 13 %
Countries:

EdgePoint Investment Group Inc. Profile

EdgePoint Investment Group Inc. is an investment management firm based out of Toronto, Canada. The company was established in 2008 by Geoff MacDonald, Tye Bousada, and other founding partners. EdgePoint Investment Group is currently headed by Geoff MacDonald and Tye Bousada who act as the company’s co-CEOs and has grown from its inception despite starting out during the 2008 financial crisis and launching zero new funds since its original establishment. EdgePoint Investment Group currently offers its EdgePoint Canadian Portfolio, EdgePoint Canadian Growth and Income Portfolio, EdgePoint Global Portfolio, and EdgePoint Global Growth and Income Portfolio. The company conducts its research internally and invests in the public equity and fixed income markets on a global scale. The firm has a long term perspective and strives to focus on companies with “strong competitive positions, defendable barriers to entry and long-term growth prospects that are run by competent management teams.” EdgePoint Investment Group invests most heavily in the finance sector, which alone makes up almost a quarter of the company’s total asset allocations, and also invests in the information technology sector, making up another fifth of its total holdings, industrials, health care, consumer discretionary, and materials sectors, among others to a lesser degree, in order of decreasing allocations. The company’s top holdings include American International Group Inc., Alere Inc., Te Connectivity, JPMorgan Chase & Co., Wells Fargo & Co., Service Corp. International Inc., Wabco Holdings Inc., and Microsoft Corp. EdgePoint Investment Group Inc.’s top 10 holdings together make up over half of its total asset allocations and the company has a turnover rate of approximately 10.5%. The company’s portfolios are split into various series with the majority of its portfolios established in its inception year in 2008 and another non HST series of portfolios established in 2010. Almost all of its portfolios have experienced over 10% in total growth since their inception.
EdgePoint Investment Group Inc... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NSC
Norfolk Southern Corp
3,998,335
947,005.7
+0.75%
7.680
+0.06%
1.770
+27.47%
+19.55%
62,533.5
Transportation
QSR
Restaurant Brands International Inc
13,715,604
914,462.6
+6.99%
7.420
+0.48%
4.190
+10.72%
+7.69%
22,510.5
Restaurants
DAY
Dayforce Inc
13,860,521
808,484.2
+55.01%
6.560
+2.33%
8.670
+9.69%
-20.98%
9,177.2
Software
RBA
RB Global Inc
7,599,404
762,840.1
-6.98%
6.190
-0.41%
4.100
+14.01%
+20.32%
19,925.7
Business Services
DLTR
Dollar Tree Inc
9,641,507
723,787.9
+21.43%
5.870
+1.04%
4.590
+41.00%
+49.87%
23,438.6
Retail - Defensive
MAT
Mattel Inc
36,158,043
702,550.8
-21.69%
5.700
-1.41%
11.200
+36.63%
+12.13%
6,419.5
Travel & Leisure
AMAT
Applied Materials Inc
4,818,904
699,319.3
+23.12%
5.670
+1.06%
0.590
+42.49%
+19.04%
154,569.2
Semiconductors
FNV
Franco-Nevada Corp
3,697,962
581,702.8
-25.44%
4.720
-1.17%
1.920
-9.77%
+33.23%
29,949.5
Metals & Mining
TEL
TE Connectivity PLC
4,108,472
580,609.3
+5.78%
4.710
+0.26%
1.390
+40.04%
+26.64%
53,233.1
Hardware
RVTY
Revvity Inc
5,360,847
567,177.6
+32.10%
4.600
+1.12%
4.550
+1.13%
-18.55%
10,693.1
Medical Diagnostics & Research

EdgePoint Investment Group Inc.'s Historical Top Holdings Breakdowns

EdgePoint Investment Group Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BERY Unlock Delisted
Berry Global Group Inc
2025-03-31
Reduce
Reduce
-4.23%
â—Ź
64.35 ($69.45) 73.03
$67.58
-2.69%
Reduce -71.13%
3,355,322
-8,268,576
QCOM
Qualcomm Inc
2025-03-31
Sold Out
Sold Out
-3.75%
â—Ź
151.94 ($163) 175.86
$158.97
-2.47%
Sold Out
0
-3,082,396
DAY
Dayforce Inc
2025-03-31
Add
Add
+2.33%
â—Ź
52.18 ($64.45) 74.08
$57.40
-10.94%
Add 55.01%
13,860,521
4,918,825
ROST
Ross Stores Inc
2025-03-31
Add
Add
+1.56%
â—Ź
123.3 ($139.96) 154.95
$134.02
-4.24%
Add 59.32%
4,055,088
1,509,815
MAT
Mattel Inc
2025-03-31
Reduce
Reduce
-1.41%
â—Ź
17.73 ($19.84) 21.94
$19.88
0.20%
Reduce -21.69%
36,158,043
-10,016,876
TMO
Thermo Fisher Scientific Inc
2025-03-31
New Buy
New Buy
+1.40%
â—Ź
497.6 ($541.6) 606.74
$404.94
-25.23%
New holding
345,938
345,938
BN
Brookfield Corp
2025-03-31
Reduce
Reduce
-1.24%
â—Ź
48.64 ($56.7) 62.05
$66.33
16.98%
Reduce -33.47%
5,431,759
-2,732,694
FNV
Franco-Nevada Corp
2025-03-31
Reduce
Reduce
-1.17%
â—Ź
120.72 ($139.9) 157.56
$155.90
11.44%
Reduce -25.44%
3,697,962
-1,261,889
RVTY
Revvity Inc
2025-03-31
Add
Add
+1.12%
â—Ź
105.62 ($115.35) 126.84
$90.72
-21.35%
Add 32.1%
5,360,847
1,302,616
AMAT
Applied Materials Inc
2025-03-31
Add
Add
+1.06%
â—Ź
145.06 ($168.16) 195.51
$192.61
14.54%
Add 23.12%
4,818,904
904,962

EdgePoint Investment Group Inc. Total Holding History ($B)

To

EdgePoint Investment Group Inc.'s Asset Allocation

To

EdgePoint Investment Group Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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EdgePoint Investment Group Inc.'s Hypothetical Growth since 2025-03-31

EdgePoint Investment Group Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

EdgePoint Investment Group Inc.'s Holdings Heat Map

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