HughesLittle Investment Management Ltd.
HughesLittle Investment Management Ltd. reported 13 US-listed holdings worth $577.1 million in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: Taiwan Semiconductor Manufacturing Company Limited (18.8%), Amazon.com Inc. (12.0%) and Brookfield Corporation (11.4%). Against the quarter before, it opened 0 positions, added to 5, trimmed 3 and sold out of 1.
The 13 largest of its 13 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +34.0% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 5
- Flutter Entertainment plc FLUT+100,181 shares · +30%
- Uber Technologies, Inc. UBER+6,200 shares · +1%
- Brookfield Corporation BN+5,810 shares · +0%
- Charles Schwab Corp. SCHW+1,775 shares · +0%
- Alphabet Inc. GOOGL+415 shares · +0%
Trimmed 3
- Las Vegas Sands Corp. LVS-201,483 shares · -64%
- Taiwan Semiconductor Manufacturing Company Limited TSM-10,280 shares · -4%
- ASML Holding N.V. ASML-365 shares · -2%
Sold out of 1
- Colliers Intl Group Inc. CIGI$469,483 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Company Limited TSM | 227.1K | $108.5 million | 18.80% | -10.3K |
| Amazon.com Inc. AMZN | 290.3K | $69.2 million | 11.99% | no change |
| Brookfield Corporation BN | 1.5M | $65.9 million | 11.42% | +5.8K |
| Charles Schwab Corp. SCHW | 705.3K | $65.1 million | 11.28% | +1.8K |
| Visa Inc. V | 167.2K | $57.4 million | 9.94% | no change |
| Uber Technologies, Inc. UBER | 736.3K | $53.1 million | 9.21% | +6.2K |
| Flutter Entertainment plc FLUT | 429.6K | $43.9 million | 7.61% | +100.2K |
| Alphabet Inc. GOOGL | 120.2K | $42.9 million | 7.44% | +415 |
| ASML Holding N.V. ASML | 18.6K | $37.0 million | 6.40% | -365 |
| Mastercard Inc. MA | 54.5K | $28.0 million | 4.85% | no change |
| Las Vegas Sands Corp. LVS | 111.5K | $5.2 million | 0.89% | -201.5K |
| Berkshire Hathaway Inc. Class B BRKB | 1.5K | $750,585 | 0.13% | no change |
| Costco Wholesale Corp. COST | 315 | $294,673 | 0.05% | no change |