QV Investors Inc.
QV Investors Inc. reported 68 US-listed holdings worth $1.30 billion in its 13F for the quarter ended 30 June 2026, filed 21 July 2026. Its largest: Sunococorp LLC C (5.5%), Canadian Natl Ry Co. (5.4%) and Royal Bank of Canada (5.2%). Against the quarter before, it opened 4 positions, added to 12, trimmed 49 and sold out of 1.
Reported holdings$1.30B+5.1% on Q1 2026
Positions68+3 on Q1 2026
The largest ten42.5%of its reported holdings
Latest 13FQ2 2026filed 21 July 2026
Added toTrimmed
The 14 largest of its 68 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 it did on the quarter
Opened 4Added 12Held 3Trimmed 49Sold out 1
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 4
- Microsoft Corp. MSFT$14.3 million
- ExxonMobil Holdings Corp. XOM$8.6 million
- Hims & Hers Health, Inc. HIMS$7.8 million
- Trex Co. Inc. TREX$1.6 million
Added to 12
- Stantec Inc. STN+351,330 shares · +219%
- Cgi Inc. GIB+216,086 shares · +31%
- Netflix Inc. NFLX+139,170 shares · +153%
- West Fraser Timber Co. Ltd WFG+119,945 shares · +51%
- BRP Inc. DOO+119,825 shares · +27%
- Lennox International Inc. LII+12,110 shares · +159%
- Thor Industries Inc. THO+87,590 shares · +79%
- Novo Nordisk A/S NVO+81,870 shares · +28%
and 4 more in the table below
Trimmed 49
- Royal Bank of Canada RY-85,821 shares · -21%
- Old Dominion Freight Line, Inc. ODFL-67,300 shares · -55%
- Merck & Co., Inc. MRK-110,570 shares · -86%
- Tfi Intl Inc. TFII-85,269 shares · -21%
- Toronto-Dominion Bank TD-66,839 shares · -14%
- Sunococorp LLC C SUNC-119,080 shares · -10%
- Starbucks Corp. SBUX-60,960 shares · -37%
- Imperial Oil Ltd IMO-42,829 shares · -21%
and 41 more in the table below
Sold out of 1
- ExxonMobil Holdings Corp. XOM$15.2 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Sunococorp LLC C SUNC | 1,052,334 | $71.2 million | 5.48% | -119,080 |
| Canadian Natl Ry Co. CNI | 591,760 | $70.6 million | 5.43% | -24,350 |
| Royal Bank of Canada RY | 326,549 | $67.6 million | 5.20% | -85,821 |
| Canadian Pacific Kansas City LT CP | 683,546 | $59.2 million | 4.56% | -29,430 |
| Cgi Inc. GIB | 908,728 | $58.7 million | 4.52% | +216,086 |
| Toronto-Dominion Bank TD | 394,545 | $48.0 million | 3.69% | -66,839 |
| Fortis Inc. FTS | 822,277 | $47.1 million | 3.62% | -30,760 |
| Tfi Intl Inc. TFII | 316,026 | $45.5 million | 3.50% | -85,269 |
| Franco Nev Corp. FNV | 211,562 | $44.1 million | 3.40% | -10,350 |
| Emera Inc. F EMA | 747,226 | $39.6 million | 3.05% | -35,660 |
| Sun Life Financial Inc. SLF | 487,300 | $38.2 million | 2.94% | -29,210 |
| Enbridge Inc ENB | 696,095 | $37.7 million | 2.90% | -34,230 |
| Magna Intl Inc. MGA | 554,841 | $36.5 million | 2.81% | -31,350 |
| Stantec Inc. STN | 511,665 | $35.3 million | 2.72% | +351,330 |
| BRP Inc. DOO | 558,363 | $34.1 million | 2.62% | +119,825 |
| RB Global Inc. RBA | 292,372 | $34.0 million | 2.62% | -14,720 |
| Brookfield Corporation BN | 649,449 | $27.7 million | 2.13% | -34,640 |
| Rogers Communications Inc. RCI | 818,963 | $26.6 million | 2.05% | -31,880 |
| West Fraser Timber Co. Ltd WFG | 355,987 | $24.1 million | 1.85% | +119,945 |
| Canadian Natural Resources Limited CNQ | 534,597 | $21.1 million | 1.63% | -30,210 |
| EOG Resources Inc. EOG | 162,995 | $21.1 million | 1.63% | -4,250 |
| Centene Corp. CNC | 307,772 | $19.8 million | 1.52% | -8,360 |
| PepsiCo Inc. PEP | 139,795 | $18.9 million | 1.46% | -3,880 |
| Dollar General Corp. DG | 159,850 | $18.4 million | 1.42% | +27,220 |
| Novo Nordisk A/S NVO | 369,468 | $17.7 million | 1.36% | +81,870 |
| Imperial Oil Ltd IMO | 156,597 | $17.6 million | 1.35% | -42,829 |
| Union Pacific Corp. UNP | 62,791 | $17.1 million | 1.31% | -1,730 |
| Solventum Corp. SOLV | 218,692 | $16.9 million | 1.30% | -5,980 |
| Netflix Inc. NFLX | 230,060 | $16.4 million | 1.26% | +139,170 |
| Thor Industries Inc. THO | 197,996 | $14.9 million | 1.15% | +87,590 |
| Amazon.com Inc. AMZN | 61,920 | $14.8 million | 1.14% | -1,780 |
| Microsoft Corp. MSFT | 38,460 | $14.3 million | 1.10% | new |
| Unilever plc UL | 206,353 | $12.4 million | 0.95% | -5,530 |
| Old Dominion Freight Line, Inc. ODFL | 56,110 | $12.2 million | 0.94% | -67,300 |
| Chevron Corp. CVX | 70,457 | $11.7 million | 0.90% | -21,480 |
| Alphabet Inc. GOOGL | 32,410 | $11.6 million | 0.89% | -890 |
| Lennox International Inc. LII | 19,724 | $11.3 million | 0.87% | +12,110 |
| Estee Lauder Companies Inc. EL | 136,530 | $10.8 million | 0.83% | +34,410 |
| Starbucks Corp. SBUX | 104,060 | $10.6 million | 0.82% | -60,960 |
| UnitedHealth Group Inc. UNH | 24,874 | $10.3 million | 0.80% | -680 |
| Darden Restaurants Inc. DRI | 49,472 | $10.2 million | 0.78% | -1,360 |
| Halliburton Co. HAL | 262,000 | $8.9 million | 0.68% | -86,320 |
| ExxonMobil Holdings Corp. XOM | 63,161 | $8.6 million | 0.66% | new |
| National Resh Corp. NRC | 372,503 | $8.0 million | 0.62% | -8,807 |
| Hims & Hers Health, Inc. HIMS | 224,130 | $7.8 million | 0.60% | new |
| Bank Ozk Little Rock ARK OZK | 142,060 | $7.4 million | 0.57% | -3,310 |
| Alibaba Group Holding Limited BABA | 74,347 | $7.1 million | 0.55% | +26,000 |
| Warrior Met Coal, Inc. HCC | 84,095 | $6.8 million | 0.53% | -35,880 |
| Autozone Inc. AZO | 2,102 | $6.7 million | 0.52% | -60 |
| Johnson & Johnson JNJ | 25,880 | $6.6 million | 0.51% | -850 |
| Paccar Inc. PCAR | 53,310 | $6.4 million | 0.49% | -1,740 |
| Cummins Inc. CMI | 7,420 | $5.3 million | 0.41% | -1,765 |
| Berkshire Hathaway Inc. Class B BRKB | 9,931 | $5.0 million | 0.38% | -320 |
| JPMorgan Chase & Co. JPM | 12,245 | $4.0 million | 0.31% | -400 |
| 3M Co. MMM | 23,730 | $3.8 million | 0.30% | -770 |
| ROSS Stores, Inc. ROST | 17,880 | $3.8 million | 0.29% | -590 |
| Applied Materials Inc. AMAT | 4,490 | $3.2 million | 0.25% | -6,540 |
| American Express Co. AXP | 9,220 | $3.1 million | 0.24% | -290 |
| Home Depot, Inc. HD | 8,597 | $3.0 million | 0.23% | -270 |
| Xpel, Inc. XPEL | 51,650 | $2.6 million | 0.20% | no change |
| Walt Disney Co. DIS | 26,340 | $2.5 million | 0.20% | -860 |
| Merck & Co., Inc. MRK | 18,367 | $2.4 million | 0.18% | -110,570 |
| Haemonetics Corp. HAE | 30,720 | $2.3 million | 0.18% | no change |
| McKesson Corp. MCK | 2,829 | $2.1 million | 0.16% | -90 |
| Trex Co. Inc. TREX | 32,270 | $1.6 million | 0.12% | new |
| One Gas, Inc. OGS | 19,660 | $1.5 million | 0.12% | +5,630 |
| Viper Energy, Inc. VNOM | 35,215 | $1.5 million | 0.11% | no change |
| Bank of America Corp. BAC | 18,210 | $1.0 million | 0.08% | -590 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.