The Canadian Buffett. Insurance float plus contrarian bets.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| OXY | $354M | 23% | added |
| BB | $258M | 17% | unchanged |
| MU | $245M | 16% | unchanged |
| unlisted | $217M | 14% | unchanged |
| unlisted | $83M | 5% | added |
| GOOGL | $40M | 3% | unchanged |
| VOO | $34M | 2% | added |
| CCAP | $32M | 2% | unchanged |
| BEN | $27M | 2% | unchanged |
| INTC | $25M | 2% | unchanged |
| BABA | $24M | 2% | unchanged |
| MRK | $20M | 1% | unchanged |
| HP | $20M | 1% | unchanged |
| PFE | $17M | 1% | unchanged |
| GM | $14M | 1% | unchanged |
| BNS | $14M | 1% | unchanged |
| JNJ | $12M | 1% | unchanged |
| GE | $11M | 1% | trimmed |
| TSM | $9M | 1% | trimmed |
| META | $6M | 0% | added |
| unlisted | $6M | 0% | new |
| unlisted | $5M | 0% | added |
| QSR | $3M | 0% | unchanged |
| ATHM | $3M | 0% | unchanged |
| TFII | $3M | 0% | unchanged |
| GNTX | $2M | 0% | added |
| unlisted | $2M | 0% | unchanged |
| CIGI | $2M | 0% | unchanged |
| KKR | $2M | 0% | unchanged |
| GTX | $2M | 0% | added |
| MIDD | $2M | 0% | unchanged |
| IMAX | $2M | 0% | unchanged |
| ATS | $2M | 0% | new |
| DOO | $2M | 0% | unchanged |
| BN | $2M | 0% | unchanged |
| unlisted | $2M | 0% | unchanged |
| FHN | $2M | 0% | added |
| EPAM | $2M | 0% | new |
| unlisted | $2M | 0% | unchanged |
| UA | $2M | 0% | unchanged |
| unlisted | $2M | 0% | unchanged |
| MX | $1M | 0% | unchanged |
| J | $1M | 0% | unchanged |
| MGM | $1M | 0% | unchanged |
| CP | $1M | 0% | new |
| DIN | $1M | 0% | unchanged |
| unlisted | $1M | 0% | unchanged |
| unlisted | $1M | 0% | unchanged |
| CVS | $1M | 0% | unchanged |
| DAR | $1M | 0% | unchanged |
| BIL | $918K | 0% | trimmed |
| TXNM | $767K | 0% | unchanged |
| DK | $766K | 0% | unchanged |
| unlisted | $764K | 0% | new |
| TSAT | $717K | 0% | unchanged |
| TGNA | $519K | 0% | unchanged |
| BRK.A | $519K | 0% | unchanged |
| LBRDK | $511K | 0% | unchanged |
| XERS | $395K | 0% | unchanged |
| unlisted | $302K | 0% | new |