The Canadian Buffett. Insurance float plus contrarian bets.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| OXY | $391M | 32% | new |
| unlisted | $210M | 17% | new |
| BB | $128M | 10% | new |
| unlisted | $114M | 9% | new |
| MU | $82M | 7% | new |
| GOOGL | $41M | 3% | new |
| CCAP | $34M | 3% | new |
| BEN | $28M | 2% | new |
| HP | $23M | 2% | new |
| MRK | $23M | 2% | new |
| BABA | $21M | 2% | new |
| GM | $17M | 1% | new |
| BNS | $15M | 1% | new |
| PFE | $13M | 1% | new |
| TSM | $13M | 1% | new |
| JNJ | $12M | 1% | new |
| CPRI | $9M | 1% | new |
| INTC | $8M | 1% | new |
| unlisted | $5M | 0% | new |
| GE | $4M | 0% | new |
| VOO | $4M | 0% | new |
| QSR | $3M | 0% | new |
| GNTX | $3M | 0% | new |
| CIGI | $3M | 0% | new |
| GTX | $3M | 0% | new |
| ATHM | $2M | 0% | new |
| KKR | $2M | 0% | new |
| TFII | $2M | 0% | new |
| unlisted | $2M | 0% | new |
| CP | $2M | 0% | new |
| FNV | $2M | 0% | new |
| DOO | $1M | 0% | new |
| MGM | $1M | 0% | new |
| CVS | $1M | 0% | new |
| FHN | $1M | 0% | new |
| LBRDK | $845K | 0% | new |
| MX | $698K | 0% | new |
| TXNM | $640K | 0% | new |
| BRK.A | $633K | 0% | new |
| TGNA | $477K | 0% | new |
| unlisted | $363K | 0% | new |
| XERS | $333K | 0% | new |