The Canadian Buffett. Insurance float plus contrarian bets.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| OXY | $379M | 32% | unchanged |
| unlisted | $213M | 18% | unchanged |
| unlisted | $129M | 11% | unchanged |
| BB | $116M | 10% | unchanged |
| GOOGL | $50M | 4% | unchanged |
| VOO | $48M | 4% | added |
| UAA | $28M | 2% | new |
| TSM | $25M | 2% | added |
| BEN | $22M | 2% | unchanged |
| MRK | $21M | 2% | unchanged |
| BABA | $21M | 2% | unchanged |
| HP | $20M | 2% | unchanged |
| GM | $17M | 1% | unchanged |
| BNS | $13M | 1% | unchanged |
| PFE | $13M | 1% | unchanged |
| JNJ | $11M | 1% | unchanged |
| CPRI | $7M | 1% | added |
| META | $6M | 1% | new |
| INTC | $6M | 0% | unchanged |
| MU | $5M | 0% | trimmed |
| unlisted | $5M | 0% | unchanged |
| QSR | $3M | 0% | unchanged |
| GNTX | $3M | 0% | unchanged |
| CIGI | $3M | 0% | unchanged |
| ATHM | $3M | 0% | unchanged |
| KKR | $2M | 0% | unchanged |
| GTX | $2M | 0% | unchanged |
| TFII | $2M | 0% | unchanged |
| FNV | $2M | 0% | unchanged |
| DOO | $1M | 0% | unchanged |
| MGM | $1M | 0% | unchanged |
| LBRDK | $810K | 0% | unchanged |
| TXNM | $628K | 0% | unchanged |
| BRK.A | $612K | 0% | unchanged |
| MX | $609K | 0% | unchanged |
| TGNA | $446K | 0% | unchanged |
| XERS | $383K | 0% | added |
| unlisted | $336K | 0% | unchanged |