QV Investors Inc.
13F Reported Value
ⓘ$1.3B
Holdings
68
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
QV Investors Inc. disclosed 68 positions worth $1.3B in its Form 13F-HR for Q2 2026, led by $SUNC (SunocoCorp LLC) at 5.5% of the equity portfolio, followed by $CNI and $RY. During the quarter the fund opened 3 new positions and exited 0 — including a new stake in $MSFT. The portfolio is most concentrated in Industrials (29.4% of disclosed assets). All figures are sourced directly from QV Investors Inc.’s Form 13F-HR filing with the SEC under CIK 1570253.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 67.1#381
Quality
$71.2M1,052,334 sh - —
Quality
$70.6M591,760 sh - 74.8#76
Quality
$67.6M326,549 sh - 69.7
Quality
$59.2M683,546 sh - —
Quality
$58.7M908,728 sh - 80.5
Quality
$48.0M394,545 sh - 62.0
Quality
$47.1M822,277 sh - —
Quality
$45.5M316,026 sh - —
Quality
$44.1M211,562 sh - —
Quality
$39.6M747,226 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 SunocoCorp LLC$SUNC | 67.1#381 | $71.2M | 1,052,334 |
 CANADIAN NATIONAL RAILWAY CO$CNI | — | $70.6M | 591,760 |
 ROYAL BANK OF CANADA$RY | 74.8#76 | $67.6M | 326,549 |
 CANADIAN PACIFIC KANSAS CITY LTD/CN$CP | 69.7 | $59.2M | 683,546 |
 CGI INC$GIB | — | $58.7M | 908,728 |
 TORONTO DOMINION BANK$TD | 80.5 | $48.0M | 394,545 |
 Fortis Inc.$FTS | 62.0 | $47.1M | 822,277 |
 TFI International Inc.$TFII | — | $45.5M | 316,026 |
 FRANCO NEVADA Corp$FNV | — | $44.1M | 211,562 |
 EMERA INC$EMA | — | $39.6M | 747,226 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of QV Investors Inc.'s 68 positions.
Showing top 10 of 68 holdings.
Sector Allocation
Industrials
$382.4M
Energy
$207.9M
Financials
$166.9M
Technology
$123.2M
Healthcare
$95.6M
Utilities
$86.7M
Consumer Discretionary
$67.5M
Materials
$56.5M
Full Holdings — QV Investors Inc. (Q2 2026)
All 68 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SUNC | SunocoCorp LLC | $71.2M | 5.5% | -10% | 67.1 |
| 2 | $CNI | CANADIAN NATIONAL RAILWAY CO | $70.6M | 5.4% | -4% | — |
| 3 | $RY | ROYAL BANK OF CANADA | $67.6M | 5.2% | -21% | 74.8 |
| 4 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $59.2M | 4.6% | -4% | 69.7 |
| 5 | $GIB | CGI INC | $58.7M | 4.5% | +31% | — |
| 6 | $TD | TORONTO DOMINION BANK | $48.0M | 3.7% | -14% | 80.5 |
| 7 | $FTS | Fortis Inc. | $47.1M | 3.6% | -4% | 62 |
| 8 | $TFII | TFI International Inc. | $45.5M | 3.5% | -21% | — |
| 9 | $FNV | FRANCO NEVADA Corp | $44.1M | 3.4% | -5% | — |
| 10 | $EMA | EMERA INC | $39.6M | 3.0% | -5% | — |
| 11 |  $SLF | SUN LIFE FINANCIAL INC | $38.2M | 2.9% | -6% | — |
| 12 |  $ENB | ENBRIDGE INC | $37.7M | 2.9% | -5% | 66.7 |
| 13 |  $MGA | MAGNA INTERNATIONAL INC | $36.5M | 2.8% | -5% | — |
| 14 |  $STN | STANTEC INC | $35.3M | 2.7% | +219% | — |
| 15 |  $DOO | BRP Inc. | $34.1M | 2.6% | +27% | — |
| 16 |  $RBA | RB GLOBAL INC. | $34.0M | 2.6% | -5% | 67.3 |
| 17 |  $BN | BROOKFIELD Corp /ON/ | $27.7M | 2.1% | -5% | — |
| 18 |  $RCI | ROGERS COMMUNICATIONS INC | $26.6M | 2.0% | -4% | — |
| 19 |  $WFG | WEST FRASER TIMBER CO., LTD | $24.1M | 1.9% | +51% | — |
| 20 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $21.1M | 1.6% | -5% | — |
| 21 |  $EOG | EOG RESOURCES INC | $21.1M | 1.6% | -3% | 71.9 |
| 22 |  $CNC | CENTENE CORP | $19.8M | 1.5% | -3% | 58.2 |
| 23 |  $PEP | PEPSICO INC | $18.9M | 1.5% | -3% | 63.4 |
| 24 |  $DG | DOLLAR GENERAL CORP | $18.4M | 1.4% | +21% | 59.5 |
| 25 |  $NVO | NOVO NORDISK A S | $17.7M | 1.4% | +28% | — |
| 26 |  $IMO | IMPERIAL OIL LTD | $17.6M | 1.4% | -21% | — |
| 27 |  $UNP | UNION PACIFIC CORP | $17.1M | 1.3% | -3% | 69.7 |
| 28 |  $SOLV | Solventum Corp | $16.9M | 1.3% | -3% | 55.2 |
| 29 |  $NFLX | NETFLIX INC | $16.4M | 1.3% | +153% | 78.8 |
| 30 |  $THO | THOR INDUSTRIES INC | $14.9M | 1.1% | +79% | 47.4 |
| 31 |  $AMZN | AMAZON COM INC | $14.8M | 1.1% | -3% | 68.7 |
| 32 |  $MSFT | MICROSOFT CORP | $14.3M | 1.1% | NEW | 79.8 |
| 33 |  $UL | UNILEVER PLC | $12.4M | 0.9% | -3% | — |
| 34 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $12.2M | 0.9% | -55% | 61.3 |
| 35 |  $CVX | CHEVRON CORP | $11.7M | 0.9% | -23% | 62.8 |
| 36 |  $GOOG | Alphabet Inc. | $11.6M | 0.9% | -3% | 78.2 |
| 37 |  $LII | LENNOX INTERNATIONAL INC | $11.3M | 0.9% | +159% | 61.3 |
| 38 |  $EL | ESTEE LAUDER COMPANIES INC | $10.8M | 0.8% | +34% | 51.2 |
| 39 |  $SBUX | STARBUCKS CORP | $10.6M | 0.8% | -37% | 58.2 |
| 40 |  $UNH | UNITEDHEALTH GROUP INC | $10.3M | 0.8% | -3% | 62.7 |
| 41 |  $DRI | DARDEN RESTAURANTS INC | $10.2M | 0.8% | -3% | 64.1 |
| 42 |  $HAL | HALLIBURTON CO | $8.9M | 0.7% | -25% | 53.2 |
| 43 |  $XOM.R34088 | EXXON MOBIL CORP | $8.6M | 0.7% | -30% | 57.9 |
| 44 |  $NRC | NRC HEALTH | $8.0M | 0.6% | -2% | 41.6 |
| 45 |  $HIMS | Hims & Hers Health, Inc. | $7.8M | 0.6% | NEW | 53.4 |
| 46 |  $OZK | Bank OZK | $7.4M | 0.6% | -2% | — |
| 47 |  $BABA | Alibaba Group Holding Ltd | $7.1M | 0.6% | +54% | — |
| 48 |  $HCC | WARRIOR MET COAL, INC. | $6.8M | 0.5% | -30% | 52.5 |
| 49 |  $AZO | AUTOZONE INC | $6.7M | 0.5% | -3% | 66.2 |
| 50 |  $JNJ | JOHNSON & JOHNSON | $6.6M | 0.5% | -3% | 69 |
| 51 |  $PCAR | PACCAR INC | $6.4M | 0.5% | -3% | 56.5 |
| 52 |  $CMI | CUMMINS INC | $5.3M | 0.4% | -19% | 58.1 |
| 53 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.0M | 0.4% | -3% | 73.8 |
| 54 |  $JPM | JPMORGAN CHASE & CO | $4.0M | 0.3% | -3% | 70.7 |
| 55 |  $MMM | 3M CO | $3.8M | 0.3% | -3% | 64.9 |
| 56 |  $ROST | ROSS STORES, INC. | $3.8M | 0.3% | -3% | 70.4 |
| 57 |  $AMAT | APPLIED MATERIALS INC /DE | $3.2M | 0.3% | -59% | 72.3 |
| 58 |  $AXP | AMERICAN EXPRESS CO | $3.1M | 0.2% | -3% | 69.4 |
| 59 |  $HD | HOME DEPOT, INC. | $3.0M | 0.2% | -3% | 60.3 |
| 60 |  $XPEL | XPEL, Inc. | $2.6M | 0.2% | +0% | 55.7 |
| 61 |  $DIS | Walt Disney Co | $2.5M | 0.2% | -3% | 60.1 |
| 62 |  $MRK | Merck & Co., Inc. | $2.4M | 0.2% | -86% | 59.9 |
| 63 |  $HAE | HAEMONETICS CORP | $2.3M | 0.2% | +0% | 51.4 |
| 64 |  $MCK | MCKESSON CORP | $2.1M | 0.2% | -3% | 63.4 |
| 65 |  $TREX | TREX CO INC | $1.6M | 0.1% | NEW | 54.5 |
| 66 |  $OGS | ONE Gas, Inc. | $1.5M | 0.1% | +40% | — |
| 67 |  $VNOM | Viper Energy, Inc. | $1.5M | 0.1% | +0% | 71.8 |
| 68 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.0M | 0.1% | -3% | 67.6 |
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