13F
中
← All fund report cards

EdgePoint Investment Group Inc.

13F equity value
$12.5B
Positions
37
Top 10 concentration
68.1%
Quarters / total new picks
28 / 68
13F equity value over time
$0M$7B$13B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 28 quarters, returned -1.1% per quarter — versus +2.5% per quarter from simply owning every 13F stock. It beat that baseline in only 35.7% of quarters (excess t = -0.80, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-2.9%
t-stat
-0.80
Quarterly win rate
36%
Annualized excess
-18.3%
$1 → follow vs universe
$0.48 vs $1.75
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190630: universe 1.06620191231: universe 0.86020200331: universe 1.03720200630: universe 1.14620200930: universe 1.40520201231: universe 1.46920210331: universe 1.48220210630: universe 1.60120210930: universe 1.43720211231: universe 1.22320220331: universe 1.31320220630: universe 1.21620220930: universe 1.30720221231: universe 1.21420230331: universe 1.27920230630: universe 1.23320231231: universe 1.28820240331: universe 1.31720240630: universe 1.43720241231: universe 1.34120250331: universe 1.46220250630: universe 1.50820250930: universe 1.69520251231: universe 1.754 20180331: follow 1.06220180630: follow 0.99020180930: follow 1.11520181231: follow 1.08820190630: follow 1.15820191231: follow 0.67520200331: follow 0.74520200630: follow 0.73020200930: follow 0.77220201231: follow 0.87320210331: follow 0.83520210630: follow 1.05620210930: follow 0.93320211231: follow 0.91020220331: follow 0.82520220630: follow 0.48820220930: follow 0.46620221231: follow 0.42420230331: follow 0.44220230630: follow 0.39620231231: follow 0.31020240331: follow 0.30920240630: follow 0.30020241231: follow 0.32620250331: follow 0.35520250630: follow 0.38520250930: follow 0.53520251231: follow 0.483 0.28 1.08 1.89 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 37 · 2026 Q1

Ticker Value Weight QoQ
QSR $1.4B
11.5%
ADD
TMO $943M
7.6%
ADD
DLTR $910M
7.3%
TRIM
FNV $857M
6.9%
ADD
RBA $845M
6.8%
ADD
RVTY $771M
6.2%
ADD
OR $741M
5.9%
TRIM
MAT $714M
5.7%
ADD
SPGI $703M
5.6%
NEW
JLL $580M
4.7%
TRIM
UNP $526M
4.2%
TRIM
AQN $499M
4.0%
HOLD
DGX $440M
3.5%
ADD
ROST $419M
3.4%
TRIM
AME $402M
3.2%
TRIM
AMAT $334M
2.7%
TRIM
AMZN $280M
2.3%
NEW
TWST $256M
2.1%
HOLD
ATS $202M
1.6%
ADD
RMBS $168M
1.3%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

AMZNBROSPGI

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.