EdgePoint Investment Group
EdgePoint Investment Group reported 39 stocks worth $13.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are QSR (9.4%), DLTR (8.8%) and RBA (8.4%). Compared with Q1 2026, the fund opened new positions in MRSH, CSGP and GTLB, added to DLTR, RBA and TMO, trimmed QSR, RVTY and FNV and sold out of LKQ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QSR Restaurant Brands Intl Inc | $1.2B | 9.4% | 17.2M | −2.2M (−11%) | 8 of 8 | |
| 2 |  DLTR Dollar Tree Inc | $1.2B | 8.8% | 9.6M | +1.3M (+15%) | 8 of 8 | |
| 3 |  RBA RB Global Inc | $1.1B | 8.4% | 9.6M | +750K (+9%) | 8 of 8 | |
| 4 |  TMO Thermo Fisher Scientific Inc | $1.1B | 8.3% | 2.2M | +261K (+14%) | 6 of 8 | |
| 5 |  RVTY Revvity Inc | $951M | 7.2% | 8.5M | −256K (−3%) | 8 of 8 | |
| 6 |  SPGI S&P Global Inc | $835M | 6.3% | 2M | +397K (+24%) | 2 of 8 | |
| 7 |  MAT Mattel Inc | $709M | 5.3% | 51M | +1.9M (+4%) | 8 of 8 | |
| 8 |  FNV Franco Nev Corp | $659M | 5.0% | 3.2M | −302K (−9%) | 8 of 8 | |
| 9 |  MRSH Marsh & Mclennan Cos Inc | $637M | 4.8% | 3.8M | New position | 1 of 8 | |
| 10 |  OR OR Royalties Inc. | $581M | 4.4% | 18.4M | −1.1M (−6%) | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 LKQ Lkq Corp | $131M | 4.5M |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →EdgePoint Investment Group 13F FAQ
What does EdgePoint Investment Group own?
EdgePoint Investment Group reported 39 stocks worth $13.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are QSR (9.4%), DLTR (8.8%) and RBA (8.4%). The table above lists every position in the filing (the top 10 without an account).
What did EdgePoint Investment Group buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 11 added to, 15 trimmed and 1 sold out. New positions include MRSH, CSGP and GTLB. It sold all of LKQ.
When will EdgePoint Investment Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is EdgePoint Investment Group's portfolio worth?
The Q2 2026 filing reports $13.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.