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MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
hedge fundUpdated 8 days agoManaged by Morguard Lincluden Global Investments Ltd • Latest filing Q3 2026
Portfolio value
$1B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
13.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $898.3M |
| Q4 2025 | $1.2B |
| Q1 2026 | $938.9M |
| Q2 2026 | $1B |
| Q3 2026 | $1B |
Top holdings
67 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $87.2M | 311.5K | 8.52% | Trimmed(-2.5%) | |
| 2 | $85.1M | 508.5K | 8.31% | Trimmed(-3.5%) | |
| 3 | $57.5M | 444.2K | 5.62% | Trimmed(-3.2%) | |
| 4 | $52.4M | 309.2K | 5.12% | Trimmed(-4.6%) | |
| 5 | $48.9M | 769.4K | 4.78% | — | |
| 6 | $48.6M | 589.6K | 4.75% | Trimmed(-2.7%) | |
| 7 | $40.7M | 1.41M | 3.98% | Trimmed(-2.8%) | |
| 8 | $39.4M | 407.7K | 3.85% | Trimmed(-2.3%) | |
| 9 | $38.4M | 398.4K | 3.76% | Trimmed(-2.5%) | |
| 10 | $36.5M | 544.8K | 3.56% | Trimmed(-2.4%) | |
| 11 | $32.6M | 644.2K | 3.19% | Trimmed(-2.8%) | |
| 12 | $32.1M | 204.8K | 3.14% | Trimmed(-7.0%) | |
| 13 | $31.1M | 311.4K | 3.04% | Trimmed(-2.8%) | |
| 14 | $28.8M | 284.8K | 2.82% | Trimmed(-20.3%) | |
| 15 | $28.3M | 466.0K | 2.76% | Trimmed(-2.7%) | |
| 16 | $23.6M | 260.2K | 2.31% | Trimmed(-2.3%) | |
| 17 | $22.7M | 1.90M | 2.22% | Trimmed(-2.8%) | |
| 18 | $22.4M | 430.6K | 2.18% | Trimmed(-2.1%) | |
| 19 | $16.3M | 407.5K | 1.60% | Trimmed(-3.4%) | |
| 20 | $12.2M | 66.7K | 1.19% | Trimmed(-0.4%) |