QV Investors

QV Investors as of Sept. 30, 2026

Portfolio Holdings for QV Investors

QV Investors holds 71 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sunococorp Unt (SUNC) 5.5 $75M 1.0M 73.14
Canadian Natl Ry (CNI) 5.2 $70M 589k 119.32
Cgi Inc Cl A Sub Vtg (GIB) 4.5 $62M 904k 68.15
Canadian Pacific Kansas City (CP) 4.3 $58M 680k 85.37
Rbc Cad (RY) 4.1 $56M 284k 197.18
Stantec (STN) 3.8 $51M 760k 67.58
Franco-Nevada Corporation (FNV) 3.7 $50M 210k 238.63
Magna Intl Inc cl a (MGA) 3.5 $47M 740k 63.86
Tor Dom Bk Cad (TD) 3.4 $46M 393k 117.86
Gfl Environmental Inc sub vtg (GFL) 3.3 $45M 1.1M 41.88
Fortis (FTS) 3.2 $43M 818k 52.95
Brp (DOO) 2.8 $39M 684k 56.29
Sun Life Financial (SLF) 2.8 $38M 485k 78.13
Emera (EMA) 2.6 $36M 743k 47.91
Rogers Communications Inc-b CL B (RCI) 2.4 $33M 1.1M 30.86
West Fraser Timb (WFG) 2.4 $33M 475k 69.50
Enbridge (ENB) 2.4 $32M 692k 46.59
Rb Global (RBA) 2.3 $32M 390k 81.64
Brookfield Corp Cl A Ltd Vt Sh (BN) 2.3 $32M 861k 36.57
Tfii Cn (TFII) 2.2 $30M 251k 120.20
Canadian Natural Resources (CNQ) 1.8 $25M 532k 47.14
EOG Resources (EOG) 1.6 $22M 161k 137.76
Gildan Activewear Inc Com Cad (GIL) 1.6 $21M 499k 42.70
Microsoft Corporation (MSFT) 1.4 $19M 38k 512.90
Dollar General (DG) 1.4 $19M 158k 119.58
Centene Corporation (CNC) 1.4 $19M 303k 62.12
Pepsi (PEP) 1.3 $17M 138k 126.72
Netflix (NFLX) 1.2 $16M 227k 69.58
Amazon (AMZN) 1.1 $15M 61k 249.15
Chevron Corporation (CVX) 1.0 $14M 69k 204.22
Novo Nordisk A/S (NVO) 1.0 $14M 364k 37.91
Solventum Corp (SOLV) 1.0 $14M 155k 88.15
Thor Industries (THO) 1.0 $14M 195k 69.10
Alibaba Group Holding (BABA) 1.0 $13M 124k 107.54
Lennox International (LII) 0.9 $13M 36k 355.01
Estee Lauder Companies (EL) 0.9 $13M 135k 92.77
Unilever (UL) 0.9 $12M 203k 60.73
Alphabet Inc Class A cs (GOOGL) 0.8 $11M 32k 344.08
Exxon Mobil Corp (XOM) 0.7 $10M 62k 162.75
Union Pacific Corporation (UNP) 0.7 $9.8M 36k 272.13
Old Dominion Freight Line (ODFL) 0.7 $9.6M 55k 173.84
Darden Restaurants (DRI) 0.7 $9.4M 49k 193.26
UnitedHealth (UNH) 0.7 $9.0M 25k 367.07
Stryker Corporation (SYK) 0.7 $8.9M 32k 275.40
Halliburton Company (HAL) 0.6 $8.2M 258k 31.80
National Resh Corp cl a (NRC) 0.6 $7.9M 373k 21.19
Starbucks Corporation (SBUX) 0.5 $7.0M 75k 93.96
Hims & Hers Heal (HIMS) 0.5 $6.7M 224k 29.79
Bank Ozk (OZK) 0.5 $6.4M 140k 45.96
AutoZone (AZO) 0.4 $5.9M 2.1k 2830.12
Johnson & Johnson (JNJ) 0.4 $5.8M 22k 264.74
Paccar (PCAR) 0.4 $5.8M 53k 109.82
Warrior Met Coal (HCC) 0.4 $5.0M 57k 88.07
Berkshire Hathaway Inc-cl B CL B (BRK.B) 0.4 $4.9M 9.8k 497.90
Walt Disney Company (DIS) 0.3 $4.3M 41k 104.89
Ross Stores (ROST) 0.3 $4.1M 18k 233.41
JPMorgan Chase & Co. (JPM) 0.3 $4.0M 12k 330.84
3M Company (MMM) 0.3 $3.8M 23k 164.15
Haemonetics Corporation (HAE) 0.2 $3.2M 31k 105.31
Cummins (CMI) 0.2 $2.8M 5.5k 516.50
American Express Company (AXP) 0.2 $2.8M 9.1k 304.08
Xpel (XPEL) 0.2 $2.6M 59k 44.16
Home Depot (HD) 0.2 $2.4M 8.5k 284.50
McKesson Corporation (MCK) 0.2 $2.4M 2.8k 853.90
Viper Energy Inc Cl A (VNOM) 0.1 $1.9M 48k 39.88
Merck & Co (MRK) 0.1 $1.7M 12k 145.30
Natural Grocers By Vitamin C (NGVC) 0.1 $1.5M 50k 30.47
One Gas (OGS) 0.1 $1.4M 20k 71.87
Trex Company (TREX) 0.1 $1.4M 32k 43.57
Applied Materials (AMAT) 0.1 $1.2M 2.3k 511.21
Bank of America Corporation (BAC) 0.1 $975k 18k 54.41