CANERECTOR INC
CIK 1113234 · View on SEC EDGAR ↗
- Portfolio value
- $219.2M
- Positions
- 9
- As of
- June 30, 2026
#6,143 of 9,443 by 13F value · top 65.1%
Portfolio value QoQ: +3.8% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 9
- Effective number of positions
- 8.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $20,115,123 · sells $0
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 90.0% still held
- New positions
- 0
- Increased
- 3
- Decreased
- 0
- Closed
- 1
On this page
Sector breakdown
Financials
72.9%
Other/Unmapped
27.1%
Full portfolio 9 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VOO | $34,340,500 | 15.67% | 50,000 | $7,361,117 | Up ×1 | ||
| MFC Manulife Financial Corporation Common Stock | $32,382,829 | 14.77% | 800,000 | $-5,953,171 | |||
| BNS Bank Nova Scotia Halifax Pfd 3 Ordinary Shares | $26,024,631 | 11.87% | 300,000 | $-2,916,369 | |||
| BRKB | $25,019,500 | 11.42% | 50,000 | $11,774,412 | Up ×1 | ||
| TD Toronto Dominion Bank (The) Common Stock | $24,270,232 | 11.07% | 200,000 | $-1,713,768 | |||
| CM Canadian Imperial Bank of Commerce Common Stock | $22,986,629 | 10.49% | 200,000 | $-3,381,371 | |||
| BMO Bank Of Montreal Common Stock | $22,050,493 | 10.06% | 125,000 | $-1,502,007 | |||
| MKL Markel Group Inc. Common Stock | $16,600,585 | 7.57% | 8,500 | $5,814,801 | Up ×1 | ||
| RY Royal Bank Of Canada Common Stock | $15,500,352 | 7.07% | 75,000 | $-1,365,648 | |||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| BCE | Dec. 31, 2025 | 250,000 | $8,130,000 | -0.1% |