Cumberland Partners Ltd

Q4 2025 13F-HR Holdings

Location
Toronto, A6
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
172
Total value ($000)
$1,632,713
Net value change ($000)
+102,570 (6.7%)
New positions
24
Sold out positions
14
Turnover %
6.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SHOP 41,701 1940.5%
BNS 21,915 116.1%
PHM 14,494 NEW
LLY 12,352 50.8%
URNM 12,334 NEW
GOOGL 11,780 28.3%
TSM 10,534 95.0%
GOOGL 9,724 37.5%
RY 8,140 13.9%
NFLX 8,082 233.2%
Top Reduces (Value $000, Stocks/ETFs)
MRSH -26,988 -100.0%
AJG -20,659 -80.8%
CRM -13,497 -69.3%
CP -11,131 -38.8%
ETN -7,458 -16.9%
TW -6,473 -63.9%
PGR -4,866 -69.7%
DE -4,775 -61.5%
ARES -3,991 -69.0%
HD -3,899 -15.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type