QV Investors Inc.

Q2 2026 13F-HR Holdings

Location
Calgary, A0
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
68
Total value ($000)
$1,299,266
Net value change ($000)
+63,603 (5.1%)
New positions
4
Sold out positions
1
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
STN 21,461 155.3%
MSFT 14,346 NEW
CNC 9,406 90.9%
WFG 8,723 56.8%
EXXONMOBIL HOLDINGS CORP 8,635 NEW
GIB 8,240 16.3%
HIMS 7,771 NEW
LII 7,767 219.8%
NFLX 7,687 88.0%
CNI 7,384 11.7%
Top Reduces (Value $000, Stocks/ETFs)
XOM -15,222 -100.0%
MRK -13,150 -84.8%
ODFL -11,961 -49.6%
FNV -10,643 -19.4%
IMO -8,459 -32.5%
CVX -7,343 -38.6%
CNQ -6,317 -23.0%
RCI -5,984 -18.3%
HAL -4,686 -34.5%
HCC -4,351 -38.9%
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