Canoe Financial LP
All 13F Filings
- Location
- Calgary, A0
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 7,362,436
- Description
- Calgary based research oriented capital manager with a partner led organization and a valuation conscious and methodical investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and valuation discipline and downside awareness for long horizon investment mandates. The process prioritizes downside control, mandate clarity, and consistent execution standards through mandate level transparency and oversight rigor.
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/14/2026 | 110 | 7,362,436 | 13F-HR | Canoe Financial LP |
| Q3 2025 | 10/15/2025 | 110 | 7,003,401 | 13F-HR | Canoe Financial LP |
| Q2 2025 | 7/10/2025 | 107 | 7,019,598 | 13F-HR | Canoe Financial LP |
| Q1 2025 | 4/22/2025 | 101 | 6,242,114 | 13F-HR | Canoe Financial LP |
| Q4 2024 | 1/15/2025 | 97 | 6,135,731 | 13F-HR | Canoe Financial LP |
| Q3 2024 | 10/24/2024 | 90 | 4,160,360 | 13F-HR | Canoe Financial LP |
| Q2 2024 | 7/23/2024 | 93 | 5,396,437 | 13F-HR | Canoe Financial LP |
| Q1 2024 | 5/8/2024 | 103 | 6,068,465 | 13F-HR/A - RESTATEMENT | Canoe Financial LP |
| Q1 2024 | 5/6/2024 | 146 | 5,853,314 | 13F-HR | Canoe Financial LP |
| Q4 2023 | 2/14/2024 | 142 | 5,095,362 | 13F-HR/A - RESTATEMENT | Canoe Financial LP |
| Q4 2023 | 2/7/2024 | 146 | 5,853,314 | 13F-HR | Canoe Financial LP |
| Q3 2023 | 11/3/2023 | 82 | 3,578,940 | 13F-HR | Canoe Financial LP |
| Q2 2023 | 8/10/2023 | 104 | 4,780,028 | 13F-HR | Canoe Financial LP |
| Q1 2023 | 4/27/2023 | 203 | 7,155,760 | 13F-HR | Canoe Financial LP |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.343 M | 99.9% | 360.1 K | 0 | 360.1 K |
| ETFs | 6.167 K | 0.1% | 0 | 29 | -29 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
7,362,436
Holdings
110
QoQ value change ($000)
359,035
(5.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.