Canerector
TORONTO, A6files as CANERECTOR INC
$219m in 9 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 10.5% of the portfolio this quarter.
Value
$219m
Stocks
9
Top 10 share
100.0%
Turnover
10.5%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Vanguard Index FDSVOO15.7% of the fund+11%
- Berkshire HathawayBRK-B11.4% of the fund+81%
- Markel GroupMKL7.6% of the fund+51%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard Index FDSVOO
- Share
- 15.7%
- Value
- $34m
- Shares
- 50,000
+11%
- Manulife FinancialMFC
- Share
- 14.8%
- Value
- $32m
- Shares
- 800,000
Held
- Bank of Nova ScotiaBNS
- Share
- 11.9%
- Value
- $26m
- Shares
- 300,000
Held
- Toronto Dominion BankTD
- Share
- 11.1%
- Value
- $24m
- Shares
- 200,000
Held
- Canadian Imperial Bank of Commerce /canCM
- Share
- 10.5%
- Value
- $23m
- Shares
- 200,000
Held
- Bank of Montreal /canBMO
- Share
- 10.1%
- Value
- $22m
- Shares
- 125,000
Held
- Royal Bank of CanadaRY
- Share
- 7.1%
- Value
- $16m
- Shares
- 75,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVOO | 15.7% | $34m | 50,000 | +11% |
| Manulife FinancialMFC | 14.8% | $32m | 800,000 | Held |
| Bank of Nova ScotiaBNS | 11.9% | $26m | 300,000 | Held |
| Berkshire HathawayBRK-B | 11.4% | $25m | 50,000 | +81% |
| Toronto Dominion BankTD | 11.1% | $24m | 200,000 | Held |
| Canadian Imperial Bank of Commerce /canCM | 10.5% | $23m | 200,000 | Held |
| Bank of Montreal /canBMO | 10.1% | $22m | 125,000 | Held |
| Markel GroupMKL | 7.6% | $17m | 8,500 | +51% |
| Royal Bank of CanadaRY | 7.1% | $16m | 75,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 24.3% since 30 June 2025.
Where the money is
Financial services84.3%
Other15.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.