HughesLittle Investment Management
Vancouver, A1files as HughesLittle Investment Management Ltd.
$577m in 13 US stocks at the end of 30 June 2026. The top 10 are 98.9% of the money. It changed about 6.5% of the portfolio this quarter.
Value
$577m
Stocks
13
Top 10 share
98.9%
Turnover
6.5%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Flutter EntertainmentFLUT7.6% of the fund+30%
Cut
Sold some of their stake.
- Taiwan Semiconductor ManufacturingTSM18.8% of the fund-4%
- LAS Vegas SandsLVS0.9% of the fund-64%
Sold out
Sold their entire stake.
- Colliers International GroupCIGI-100%
Holdings
- BrookfieldBN
- Share
- 11.4%
- Value
- $66m
- Shares
- 1,547,195
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Taiwan Semiconductor ManufacturingTSM | 18.8% | $108m | 227,114 | -4% |
| Amazon.comAMZN | 12.0% | $69m | 290,255 | Held |
| BrookfieldBN | 11.4% | $66m | 1,547,195 | Held |
| Charles SchwabSCHW | 11.3% | $65m | 705,304 | Held |
| VisaV | 9.9% | $57m | 167,238 | Held |
| Uber TechnologiesUBER | 9.2% | $53m | 736,333 | Held |
| Flutter EntertainmentFLUT | 7.6% | $44m | 429,621 | +30% |
| AlphabetGOOGL | 7.4% | $43m | 120,157 | Held |
| ASML Holding NVASML | 6.4% | $37m | 18,579 | Held |
| MastercardMA | 4.8% | $28m | 54,462 | Held |
| LAS Vegas SandsLVS | 0.9% | $5m | 111,517 | -64% |
| Berkshire HathawayBRK-B | 0.1% | $750,585 | 1,500 | Held |
| Costco WholesaleCOST | <0.1% | $294,673 | 315 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 18.5% since 30 June 2025.
Where the money is
Technology26.4%
Financial services26.2%
Industrials15.6%
Retail & consumer12.9%
Real estate11.4%
Media & telecom7.4%
Everyday goods0.1%
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.