QV Investors Inc.
Net seller this quarter
$1.3B
68
-$20.5M
42.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SUNC | $71.2M | 5.48% | 2.04% | -10.2% | Q4 2025 |
 CNI | $70.6M | 5.43% | 0.10% | -4.0% | Q2 2017 |
 RY | $67.6M | 5.20% | 0.02% | -20.8% | Q3 2018 |
 CP | $59.2M | 4.56% | 0.08% | -4.1% | Q2 2017 |
 GIB | $58.7M | 4.52% | Not reported | +31.2% | Q1 2019 |
 TD | $48M | 3.69% | 0.02% | -14.5% | Q2 2017 |
 FTS | $47.1M | 3.62% | 0.16% | -3.6% | Q2 2017 |
 TFII | $45.5M | 3.50% | 0.37% | -21.3% | Q2 2022 |
 FNV | $44.1M | 3.40% | 0.11% | -4.7% | Q4 2018 |
 EMA | $39.6M | 3.05% | 0.26% | -4.6% | Q2 2025 |
 SLF | $38.2M | 2.94% | Not reported | -5.7% | Q3 2020 |
 ENB | $37.7M | 2.90% | 0.03% | -4.7% | Q4 2017 |
 MGA | $36.5M | 2.81% | 0.20% | -5.4% | Q2 2019 |
 STN | $35.3M | 2.72% | 0.45% | +219.1% | Q2 2017 |
 DOO | $34.1M | 2.62% | Not reported | +27.3% | Q2 2024 |
 RBA | $34M | 2.62% | 0.16% | -4.8% | Q2 2023 |
 BN | $27.7M | 2.13% | Not reported | -5.1% | Q1 2023 |
 RCI | $26.6M | 2.05% | Not reported | -3.8% | Q2 2017 |
 WFG | $24.1M | 1.85% | Not reported | +50.8% | Q1 2026 |
 CNQ | $21.1M | 1.63% | 0.03% | -5.4% | Q2 2017 |
 EOG | $21.1M | 1.63% | 0.03% | -2.5% | Q4 2019 |
 CNC | $19.8M | 1.52% | 0.06% | -2.6% | Q3 2020 |
 PEP | $18.9M | 1.46% | 0.01% | -2.7% | Q2 2014 |
 DG | $18.4M | 1.42% | 0.07% | +20.5% | Q1 2025 |
 NVO | $17.7M | 1.36% | Not reported | +28.5% | Q2 2019 |
 IMO | $17.6M | 1.35% | 0.03% | -21.5% | Q2 2017 |
 UNP | $17.1M | 1.31% | 0.01% | -2.7% | Q3 2019 |
 SOLV | $16.9M | 1.30% | 0.13% | -2.7% | Q2 2024 |
 NFLX | $16.4M | 1.26% | 0.01% | +153.1% | Q4 2022 |
 THO | $14.9M | 1.15% | 0.38% | +79.3% | Q3 2020 |
 AMZN | $14.8M | 1.14% | 0.00% | -2.8% | Q2 2023 |
 MSFT | $14.3M | 1.10% | 0.00% | Not reported | Q1 2011 |
 UL | $12.4M | 0.95% | 0.01% | -2.6% | Q4 2020 |
 ODFL | $12.2M | 0.94% | 0.03% | -54.5% | Q4 2025 |
 CVX | $11.7M | 0.90% | 0.00% | -23.4% | Q1 2011 |
 GOOGL | $11.6M | 0.89% | 0.00% | -2.7% | Q3 2020 |
 LII | $11.3M | 0.87% | 0.06% | +159.1% | Q3 2022 |
 EL | $10.8M | 0.83% | Not reported | +33.7% | Q3 2025 |
 SBUX | $10.6M | 0.82% | 0.01% | -36.9% | Q3 2020 |
 UNH | $10.3M | 0.80% | 0.00% | -2.7% | Q4 2019 |
 DRI | $10.2M | 0.78% | 0.04% | -2.7% | Q3 2020 |
 HAL | $8.9M | 0.68% | 0.03% | -24.8% | Q4 2025 |
 XOM | $8.64M | 0.66% | 0.00% | -29.6% | Q1 2011 |
 NRC | $8.04M | 0.62% | 1.68% | -2.3% | Q1 2022 |
 HIMS | $7.77M | 0.60% | Not reported | New | Q2 2026 |
 OZK | $7.4M | 0.57% | Not reported | -2.3% | Q2 2019 |
 BABA | $7.14M | 0.55% | 0.00% | +53.8% | Q2 2021 |
 HCC | $6.83M | 0.53% | 0.16% | -29.9% | Q3 2025 |
 AZO | $6.72M | 0.52% | 0.01% | -2.8% | Q2 2017 |
 JNJ | $6.57M | 0.51% | 0.00% | -3.2% | Q4 2015 |
| Q1 2026 | |||||
| SUNC | $72.2M | 5.84% | 2.27% | -1.4% | Q4 2025 |
| RY | $66.4M | 5.38% | 0.03% | -2.1% | Q3 2018 |
| CNI | $63.2M | 5.12% | 0.10% | -2.1% | Q2 2017 |
| CP | $55.9M | 4.53% | 0.08% | -2.1% | Q2 2017 |
| FNV | $54.8M | 4.43% | 0.12% | -2.1% | Q4 2018 |
| GIB | $50.5M | 4.08% | Not reported | -2.1% | Q1 2019 |
| FTS | $47.4M | 3.84% | 0.17% | -5.2% | Q2 2017 |
| TFII | $43.5M | 3.52% | 0.48% | -2.1% | Q2 2022 |
| TD | $43M | 3.48% | 0.03% | -2.1% | Q2 2017 |
| EMA | $40.5M | 3.27% | 0.28% | -2.1% | Q2 2025 |
| ENB | $39.5M | 3.19% | 0.03% | -33.3% | Q4 2017 |
| MGA | $32.6M | 2.64% | 0.21% | -2.1% | Q2 2019 |
| RCI | $32.6M | 2.64% | Not reported | -2.1% | Q2 2017 |
| SLF | $32.3M | 2.61% | Not reported | -35.3% | Q3 2020 |
| DOO | $31.4M | 2.54% | Not reported | -2.1% | Q2 2024 |
| RBA | $29.4M | 2.38% | 0.16% | -2.1% | Q2 2023 |
| BN | $27.6M | 2.24% | Not reported | +60.7% | Q1 2023 |
| CNQ | $27.5M | 2.22% | 0.03% | -2.1% | Q2 2017 |
| IMO | $26M | 2.11% | 0.04% | -2.1% | Q2 2017 |
| EOG | $24.2M | 1.96% | 0.03% | +132.7% | Q4 2019 |
| ODFL | $24.1M | 1.95% | 0.06% | -2.0% | Q4 2025 |
| PEP | $22.3M | 1.81% | 0.01% | -4.9% | Q2 2014 |
| CVX | $19M | 1.54% | 0.00% | +298.4% | Q1 2011 |
| DG | $15.7M | 1.27% | 0.06% | -6.3% | Q1 2025 |
| UNP | $15.7M | 1.27% | 0.01% | -5.9% | Q3 2019 |
 MRK | $15.5M | 1.26% | 0.01% | -5.7% | Q2 2019 |
| WFG | $15.4M | 1.24% | Not reported | New | Q1 2026 |
| XOM | $15.2M | 1.23% | 0.00% | +153.8% | Q1 2011 |
| SBUX | $14.8M | 1.20% | 0.01% | -6.1% | Q3 2020 |
| SOLV | $14.7M | 1.19% | 0.13% | -6.1% | Q2 2024 |
| STN | $13.8M | 1.12% | 0.14% | Not reported | Q2 2017 |
| HAL | $13.6M | 1.10% | 0.04% | +208.1% | Q4 2025 |
| AMZN | $13.3M | 1.07% | 0.00% | -2.0% | Q2 2023 |
| UL | $12.1M | 0.98% | 0.01% | -4.9% | Q4 2020 |
| HCC | $11.2M | 0.90% | 0.23% | -22.5% | Q3 2025 |
| NVO | $10.6M | 0.86% | Not reported | +38.1% | Q2 2019 |
| CNC | $10.4M | 0.84% | 0.06% | -33.0% | Q3 2020 |
| DRI | $9.97M | 0.81% | 0.04% | -5.6% | Q3 2020 |
| GOOGL | $9.58M | 0.77% | 0.00% | -30.4% | Q3 2020 |
| THO | $8.82M | 0.71% | 0.21% | +0.5% | Q3 2020 |
| NFLX | $8.74M | 0.71% | 0.00% | Not reported | Q4 2022 |
| EL | $7.33M | 0.59% | Not reported | -6.0% | Q3 2025 |
| AZO | $7.3M | 0.59% | 0.01% | -2.7% | Q2 2017 |
| UNH | $6.92M | 0.56% | 0.00% | -47.2% | Q4 2019 |
| OZK | $6.67M | 0.54% | Not reported | -8.9% | Q2 2019 |
| JNJ | $6.53M | 0.53% | 0.00% | -68.3% | Q4 2015 |
| NRC | $6.48M | 0.52% | 1.69% | Not reported | Q1 2022 |
 PCAR | $6.36M | 0.51% | 0.01% | -1.8% | Q3 2019 |
| BABA | $6.07M | 0.49% | 0.00% | -2.0% | Q2 2021 |
 CMI | $4.94M | 0.40% | 0.01% | -30.8% | Q2 2019 |
| Q4 2025 | |||||
| RY | $71.9M | 5.88% | 0.03% | -7.2% | Q3 2018 |
| GIB | $65.4M | 5.35% | Not reported | -7.2% | Q1 2019 |
| CNI | $62.3M | 5.10% | 0.10% | +7.4% | Q2 2017 |
| SUNC | $58.5M | 4.79% | Not reported | New | Q4 2025 |
| CP | $53.7M | 4.39% | 0.08% | Not reported | Q2 2017 |
| ENB | $52.5M | 4.29% | 0.05% | -7.2% | Q4 2017 |
| SLF | $49.9M | 4.08% | Not reported | -20.4% | Q3 2020 |
| FNV | $47M | 3.85% | 0.12% | -7.2% | Q4 2018 |
| FTS | $46.8M | 3.83% | 0.18% | -7.2% | Q2 2017 |
| TD | $44.5M | 3.64% | 0.03% | -7.2% | Q2 2017 |
| TFII | $42.4M | 3.47% | 0.49% | -7.2% | Q2 2022 |
| EMA | $39.4M | 3.23% | 0.28% | -7.2% | Q2 2025 |
| RCI | $32.8M | 2.69% | Not reported | -7.2% | Q2 2017 |
| RBA | $32.3M | 2.64% | 0.17% | -7.2% | Q2 2023 |
| MGA | $32M | 2.61% | 0.21% | -7.3% | Q2 2019 |
| DOO | $31.7M | 2.59% | Not reported | -7.2% | Q2 2024 |
| PEP | $21.7M | 1.77% | 0.01% | -1.3% | Q2 2014 |
| ODFL | $19.7M | 1.62% | 0.06% | New | Q4 2025 |
| BN | $19.6M | 1.60% | Not reported | -7.0% | Q1 2023 |
| CNQ | $19.6M | 1.60% | 0.03% | -7.3% | Q2 2017 |
| CNC | $19.4M | 1.59% | 0.10% | +30.5% | Q3 2020 |
| SOLV | $19M | 1.55% | 0.14% | +1.8% | Q2 2024 |
| DG | $18.8M | 1.54% | 0.06% | +14.4% | Q1 2025 |
| IMO | $17.6M | 1.44% | 0.04% | -7.2% | Q2 2017 |
| JNJ | $17.5M | 1.43% | 0.00% | -39.9% | Q4 2015 |
| UNH | $16M | 1.31% | 0.01% | -6.6% | Q4 2019 |
| UNP | $15.9M | 1.30% | 0.01% | -6.4% | Q3 2019 |
| AMZN | $15M | 1.23% | 0.00% | -13.2% | Q2 2023 |
| GOOGL | $15M | 1.23% | 0.00% | -45.8% | Q3 2020 |
| SBUX | $14.8M | 1.21% | 0.02% | +106.9% | Q3 2020 |
| UL | $14.6M | 1.19% | 0.01% | -14.0% | Q4 2020 |
| MRK | $14.4M | 1.18% | 0.01% | -2.9% | Q2 2019 |
| HCC | $13.7M | 1.12% | 0.29% | -6.6% | Q3 2025 |
| BAM | $13.1M | 1.07% | Not reported | -7.2% | Q3 2018 |
| EL | $11.4M | 0.93% | Not reported | +29.0% | Q3 2025 |
| THO | $11.3M | 0.92% | 0.21% | -17.8% | Q3 2020 |
| NVO | $10.6M | 0.87% | Not reported | -6.7% | Q2 2019 |
| DRI | $9.91M | 0.81% | 0.05% | +64.8% | Q3 2020 |
 AMAT | $8.78M | 0.72% | 0.00% | -42.2% | Q1 2025 |
| EOG | $7.55M | 0.62% | 0.01% | -6.9% | Q4 2019 |
| AZO | $7.54M | 0.62% | 0.01% | -22.9% | Q2 2017 |
| OZK | $7.34M | 0.60% | Not reported | -13.2% | Q2 2019 |
| BABA | $7.23M | 0.59% | 0.00% | -19.7% | Q2 2021 |
| NRC | $7.16M | 0.59% | 1.68% | Not reported | Q1 2022 |
| CMI | $6.77M | 0.55% | 0.01% | -7.3% | Q2 2019 |
| PCAR | $6.14M | 0.50% | 0.01% | +14.3% | Q3 2019 |
 BRK.B | $5.27M | 0.43% | Not reported | -7.3% | Q1 2011 |
| XOM | $4.25M | 0.35% | 0.00% | -7.4% | Q1 2011 |
 JPM | $4.16M | 0.34% | 0.00% | -7.7% | Q1 2011 |
 MMM | $4M | 0.33% | 0.00% | -7.4% | Q2 2019 |
| Q3 2025 | |||||
| GIB | $67.9M | 5.87% | Not reported | +11.5% | Q1 2019 |
| RY | $66.9M | 5.79% | 0.03% | -0.9% | Q3 2018 |
| SLF | $60.2M | 5.21% | Not reported | -16.1% | Q3 2020 |
| ENB | $59.5M | 5.15% | 0.05% | Not reported | Q4 2017 |
| CNI | $55.2M | 4.78% | 0.09% | -0.9% | Q2 2017 |
| FNV | $54.4M | 4.70% | 0.13% | -0.9% | Q4 2018 |
| FTS | $49.2M | 4.26% | 0.19% | -8.9% | Q2 2017 |
| EMA | $41.3M | 3.58% | 0.30% | -10.2% | Q2 2025 |
| TD | $40.6M | 3.51% | 0.03% | Not reported | Q2 2017 |
| TFII | $38.9M | 3.36% | 0.52% | +25.1% | Q2 2022 |
| RBA | $36.6M | 3.17% | 0.18% | -18.3% | Q2 2023 |
| RCI | $32.2M | 2.79% | Not reported | +58.8% | Q2 2017 |
| MGA | $30.6M | 2.65% | 0.23% | -0.9% | Q2 2019 |
| DOO | $29.4M | 2.54% | Not reported | Not reported | Q2 2024 |
| JNJ | $26M | 2.25% | 0.01% | +38.7% | Q4 2015 |
| PEP | $21.5M | 1.86% | 0.01% | +30.5% | Q2 2014 |
| GOOGL | $21.5M | 1.86% | 0.00% | Not reported | Q3 2020 |
| BN | $20.9M | 1.81% | Not reported | Not reported | Q1 2023 |
| IMO | $19.9M | 1.72% | 0.04% | Not reported | Q2 2017 |
| CNQ | $19.9M | 1.72% | 0.03% | -0.9% | Q2 2017 |
| UNH | $17.9M | 1.55% | 0.01% | +77.7% | Q4 2019 |
| STN | $17.4M | 1.50% | 0.14% | -10.6% | Q2 2017 |
| UNP | $17.3M | 1.50% | 0.01% | +38.9% | Q3 2019 |
| UL | $17.3M | 1.50% | 0.01% | +59.1% | Q4 2020 |
| SOLV | $17.2M | 1.49% | 0.14% | +15.0% | Q2 2024 |
| AMZN | $16.4M | 1.42% | 0.00% | -6.5% | Q2 2023 |
| BAM | $15.3M | 1.33% | Not reported | -21.5% | Q3 2018 |
| THO | $13.8M | 1.20% | 0.25% | -26.2% | Q3 2020 |
| CNC | $12.9M | 1.12% | 0.07% | +21.8% | Q3 2020 |
| DG | $12.8M | 1.11% | 0.06% | -27.2% | Q1 2025 |
| NVO | $12.4M | 1.07% | Not reported | +77.0% | Q2 2019 |
| AZO | $12.4M | 1.07% | 0.02% | Not reported | Q2 2017 |
| AMAT | $12.1M | 1.05% | 0.01% | -27.4% | Q1 2025 |
| MRK | $11.8M | 1.02% | 0.01% | Not reported | Q2 2019 |
| BABA | $11M | 0.95% | 0.00% | -12.0% | Q2 2021 |
| HCC | $10.5M | 0.91% | 0.32% | New | Q3 2025 |
| OZK | $9.37M | 0.81% | Not reported | -16.1% | Q2 2019 |
| EOG | $8.66M | 0.75% | 0.01% | Not reported | Q4 2019 |
| EL | $7.42M | 0.64% | Not reported | New | Q3 2025 |
| SBUX | $7.19M | 0.62% | 0.01% | Not reported | Q3 2020 |
| DRI | $6.22M | 0.54% | 0.03% | Not reported | Q3 2020 |
| CMI | $6.04M | 0.52% | 0.01% | Not reported | Q2 2019 |
| BRK.B | $5.69M | 0.49% | Not reported | Not reported | Q1 2011 |
| NRC | $4.87M | 0.42% | 1.68% | Not reported | Q1 2022 |
| PCAR | $4.82M | 0.42% | 0.01% | Not reported | Q3 2019 |
 ROST | $4.68M | 0.40% | 0.01% | Not reported | Q3 2020 |
| JPM | $4.41M | 0.38% | 0.00% | -33.0% | Q1 2011 |
| XOM | $4.3M | 0.37% | 0.00% | Not reported | Q1 2011 |
| MMM | $4.19M | 0.36% | 0.01% | Not reported | Q2 2019 |
 HD | $3.96M | 0.34% | 0.00% | Not reported | Q3 2020 |