PORTLAND INVESTMENT COUNSEL INC.
PORTLAND INVESTMENT COUNSEL INC. reported 58 positions worth $357.9M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: CI (17.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CI | SH | $62.3M | 17.41% | 226,000 | — | — | |
| ▸ 2 | BRK-B | SH | $48.3M | 13.49% | 96,477 | — | — | |
| ▸ 3 | VZ | SH | $37.9M | 10.58% | 894,200 | — | — | |
| ▸ 4 | SOBO | SH | $33.5M | 9.37% | 951,824 | — | — | |
| ▸ 5 | OKLO | SH | $30.8M | 8.62% | 589,480 | — | — | |
| ▸ 6 | TD | SH | $22.7M | 6.34% | 186,700 | — | — | |
| ▸ 7 | BAM | SH | $18.9M | 5.28% | 422,387 | — | — | |
| ▸ 8 | ARES | SH | $13.5M | 3.77% | 121,074 | — | — | |
| ▸ 9 | DHR | SH | $11.9M | 3.33% | 62,654 | — | — | |
| ▸ 10 | UBER | SH | $8.7M | 2.43% | 120,500 | — | — |
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Frequently Asked Questions
What stocks does PORTLAND INVESTMENT COUNSEL INC. hold as of Q2 2026?
PORTLAND INVESTMENT COUNSEL INC. reported 58 positions worth $357.9M in its Q2 2026 13F filing. Largest positions: CI (17.4%), BRK-B (13.5%), VZ (10.6%), SOBO (9.4%) and OKLO (8.6%).
What did PORTLAND INVESTMENT COUNSEL INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did PORTLAND INVESTMENT COUNSEL INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.