Filed: 4/7/2025ACC: 0000945621-25-000300
📋 What this filing means
NEXUS INVESTMENT MANAGEMENT ULC filed this quarterly 13F‑HR report disclosing 75 equity positions with a total reported market value of $883.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
75
Positions
$883.60M
Total AUM (reported)
6M
Total Shares
Allocation by class
COM$883.60M100.0%
Portfolio Concentration
Top 3$199.07M22.5%
4–10$326.21M36.9%
11–25$337.07M38.1%
Rest$21.26M2.4%
Top 3 weight
22.5%
Top 10 weight
59.4%
Voting Authority Distribution
Total shares with voting rights: 6M
Sole
Full voting authority
6M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole75
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings75
Rows:
Jpmorgan Chase & Co.
SOLEShares198.62K
TypeSH
Market value$70.08M
7.93%
Sole
198.62K
Shared
0.00
None
0.00
Meta Platforms Inc.
SOLEShares80.41K
TypeSH
Market value$66.67M
7.54%
Sole
80.41K
Shared
0.00
None
0.00
American Electric Power Company Inc.
SOLEShares396.49K
TypeSH
Market value$62.32M
7.05%
Sole
396.49K
Shared
0.00
None
0.00
Cisco Systems Inc.
SOLEShares658.31K
TypeSH
Market value$58.44M
6.61%
Sole
658.31K
Shared
0.00
None
0.00
Citigroup Inc.
SOLEShares501.60K
TypeSH
Market value$51.22M
5.80%
Sole
501.60K
Shared
0.00
None
0.00
Alphabet Inc., Class C
SOLEShares210.63K
TypeSH
Market value$47.34M
5.36%
Sole
210.63K
Shared
0.00
None
0.00
Ross Stores Inc.
SOLEShares249.47K
TypeSH
Market value$45.86M
5.19%
Sole
249.47K
Shared
0.00
None
0.00
CVS Health Corporation
SOLEShares434.94K
TypeSH
Market value$42.39M
4.80%
Sole
434.94K
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares77K
TypeSH
Market value$41.58M
4.71%
Sole
77K
Shared
0.00
None
0.00
Carmax Inc.
SOLEShares351.44K
TypeSH
Market value$39.39M
4.46%
Sole
351.44K
Shared
0.00
None
0.00
Gilead Sciences Inc.
SOLEShares241.71K
TypeSH
Market value$38.96M
4.41%
Sole
241.71K
Shared
0.00
None
0.00
EOG Resources Inc.
SOLEShares206.76K
TypeSH
Market value$38.14M
4.32%
Sole
206.76K
Shared
0.00
None
0.00
Dollar General Corporation
SOLEShares287.59K
TypeSH
Market value$36.38M
4.12%
Sole
287.59K
Shared
0.00
None
0.00
United Parcel Service Inc.
SOLEShares212.38K
TypeSH
Market value$33.60M
3.80%
Sole
212.38K
Shared
0.00
None
0.00
Pfizer Inc.
SOLEShares866.84K
TypeSH
Market value$31.60M
3.58%
Sole
866.84K
Shared
0.00
None
0.00
Visa Inc.
SOLEShares58.24K
TypeSH
Market value$29.36M
3.32%
Sole
58.24K
Shared
0.00
None
0.00
Medtronic PLC
SOLEShares226.84K
TypeSH
Market value$29.32M
3.32%
Sole
226.84K
Shared
0.00
None
0.00
Texas Instruments Inc.
SOLEShares101.62K
TypeSH
Market value$26.27M
2.97%
Sole
101.62K
Shared
0.00
None
0.00
Morgan Stanley
SOLEShares141.70K
TypeSH
Market value$23.78M
2.69%
Sole
141.70K
Shared
0.00
None
0.00
Ferguson Enterprises Inc.
SOLEShares94.48K
TypeSH
Market value$21.78M
2.46%
Sole
94.48K
Shared
0.00
None
0.00
Honeywell International Inc.
SOLEShares30.32K
TypeSH
Market value$9.23M
1.04%
Sole
30.32K
Shared
0.00
None
0.00
Corning Inc.
SOLEShares94K
TypeSH
Market value$6.19M
0.70%
Sole
94K
Shared
0.00
None
0.00
Kroger Co
SOLEShares50.56K
TypeSH
Market value$4.92M
0.56%
Sole
50.56K
Shared
0.00
None
0.00
Union Pacific Corporation
SOLEShares11.31K
TypeSH
Market value$3.84M
0.43%
Sole
11.31K
Shared
0.00
None
0.00
IShares Msci EAFE ETF
SOLEShares31.55K
TypeSH
Market value$3.71M
0.42%
Sole
31.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Jpmorgan Chase & Co.SOLE | COM | 198.62K | SH | $70.08M 7.93% | 198.62K | 0.00 | 0.00 |
Meta Platforms Inc.SOLE | COM | 80.41K | SH | $66.67M 7.54% | 80.41K | 0.00 | 0.00 |
American Electric Power Company Inc.SOLE | COM | 396.49K | SH | $62.32M 7.05% | 396.49K | 0.00 | 0.00 |
Cisco Systems Inc.SOLE | COM | 658.31K | SH | $58.44M 6.61% | 658.31K | 0.00 | 0.00 |
Citigroup Inc.SOLE | COM | 501.60K | SH | $51.22M 5.80% | 501.60K | 0.00 | 0.00 |
Alphabet Inc., Class CSOLE | COM | 210.63K | SH | $47.34M 5.36% | 210.63K | 0.00 | 0.00 |
Ross Stores Inc.SOLE | COM | 249.47K | SH | $45.86M 5.19% | 249.47K | 0.00 | 0.00 |
CVS Health CorporationSOLE | COM | 434.94K | SH | $42.39M 4.80% | 434.94K | 0.00 | 0.00 |
Microsoft CorporationSOLE | COM | 77K | SH | $41.58M 4.71% | 77K | 0.00 | 0.00 |
Carmax Inc.SOLE | COM | 351.44K | SH | $39.39M 4.46% | 351.44K | 0.00 | 0.00 |
Gilead Sciences Inc.SOLE | COM | 241.71K | SH | $38.96M 4.41% | 241.71K | 0.00 | 0.00 |
EOG Resources Inc.SOLE | COM | 206.76K | SH | $38.14M 4.32% | 206.76K | 0.00 | 0.00 |
Dollar General CorporationSOLE | COM | 287.59K | SH | $36.38M 4.12% | 287.59K | 0.00 | 0.00 |
United Parcel Service Inc.SOLE | COM | 212.38K | SH | $33.60M 3.80% | 212.38K | 0.00 | 0.00 |
Pfizer Inc.SOLE | COM | 866.84K | SH | $31.60M 3.58% | 866.84K | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 58.24K | SH | $29.36M 3.32% | 58.24K | 0.00 | 0.00 |
Medtronic PLCSOLE | COM | 226.84K | SH | $29.32M 3.32% | 226.84K | 0.00 | 0.00 |
Texas Instruments Inc.SOLE | COM | 101.62K | SH | $26.27M 2.97% | 101.62K | 0.00 | 0.00 |
Morgan StanleySOLE | COM | 141.70K | SH | $23.78M 2.69% | 141.70K | 0.00 | 0.00 |
Ferguson Enterprises Inc.SOLE | COM | 94.48K | SH | $21.78M 2.46% | 94.48K | 0.00 | 0.00 |
Honeywell International Inc.SOLE | COM | 30.32K | SH | $9.23M 1.04% | 30.32K | 0.00 | 0.00 |
Corning Inc.SOLE | COM | 94K | SH | $6.19M 0.70% | 94K | 0.00 | 0.00 |
Kroger CoSOLE | COM | 50.56K | SH | $4.92M 0.56% | 50.56K | 0.00 | 0.00 |
Union Pacific CorporationSOLE | COM | 11.31K | SH | $3.84M 0.43% | 11.31K | 0.00 | 0.00 |
IShares Msci EAFE ETFSOLE | COM | 31.55K | SH | $3.71M 0.42% | 31.55K | 0.00 | 0.00 |
Page 1 of 3