VALUE PARTNERS INVESTMENTS INC.

PrivateCIK: 1800916
Location

WINNIPEG, A2

104
Positions
$1.43B
Total AUM (reported)
14.63M
Total Shares

Allocation by class

TOTAL AUM$1.43B104 positions
COM$1.02B71.1%
CL A$72.14M5.0%
COM CL A$69.54M4.9%
CAP STK CL A$60.48M4.2%
CL B$52.69M3.7%
SHS CLASS A$50.36M3.5%
SHS$26.48M1.8%

Portfolio Concentration

Top 316.5%4–1032.0%11–2538.2%Rest13.2%TOP 1048.5%0%100%
Top 3$236.86M16.5%
4–10$458.32M32.0%
11–25$547.73M38.2%
Rest$189.50M13.2%

Top 3 weight

16.5%

Top 10 weight

48.5%

Voting Authority Distribution

Total shares with voting rights: 14.63M

Sole

Full voting authority

14.63M

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)

Sole104
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings104
Rows:

MICROSOFT CORP

SOLE
COM
Shares247.82K
TypeSH
Market value$92.30M
6.44%
Sole
247.82K
Shared
0.00
None
0.00

CANADIAN NATL RY CO

SOLE
COM
Shares607.65K
TypeSH
Market value$72.37M
5.05%
Sole
607.65K
Shared
0.00
None
0.00

SUN LIFE FINANCIAL INC.

SOLE
COM
Shares921.23K
TypeSH
Market value$72.19M
5.04%
Sole
921.23K
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
COM
Shares442.23K
TypeSH
Market value$69.17M
4.83%
Sole
442.23K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares192.17K
TypeSH
Market value$67.67M
4.72%
Sole
192.17K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares193.67K
TypeSH
Market value$66.34M
4.63%
Sole
193.67K
Shared
0.00
None
0.00

AUTOMATIC DATA PROCESSING IN

SOLE
COM
Shares296.49K
TypeSH
Market value$66.29M
4.63%
Sole
296.49K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares126.22K
TypeSH
Market value$64.72M
4.52%
Sole
126.22K
Shared
0.00
None
0.00

CANADIAN PACIFIC KANSAS CITY

SOLE
COM
Shares724.61K
TypeSH
Market value$62.70M
4.38%
Sole
724.61K
Shared
0.00
None
0.00

MANULIFE FINL CORP

SOLE
COM
Shares1.52M
TypeSH
Market value$61.42M
4.29%
Sole
1.52M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares169.51K
TypeSH
Market value$60.48M
4.22%
Sole
169.51K
Shared
0.00
None
0.00

BANK NOVA SCOTIA B C

SOLE
COM
Shares679.87K
TypeSH
Market value$58.98M
4.12%
Sole
679.87K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares244.05K
TypeSH
Market value$58.07M
4.05%
Sole
244.05K
Shared
0.00
None
0.00

CANADIAN IMPERIAL BANK OF CO

SOLE
COM
Shares474.66K
TypeSH
Market value$54.55M
3.81%
Sole
474.66K
Shared
0.00
None
0.00

OPEN TEXT CORP

SOLE
COM
Shares2.42M
TypeSH
Market value$53.36M
3.73%
Sole
2.42M
Shared
0.00
None
0.00

ROGERS COMMUNICATIONS INC

SOLE
CL B
Shares1.62M
TypeSH
Market value$52.69M
3.68%
Sole
1.62M
Shared
0.00
None
0.00

ACCENTURE PLC IRELAND

SOLE
SHS CLASS A
Shares405.35K
TypeSH
Market value$50.36M
3.52%
Sole
405.35K
Shared
0.00
None
0.00

ROYAL BK CDA

SOLE
COM
Shares228.38K
TypeSH
Market value$47.20M
3.30%
Sole
228.38K
Shared
0.00
None
0.00

BANK MONTREAL MEDIUM

SOLE
COM
Shares239.64K
TypeSH
Market value$42.27M
2.95%
Sole
239.64K
Shared
0.00
None
0.00

FOMENTO ECONOMICO MEXICANO S

SOLE
SPON ADR UNITS
Shares125.78K
TypeSH
Market value$16.06M
1.12%
Sole
125.78K
Shared
0.00
None
0.00

UBS GROUP AG

SOLE
SHS
Shares238.89K
TypeSH
Market value$11.82M
0.83%
Sole
238.89K
Shared
0.00
None
0.00

FERRARI N V

SOLE
COM
Shares30.12K
TypeSH
Market value$11.20M
0.78%
Sole
30.12K
Shared
0.00
None
0.00

ASTRAZENECA PLC

SOLE
ORD
Shares58.25K
TypeSH
Market value$10.88M
0.76%
Sole
58.25K
Shared
0.00
None
0.00

SAP SE

SOLE
SPON ADR
Shares66.05K
TypeSH
Market value$10.16M
0.71%
Sole
66.05K
Shared
0.00
None
0.00

YUM CHINA HLDGS INC

SOLE
COM
Shares235.97K
TypeSH
Market value$9.63M
0.67%
Sole
235.97K
Shared
0.00
None
0.00
Page 1 of 5