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QV Investors Inc.

CIK:0001570253
Investment Adviser
$990K AUM
63 holdings
Calgary, AB, Canada
Founded:1996
30 employees
Latest filing:Jun 30, 2025

QV Investors Inc. is an independent, employee-owned investment and wealth management firm providing discretionary asset and wealth management services primarily for Canadian institutions and high-net-worth individuals, with a focus on quality and value investing. The firm offers a variety of pooled funds, including equity, fixed income, and balanced options, and emphasizes risk-managed, long-term growth while aiming to preserve capital.

Investment Strategy

QV Investors focuses on a disciplined, risk-managed approach rooted in quality and value principles. They prioritize valuation risk, earnings risk, and seek opportunities with strong fundamentals and downside protection. The firm considers environmental, social, and governance (ESG) factors when material to financial returns. Their strategy is to compound client assets over time while minimizing the risk of loss.

Latest 13F Filing Activity

QV Investors Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 63 equity positions with a total 13F market value of $1B. The fund increased holdings in Emera Inc., Rogers Communications Inc-b, Canadian Pacific Kansas City among other positions. QV Investors Inc. reduced exposure to Enbridge Inc., Toronto-dominion Bank, Brookfield Corp. among others.

Top Buys
E
EMRAFEMERA INC
+$43.9M
R
RCIROGERS COMMUNICATIONS INC-B
+$17.4M
C
CPCANADIAN PACIFIC KANSAS CITY
+$12.8M
C
CNICANADIAN NATL RAILWAY CO
+$12.3M
T
TIXTTELUS INTERNATIONAL CDA INC
+$11.4M
Top Sells
E
ENBENBRIDGE INC
-$67.8M
T
TDTORONTO-DOMINION BANK
-$33.9M
B
BNBROOKFIELD CORP
-$19.6M
D
DOOOBRP INC/CA- SUB VOTING
-$14.5M
M
MMM3M CO
-$9.6M

Top Holdings

S
SLFSUN LIFE FINANCIAL INC
+7.8%$79.3M
G
GIBCGI INC
+7.0%$71.6M
C
CNICANADIAN NATL RAILWAY CO
+6.0%$61.5M
R
RYROYAL BANK OF CANADA
+5.9%$60.2M
F
FTSFORTIS INC
+5.0%$50.7M

Equity Positions (63)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
SUN LIFE FINANCIAL INC7.78%$79.3M1,194,699$43.57$66.45+$3.3M
CGI INC7.03%$71.6M683,472$81.34$104.83+$11.2M
CANADIAN NATL RAILWAY CO6.03%$61.5M590,955$95.38$104.04+$12.3M
ROYAL BANK OF CANADA5.91%$60.2M457,766$112.86$131.55+$9.0M
FORTIS INC4.97%$50.7M1,064,121$40.96$47.73+$2.6M

Industry Allocation

COMMERCIAL BANKS, NEC
+9.3%
RAILROADS, LINE-HAUL OPERATING
+6.3%
SERVICES-MANAGEMENT CONSULTING SERVICES
+5.9%
LIFE INSURANCE
+5.2%
PIPE LINES (NO NATURAL GAS)
+5.2%