HughesLittle Investment Management Ltd.

CIK

2106035

Location

Vancouver, A1

Portfolio Value

Small $510,861,827

Diversification

Diversified

Filing Date

Global Rank

#2,579 / 8,608 ▼ 170 · as of Mar 2026

Top Industry

Semiconductors 15.7%

3Y Alpha vs SPY

+4.4%

Period ended 3 months ago

Filed May 6, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+90.4%

SPY

+73.9%

Annualised alpha

+3.7%

Max drawdown

−22.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.7%

+0.0 pts

Top 5

63.0%

+2.4 pts

Top 10

96.4%

+1.2 pts

HHI

1,059

Diversified+35

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	40.5%	$206,974,800	5
Technology	30.9%	$157,767,571	3
Consumer Cyclical	21.7%	$110,902,256	3
Communication Services	6.7%	$34,433,009	1
Real Estate	0.1%	$470,316	1
Consumer Defensive	0.1%	$313,875	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	+304,720	730,133	$52,518,466
FLUT	Flutter Entertainment plc	+85,050	329,440	$33,586,408
AMZN	Amazon Com Inc	+1,750	290,255	$60,451,408
V	Visa Inc.	+967	167,238	$50,546,013
MA	Mastercard Inc	+315	54,462	$27,212,482
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
LVS	Las Vegas Sands Corp	−109,273	313,000	$16,864,440
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−74,276	237,394	$80,227,302
SCHW	Schwab Charles Corp	−48,533	703,529	$66,117,655
GOOGL	Alphabet Inc.	−37,663	119,742	$34,433,009
ASML	Asml Holding NV	−19,351	18,944	$25,021,803
BN	BROOKFIELD Corp /ON/	−800	1,541,385	$62,379,850
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $510,861,827 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	237,394	-74,276	$80,227,302	−15.3%	15.70%
SCHW	Schwab Charles Corp Financial Services	Reduced	703,529	-48,533	$66,117,655	−12.0%	12.94%
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	1,541,385	-800	$62,379,850	−11.9%	12.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	290,255	+1,750	$60,451,408	−9.2%	11.83%
UBER	Uber Technologies, Inc Technology	Added	730,133	+304,720	$52,518,466	+51.1%	10.28%
V	Visa Inc. Financial Services	Added	167,238	+967	$50,546,013	−13.3%	9.89%
GOOGL	Alphabet Inc. Communication Services	Reduced	119,742	-37,663	$34,433,009	−30.1%	6.74%
FLUT	Flutter Entertainment plc Consumer Cyclical	Added	329,440	+85,050	$33,586,408	−36.1%	6.57%
MA	Mastercard Inc Financial Services	Added	54,462	+315	$27,212,482	−12.0%	5.33%
ASML	Asml Holding NV Technology	Reduced	18,944	-19,351	$25,021,803	−38.9%	4.90%
LVS	Las Vegas Sands Corp Consumer Cyclical	Reduced	313,000	-109,273	$16,864,440	−38.6%	3.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,500	0	$718,800	−4.7%	0.14%
CIGI	Colliers International Group Inc. Real Estate	Held	4,400	0	$470,316	−27.3%	0.09%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	315	0	$313,875	+15.5%	0.06%