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1832 Asset Management L.P.

Location
TORONTO, A6
Portfolio Value
Mid $4,631,701,888
Diversification
Diversified
Filing Date
Global Rank
#101 / 8,578 ▼ 2
Top Industry
Banks - Diversified 12.5%
3Y Alpha vs SPY
-6.2%
Period ended 3 months ago
Filed May 14, 2026 · 32d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio
+51.4%
SPY
+77.5%
Annualised alpha
-6.2%
Max drawdown
−16.2%

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

542 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
3.9%
−0.1 pts
Top 5
16.0%
−0.9 pts
Top 10
26.8%
−0.6 pts
HHI
128
Jun 2023 → Mar 2026 · range 127 – 1,849
Diversified−2

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Financial Services 21.9% $15,725,067,537
Technology 20.4% $14,665,489,703
Industrials 14.4% $10,312,739,834
Energy 11.1% $7,959,510,866
Consumer Cyclical 8.0% $5,765,597,224
Healthcare 6.8% $4,883,445,005
Basic Materials 6.5% $4,631,701,888
Communication Services 4.5% $3,256,360,007
Utilities 2.3% $1,671,821,666
Consumer Defensive 2.1% $1,509,802,378
Real Estate 1.9% $1,333,532,056
Unclassified 0.1% $64,670,617

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
39 positions · $4,631,701,888 total · Basic Materials only · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History