Canoe Financial LP

CIK

1908219

City

CALGARY

State / Country

A0

Stock

QSR — Restaurant Brands International Inc.

Top Portfolio Positions

105 positions · $7,131,269,311 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
CNI	Canadian National Railway Co Industrials	3,426,466	$352,137,910	4.94%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	864,770	$292,249,021	4.10%
QSR	Restaurant Brands International Inc. Consumer Cyclical	3,348,043	$247,420,377	3.47%
GOOGL	Alphabet Inc. Communication Services	856,914	$246,414,189	3.46%
SLB	Slb Limited/Nv Energy	4,241,622	$217,976,954	3.06%
V	Visa Inc. Financial Services	681,997	$206,126,773	2.89%
EQT	EQT Corp Energy	2,990,182	$190,295,182	2.67%
MSFT	Microsoft Corp Technology	513,331	$190,019,736	2.66%
OTIS	Otis Worldwide Corp Industrials	2,450,336	$188,871,898	2.65%
JNJ	Johnson & Johnson Healthcare	715,018	$174,778,999	2.45%

Portfolio Trend

13 quarters · across all stocks

Holdings in QSR

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$247,420,377	3,348,043	+34.5%	Shares	Sole	2026-04-22
2025-12-31	$169,862,201	2,489,553	-1.3%	Shares	Sole	2026-01-14
2025-09-30	$161,842,345	2,523,267	-0.7%	Shares	Sole	2025-10-15
2025-06-30	$168,374,942	2,539,975	+10.1%	Shares	Sole	2025-07-10
2025-03-31	$153,761,870	2,307,351	+14.4%	Shares	Sole	2025-04-22
2024-12-31	$131,408,224	2,016,082	-0.6%	Shares	Sole	2025-01-15
2024-09-30	$146,284,529	2,028,349	+7.4%	Shares	Sole	2024-10-24
2024-06-30	$132,929,915	1,889,014	0.0%	Shares	Sole	2024-07-23
2024-03-31	$150,082,162	1,889,014	-1.1%	Shares	Sole	2024-05-08
2023-12-31	$149,275,959	1,910,610	-2.8%	Shares	Sole	2024-02-14
2023-09-30	$131,006,098	1,966,468	-0.8%	Shares	Sole	2023-11-03
2023-06-30	$153,669,756	1,982,324	-4.4%	Shares	Sole	2023-08-10
2023-03-31	$139,159,735	2,072,680	—	Shares	Sole	2023-04-27
No 13F history on record for this holder in this stock.