Triasima Portfolio Management inc.
Top Portfolio Positions
133 positions ·
$655,667,453 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RY |
Royal Bank Of Canada
Financial Services
|
253,012 | $40,932,281 | 6.24% | |
| TD |
Toronto Dominion Bank
Financial Services
|
276,049 | $25,758,132 | 3.93% | |
| CM |
Canadian Imperial Bank Of Commerce /Can/
Financial Services
|
231,237 | $21,909,705 | 3.34% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
140,804 | $19,056,413 | 2.91% | |
| SHOP |
Shopify Inc.
Technology
|
155,216 | $18,411,721 | 2.81% | |
| KGC |
Kinross Gold Corp
Basic Materials
|
506,825 | $15,468,299 | 2.36% | |
| TIGO |
Millicom International Cellular SA
Communication Services
|
203,790 | $15,272,022 | 2.33% | |
| FTS |
Fortis Inc.
Utilities
|
256,307 | $14,299,367 | 2.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
47,734 | $13,726,389 | 2.09% | |
| PAAS |
Pan American Silver Corp
Basic Materials
|
223,230 | $12,195,054 | 1.86% |
Portfolio Trend
22 quarters · across all stocks
Holdings in TFII
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,467,334 | 68,741 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $1,871,671 | 13,855 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,779,433 | 12,999 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,059,588 | 69,300 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $11,823,959 | 74,150 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $14,654,776 | 122,850 | Shares | Sole | 2023-04-28 | |
| 2022-03-31 | $7,299,343 | 68,532 | Shares | Sole | 2023-03-10 | |
| 2021-12-31 | $57,952,685 | 516,927 | Shares | Sole | 2023-03-10 | |
| 2021-09-30 | $63,055,686 | 617,104 | Shares | Sole | 2023-03-10 | |
| 2021-06-30 | $57,644,299 | 632,134 | Shares | Sole | 2023-03-10 | |
| 2021-03-31 | $60,858,677 | 814,054 | Shares | Sole | 2023-03-10 | |
| 2020-12-31 | $45,195,376 | 876,219 | Shares | Sole | 2023-03-10 | |
| No 13F history on record for this holder in this stock. | ||||||