Position in TRI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$478,987,741
-$325,395,781 QoQ
Shares Held
5,323,269
-12.7% QoQ
Ownership
1.22%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 99.03228636388656.ToString("F0")%
Shared 0.ToString("F0")%
None 0.9677136361134483.ToString("F0")%
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Derivatives in TRI
reported options exposure · as of Mar 31, 2026CallValue
$89,980
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Business Services
Industrials · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $1,104,507,584 across 16 Specialty Business Services names. TRI ranks #1 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRI |
Thomson Reuters Corp /Can/
This page
|
5,323,269 | $478,987,741 | |
| 2 | RBA |
Rb Global Inc.
|
2,526,563 | $242,171,060 | |
| 3 | CTAS |
Cintas Corp
|
967,985 | $163,724,979 | |
| 4 | CBZ |
CBIZ, Inc.
|
3,507,905 | $94,187,247 | |
| 5 | CPRT |
Copart Inc
|
1,843,961 | $61,219,501 | |
| 6 | GPN |
Global Payments Inc
|
450,428 | $30,313,801 | |
| 7 | RELX |
Relx PLC
|
586,642 | $19,447,181 | |
| 8 | ARMK |
Aramark
|
195,296 | $7,917,297 |
All Filings in TRI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $478,987,741 | 5,323,269 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $89,980 | 1,000 | Call | Defined | 2026-05-13 | |
| 2025-12-31 | $804,383,522 | 6,098,897 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $16,354,360 | 124,000 | Call | Defined | 2026-02-12 | |
| 2025-09-30 | $82,045,306 | 528,200 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $3,945,382 | 25,400 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $949,347,132 | 6,111,808 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,035,227,569 | 5,147,057 | Shares | Defined | 2025-08-05 | |
| 2025-06-30 | $24,135,600 | 120,000 | Call | Defined | 2025-08-05 | |
| 2025-03-31 | $20,733,600 | 120,000 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $969,361,279 | 5,610,379 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $939,451,347 | 5,857,659 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $18,764,460 | 117,000 | Call | Defined | 2025-02-13 | |
| 2024-09-30 | $20,949,680 | 122,800 | Call | Defined | 2024-11-13 | |
| 2024-09-30 | $914,883,099 | 5,362,738 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $20,228,400 | 120,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $824,339,999 | 4,890,194 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $895,519,166 | 5,746,770 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $17,998,365 | 115,500 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $805,398,913 | 5,508,131 | Shares | Defined | 2024-02-08 | |
| 2023-12-31 | $17,546,400 | 120,000 | Call | Defined | 2024-02-08 | |
| 2023-09-30 | $720,281,929 | 5,888,505 | Shares | Defined | 2023-11-01 | |
| 2023-09-30 | $14,678,400 | 120,000 | Call | Defined | 2023-11-01 | |
| 2023-06-30 | $572,521,269 | 4,242,784 | Shares | Defined | 2023-08-02 | |
| 2023-06-30 | $16,192,800 | 120,000 | Call | Defined | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||