BCV Asset Management Inc.: 13F holdings
CIK 21107212026Q2
| Positions | 116 |
|---|
| Reported value | $3.3bn |
|---|
| Filed | 2026-08-10 |
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Change since last quarter
| Positions | 116 (-4 vs prior quarter) |
|---|
| Reported value | $3.3bn (+13.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| HUM HUMANA INC | 445,719 | $173.7m | 5.2% |
| RY ROYAL BK CDA | 780,250 | $160.0m | 4.8% |
| BN BROOKFIELD CORP | 3,655,048 | $154.2m | 4.7% |
| GOOGL ALPHABET INC | 401,804 | $142.4m | 4.3% |
| MRVL MARVELL TECHNOLOGY INC | 417,345 | $116.2m | 3.5% |
| BMO BANK MONTREAL MEDIUM | 642,300 | $113.2m | 3.4% |
| AMAT APPLIED MATLS INC | 161,516 | $112.4m | 3.4% |
| LLY ELI LILLY & CO | 80,697 | $99.5m | 3.0% |
| CP CANADIAN PACIFIC KANSAS CITY | 1,084,795 | $94.4m | 2.9% |
| TXN TEXAS INSTRS INC | 306,656 | $87.7m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110721")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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