GLUSKIN SHEFF & ASSOC INC

data from 30/09/2025

Capitalization

$ 791.562 M -3.47 %

Average holding period

19 ans

Performance

$ 1.139 B 38 462.92 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in GLUSKIN SHEFF & ASSOC INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AON AON PLC 7.65% 60.540 M $ 169774 2020/06/30 -28.329 K $ -0.05 %
2025/09/30 APO APOLLO GLOBAL MGMT INC 6.39% 50.566 M $ 379431 2022/03/31 -2.865 M $ -6.06 %
2025/09/30 MSFT MICROSOFT CORP 5.04% 39.915 M $ 77063 2016/12/31 1.602 M $ 4.13 %
2025/09/30 NVDA NVIDIA CORPORATION 4.33% 34.305 M $ 183861 2021/03/31 5.336 M $ 18.10 %
2025/09/30 GOOGL ALPHABET INC 4.28% 33.845 M $ 139221 2015/12/31 9.443 M $ 37.94 %
2025/09/30 UBER UBER TECHNOLOGIES INC 4.01% 31.773 M $ 324318 2022/03/31 1.606 M $ 5.01 %
2025/09/30 AAPL APPLE INC 3.71% 29.391 M $ 115428 2013/06/30 5.823 M $ 24.11 %
2025/09/30 SPGI S&P GLOBAL INC 3.41% 27.002 M $ 55478 2019/09/30 -2.181 M $ -7.70 %
2025/09/30 AMZN AMAZON COM INC 3.17% 25.102 M $ 114324 2019/09/30 20.872 K $ 0.08 %
2025/09/30 META META PLATFORMS INC 2.95% 23.336 M $ 31777 2019/09/30 -117.421 K $ -0.50 %
2025/09/30 GOOG ALPHABET INC 2.72% 21.503 M $ 88291 2015/12/31 5.234 M $ 37.30 %
2025/09/30 ARMK ARAMARK 2.44% 19.351 M $ 503932 2020/03/31 -1.782 M $ -8.29 %
2025/09/30 RBA RB GLOBAL INC 2.36% 18.708 M $ 172648 2023/06/30 362.448 K $ 2.04 %
2025/09/30 AVGO BROADCOM INC 2.36% 18.657 M $ 56553 2021/03/31 3.109 M $ 19.68 %
2025/09/30 GIL GILDAN ACTIVEWEAR INC 2.34% 18.501 M $ 320094 2023/09/30 2.741 M $ 17.38 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 2.10% 16.592 M $ 22 2017/09/30 558.800 K $ 3.49 %
2025/09/30 BUR BURFORD CAP LTD 1.97% 15.631 M $ 1306902 2022/09/30 -2.610 M $ -16.13 %
2025/09/30 W WAYFAIR INC 1.96% 15.517 M $ 173706 2024/09/30 5.328 M $ 74.68 %
2025/09/30 ENSG ENSIGN GROUP INC 1.67% 13.214 M $ 76483 2025/06/30 1.083 M $ 12.00 %
2025/09/30 FA FIRST ADVANTAGE CORP NEW 1.50% 11.883 M $ 772147 2024/12/31 -648.026 K $ -7.34 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.50% 11.877 M $ 37652 2011/12/31 1.052 M $ 8.80 %
2025/09/30 BAC BANK AMERICA CORP 1.17% 9.249 M $ 179277 2016/12/31 772.998 K $ 9.02 %
2025/09/30 SWIM LATHAM GROUP INC 1.16% 9.205 M $ 1209713 2024/09/30 1.353 M $ 19.28 %
2025/09/30 GPK GRAPHIC PACKAGING HLDG CO 1.15% 9.064 M $ 463169 2024/09/30 -563.737 K $ -7.12 %
2025/09/30 MA MASTERCARD INCORPORATED 1.13% 8.976 M $ 15781 2015/03/31 110.806 K $ 1.22 %
2025/09/30 PH PARKER-HANNIFIN CORP 1.08% 8.574 M $ 11309 2020/12/31 681.366 K $ 8.54 %
2025/09/30 SHC SOTERA HEALTH CO 1.08% 8.569 M $ 544771 2025/03/31 1.909 M $ 41.46 %
2025/09/30 UNP UNION PAC CORP 1.07% 8.439 M $ 35702 2019/09/30 227.584 K $ 2.73 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 1.05% 8.285 M $ 23993 2019/03/31 783.654 K $ 10.68 %
2025/09/30 NOW SERVICENOW INC 1.01% 8.019 M $ 8714 2022/03/31 -948.424 K $ -10.49 %
2025/09/30 V VISA INC 0.99% 7.814 M $ 22889 2015/09/30 -319.905 K $ -3.85 %
2025/09/30 NFLX NETFLIX INC 0.99% 7.810 M $ 6514 2023/03/31 -927.909 K $ -10.47 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 0.97% 7.646 M $ 37938 2021/03/31 -655.159 K $ -7.83 %
2025/09/30 GE GE AEROSPACE 0.96% 7.627 M $ 25353 2021/09/30 1.131 M $ 16.87 %
2025/09/30 HLT HILTON WORLDWIDE HLDGS INC 0.95% 7.512 M $ 28953 2019/09/30 -209.849 K $ -2.59 %
2025/09/30 XOM EXXON MOBIL CORP 0.92% 7.301 M $ 64757 2021/03/31 328.887 K $ 4.59 %
2025/09/30 CBRE CBRE GROUP INC 0.91% 7.176 M $ 45543 2021/12/31 824.615 K $ 12.45 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.78% 6.141 M $ 56963 2019/09/30 1.073 M $ 19.62 %
2025/09/30 ABT ABBOTT LABS 0.77% 6.116 M $ 45665 2018/12/31 -96.991 K $ -1.52 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.77% 6.086 M $ 12547 2019/09/30 990.522 K $ 19.62 %
2025/09/30 CME CME GROUP INC 0.73% 5.766 M $ 21342 2019/09/30 -125.150 K $ -1.97 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.72% 5.710 M $ 37163 2019/09/30 -215.800 K $ -3.56 %
2025/09/30 KO COCA COLA CO 0.71% 5.582 M $ 84167 2019/03/31 -384.586 K $ -6.26 %
2025/09/30 LLY ELI LILLY & CO 0.70% 5.511 M $ 7223 2022/03/31 -122.074 K $ -2.12 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.69% 5.438 M $ 15704 2019/09/30 45.988 K $ 0.84 %
2025/09/30 TJX TJX COS INC NEW 0.65% 5.107 M $ 35332 2019/09/30 782.302 K $ 17.05 %
2025/09/30 BDX BECTON DICKINSON & CO 0.62% 4.874 M $ 26039 2019/09/30 391.993 K $ 8.66 %
2025/09/30 CAT CATERPILLAR INC 0.61% 4.865 M $ 10195 2019/09/30 915.904 K $ 22.91 %
2025/09/30 MCD MCDONALDS CORP 0.61% 4.833 M $ 15905 2019/09/30 188.211 K $ 4.01 %
2025/09/30 TXN TEXAS INSTRS INC 0.58% 4.596 M $ 25015 2019/09/30 -609.147 K $ -11.51 %
2025/09/30 HD HOME DEPOT INC 0.57% 4.493 M $ 11088 2019/09/30 431.220 K $ 10.51 %
2025/09/30 DHR DANAHER CORPORATION 0.54% 4.309 M $ 21734 2019/09/30 15.684 K $ 0.36 %
2025/09/30 MASI MASIMO CORP 0.52% 4.120 M $ 27923 2024/09/30 -169.990 K $ -12.29 %
2025/09/30 CVX CHEVRON CORP NEW 0.49% 3.905 M $ 25149 2022/06/30 307.352 K $ 8.45 %
2025/09/30 INTU INTUIT 0.45% 3.552 M $ 5202 2019/09/30 -549.884 K $ -13.30 %
2025/09/30 HAYW HAYWARD HLDGS INC 0.43% 3.387 M $ 223994 2025/06/30 218.547 K $ 9.57 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.43% 3.378 M $ 20188 2021/03/31 899.204 K $ 35.76 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.41% 3.217 M $ 19884 2023/03/31 399.271 K $ 14.02 %
2025/09/30 ADBE ADOBE INC 0.37% 2.907 M $ 8241 2019/09/30 -284.098 K $ -8.82 %
2025/09/30 CSX CSX CORP 0.34% 2.692 M $ 75804 2023/03/31 247.268 K $ 8.83 %
2025/09/30 DIS DISNEY WALT CO 0.31% 2.419 M $ 21127 2018/12/31 -205.910 K $ -7.67 %
2025/09/30 TMUS T-MOBILE US INC 0.30% 2.336 M $ 9760 2021/12/31 14.713 K $ 0.47 %
2025/09/30 ABBV ABBVIE INC 0.29% 2.333 M $ 10076 2023/03/31 481.976 K $ 24.74 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.23% 1.791 M $ 9658 2021/03/31 408.930 K $ 21.39 %
2025/09/30 PPG PPG INDS INC 0.21% 1.628 M $ 15486 2022/12/31 -135.086 K $ -7.60 %
2025/09/30 HCA HCA HEALTHCARE INC 0.17% 1.309 M $ 3072 2023/03/31 164.297 K $ 11.25 %
2025/09/30 ELV ELEVANCE HEALTH INC FORMERLY 0.16% 1.232 M $ 3814 2023/03/31 -263.162 K $ -16.93 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.15% 1.209 M $ 4903 2025/06/30 -222.912 K $ -17.49 %
2025/09/30 PRMB PRIMO BRANDS CORPORATION 0.14% 1.122 M $ 50790 2025/06/30 -330.601 K $ -25.39 %
2025/09/30 EXPE EXPEDIA GROUP INC 0.14% 1.120 M $ 5242 2023/09/30 253.789 K $ 26.72 %
2025/09/30 SHEL SHELL PLC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 SAP SAP SE 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 SU SUNCOR ENERGY INC NEW 0.00% 0.000 $ 0 2017/12/31 0.000 $ 0.00 %
2025/09/30 TD TORONTO DOMINION BK ONT 0.00% 0.000 $ 0 2017/12/31 0.000 $ 0.00 %
2025/09/30 VET VERMILION ENERGY INC 0.00% 0.000 $ 0 2022/12/31 0.000 $ 0.00 %
2025/09/30 AQN ALGONQUIN PWR UTILS CORP 0.00% 0.000 $ 0 2017/12/31 0.000 $ 0.00 %
2025/09/30 AZN ASTRAZENECA PLC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 ASML ASML HOLDING N V 0.00% 0.000 $ 0 2018/06/30 0.000 $ 0.00 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 BHP BHP GROUP LTD 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 BTG B2GOLD CORP 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2025/09/30 BIDU BAIDU INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 MFC MANULIFE FINL CORP 0.00% 0.000 $ 0 2017/12/31 0.000 $ 0.00 %
2025/09/30 BN BROOKFIELD CORP 0.00% 0.000 $ 0 2022/12/31 0.000 $ 0.00 %
2025/09/30 DOOO BRP INC 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2025/09/30 BIP BROOKFIELD INFRAST PARTNERS 0.00% 0.000 $ 0 2017/12/31 0.000 $ 0.00 %
2025/09/30 FSV FIRSTSERVICE CORP NEW 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2025/09/30 NTR NUTRIEN LTD 0.00% 0.000 $ 0 2018/06/30 0.000 $ 0.00 %
2025/09/30 TU TELUS CORPORATION 0.00% 0.000 $ 0 2018/09/30 0.000 $ 0.00 %
2025/09/30 SHOP SHOPIFY INC 0.00% 0.000 $ 0 2021/09/30 0.000 $ 0.00 %
2025/09/30 ZTS ZOETIS INC 0.00% 0.000 $ 0 2019/09/30 0.000 $ 0.00 %
2025/09/30 NVS NOVARTIS AG 0.00% 0.000 $ 0 2016/09/30 0.000 $ 0.00 %
2025/09/30 QSR RESTAURANT BRANDS INTL INC 0.00% 0.000 $ 0 2022/03/31 0.000 $ 0.00 %
2025/09/30 WCN WASTE CONNECTIONS INC 0.00% 0.000 $ 0 2017/12/31 0.000 $ 0.00 %
2025/09/30 CP CANADIAN PACIFIC KANSAS CITY 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2025/09/30 ATS ATS CORPORATION 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 FER FERROVIAL SE 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/09/30 BNS BANK NOVA SCOTIA HALIFAX 0.00% 0.000 $ 0 2017/12/31 0.000 $ 0.00 %
2025/09/30 ENB ENBRIDGE INC 0.00% 0.000 $ 0 2017/12/31 0.000 $ 0.00 %
2025/09/30 BCE BCE INC 0.00% 0.000 $ 0 2017/12/31 0.000 $ 0.00 %