DOSSIER · 13F-HR · Q1 2026

Value Partners Investments Inc.

Value Investments's holding co. based in London, UK — $1.3B in tracked AUM across 105 positions as of Q1 2026.

VI

Value Investments·London, UK·Holding Co.

CIK 0001800916 · last filed Mar 31, 2026

Total AUM

$1.3B

▲ 11.8%

vs prior

Holdings

105

—

positions

Whale Score

61

61

tracked

Activity

—

no data

changes this Q

Top sector

Financials

5% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Value Partners Investments Inc.

1. Portfolio Overview

Value Partners Investments Inc. has reported a substantial expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 261.5%, growing from $360.80 million to $1.30 billion. This dramatic increase in assets under management (AUM) suggests significant capital inflows or a strategic re-allocation of capital into rep...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

SALESFORCE INC

$72M387K5.5%

02

MICROSOFT CORP

$71M192K5.4%

03

SUN LIFE FINANCIAL INC.

$70M1.1M5.4%

04

ROGERS COMMUNICATIONS INC

$62M1.6M4.8%

05

CANADIAN NATL RY CO

$62M606K4.7%

06

ALPHABET INC

$61M214K4.7%

07

BANK MONTREAL MEDIUM

$60M441K4.5%

08

CANADIAN IMPERIAL BANK OF CO

$58M612K4.4%

09

CANADIAN PACIFIC KANSAS CITY

$57M723K4.3%

10

BANK NOVA SCOTIA B C

$56M812K4.3%

Filing history

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