PORTLAND INVESTMENT COUNSEL INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OKLO | 766K | $85.56M |
 | SOBO | 751K | $21.25M |
 | MGA | 442K | $20.95M |
 | BAM | 414K | $23.54M |
 | BNS | 410K | $26.49M |
 | TD | 282K | $22.52M |
 | IOVA | 130K | $282.10K |
 | TLX | 128K | $1.22M |
 | CCL | 111K | $3.20M |
 | BRK-B | 101K | $50.67M |
 | ARES | 91K | $14.49M |
 | LILAK | 83K | $698.01K |
 | CI | 72K | $20.81M |
 | LILA | 71K | $589.42K |
 | BN | 60K | $4.13M |
 | DHR | 60K | $11.85M |
 | ELV | 58K | $18.77M |
 | PLUG | 50K | $116.50K |
 | OLMA | 50K | $489.50K |
 | SMR | 45K | $1.62M |
Oklo Inc.
OKLO
Shares Held
766K
Value
$85.56M
South Bow Corporation
SOBO
Shares Held
751K
Value
$21.25M
Magna International Inc.
MGA
Shares Held
442K
Value
$20.95M
Brookfield Asset Management Ltd.
BAM
Shares Held
414K
Value
$23.54M
The Bank of Nova Scotia
BNS
Shares Held
410K
Value
$26.49M
The Toronto-Dominion Bank
TD
Shares Held
282K
Value
$22.52M
Iovance Biotherapeutics, Inc.
IOVA
Shares Held
130K
Value
$282.10K
Telix Pharmaceuticals Limited
TLX
Shares Held
128K
Value
$1.22M
Carnival Corporation & plc
CCL
Shares Held
111K
Value
$3.20M
Berkshire Hathaway Inc.
BRK-B
Shares Held
101K
Value
$50.67M
Ares Management Corporation
ARES
Shares Held
91K
Value
$14.49M
Liberty Latin America Ltd.
LILAK
Shares Held
83K
Value
$698.01K
Cigna Corporation
CI
Shares Held
72K
Value
$20.81M
Liberty Latin America Ltd.
LILA
Shares Held
71K
Value
$589.42K
Brookfield Corporation
BN
Shares Held
60K
Value
$4.13M
Danaher Corporation
DHR
Shares Held
60K
Value
$11.85M
Elevance Health Inc.
ELV
Shares Held
58K
Value
$18.77M
Plug Power Inc.
PLUG
Shares Held
50K
Value
$116.50K
Olema Pharmaceuticals, Inc.
OLMA
Shares Held
50K
Value
$489.50K
NuScale Power Corporation
SMR
Shares Held
45K
Value
$1.62M