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Portfolio (Quarterly) Guide ↗

AGF MANAGEMENT LTD

· CIK 0001003518
13F Portfolio $23.1B AUM 1,028 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 81 New 189 Added 287 Reduced 77 Exited
Page 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 CCK Crown Holdings Inc. Consumer Cyclical 32,353 $3.1M 0.01% SOLD
42 MTCH Match Group Inc. Communication Services 88,159 $3.1M 0.01% SOLD
43 PRGO Perrigo Co. PLC Healthcare 138,216 $3.1M 0.01% SOLD
44 WU The Western Union Co. Financial Services 381,429 $3.0M 0.01% SOLD
45 SON Sonoco Products Co. Consumer Cyclical 69,998 $3.0M 0.01% SOLD
46 IFF International Flavors & Fragrances Inc. Basic Materials 48,734 $3.0M 0.01% SOLD
47 ASGN ASGN Inc. Technology 62,469 $3.0M 0.01% SOLD
48 WEN The Wendy's Co. Consumer Cyclical 318,960 $2.9M 0.01% SOLD
49 XRAY Dentsply Sirona Inc. Healthcare 228,155 $2.9M 0.01% SOLD
50 FLO Flowers Foods Inc. Consumer Defensive 220,169 $2.9M 0.01% SOLD
51 KIM Kimco Realty Corp. REIT Real Estate 120,037 $2.6M 0.01% SOLD
52 Iridium Communications Inc. 132,467 $2.3M 0.01% SOLD
53 Strategy Inc. 1,400,000 $2.2M 0.01% SOLD
54 Sea Ltd. 1,100,000 $2.2M 0.01% SOLD
55 Liberty Media Corp.-Liberty Formula One 1,625,000 $2.2M 0.01% SOLD
56 JD.com Inc. 1,700,000 $1.8M 0.01% SOLD
57 Herbalife Ltd. 1,850,000 $1.7M 0.01% SOLD
58 INTC Intel Corp. Technology 50,909 $1.7M 0.01% SOLD
59 Live Nation Entertainment Inc. 1,050,000 $1.7M 0.01% SOLD
60 AMC Networks Inc. 1,675,000 $1.6M 0.01% SOLD
Page 3 of 4  ·  77 positions
Sector Allocation
Technology 24.0%
Financial Services 20.2%
Industrials 10.6%
Consumer Cyclical 10.4%
Healthcare 10.3%
Communication Services 7.9%
Energy 6.8%
Consumer Defensive 4.3%
Basic Materials 3.0%
Real Estate 1.5%