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Portfolio (Quarterly) Guide ↗

Woodbridge Co Ltd

· CIK 0001397960
13F Portfolio $27.8B AUM 46 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 Exited
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 PG PROCTER AND GAMBLE CO Consumer Defensive 15,643 $2.2M 0.01% SOLD
22 CNI CANADIAN NATL RY CO Industrials 19,010 $1.9M 0.01% SOLD
23 CARR CARRIER GLOBAL CORPORATION Industrials 34,317 $1.8M 0.00% SOLD
24 EAF GRAFTECH INTL LTD Industrials 115,324 $1.8M 0.00% SOLD
25 SYY SYSCO CORP Consumer Defensive 22,166 $1.6M 0.00% SOLD
26 ROP ROPER TECHNOLOGIES INC Industrials 3,186 $1.4M 0.00% SOLD
27 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 13,878 $547K 0.00% SOLD
28 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 20,660 $327K 0.00% SOLD
29 BROOKFIELD WEALTH SOL LTD 3,051 $140K SOLD
30 STIM NEURONETICS INC Healthcare 1,838 $3K SOLD
31 VLTO VERALTO CORP Industrials 1 $100.0 SOLD
Page 2 of 2  ·  31 positions
Sector Allocation
Financial Services 23.9%
Utilities 13.8%
Communication Services 13.6%
Consumer Cyclical 12.6%
Healthcare 9.7%
Energy 8.4%
Industrials 7.4%
Technology 7.0%
Real Estate 2.4%
Basic Materials 0.7%