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Portfolio (Quarterly) Guide ↗

INTACT INVESTMENT MANAGEMENT INC.

· CIK 0001443077
13F Portfolio $3.5B AUM 274 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 54 New 86 Added 123 Reduced 93 Exited
Page 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SANG SANGOMA TECHNOLOGIES CORP Technology 694,925.0 $2.7M 0.07% +43K +6.5% $3.81 -2.7%
82 EXR EXTRA SPACE STORAGE INC Real Estate 12,800.0 $1.9M 0.05% +900.0 +7.6% $145.30 -4.2%
83 ALMONTY INDS INC 106,800.0 $1.8M 0.05% +24K +28.5% $16.54
84 FSM FORTUNA MNG CORP Basic Materials 154,400.0 $1.3M 0.04% +28K +22.1% $8.45 +45.6%
85 BHC BAUSCH HEALTH COS INC Healthcare 118,100.0 $582K 0.02% +18K +17.5% $4.93 +33.1%
86 FSV FIRSTSERVICE CORP NEW Real Estate 3,200.0 $455K 0.01% +800.0 +33.3% $142.19 +1.4%
Page 5 of 5  ·  86 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.7%
Energy 14.7%
Technology 9.2%
Communication Services 9.1%
Basic Materials 8.9%
Utilities 7.2%
Consumer Cyclical 6.8%
Industrials 5.9%
Healthcare 5.2%
Consumer Defensive 4.7%