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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 11 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GFL GFL ENVIRONMENTAL INC Industrials 14,900.0 $548K 0.02% NEW $36.77 +18.9%
202 FSV FIRSTSERVICE CORP NEW Real Estate 3,200.0 $455K 0.01% +800.0 +33.3% $142.19 +1.4%
203 IAUX I-80 GOLD CORP Basic Materials 258,900.0 $376K 0.01% NEW $1.45 +23.2%
204 BLDP BALLARD PWR SYS INC NEW Industrials 95,200.0 $371K 0.01% NEW $3.90 -40.0%
205 VSNT VERSANT MEDIA GROUP INC Industrials 4,356.0 $157K 0.00% NEW $36.01 +7.2%
206 DSGX DESCARTES SYS GROUP INC Technology 140.0 $10K NEW $69.26 +14.0%
207 NG NOVAGOLD RESOURCES INC Basic Materials 700.0 $4K -128K -99.5% $5.98 +35.0%
208 OPENDOOR TECHNOLOGIES INC 5,814.0 $3K $0.49
209 OPENDOOR TECHNOLOGIES INC 5,814.0 $2K $0.28
210 OPENDOOR TECHNOLOGIES INC 5,814.0 $1K $0.24
211 AMD ADVANCED MICRO DEVICES INC Technology -100.0%
212 AGI ALAMOS GOLD INC Basic Materials NEW
213 GOOG ALPHABET INC -100.0%
214 AMZN AMAZON COM INC Consumer Cyclical -100.0%
215 AIG AMERICAN INTL GROUP INC Financial Services -100.0%
216 APOS APOLLO GLOBAL MGMT INC -100.0%
217 APP APPLOVIN CORP Technology -100.0%
218 ANET ARISTA NETWORKS INC Technology NEW
219 ARM ARM HOLDINGS PLC Technology NEW
220 AZO AUTOZONE INC Consumer Cyclical -100.0%
Page 11 of 14  ·  274 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%