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Portfolio (Quarterly) Guide ↗

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

· CIK 0001535845
13F Portfolio $62.2B AUM 1,469 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 361 New 475 Added 403 Reduced 259 Exited
Page 62 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 WTTR SELECT WATER SOLUTIONS INC Utilities 39,314.0 $602K 0.00% NEW $15.30 +21.6%
1222 VC VISTEON CORP Consumer Cyclical 6,539.0 $596K 0.00% NEW $91.11 +26.9%
1223 PPTA PERPETUA RESOURCES CORP Basic Materials 21,101.0 $594K 0.00% NEW $28.17 +10.4%
1224 NIU NIU TECHNOLOGIES Consumer Cyclical 201,700.0 $583K 0.00% -72K -26.3% $2.89 -2.1%
1225 NWSA NEWS CORP NEW Communication Services 23,263.0 $580K 0.00% +8K +57.1% $24.93 +5.3%
1226 RITHM ACQUISITION CORP 55,000.0 $572K 0.00% $10.40
1227 MGRC MCGRATH RENTCORP Industrials 4,982.0 $549K 0.00% -9K -63.9% $110.28 +4.8%
1228 ARTIUS II ACQUISITION INC 2,000,000.0 $545K 0.00% $0.27
1229 BAX BAXTER INTL INC Healthcare 32,327.0 $543K 0.00% +12K +59.1% $16.80 +3.0%
1230 WYNN WYNN RESORTS LTD Consumer Cyclical 5,305.0 $539K 0.00% -44K -89.3% $101.55 -6.0%
1231 ASPN ASPEN AEROGELS INC Industrials 157,400.0 $538K 0.00% $3.42 +63.7%
1232 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 28,606.0 $535K 0.00% +11K +59.0% $18.70 -14.8%
1233 CRL CHARLES RIV LABS INTL INC Healthcare 3,097.0 $534K 0.00% +1K +59.2% $172.50 -7.8%
1234 REAL ASSET ACQUISITION CORP 400,000.0 $530K 0.00% $1.32
1235 WSFS WSFS FINL CORP Financial Services 8,078.0 $529K 0.00% -42K -83.8% $65.46 +7.8%
1236 HAYMAKER ACQUISITION CORP IV 175,000.0 $516K 0.00% $2.95
1237 EFSC ENTERPRISE FINL SVCS CORP Financial Services 9,516.0 $515K 0.00% -30K -76.1% $54.11 +9.7%
1238 TECH BIO-TECHNE CORP Healthcare 9,831.0 $514K 0.00% +4K +59.6% $52.26 -14.4%
1239 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 6,033.0 $511K 0.00% NEW $84.64 -7.2%
1240 DXLG DESTINATION XL GROUP INC Consumer Cyclical 1,000,000.0 $510K 0.00% $0.51 +39.2%
Page 62 of 74  ·  1,469 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 27.2%
Technology 24.8%
Communication Services 9.2%
Energy 8.7%
Healthcare 7.9%
Consumer Cyclical 6.3%
Industrials 4.1%
Consumer Defensive 4.1%
Real Estate 3.0%
Basic Materials 2.6%