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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 64 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 RITHM ACQUISITION CORP 660,000.0 $422K 0.00% $0.64
1262 FIFTH ERA ACQUISITION CORP I 1,500,000.0 $422K 0.00% $0.28
1263 CENT CENTRAL GARDEN & PET CO Consumer Defensive 11,323.0 $416K 0.00% $36.77 +1.7%
1264 MDXG MIMEDX GROUP INC Healthcare 105,400.0 $416K 0.00% $3.95 -10.1%
1265 HRL HORMEL FOODS CORP Consumer Defensive 18,318.0 $415K 0.00% +7K +59.0% $22.65 -11.7%
1266 GOTU GAOTU TECHEDU INC Consumer Defensive 208,300.0 $408K 0.00% -34K -14.1% $1.96 -1.0%
1267 KODIAK AI INC. 375,000.0 $405K 0.00% $1.08
1268 ERIE ERIE INDTY CO Financial Services 1,600.0 $402K 0.00% -32K -95.3% $251.31 -15.1%
1269 AVNT AVIENT CORPORATION Basic Materials 10,787.0 $392K 0.00% -55K -83.7% $36.30 -7.0%
1270 H HYATT HOTELS CORP Consumer Cyclical 2,648.0 $381K 0.00% NEW $143.79 +18.2%
1271 A PARADISE ACQUISITION CORP 800,000.0 $361K 0.00% $0.45
1272 JOE ST JOE CO Real Estate 5,462.0 $343K 0.00% -43K -88.8% $62.80 +2.3%
1273 WEBULL CORP 250,000.0 $342K 0.00% $1.37
1274 DRD DRDGOLD LIMITED Basic Materials 11,602.0 $341K 0.00% NEW $29.37 -1.7%
1275 INCR INTERCURE LTD Healthcare 212,500.0 $325K 0.00% $1.53 -46.4%
1276 SOULPOWER ACQUISITION CORP 1,800,000.0 $324K 0.00% $0.18
1277 CUBI CUSTOMERS BANCORP INC Financial Services 4,607.0 $320K 0.00% -47K -91.0% $69.41 +6.4%
1278 BLEICHROEDER ACQUISITI CORP 333,333.0 $317K 0.00% NEW $0.95
1279 SKT TANGER INC Real Estate 9,110.0 $310K -189K -95.4% $33.98 +5.3%
1280 HBM HUDBAY MINERALS INC Basic Materials 14,600.0 $306K $20.93 +30.4%
Page 64 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%