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Portfolio (Quarterly) Guide ↗

ONTARIO TEACHERS PENSION PLAN BOARD

· CIK 0000937567
13F Portfolio $4.8B AUM 306 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 306 New
Page 2 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PINS PINTEREST INC Communication Services 1,640,403.0 $58.8M 1.22% NEW $35.86 -46.9%
22 TRAEGER INC 24,693,075.0 $42.2M 0.87% NEW $1.71
23 FORD MTR CO 25,000,000.0 $24.7M 0.51% NEW $0.99
24 SA SEABRIDGE GOLD INC Basic Materials 1,490,415.0 $21.7M 0.45% NEW $14.53 +117.2%
25 H WORLD GROUP LTD 16,000,000.0 $17.0M 0.35% NEW $1.06
26 LOGI LOGITECH INTL S A Technology 157,370.0 $14.2M 0.29% NEW $90.08 +12.1%
27 SU SUNCOR ENERGY INC NEW Energy 315,278.0 $11.8M 0.24% NEW $37.48 +78.2%
28 ZTO EXPRESS CAYMAN INC 11,500,000.0 $11.5M 0.24% NEW $1.00
29 CVE CENOVUS ENERGY INC Energy 795,478.0 $10.8M 0.22% NEW $13.60 +121.7%
30 LYFT INC 10,000,000.0 $10.7M 0.22% NEW $1.07
31 SEA LTD 10,000,000.0 $9.5M 0.20% NEW $0.95
32 LAMR LAMAR ADVERTISING CO NEW Real Estate 76,689.0 $9.3M 0.19% NEW $121.36 +21.5%
33 EXEL EXELIXIS INC Healthcare 207,518.0 $9.1M 0.19% NEW $44.08 +15.9%
34 UGI UGI CORP NEW Utilities 220,808.0 $8.0M 0.17% NEW $36.42 -6.6%
35 SWX SOUTHWEST GAS HLDGS INC Utilities 107,027.0 $8.0M 0.16% NEW $74.39 +20.4%
36 MGA MAGNA INTL INC Consumer Cyclical 197,904.0 $7.7M 0.16% NEW $38.68 +63.7%
37 HST HOST HOTELS & RESORTS INC Real Estate 486,148.0 $7.5M 0.15% NEW $15.36 +40.2%
38 SR SPIRE INC Utilities 100,700.0 $7.4M 0.15% NEW $72.99 +18.0%
39 NUTANIX INC 5,000,000.0 $7.0M 0.14% NEW $1.40
40 WPM WHEATON PRECIOUS METALS CORP Basic Materials 76,115.0 $6.8M 0.14% NEW $89.99 +54.8%
Page 2 of 16  ·  306 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
Industrials 44.5%
Financial Services 14.9%
Technology 12.6%
Communication Services 6.7%
Consumer Defensive 5.4%
Healthcare 5.3%
Consumer Cyclical 4.7%
Real Estate 1.9%
Utilities 1.5%
Energy 1.4%