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Portfolio (Quarterly) Guide ↗

Heathbridge Capital Management Ltd.

· CIK 0001503269
13F Portfolio $275M AUM 29 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 2 Added 18 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 THOMSON REUTERS CORP 131,200.0 $11.8M 4.29% NEW $90.08
2 KMB KIMBERLY-CLARK CORP Consumer Defensive 105,450.0 $10.2M 3.70% NEW $96.47 +3.0%

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 21.5%
Communication Services 20.4%
Basic Materials 14.4%
Energy 13.8%
Utilities 9.4%
Industrials 9.1%
Technology 4.3%
Consumer Defensive 4.2%
Healthcare 3.0%