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Portfolio (Quarterly) Guide ↗

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

· CIK 0001535845
13F Portfolio $59.8B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1367 New
Page 28 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 RERE ATRENEW INC Consumer Cyclical 1,466,100.0 $7.8M 0.01% NEW $5.30 -18.5%
542 KR KROGER CO Consumer Defensive 124,101.0 $7.8M 0.01% NEW $62.48 +5.7%
543 CHURCHILL CAP CORP XI 750,000.0 $7.7M 0.01% NEW $10.21
544 SBRA SABRA HEALTH CARE REIT INC Real Estate 403,594.0 $7.6M 0.01% NEW $18.94 +9.1%
545 HILLENBRAND INC 240,838.0 $7.6M 0.01% NEW $31.72
546 BKU BANKUNITED INC Financial Services 170,932.0 $7.6M 0.01% NEW $44.57 +2.2%
547 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 203,455.0 $7.6M 0.01% NEW $37.42 -19.6%
548 ITRON INC 7,500,000.0 $7.6M 0.01% NEW $1.01
549 DRI DARDEN RESTAURANTS INC Consumer Cyclical 41,275.0 $7.6M 0.01% NEW $184.02 +6.5%
550 FTS FORTIS INC Utilities 146,000.0 $7.6M 0.01% NEW $52.00 +5.2%
551 BIIB BIOGEN INC Healthcare 42,742.0 $7.5M 0.01% NEW $175.99 +9.6%
552 BDCI BTC DEV CORP Financial Services 750,000.0 $7.5M 0.01% NEW $10.02 +0.1%
553 TGE VALUE CREATIVE SOLUTIONS 750,000.0 $7.5M 0.01% NEW $9.94
554 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 68,400.0 $7.4M 0.01% NEW $108.77 -5.5%
555 GCO GENESCO INC Consumer Cyclical 300,000.0 $7.4M 0.01% NEW $24.77 +33.5%
556 MTG MGIC INVT CORP WIS Financial Services 254,000.0 $7.4M 0.01% NEW $29.22 -11.4%
557 CMS CMS ENERGY CORP Utilities 104,530.0 $7.3M 0.01% NEW $69.93 +3.1%
558 GTX GARRETT MOTION INC Consumer Cyclical 419,379.0 $7.3M 0.01% NEW $17.43 +77.7%
559 AVADEL PHARMACEUTICALS PLC 337,481.0 $7.3M 0.01% NEW $21.55
560 NUTANIX INC 7,500,000.0 $7.3M 0.01% NEW $0.97
Page 28 of 69  ·  1,367 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 33.1%
Technology 27.3%
Communication Services 8.6%
Energy 6.9%
Healthcare 6.4%
Consumer Cyclical 5.4%
Industrials 5.1%
Consumer Defensive 2.9%
Real Estate 2.2%
Basic Materials 1.2%