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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 7 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ADC AGREE RLTY CORP Real Estate 98,000.0 $7.4M 0.01% NEW $75.38 +0.5%
122 TGB TASEKO MINES LTD Basic Materials 1,115,933.0 $7.2M 0.01% NEW $6.45 +5.9%
123 TGE VALUE CREATIVE SOLUTIONS 725,000.0 $7.2M 0.01% NEW $9.88
124 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 158,655.0 $7.1M 0.01% NEW $44.84 +7.2%
125 NVT NVENT ELEC PLC Industrials 59,971.0 $7.1M 0.01% NEW $118.28 +42.9%
126 BAIN CAP GSS INVT CORP 700,000.0 $7.1M 0.01% NEW $10.11
127 FUTURECREST ACQUISITION CORP 700,000.0 $7.0M 0.01% NEW $10.06
128 PII POLARIS INC Consumer Cyclical 129,193.0 $7.0M 0.01% NEW $54.50 +18.6%
129 TRS TRIMAS CORP Consumer Cyclical 195,200.0 $7.0M 0.01% NEW $35.94 +5.8%
130 VACI VIKING ACQUISITION CORP I Financial Services 700,000.0 $7.0M 0.01% NEW $9.93 +3.7%
131 KRAKACQUISITION CORPORATION 700,000.0 $6.9M 0.01% NEW $9.86
132 CAE CAE INC Industrials 264,246.0 $6.9M 0.01% NEW $26.04 -0.5%
133 CE CELANESE CORP DEL Basic Materials 102,800.0 $6.8M 0.01% NEW $65.77 -15.2%
134 ADAC AMERICAN DRIVE ACQUISITION C Financial Services 660,000.0 $6.5M 0.01% NEW $9.90 +0.4%
135 AFG AMERICAN FINANCIAL GROUP INC Financial Services 51,000.0 $6.5M 0.01% NEW $127.71 +7.2%
136 TECHNIPFMC PLC 94,000.0 $6.5M 0.01% NEW $69.13
137 MUZERO ACQUISITION CORP 650,000.0 $6.5M 0.01% NEW $9.93
138 HAE HAEMONETICS CORP MASS Healthcare 114,277.0 $6.4M 0.01% NEW $56.36 -0.1%
139 TPG TPG INC Financial Services 158,500.0 $6.4M 0.01% NEW $40.51 +3.2%
140 ENS ENERSYS Industrials 36,556.0 $6.4M 0.01% NEW $173.72 +36.4%
Page 7 of 19  ·  361 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%