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"Know what you own, and know why you own it."

 

                                                                Peter Lynch

                                             

Top 10 Holdings - Value Contrarian Equity Fund 

 

(As of March 31, 2024)

Security

% of Net Assets 

  1. Berkshire Hathaway Inc.

  2. The Toronto-Dominion Bank

  3. CGI Inc.

  4. General Dynamics Corp.

  5. National Bank of Canada

  6. Aon Plc

  7. Royal Bank of Canada

  8. Paypal Holdings Inc. 

  9. Pershing Square Holdings Ltd

10. Kraneshares Csi China Internet ETF

 

 25.57%

   5.34%

   4.63%

   4.06%

   3.72%

   3.69%

   3.35%

   2.96%

   2.85%

   2.76%

Value Contrarian Asset Management

 

Bank of Commerce Center

1155 boul. René Lévesque West Suite 2500

Montréal, Québec 

H3B 2K4, Canada

Contact Information

 

Tel: (514) 398-0808

Fax: (514) 398-9602

 

Email: adminasst@valuecontrarian.com

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Value Contrarian Asset Management

 

Bank of Commerce Center

1155 boul. René Lévesque West Suite 2500

Montréal, Québec 

H9K 1J5, Canada

Contact Information

 

Tel: (514) 398-0808

Fax: (514) 398-9602

 

Email: adminasst@valuecontrarian.com

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