Foyston, Gordon & Payne Inc: 13F holdings
CIK 13228532026Q2
| Positions | 68 |
|---|---|
| Reported value | $467.6m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MSFT Microsoft Corp. | 77,720 | $29.1m | 6.2% |
| AVGO Broadcom Inc. | 67,215 | $25.5m | 5.5% |
| GOOGL Alphabet Inc. CL A | 68,181 | $24.5m | 5.2% |
| META Meta Platforms, Inc. | 42,441 | $23.9m | 5.1% |
| PM Philip Morris International Inc. | 103,084 | $18.7m | 4.0% |
| BKNG Booking Holdings Inc. | 93,349 | $16.8m | 3.6% |
| POOL Pool Corporation | 73,176 | $15.8m | 3.4% |
| AXP American Express | 42,942 | $14.6m | 3.1% |
| SEIC SEI Investments Company | 157,958 | $13.9m | 3.0% |
| OTIS Otis Worldwide Corp. | 183,616 | $13.1m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1322853")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.