Lincluden Management Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$939K
Q ending 2026-03-31
Prior quarter
$1.2M
Q ending 2025-12-31
Change
-20.2% QoQ · +19.3% YoY
Positions
70
reported holdings
Largest positions
All 70 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Royal Bank Of Canada | RY | Shares | $67K | 407K |
| Toronto Dominion Bk Ont | TD | Shares | $65K | 690K |
| Tc Energy Corp. | TRP | Shares | $49K | 768K |
| Bce Inc | BCE | Shares | $47K | 1.8M |
| Pembina Pipeline Corp. | PBA | Shares | $45K | 1000K |
| Canadian Natl Ry Co Com | CNI | Shares | $42K | 404K |
| Bank Nova Scotia Halifax | BNS | Shares | $41K | 577K |
| Canadian Nat Res Ltd Com | CNQ | Shares | $35K | 697K |
| Suncor Energy Inc | SU | Shares | $34K | 513K |
| Restaurant Brands Intl Inc. | QSR | Shares | $34K | 453K |
| Nutrien Ltd. | NTR | Shares | $33K | 435K |
| Brookfield Corp | BN | Shares | $28K | 688K |
| Canadian Imperial Bank Of Commerce | CM | Shares | $28K | 294K |
| Telus Corp. | TU | Shares | $27K | 2.1M |
| Cgi Inc | GIB | Shares | $26K | 347K |
| Manulife Finl Corp Com | MFC | Shares | $24K | 689K |
| Brookfield Infrastructure Pa | Shares | $23K | 637K | |
| Magna Intl Inc | MGA | Shares | $22K | 393K |
| Brookfield Renewable Energy | Shares | $19K | 572K | |
| Pfizer Inc | PFE | Shares | $11K | 401K |
| Cisco Systems Inc. | CSCO | Shares | $11K | 144K |
| Alphabet Inc. | GOOGL | Shares | $10K | 33K |
| Verizon Communications | VZ | Shares | $9K | 186K |
| First Service Corp | FSV | Shares | $9K | 65K |
| Diageo Plc-Spons Adr | DEO | Shares | $9K | 115K |
| Microsoft Corp. | MSFT | Shares | $8K | 22K |
| Us Bancorp | USB | Shares | $7K | 139K |
| American Tower Corp | AMT | Shares | $7K | 42K |
| Thermo Fisher | TMO | Shares | $7K | 14K |
| Visa Inc | V | Shares | $7K | 23K |
| Jacobs Solutions Inc. | J | Shares | $7K | 53K |
| Bank Of America Corporation | BAC | Shares | $6K | 133K |
| Granite Real Estate Invt Tr | GRTUF | Shares | $6K | 105K |
| Unitedhealth Group Inc Com | UNH | Shares | $6K | 23K |
| Colliers Intl Group Inc. | CIGI | Shares | $6K | 53K |
| Ing Groep N V | ING | Shares | $6K | 218K |
| Eog Resources | EOG | Shares | $6K | 39K |
| Walmart Inc | WMT | Shares | $5K | 44K |
| Jpmorgan & Chase & Co Com | JPM | Shares | $5K | 18K |
| Costco Wholesale | COST | Shares | $5K | 5K |
| Sap Se | SAP | Shares | $5K | 30K |
| Citigroup Inc. | C | Shares | $5K | 42K |
| Morgan Stanley | MS | Shares | $5K | 28K |
| Corning Inc. | GLW | Shares | $5K | 34K |
| Rmr Group Inc. | RMR | Shares | $4K | 290K |
| Home Depot | HD | Shares | $4K | 13K |
| Federal Realty Invt Tr | FRT | Shares | $4K | 37K |
| Terreno Realty Corp. | TRNO | Shares | $4K | 63K |
| Equinix Inc. | EQIX | Shares | $4K | 4K |
| Sanofi Sa | Shares | $4K | 78K | |
| Boyd Group Services Inc | BGSI | Shares | $4K | 29K |
| Welltower Inc. | WELL | Shares | $4K | 18K |
| Tjx Companies Inc. | TJX | Shares | $3K | 22K |
| Disney Walt Co | DIS | Shares | $3K | 35K |
| Gsk Plc | GSK | Shares | $3K | 58K |
| Brookfield Asset Managmt Ltd | BAM | Shares | $3K | 70K |
| Shell Plc | SHEL | Shares | $3K | 33K |
| Gentex Corp. | GNTX | Shares | $3K | 140K |
| Rogers Communications Inc | RCI | Shares | $3K | 77K |
| Gildan Activewear Inc | GIL | Shares | $3K | 51K |
| Total Energies Se | TTEN | Shares | $3K | 29K |
| Tractor Supply Co | TSCO | Shares | $3K | 56K |
| Johnson & Johnson | JNJ | Shares | $2K | 9K |
| Avalonbay Cmntys Inc. | AVB | Shares | $2K | 12K |
| Simon Ppty Group New | SPG | Shares | $2K | 10K |
| American Healthcare Reit Inc | AHR | Shares | $2K | 35K |
| Extra Space Storage Inc. | EXR | Shares | $2K | 12K |
| Sun Cmntys Inc | SUI | Shares | $2K | 12K |
| Bxp Inc. | BXP | Shares | $627 | 12K |
| Brookfield Renewable Corp | BEPC | Shares | $50 | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.