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Livermore
Livermore
ZHEN

QV Investors Inc.

SEC CIK
0001570253
Latest filing
Jul 21, 2026

The latest 13F from QV Investors Inc. covers Q2 2026 (filed Jul 21, 2026): 68 long positions worth $1.30B. The top 10 holdings make up 42.5% of the portfolio, and the largest is SunocoCorp LLC (SUNC) at 5.5%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
4
Est. +$32.4M
Added
12
Est. +$89.8M
Reduced
49
Est. −$130.4M
Sold out
1
Est. −$15.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. SUNCSunocoCorp LLC
    5.5%$71.2MHistory
  2. CNICanadian National Railway Co
    5.4%$70.6MHistory
  3. RYRoyal Bank of Canada
    5.2%$67.6MHistory
  4. CPCanadian Pacific Kansas City Ltd
    4.6%$59.2MHistory
  5. GIBCgi Inc
    4.5%$58.7MHistory

Share of portfolio

Top 5 holdings and the other 63 positions, by share of portfolio value

  1. SUNC5.5%
  2. CNI5.4%
  3. RY5.2%
  4. CP4.6%
  5. GIB4.5%
  6. Other 63 positions74.8%

Biggest buys

New and added positions, by estimated amount bought

  1. STNStantec Inc
    +$24.2MAddedHistory
  2. MSFTMicrosoft Corp
    +$14.3MNewHistory
  3. GIBCgi Inc
    +$14.0MAddedHistory
  4. NFLXNetflix Inc
    +$9.94MAddedHistory
  5. XOMExxonMobil Holdings Corp
    +$8.63MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. STNStantec Inc
    +1.60 pp1.1% → 2.7%History
  2. MSFTMicrosoft Corp
    +1.10 pp0.0% → 1.1%History
  3. XOMExxonMobil Holdings Corp
    +0.66 pp0.0% → 0.7%History
  4. WFGWest Fraser Timber Co., Ltd
    +0.61 pp1.2% → 1.9%History
  5. HIMSHims & Hers Health, Inc.
    +0.60 pp0.0% → 0.6%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. RYRoyal Bank of Canada
    −$17.8MReducedHistory
  2. XOMExxonMobil Holdings Corp
    −$15.2MSold outHistory
  3. ODFLOld Dominion Freight Line, Inc.
    −$14.6MReducedHistory
  4. MRKMerck & Co., Inc.
    −$14.2MReducedHistory
  5. TFIITFI International Inc.
    −$12.3MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −1.23 pp1.2% → 0.0%History
  2. MRKMerck & Co., Inc.
    −1.07 pp1.3% → 0.2%History
  3. FNVFranco Nevada Corp
    −1.04 pp4.4% → 3.4%History
  4. ODFLOld Dominion Freight Line, Inc.
    −1.02 pp2.0% → 0.9%History
  5. IMOImperial Oil Ltd
    −0.75 pp2.1% → 1.4%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.30B
+$63.6M (+5.1%) vs. prior quarter
Positions
68
+3 vs. prior quarter
Top 10 concentration
42.5%
Top 10 as share of value
Turnover
9.6%
Q2 2026, one quarter
Average holding period
11.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.64B (Q2 2021)

Q1 2021: $1.63BQ2 2021: $1.64BQ3 2021: $1.32BQ4 2021: $1.44BQ1 2022: $1.41BQ2 2022: $1.10BQ3 2022: $1.04BQ4 2022: $1.04BQ1 2023: $1.07BQ2 2023: $1.11BQ3 2023: $964.1MQ4 2023: $1.11BQ1 2024: $1.15BQ2 2024: $1.06BQ3 2024: $1.13BQ4 2024: $969.9MQ1 2025: $990.4MQ2 2025: $1.02BQ3 2025: $1.16BQ4 2025: $1.22BQ1 2026: $1.24BQ2 2026: $1.30B
Q1 2021Q2 2026
13F filings of QV Investors Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 21, 202668$1.30BSUNCCNIRYvs. Q1 2026SEC
Q1 2026Apr 23, 202665$1.24BSUNCRYCNIvs. Q4 2025SEC
Q4 2025Jan 20, 202664$1.22BRYGIBCNIvs. Q3 2025SEC
Q3 2025Oct 30, 202563$1.16BGIBRYSLFvs. Q2 2025SEC
Q2 2025Jul 31, 202563$1.02BSLFGIBCNIvs. Q1 2025SEC
Q1 2025Apr 9, 202565$990.4MSLFENBGIBvs. Q4 2024SEC
Q4 2024Jan 13, 202563$969.9MSLFENBGIBvs. Q3 2024SEC
Q3 2024Oct 15, 202465$1.13BSLFRYENBvs. Q2 2024SEC
Q2 2024Jul 16, 202464$1.06BRYGIBSLFvs. Q1 2024SEC
Q1 2024Apr 22, 202465$1.15BGIBRYSLFvs. Q4 2023SEC
Q4 2023Jan 24, 202466$1.11BGIBRYSLFvs. Q3 2023SEC
Q3 2023Oct 23, 202365$964.1MGIBSLFRYvs. Q2 2023SEC
Q2 2023Jul 25, 202369$1.11BGIBSLFRYvs. Q1 2023SEC
Q1 2023May 2, 202366$1.07BGIBRYSLFvs. Q4 2022SEC
Q4 2022Jan 23, 202369$1.04BGIBRYSLFvs. Q3 2022SEC
Q3 2022Oct 18, 202269$1.04BGIBRYSLFvs. Q2 2022SEC
Q2 2022Jul 19, 202272$1.10BRYSLFENBvs. Q1 2022SEC
Q1 2022Apr 20, 202276$1.41BRYGIBCNQvs. Q4 2021SEC
Q4 2021Jan 18, 202273$1.44BGIBRYTDvs. Q3 2021SEC
Q3 2021Oct 15, 202174$1.32BRYBAMTDvs. Q2 2021SEC
Q2 2021Jul 19, 202176$1.64BGIBBAMSUvs. Q1 2021SEC
Q1 2021Apr 16, 202167$1.63BSTNTDGIB–SEC