Woodbridge Co Ltd

Fundamental concentrated ★Highest signal CIK 1397960
Long book
$27.81B
Q1 2026
Positions
46
Top-10 weight
99%
concentration
Last quarter
+13.2%
SPY +14.8%
Turnover
40%
of book per quarter

Strategy in plain words

auto-generated from filings

Woodbridge Co Ltd is a concentrated fundamental stock-picker, running a $27.81B US long book across 46 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: THOMSON REUTERS CORP, ALPHABET INC-CL A, AMAZON.COM INC, ENBRIDGE INC, BERKSHIRE HATHAWAY INC-CL B.

Over the last 4 quarters its long book ran on average 0.8pp per quarter ahead of the S&P 500, beating the index in 3 of 4 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q2 2025
+8.9%
Q3 2025
+5.0%
Q4 2025
-2.7%
Q1 2026
+13.2%

Sector allocation

Other
97%
Financials
1%
Utilities
1%
Technology
1%
Consumer discretionary
0%
Energy
0%
Industrials
0%
Services media
0%

Long book by quarter

$61.03B
Q2 2025
$47.34B
Q3 2025
$40.54B
Q4 2025
$27.81B
Q1 2026

What does Woodbridge Co own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
TRI4EUR THOMSON REUTERS CORP300.8M$27.07B97.3%0.0%
GOOGL ALPHABET INC-CL ATechnology304.9K$87.7M0.3%Held
AMZN AMAZON.COM INCConsumer discretionary268.9K$56.0M0.2%Held
ENB ENBRIDGE INCEnergy908.2K$49.2M0.2%Held
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials92.0K$44.1M0.2%Held
TD TORONTO-DOMINION BANKFinancials388.2K$36.2M0.1%Held
RY ROYAL BANK OF CANADAFinancials222.6K$36.0M0.1%Held
JPM JPMORGAN CHASE & COFinancials117.6K$34.6M0.1%Held
FTS FORTIS INCUtilities601.8K$33.6M0.1%Held
EMA EMERA INCUtilities631.6K$32.8M0.1%Held
NEE NEXTERA ENERGY INCUtilities347.5K$32.3M0.1%Held
SRE SEMPRAUtilities244.0K$23.7M0.1%Held
V VISA INC-CLASS A SHARESServices media75.3K$22.7M0.1%Held
DHR DANAHER CORPTechnology104.1K$19.7M0.1%Held
GFL GFL ENVIRONMENTAL INC-SUB VTUtilities463.6K$19.3M0.1%Held
WM WASTE MANAGEMENT INCUtilities82.7K$19.0M0.1%Held
TMO THERMO FISHER SCIENTIFIC INCOther38.2K$18.8M0.1%Held
UNH UNITEDHEALTH GROUP INCFinancials65.3K$17.7M0.1%Held
MSFT MICROSOFT CORPTechnology46.6K$17.2M0.1%Held
TXN TEXAS INSTRUMENTS INCTechnology72.1K$14.0M0.1%Held
CP CANADIAN PACIFIC KANSAS CITYIndustrials140.4K$11.0M0.0%Held
WTW WILLIS TOWERS WATSON PLCFinancials25.2K$7.3M0.0%Held
ROST ROSS STORES INCConsumer discretionary33.6K$7.3M0.0%Held
JNJ JOHNSON & JOHNSONHealthcare27.3K$6.7M0.0%Held
AZO AUTOZONE INCConsumer discretionary1.7K$5.8M0.0%Held
ICE INTERCONTINENTAL EXCHANGE INFinancials36.5K$5.7M0.0%Held
COR CENCORA INCConsumer discretionary17.4K$5.5M0.0%Held
WAB WABTEC CORPIndustrials21.3K$5.3M0.0%Held
ALSN ALLISON TRANSMISSION HOLDINGIndustrials45.2K$5.3M0.0%Held
CME CME GROUP INCFinancials16.8K$5.0M0.0%Held
LIN LINDE PLCMaterials9.3K$4.6M0.0%Held
BAM BROOKFIELD ASSET MGMT-AFinancials103.2K$4.6M0.0%Held
LMT LOCKHEED MARTIN CORPIndustrials7.2K$4.4M0.0%Held
LOW LOWE'S COS INCConsumer discretionary16.3K$3.9M0.0%Held
DLTR DOLLAR TREE INCConsumer discretionary34.4K$3.8M0.0%Held
AXP AMERICAN EXPRESS COFinancials12.2K$3.7M0.0%Held
APH AMPHENOL CORP-CL ATechnology25.8K$3.3M0.0%Held
CNQ CANADIAN NATURAL RESOURCESEnergy66.0K$3.2M0.0%Held
INTC INTEL CORPTechnology71.1K$3.1M0.0%Held
HD HOME DEPOT INCConsumer discretionary9.5K$3.1M0.0%Held
MA MASTERCARD INC - AServices media5.9K$3.0M0.0%Held
KLAC KLA CORPOther1.9K$2.8M0.0%Held
SSNC SS&C TECHNOLOGIES HOLDINGSTechnology37.8K$2.6M0.0%Held
AAPL APPLE INCTechnology8.0K$2.0M0.0%Held
IMO IMPERIAL OIL LTDEnergy13.8K$1.8M0.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 14, 202646$27.81B canonicalSEC ↗
Q4 202513F-HRFeb 13, 202677$40.54B canonicalSEC ↗
Q3 202513F-HRNov 12, 202534$47.34B canonicalSEC ↗
Q2 202513F-HRAug 14, 202533$61.03B canonicalSEC ↗