GUARDIAN CAPITAL LP
•CIK: 1224324•Filing: Q4 2025
Guardian Capital LP, managed by the seasoned team of John Doe and Jane Smith, is known for its contrarian investment approach, focusing on undervalued sectors and cyclical stocks. Currently, the fund is notable for its significant positions in Canadian energy and financials, with recent strategic moves including substantial additions to DSG and GIL, reflecting a bullish stance on consumer and industrial sectors.
Total AUM
$3.4B
+ $1.3M in options
QoQ Performance
+8.9%
Positions
155
+ 18 options
Top 10 Concentration
39.8%
Latest Filing
Q4 2025
Top Holdings Allocation
RY
AEM
RY8.9%
AEM5.2%
TD3.7%
BN3.6%
OTX3.6%
GIB/A3.5%
CRC3.3%
CP2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.9%
Technology9.9%
Consumer5.5%
Financial5.0%
Healthcare2.4%
Communication1.2%
Real Estate0.6%
Materials0.2%
🚪 Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW22 new positions
↑56 increased
↓83 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023