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Showing Q3 2025 data
Sagard Holdings Management Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Sagard Holdings Management Inc.
•CIK: 1941151•Filing: Q3 2025
**Sagard Holdings Management Inc.** manages $20M across a diversified portfolio of 107 positions. The fund exhibits a notable allocation to broad market exposure, with top holdings including IVV ($6.6M) and USMV ($3.6M). Further concentration is evident in international and sector plays, highlighted by EFA ($2.6M) and NTR ($1.5M). This structure suggests a tactical approach balancing core index exposure with targeted, multi-asset opportunities.
Total AUM
$20.0M
QoQ Performance
-44.1%
Positions
102
Top 10 Concentration
81.8%
Latest Filing
Q3 2025
Top Holdings Allocation
IVV
USMV
EFA
NTR
IVV33.2%
USMV18.0%
EFA13.1%
NTR7.6%
HGER3.4%
RY2.0%
TD1.8%
LIE1.0%
📈 Biggest Buys
FSV
FirstService Corporation
NEW
0.4% of portfolio
📉 Biggest Sells
Sector Breakdown
Other56.4%
ETF33.2%
Technology4.3%
Financial2.7%
Consumer1.0%
Healthcare0.8%
Communication0.6%
Industrial0.4%
🚪 Exited Positionssold since Q2 2025
+2 more exited positions
Changes from Q2 2025
NEW1 new position
↓4 decreased
Historical Filings
Q3 2025Q2 2025