DKRT Investments Corp.

Est. AUM

$394.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	THOMSON REUTERS CORP	COM	$90.3M	1003851	22.89%	SOLE
2	JPMORGAN CHASE & CO	COM	$36.8M	125000	9.32%	SOLE
3	FEDEX CORP	COM	$32.1M	90000	8.12%	SOLE
4	ELEVANCE HEALTH INC FORMERLY	COM	$27.8M	95000	7.05%	SOLE
5	BOSTON SCIENTIFIC CORP	COM	$27.3M	435000	6.92%	SOLE
6	GOLDMAN SACHS GROUP INC	COM	$25.4M	30000	6.43%	SOLE
7	AGILENT TECHNOLOGIES INC	COM	$22.8M	200000	5.78%	SOLE
8	THERMO FISHER SCIENTIFIC INC	COM	$20.6M	42000	5.23%	SOLE
9	CATERPILLAR INC	COM	$10.6M	15000	2.69%	SOLE
10	WELLS FARGO & CO	COM	$8.4M	105000	2.12%	SOLE
11	BOEING CO	COM	$7.5M	37500	1.89%	SOLE
12	AMAZON COM INC	COM	$7.3M	35000	1.85%	SOLE
13	TORONTO DOMINION BK ONT	COM	$7.0M	75000	1.77%	SOLE
14	CANADIAN NATL RY CO	COM	$6.0M	58700	1.53%	SOLE
15	UNION PAC CORP	COM	$6.0M	24700	1.52%	SOLE
16	ICON PLC	SHS	$5.5M	50000	1.40%	SOLE
17	BERKSHIRE HATHAWAY INC DEL CL B	CL B	$4.8M	10000	1.21%	SOLE
18	MERCK & CO INC	COM	$3.9M	32500	0.99%	SOLE
19	BANK NOVA SCOTIA B C	COM	$3.9M	56000	0.98%	SOLE
20	3M CO	COM	$3.6M	25000	0.92%	SOLE
21	NUTRIEN LTD	COM	$3.4M	45000	0.86%	SOLE
22	ROYAL BK CDA	COM	$3.2M	20000	0.82%	SOLE
23	TARGET CORP	COM	$3.0M	25000	0.77%	SOLE
24	NIKE INC	CL B	$2.9M	55000	0.74%	SOLE
25	TELUS CORPORATION	COM	$2.6M	200000	0.65%	SOLE
26	UNITED PARCEL SVCS INC	CL B	$2.5M	25000	0.62%	SOLE
27	SHAKE SHACK INC	CL A	$2.2M	25000	0.56%	SOLE
28	NOVO-NORDISK A S	ADR	$2.2M	60000	0.56%	SOLE
29	DISNEY WALT CO	COM	$1.9M	20000	0.49%	SOLE
30	EXXON MOBIL CORP	COM	$1.7M	10000	0.43%	SOLE
31	CITIGROUP INC	COM	$1.5M	13500	0.39%	SOLE
32	GE AEROSPACE	COM	$1.4M	5000	0.36%	SOLE
33	WALMART INC	COM	$1.2M	10000	0.32%	SOLE
34	GE VERNOVA INC	COM	$1.1M	1250	0.28%	SOLE
35	ALGONQUIN POWER & UTILITIES	COM	$1.1M	175000	0.27%	SOLE
36	TPG INC	COM CL A	$1.0M	25000	0.26%	SOLE
37	PFIZER INC	COM	$983K	35000	0.25%	SOLE
38	RELX PLC	SPONSORED ADR	$829K	25000	0.21%	SOLE
39	BIOGEN INC	COM	$458K	2500	0.12%	SOLE
40	SOLVENTUM CORP	COM SHS	$408K	6250	0.10%	SOLE
41	NU HLDGS LTD	ORD SHS CL A	$359K	25000	0.09%	SOLE
42	VERTEX INC	CL A	$357K	30000	0.09%	SOLE
43	OVINTIV INC	COM	$178K	3000	0.05%	SOLE
44	BCE INC	COM	$162K	6400	0.04%	SOLE
45	GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$119K	1666	0.03%	SOLE
46	VIATRIS INC	COM	$59K	4341	0.01%	SOLE
47	WABTEC	COM	$53K	214	0.01%	SOLE
48	ORGANON & CO	COMMON STOCK	$7K	1250	0.00%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.