Claret Asset Management Corp has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $693 Million distributed in 302 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $50.9M, Cgi Inc with a value of $41.3M, North American Construction Group Ltd. with a value of $32.3M, Meta Platforms, Inc. with a value of $30M, and Ollie'S Bargain Outlet Holdings, Inc. with a value of $28.5M.
Examining the 13F form we can see an increase of $59.8M in the current position value, from $633M to 693M.
Below you can find more details about Claret Asset Management Corp portfolio as well as his latest detailed transactions.
Portfolio value
$693 Million
Technology: $160 Million
Financial Services: $122 Million
Healthcare: $108 Million
Communication Services: $75.9 Million
Consumer Defensive: $51.5 Million
Energy: $43 Million
Consumer Cyclical: $39.9 Million
Industrials: $23.1 Million
Other: $24.7 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
