Foyston, Gordon, & Payne Inc has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $427 Million distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $37.1M, Philip Morris International Inc. with a value of $32.3M, Meta Platforms, Inc. with a value of $28.7M, Broadcom Inc. with a value of $27.1M, and Alphabet Inc. with a value of $21.6M.

Examining the 13F form we can see an increase of $38.3M in the current position value, from $388M to 427M.

Foyston, Gordon, & Payne Inc is based out at Toronto, A6

Below you can find more details about Foyston, Gordon, & Payne Inc portfolio as well as his latest detailed transactions.

Portfolio value $427 Million
Technology: $127 Million
Financial Services: $66.9 Million
Communication Services: $55.2 Million
Healthcare: $53.8 Million
Consumer Defensive: $53.6 Million
Industrials: $35.1 Million
Consumer Cyclical: $33.2 Million
Basic Materials: $1.5 Million
Other: $343,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $427 Million
  • Prior Value $388 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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