Foyston, Gordon, & Payne Inc has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $388 Million distributed in 57 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Philip Morris International Inc. with a value of $31.3M, Microsoft Corp with a value of $27M, Unitedhealth Group Inc with a value of $23.2M, Meta Platforms, Inc. with a value of $21.4M, and Motorola Solutions, Inc. with a value of $18.3M.
Examining the 13F form we can see an increase of $21.9M in the current position value, from $366M to 388M.
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
$388 Million
Technology: $100 Million
Healthcare: $65.2 Million
Financial Services: $60.7 Million
Consumer Defensive: $52.4 Million
Communication Services: $43.3 Million
Industrials: $32.5 Million
Consumer Cyclical: $31.9 Million
Basic Materials: $1.79 Million
Other: $378,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
