§ 13F · FUND PROFILE
Foyston, Gordon & Payne Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $458M (13F)Positions · 55Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$50M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp. | 77K | $29M | 3.3% | — |
| 2 | MSFT | Microsoft Corp. | 77K | $29M | 3.3% | +103% |
| 3 | META | Meta Platforms, Inc. | 42K | $24M | 2.8% | +124% |
| 4 | META | Meta Platforms, Inc. | 42K | $24M | 2.8% | — |
| 5 | AVGO | Broadcom Inc. | 76K | $24M | 2.7% | — |
| 6 | AVGO | Broadcom Inc. | 76K | $24M | 2.7% | +116% |
| 7 | GOOGL | Alphabet Inc. CL A | 73K | $21M | 2.4% | — |
| 8 | GOOGL | Alphabet Inc. CL A | 73K | $21M | 2.4% | +45% |
| 9 | PM | Philip Morris International Inc. | 111K | $18M | 2.1% | +34% |
| 10 | PM | Philip Morris International Inc. | 111K | $18M | 2.1% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FOYSTON, SIGNAL
AC read
Foyston, Gordon & Payne Inc is a Other fund managing $458 million in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed