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§ 13F · FUND PROFILE

Woodbridge Co Ltd.

Woodbridge, Thomson Reuters family office
AUM · $47.3B (13F)Positions · 34Turnover · 2% · Q1Filed · May 14, 2026
BIG MOVE · Q1
Professional Services cut 1pp. Other lifted 0pp.
CONCENTRATION
99%
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
PROFESSIONAL SERVICES → OTHER
-1pp · +0pp
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 14, 2026
#TickerNameShares$ value% portΔ Q1
1TRITHOMSON REUTERS CORP300.79M$27.1B97.3%±0%
2GOOGLALPHABET INC305K$88M0.3%±0%
3AMZNAMAZON COM INC269K$56M0.2%±0%
4ENBENBRIDGE INC908K$49M0.2%±0%
5BRK/BBERKSHIRE HATHAWAY INC DEL92K$44M0.2%±0%
6TDTORONTO DOMINION BK ONT388K$36M0.1%±0%
7RYROYAL BK CDA223K$36M0.1%±0%
8JPMJPMORGAN CHASE & CO118K$35M0.1%±0%
9FTSFORTIS INC602K$34M0.1%±0%
10EMAEMERA INC632K$33M0.1%±0%
§ 02 · SECTOR ALLOCATION

Where the money is

Professional Services97.3% (1pp)
Other1.1% (±0)
Utilities0.4% (±0)
Banking0.4% (±0)
Media0.3% (±0)
Retail0.3% (±0)
§ 03 · THE WOODBRIDGE SIGNAL

AC read

Woodbridge Co Ltd is a Other fund managing $47.3 billion in assets. The fund runs a portfolio of 34 positions, high concentration in top holdings, with the top 10 positions making up 99% of the portfolio. This is a patient, buy-and-hold investor with just 2% quarterly turnover. Top sector allocations: Professional Services (97%), Other (1%), Utilities (0%).

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§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 1 changed
Q4 2025
Busy quarter
+44 buys · 0 exits · 8 changed
Q3 2025
Busy quarter
+34 buys · 0 exits · 0 changed