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Portfolio Update

7th Apr 2026 07:00

RNS Number : 3542Z
Canadian General Investments Ld
06 April 2026
 

FOR: CANADIAN GENERAL INVESTMENTS, LIMITED

TSX: CGI

LONDON STOCK EXCHANGE: CGI

 

April 6, 2026

 

Canadian General Investments: Investment Update - Unaudited

 

TORONTO, CANADA - Canadian General Investments, Limited (CGI) reports on an unaudited basis that its net asset value per share (NAV) at March 31, 2026 was $81.26 resulting in year-to-date and 12-month NAV returns, with dividends reinvested, of 1.1% and 29.6%, respectively. These compare with the 3.9% and 34.8% returns of the benchmark S&P/TSX Composite Index on a total return basis for the same periods.

 

The Company employs a leveraging strategy, by way of bank borrowing, with the intent to enhance returns to common shareholders. As at March 31, 2026, the leverage represented 11.8% of CGI's net assets, down from 11.9% at the end of 2025 and 15.1% at March 31, 2025.

 

The closing price for CGI's common shares at March 31, 2026 was $46.92, resulting in year-to-date and 12-month share price returns, with dividends reinvested, of -0.1% and 32.6%, respectively.

 

The sector weightings of CGI's investment portfolio at market as of March 31, 2026 were as follows:

 

Industrials

20.7%

Energy

18.8%

Information Technology

17.3%

Materials

17.2%

Financials

12.3%

Consumer Discretionary

9.0%

Real Estate

2.8%

Communication Services

1.2%

Cash & Cash Equivalents

0.7%

The top ten investments which comprised 35.4% of the investment portfolio at market as of March 31, 2026 were as follows:

 

Franco-Nevada Corporation

5.3%

Celestica Inc.

4.5%

NVIDIA Corporation

4.3%

Cameco Corporation

3.6%

Canadian Pacific Kansas City Limited

3.3%

First Quantum Minerals Ltd.

3.2%

Royal Bank of Canada

2.9%

TFI International Inc.

2.8%

Dollarama Inc.

2.8%

Shopify Inc.

2.7%

 

FOR FURTHER INFORMATION PLEASE CONTACT:

Jonathan A. Morgan

President & CEO

Phone: (416) 366-2931

Fax: (416) 366-2729

e-mail: [email protected]

website: www.canadiangeneralinvestments.ca

This information is provided by RNS, the news service of the London Stock Exchange. RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact [email protected] or visit www.rns.com.RNS may use your IP address to confirm compliance with the terms and conditions, to analyse how you engage with the information contained in this communication, and to share such analysis on an anonymised basis with others as part of our commercial services. For further information about how RNS and the London Stock Exchange use the personal data you provide us, please see our Privacy Policy.
 
END
 
 
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