SPRUCEGROVE INVESTMENT MANAGEMENT LTD — 13F Holdings & Portfolio

CIK 1234074 · latest 13F-HR filed 2026-08-07

SPRUCEGROVE INVESTMENT MANAGEMENT LTD manages $639.1M in 13F-reported U.S. long-equity assets across 40 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CPA (35.33%), RYAAY (34.65%), SSNHZ (19.97%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 2, added to 11, and trimmed 28.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$639.1M

Long-equity book

Holdings

40

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

+0 / −2 / ↑11 / ↓28

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Firm Profile & Key People
Name Title / Status Ownership Type

Quarter-over-quarter changes

Share-count changes vs the prior 13F.

Top Adds (vs prior quarter)

  • SAMSUNG ELECTRONIC$35.8M +39.0%
  • COPA HOLDINGS$32.8M +17.0%
  • COGNEX CORP$46.0K +29.3%
  • ACUITY INC$45.3K +34.4%
  • MSC INDL DIRECT INC$37.4K +28.9%
Show all 11 →

Top Trims

  • C H ROBINSON WLDWIDE-$3.4M -62.1%
  • GILEAD SCIENCES INC-$2.9M -54.8%
  • WELLS FARGO & CO-$2.8M -56.0%
  • MARKEL GROUP INC-$2.8M -47.0%
  • JOHNSON & JOHNSON-$2.7M -54.0%
Show all 28 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • STATE BK OF INDIA$3.1M
  • WATERS CORP$656.4K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 COPA HOLDINGS CPA P31076105 $225.8M 35.33% 1,451,592 SH
2 RYANAIR HLDGS PLC RYAAY 783513203 $221.4M 34.65% 3,419,717 SH
3 SAMSUNG ELECTRONIC SSNHZ 796050888 $127.6M 19.97% 23,676 SH
4 DONALDSON INC DCI 257651109 $3.6M 0.56% 40,004 SH
5 HENRY SCHEIN INC HSIC 806407102 $3.4M 0.53% 40,427 SH
6 MARKEL GROUP INC MKL 570535104 $3.1M 0.49% 1,604 SH
7 SNAP-ON INC SNA 833034101 $3.0M 0.47% 7,400 SH
8 ALPHABET INC GOOGL 02079K305 $2.8M 0.44% 7,870 SH
9 EAGLE MATERIALS EXP 26969P108 $2.8M 0.43% 12,310 SH
10 QUALCOMM INC QCOM 747525103 $2.8M 0.43% 14,929 SH
11 DOLLAR GEN CORP DG 256677105 $2.7M 0.42% 23,495 SH
12 CULLEN FROST BANKERS CFR 229899109 $2.5M 0.39% 16,308 SH
13 BERKSHIRE HATHAWAY BRK.B 084670702 $2.5M 0.39% 5,035 SH
14 GENTEX CORP GNTX 371901109 $2.5M 0.39% 99,334 SH
15 WALT DISNEY CO DIS 254687106 $2.5M 0.38% 25,541 SH
16 GILEAD SCIENCES INC GILD 375558103 $2.4M 0.37% 18,900 SH
17 BROWN FORMAN CORP BF.B 115637209 $2.4M 0.37% 89,100 SH
18 JOHNSON & JOHNSON JNJ 478160104 $2.3M 0.37% 9,200 SH
19 XPEL INC XPEL 98379L100 $2.3M 0.36% 46,300 SH
20 WELLS FARGO & CO WFC 949746101 $2.2M 0.34% 26,477 SH
21 PRICE T ROWE GROUP TROW 74144T108 $2.1M 0.33% 18,714 SH
22 EXXON MOBIL CORP XOM 30231G102 $2.1M 0.33% 15,269 SH
23 C H ROBINSON WLDWIDE CHRW 12541W209 $2.1M 0.32% 10,912 SH
24 TORO CO TTC 891092108 $2.0M 0.32% 20,810 SH
25 AMERICAN EXPRESS CO AXP 025816109 $1.8M 0.29% 5,442 SH
26 MICROSOFT CORP MSFT 594918104 $1.4M 0.22% 3,840 SH
27 ACCENTURE PLC ACN G1151C101 $1.4M 0.22% 11,183 SH
28 NIKE INC NKE 654106103 $1.4M 0.22% 33,900 SH
29 META PLATFORMS INC META 30303M102 $1.3M 0.21% 2,351 SH
30 BECTON DICKINSON BDX 075887109 $1.2M 0.19% 8,000 SH
31 LITTELFUSE INC LFUS 537008104 $259.5K 0.04% 570 SH
32 COGNEX CORP CGNX 192422103 $202.8K 0.03% 2,800 SH
33 BOK FINL CORP BOKF 05561Q201 $194.4K 0.03% 1,400 SH
34 ACUITY INC AYI 00508Y102 $177.0K 0.03% 470 SH
35 MSC INDL DIRECT INC MSM 553530106 $166.5K 0.03% 1,400 SH
36 LANDSTAR SYS INC LSTR 515098101 $165.4K 0.03% 800 SH
37 WAFD INC WAFD 938824109 $161.2K 0.03% 4,200 SH
38 AXOS FINANCIAL AX 05465C100 $136.3K 0.02% 1,400 SH
39 SIMPSON MANUFACTURIN SSD 829073105 $104.7K 0.02% 500 SH
40 GRACO INC GGG 384109104 $68.0K 0.01% 900 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $639.1M 40 0001193125-26-339127
2026-03-31 2026-05-13 $625.0M 42 0001193125-26-220832
2025-12-31 2026-02-03 $829.8M 40 0001193125-26-034374
2025-09-30 2025-11-14 $1.25B 41 0001193125-25-281856
Filer Information
Address
181 UNIVERSITY AVE
STE 1300
TORONTO, A6 M5H 3M7
Phone
(416) 363-5854
Filing Manager
SPRUCEGROVE INVESTMENT MANAGEMENT LTD
TORONTO, A6
Signatory
Joe DaSilva
Chief Compliance Officer