Ravenstone Capital Management Inc. — 13F Holdings & Portfolio

CIK 2086041 · latest 13F-HR filed 2026-08-04

Ravenstone Capital Management Inc. manages $244.4M in 13F-reported U.S. long-equity assets across 54 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are V (7.22%), APH (6.93%), GOOG (6.86%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 13 new positions, exited 14, added to 24, and trimmed 8.

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.

Filer Information
Address
2300 YONGE STREET
SUITE 2005, TOWER B, PO BOX 2335
TORONTO M4P 1E4
Phone
(416) 305-5775
Filing Manager
Ravenstone Capital Management Inc.
TORONTO, A6
Signatory
Carol Bender
VP, Operations & Administration
Loading holdings…
AUM

$244.4M

Long-equity book

Holdings

54

Distinct positions

Period

2026-06-30

Filed 2026-08-04

Q/Q Activity

+13 / −14 / ↑24 / ↓8

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BERKSHIRE HATHAWAY INC DEL$12.1M +10584.8%
  • FORTINET INC$7.3M +89.4%
  • AMPHENOL CORP$5.2M +44.3%
  • ROYAL BK CDA$3.8M +31.4%
  • ALPHABET INC$3.3M +24.5%
Show all 24 →

Top Trims

  • INTUITIVE SURGICAL INC-$505.2K -6.9%
  • VERTIV HOLDINGS CO-$36.1K -90.0%
  • NVIDIA CORPORATION-$28.8K -62.6%
  • COSTCO WHOLESALE CORPORATION-$12.2K -6.1%
  • TESLA INC-$5.7K -28.0%
Show all 8 →

New Positions

  • MASTERCARD INCORPORATED$6.4M
  • DIREXION SHARES ETF TRUST$53.3K
  • VANGUARD INDEX FDS$11.8K
  • ISHARES GOLD TR$11.3K
  • CROWDSTRIKE HLDGS INC$7.6K
Show all 13 →

Exited Positions

  • ZOETIS INC$6.5M
  • CONSTELLATION ENERGY CORP$23.7K
  • BROADCOM INC$22.3K
  • VISTRA CORP$17.3K
  • APPLIED MATLS INC$14.4K
Show all 14 →
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 VISA INC V 92826C839 $17.7M 7.22% 51,468 SH
2 AMPHENOL CORP APH 032095101 $16.9M 6.93% 96,109 SH
3 ALPHABET INC GOOG 02079K107 $16.8M 6.86% 47,451 SH
4 ROYAL BK CDA RY 780087102 $15.7M 6.44% 76,182 SH
5 FORTINET INC FTNT 34959E109 $15.5M 6.36% 101,116 SH
6 MICROSOFT CORP MSFT 594918104 $14.2M 5.79% 37,943 SH
7 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $12.2M 4.99% 24,353 SH
8 BROOKFIELD CORP BN 11271J107 $11.9M 4.88% 280,004 SH
9 THERMO FISHER SCIENTIFIC INC TMO 883556102 $11.9M 4.85% 23,658 SH
10 FASTENAL CO FAST 311900104 $11.7M 4.80% 244,335 SH
11 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $11.5M 4.72% 133,314 SH
12 DANAHER CORP DEL DHR 235851102 $11.0M 4.52% 57,996 SH
13 S&P GLOBAL INC SPGI 78409V104 $10.8M 4.43% 26,578 SH
14 SHERWIN WILLIAMS CO SHW 824348106 $10.8M 4.40% 31,264 SH
15 CANADIAN NATL RY CO CNI 136375102 $10.7M 4.39% 90,119 SH
16 HOME DEPOT INC HD 437076102 $10.1M 4.14% 28,705 SH
17 WASTE CONNECTIONS INC WCN 94106B101 $9.2M 3.76% 55,303 SH
18 BECTON DICKINSON & CO BDX 075887109 $8.0M 3.27% 52,756 SH
19 INTUITIVE SURGICAL INC ISRG 46120E602 $6.8M 2.78% 17,082 SH
20 MASTERCARD INCORPORATED MA 57636Q104 $6.4M 2.64% 12,555 SH
21 ISHARES TR TLT 464287432 $1.5M 0.63% 17,766 SH
22 BANK NOVA SCOTIA B C BNS 064149107 $928.6K 0.38% 10,705 SH
23 ALPHABET INC GOOGL 02079K305 $821.2K 0.34% 2,298 SH
24 CECO ENVIRONMENTAL CORP CECO 125141101 $249.5K 0.10% 2,750 SH
25 META PLATFORMS INC META 30303M102 $225.3K 0.09% 400 SH
26 AMAZON COM INC AMZN 023135106 $205.0K 0.08% 860 SH
27 COSTCO WHOLESALE CORPORATION COST 22160K105 $187.1K 0.08% 200 SH
28 CAMECO CORP CCJ 13321L108 $66.6K 0.03% 655 SH
29 SNOWFLAKE INC SNOW 833445109 $54.7K 0.02% 215 SH
30 DIREXION SHARES ETF TRUST SOXL 25459W458 $53.3K 0.02% 200 SH
31 IONQ INC IONQ 46222L108 $19.7K 0.01% 370 SH
32 NVIDIA CORPORATION NVDA 67066G104 $17.2K 0.01% 86 SH
33 TESLA INC TSLA 88160R101 $14.7K 0.01% 35 SH
34 VANGUARD INDEX FDS VTI 922908769 $11.8K 0.00% 32 SH
35 ISHARES GOLD TR IAU 464285204 $11.3K 0.00% 150 SH
36 CROWDSTRIKE HLDGS INC CRWD 22788C105 $7.6K 0.00% 10 SH
37 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $6.7K 0.00% 14 SH
38 ISHARES TR IEFA 46432F842 $6.2K 0.00% 64 SH
39 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $6.0K 0.00% 8 SH
40 INVESCO QQQ TR QQQ 46090E103 $5.9K 0.00% 8 SH
41 DISNEY WALT CO DIS 254687106 $5.8K 0.00% 60 SH
42 QUANTA SVCS INC PWR 74762E102 $5.8K 0.00% 8 SH
43 TORONTO DOMINION BK ONT TD 891160509 $4.9K 0.00% 40 SH
44 GOLDMAN SACHS ETF TR GSWO 38149W739 $4.1K 0.00% 64 SH
45 VERTIV HOLDINGS CO VRT 92537N108 $4.0K 0.00% 12 SH
46 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $2.7K 0.00% 80 SH
47 ISHARES INC EEMV 464286533 $2.0K 0.00% 26 SH
48 GALAXY DIGITAL INC. GLXY 36317J209 $1.3K 0.00% 48 SH
49 WORLD GOLD TR GLDM 98149E303 $715 0.00% 9 SH
50 ROKU INC ROKU 77543R102 $553 0.00% 4 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $244.4M 54 0002086041-26-000021
2026-03-31 2026-06-26 $200.2M 55 0002086041-26-000020
2025-12-31 2026-06-26 $219.2M 41 0002086041-26-000019