Ravenstone Capital Management Inc. — 13F Holdings & Portfolio

CIK 2086041 · latest 13F-HR filed 2026-06-26

Ravenstone Capital Management Inc. manages $200.2M in 13F-reported U.S. long-equity assets across 55 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are V (7.55%), MSFT (6.80%), GOOG (6.72%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 17 new positions, exited 3, added to 9, and trimmed 24.

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

$200.2M

Long-equity book

Holdings

55

Distinct positions

Period

2026-03-31

Filed 2026-06-26

Q/Q Activity

+17 / −3 / ↑9 / ↓24

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FASTENAL CO$1.6M +17.3%
  • CANADIAN PACIFIC KANSAS CITY$940.5K +10.3%
  • FORTINET INC$775.3K +10.4%
  • SHERWIN WILLIAMS CO$625.7K +6.9%
  • ISHARES TR$104.8K +7.1%
Show all 9

Top Trims

  • ALPHABET INC-$7.1M -34.5%
  • AMPHENOL CORP-$3.4M -22.6%
  • MICROSOFT CORP-$3.4M -19.8%
  • VISA INC-$2.3M -13.4%
  • DANAHER CORP DEL-$1.8M -15.1%
Show all 24

New Positions

  • BECTON DICKINSON & CO$7.5M
  • VERTIV HOLDINGS CO$40.1K
  • CONSTELLATION ENERGY CORP$23.7K
  • BROADCOM INC$22.3K
  • VISTRA CORP$17.3K
Show all 17

Exited Positions

  • ROPER TECHNOLOGIES INC$5.6M
  • CASEYS GEN STORES INC$248.7K
  • ABOVE FOOD INGREDIENTS INC$1.7K
Show all 3
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 $15.1M 7.55% 50,006 SH
2 MICROSOFT CORP MSFT 594918104 $13.6M 6.80% 36,773 SH
3 ALPHABET INC GOOG 02079K107 $13.5M 6.72% 46,933 SH
4 ROYAL BK CDA RY 780087102 $12.0M 5.98% 74,328 SH
5 AMPHENOL CORP APH 032095101 $11.7M 5.87% 92,972 SH
6 THERMO FISHER SCIENTIFIC INC TMO 883556102 $11.2M 5.57% 22,704 SH
7 BROOKFIELD CORP BN 11271J107 $11.0M 5.48% 271,521 SH
8 FASTENAL CO FAST 311900104 $11.0M 5.47% 236,158 SH
9 S&P GLOBAL INC SPGI 78409V104 $10.9M 5.43% 25,555 SH
10 DANAHER CORP DEL DHR 235851102 $10.1M 5.05% 53,331 SH
11 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $10.1M 5.03% 128,322 SH
12 SHERWIN WILLIAMS CO SHW 824348106 $9.7M 4.85% 30,264 SH
13 HOME DEPOT INC HD 437076102 $9.1M 4.54% 27,633 SH
14 CANADIAN NATL RY CO CNI 136375102 $9.1M 4.52% 88,242 SH
15 WASTE CONNECTIONS INC WCN 94106B101 $8.5M 4.26% 52,610 SH
16 FORTINET INC FTNT 34959E109 $8.2M 4.10% 100,366 SH
17 BECTON DICKINSON & CO BDX 075887109 $7.5M 3.73% 47,476 SH
18 INTUITIVE SURGICAL INC ISRG 46120E602 $7.3M 3.65% 15,832 SH
19 ZOETIS INC ZTS 98978V103 $6.5M 3.25% 55,121 SH
20 ISHARES TR TLT 464287432 $1.6M 0.79% 18,186 SH
21 BANK NOVA SCOTIA B C BNS 064149107 $740.0K 0.37% 10,705 SH
22 ALPHABET INC GOOGL 02079K305 $712.6K 0.36% 2,478 SH
23 META PLATFORMS INC META 30303M102 $228.9K 0.11% 400 SH
24 AMAZON COM INC AMZN 023135106 $205.1K 0.10% 985 SH
25 COSTCO WHOLESALE CORPORATION COST 22160K105 $199.3K 0.10% 200 SH
26 CECO ENVIRONMENTAL CORP CECO 125141101 $163.8K 0.08% 2,750 SH
27 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $114.0K 0.06% 238 SH
28 CAMECO CORP CCJ 13321L108 $71.0K 0.04% 655 SH
29 NVIDIA CORPORATION NVDA 67066G104 $46.0K 0.02% 264 SH
30 SNOWFLAKE INC SNOW 833445109 $41.8K 0.02% 277 SH
31 VERTIV HOLDINGS CO VRT 92537N108 $40.1K 0.02% 160 SH
32 CONSTELLATION ENERGY CORP CEG 21037T109 $23.7K 0.01% 85 SH
33 BROADCOM INC AVGO 11135F101 $22.3K 0.01% 72 SH
34 TESLA INC TSLA 88160R101 $20.4K 0.01% 55 SH
35 VISTRA CORP VST 92840M102 $17.3K 0.01% 115 SH
36 APPLIED MATLS INC AMAT 038222105 $14.4K 0.01% 42 SH
37 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $12.2K 0.01% 36 SH
38 LOCKHEED MARTIN CORP LMT 539830109 $10.9K 0.01% 18 SH
39 IONQ INC IONQ 46222L108 $10.7K 0.01% 370 SH
40 ASML HLDG NV ASML N07059210 $10.6K 0.01% 8 SH
41 RTX CORPORATION RTX 75513E101 $10.2K 0.01% 53 SH
42 ARM HOLDINGS PLC ARM 042068205 $9.8K 0.00% 65 SH
43 ROCKWELL AUTOMATION INC ROK 773903109 $6.5K 0.00% 18 SH
44 ELI LILLY & CO LLY 532457108 $6.4K 0.00% 7 SH
45 DISNEY WALT CO DIS 254687106 $5.8K 0.00% 60 SH
46 ABBVIE INC ABBV 00287Y109 $4.6K 0.00% 21 SH
47 KRATOS DEFENSE & SEC SOLUTIO KTOS 50077B207 $3.9K 0.00% 55 SH
48 TORONTO DOMINION BK ONT TD 891160509 $3.7K 0.00% 40 SH
49 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $3.1K 0.00% 80 SH
50 SNDL INC SNDL 83307B101 $511 0.00% 383 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-06-26 $200.2M 55 0002086041-26-000020
2025-12-31 2026-06-26 $219.2M 41 0002086041-26-000019