Richard M. Tattersall
Heathbridge Capital Management Ltd.
Assets Managed
$275.203M
Holdings
29
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
5.15%(2Q avg: 2.81%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in Heathbridge Capital Management Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 29 positions.
Assets under management
The assets under management (AUM) of Heathbridge Capital Management Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 275.203M in assets, with a quarterly growth rate of 5.15% and a 2-quarter average growth rate of 2.81%. The portfolio is managed by Richard M. Tattersall, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VZ Verizon Communications Inc
| 8.76% | $24.093M 479,950 shares@ $50.2 avg price | Decreased -9.74% |
AEP American Electric Power
| 8.33% | $22.906M 174,750 shares@ $131.08 avg price | Decreased -0.59% |
TD Toronto-dominion Bank
| 8.25% | $22.682M 243,350 shares@ $93.21 avg price | Decreased -0.71% |
AEM Agnico Eagle Mines Ltd
| 6.85% | $18.831M 92,960 shares@ $202.58 avg price | Decreased -0.18% |
TRP Tc Energy Corp
| 6.65% | $18.297M 292,775 shares@ $62.5 avg price | Decreased -23.97% |
MFC Manulife Financial Corp
| 5.71% | $15.694M 456,500 shares@ $34.39 avg price | Decreased -0.62% |
TU Telus Corp
| 5.39% | $14.827M 1.156M shares@ $12.83 avg price | Decreased -0.39% |
CNQ Canadian Natural Resources
| 4.98% | $13.684M 281,075 shares@ $48.69 avg price | Decreased -16.86% |
RY Royal Bank Of Canada
| 4.84% | $13.31M 82,500 shares@ $161.34 avg price | |
TRI Thomson Reuters Corp
| 4.3% | $11.818M 131,200 shares@ $90.08 avg price | New Position |
1-10 of 29