Long-term investor
Foyston, Gordon & Payne Inc. @foystongordonpayneinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001322853).
Record
- Tracked since 2025-12-31 (261 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -3.1%
- Max drawdown n/a · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 6.2% · long · since 2025-12-31
- AVGO · 5.5% · long · since 2025-12-31
- GOOGL · 5.2% · long · since 2025-12-31
- META · 5.1% · long · since 2025-12-31
- PM · 4.0% · long · since 2025-12-31
- BKNG · 3.6% · long · since 2025-12-31
- POOL · 3.4% · long · since 2026-03-31
- AXP · 3.1% · long · since 2025-12-31
- SEIC · 3.0% · long · since 2025-12-31
- OTIS · 2.8% · long · since 2025-12-31
- ALLE · 2.8% · long · since 2025-12-31
- UNP · 2.7% · long · since 2025-12-31