Holdings
Foyston, Gordon & Payne Inc
As of Jun 30, 2026, Foyston, Gordon & Payne Inc reported 63 positions worth US$431M. Largest: Microsoft Corp., Broadcom Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 77,720 | US$29.1M | +354 | Jun 30, 2026 |
| Broadcom Inc. | 67,215 | US$25.5M | −9,117 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 68,181 | US$24.5M | −4,822 | Jun 30, 2026 |
| Meta Platforms, Inc. | 42,441 | US$23.9M | +254 | Jun 30, 2026 |
| Philip Morris International Inc | 103K | US$18.7M | −7,428 | Jun 30, 2026 |
| Booking Holdings Inc. Common Stock | 93,349 | US$16.8M | +90,144 | Jun 30, 2026 |
| Pool Corporation | 73,176 | US$15.8M | +39,923 | Jun 30, 2026 |
| American Express Company | 42,942 | US$14.6M | +174 | Jun 30, 2026 |
| Sei Investments Company | 158K | US$13.9M | +171 | Jun 30, 2026 |
| Otis Worldwide Corporation | 184K | US$13.1M | +48,296 | Jun 30, 2026 |