INTACT INVESTMENT MANAGEMENT INC.

Private Equity

INTACT INVESTMENT MANAGEMENT INC. is a Private Equity based in Boston, MA led by Edward Joseph Keefe, managing $3.3B across 254 long positions as of Q3 2025 with TD as the largest holding (5% allocation).

CFOEdward Joseph Keefe

Portfolio Value: $3.3B
Positions: 254
Top Holding: TD at 5.35%
Last Reported: Q3 2025

Address53 State Street, Suite 2602, Boston, MA, 02109-3208, United States

Top Holdings

Largest long holdings in INTACT INVESTMENT MANAGEMENT INC.'s portfolio (29.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Toronto Dominion Bank TD	Banks - Diversified Financial Services	$176.4M	5.35%	+$18.1M Bought	0.13% 2.2M shares	≤ Q2 2013 Held for 12y 5m+
2 Royal Bank of Canada RY	Banks - Diversified Financial Services	$121.1M	3.67%	+$14.5M Bought	0.06% 821.8K shares	≤ Q2 2013 Held for 12y 5m+
3 Rogers Communications RCI	Telecommunications Services Communication Services	$111.8M	3.39%	+$5.2K Bought	0.60% 3.2M shares	≤ Q2 2013 Held for 12y 5m+
4 Bank of Nova Scotia BNS	Banks - Diversified Financial Services	$106.4M	3.23%	+$35.8M Bought	0.13% 1.6M shares	≤ Q2 2013 Held for 12y 5m+
5 Pembina Pipeline PBA	Oil & Gas Midstream Energy	$83.6M	2.54%	-$656.7K Sold	0.36% 2.1M shares	≤ Q2 2013 Held for 12y 5m+
6 Barnes Group B	Industrial - Machinery Industrials	$80.8M	2.45%	+$8.2M Bought	0.14% 2.5M shares	Q2 2025 Held for 5 months
7 Brookfield Infrastructure Partners BIP	Diversified Utilities Utilities	$78.0M	2.36%	+$32.9M Bought	0.51% 2.4M shares	Q4 2023 Held for 1y 11m
8 Sun Life Financial SLF	Insurance - Diversified Financial Services	$76.3M	2.31%	+$53.0M Bought	0.23% 1.3M shares	≤ Q2 2013 Held for 12y 5m+
9 Magna International MGA	Auto - Parts Consumer Cyclical	$74.1M	2.25%	+$23.1M Bought	0.55% 1.6M shares	≤ Q2 2013 Held for 12y 5m+
10 BCE BCE	Telecommunications Services Communication Services	$72.9M	2.21%	-$1.9M Sold	0.33% 3.1M shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in INTACT INVESTMENT MANAGEMENT INC.'s latest filing

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Market Value

$3.3B

Prior: $3.0B

Q/Q Change

+10.39%

+$310.5M

Net Flows % of MV

+0.279%

Turnover Ratio

13.26%

New Purchases

8 stocks

$11.7M

Added To

106 stocks

+$425.8M

Sold Out Of

115 stocks

$83.9M

Reduced Holdings

89 stocks

-$344.3M

Increased Positions

Position	Shares Δ	Change
1 Iron Mountain IRM	New	0 → 35.2K +$3.6M
2 Amphenol APH	New	0 → 11.1K +$1.4M
3 Palantir Technologies Inc. PLTR	New	0 → 7.3K +$1.3M
4 Applovin Corporation APP	New	0 → 1.8K +$1.3M
5 Xylem XYL	New	0 → 8.3K +$1.2M

Decreased Positions

Position	Shares Δ	Change
1 Algoma Steel Group Inc. ASTL	Sold	2.0M → 0 −$13.9M
2 Stantec STN	Sold	102.7K → 0 −$11.2M
3 Descartes Systems Group DSGX	Sold	61.0K → 0 −$6.2M
4 BRP Inc. DOOO	Sold	126.8K → 0 −$6.2M
5 Sandstorm Gold SAND	Sold	629.0K → 0 −$5.9M

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Analytics

Portfolio insights and performance metrics for INTACT INVESTMENT MANAGEMENT INC.

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Sector Allocation

Financial Services

22.60%

Energy

12.30%

Technology

10.10%

Communication Services

9.70%

Industrials

8.50%

Basic Materials

7.90%

Consumer Cyclical

7.50%

Utilities

7.10%

Healthcare

3.90%

Consumer Defensive

3.50%

Real Estate

1.90%

ETF

0.60%

Market Cap Distribution

Mega Cap (> $200B)

17.68%

Large Cap ($10B - $200B)

66.67%

Mid Cap ($2B - $10B)

10.51%

Small Cap ($300M - $2B)

1.10%

Micro Cap ($50M - $300M)

0.08%

Nano Cap (< $50M)

0.02%

N/A (ETF or Unknown)

3.93%

Portfolio Concentration

Top 10 Holdings %

29.76%

Top 20 Holdings %

46.94%

Top 50 Holdings %

72.37%

Top 100 Holdings %

88.29%