Portfolio diff
Mackenzie Financial Corp
Q1 2026 ⇄ Q2 2026
+150Added
−147Removed
200Resized
21Unchanged
Added (Q2 2026)
Removed (was held in Q1 2026)
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| MBLY Intel Corp | 12.97K | 2.99M | +22919.2% |
| OLED Universal Display Corp | 2.31K | 255.91K | +11002.2% |
| KNX Knight-Swift… | 8.10K | 728.73K | +8901.1% |
| FRT Federal Realty… | 3.19K | 239.44K | +7415.3% |
| CERS Cerus Corp | 40.74K | 3.00M | +7271.1% |
| VG Venture Global Inc | 42.99K | 2.29M | +5217.6% |
| TNL Travel plus Leisure Co | 4.02K | 169.02K | +4105.6% |
| OSK Oshkosh Corp | 4.63K | 176.10K | +3700.9% |
| HRB H&R Block Inc | 8.53K | 308.37K | +3514.2% |
| LOPE Grand Canyon Education… | 1.87K | 67.59K | +3508.8% |
| WYNN Wynn Resorts Ltd | 3.08K | 110.90K | +3505.3% |
| BDX Becton Dickinson & Co | 41.27K | 1.43M | +3373.2% |
| STNE StoneCo Ltd | 62.13K | 2.07M | +3236.7% |
| LYFT Lyft Inc | 79.72K | 2.28M | +2759.2% |
| HG Hamilton Insurance… | 21.56K | 593.47K | +2653.1% |
| AMKR Amkor Technology Inc | 6.07K | 165.62K | +2630.8% |
| BC Brunswick Corp/DE | 4.90K | 132.94K | +2614.6% |
| CHTR Charter Communications… | 10.93K | 278.21K | +2446.1% |
| MGM MGM Resorts… | 21.60K | 528.76K | +2348.4% |
| LKQ LKQ Corp | 20.39K | 476.06K | +2234.4% |
| BKNG Booking Holdings Inc | 20.79K | 480.37K | +2210.9% |
| BKD Brookdale Senior Living… | 40.49K | 885.97K | +2088.3% |
| LAMR Lamar Advertising Co | 4.47K | 96.26K | +2054.0% |
| ZVIA Zevia PBC | 124.15K | 2.67M | +2051.2% |
| HST Host Hotels & Resorts… | 111.12K | 2.16M | +1845.3% |
| SF Stifel Financial Corp | 19.61K | 355.07K | +1710.7% |
| TTC Toro Co/The | 7.84K | 141.28K | +1702.7% |
| MTRN Materion Corp | 6.06K | 104.00K | +1616.1% |
| IBKR Interactive Brokers… | 49.69K | 829.29K | +1568.9% |
| ARE Alexandria Real Estate… | 29.87K | 470.28K | +1474.5% |
| SKYW SkyWest Inc | 9.18K | 137.62K | +1399.1% |
| CMRE Costamare Inc | 10.61K | 153.84K | +1350.4% |
| DOC Healthpeak Properties… | 63.43K | 911.82K | +1337.6% |
| DCGO DocGo Inc | 23.99K | 338.88K | +1312.8% |
| EQNR Kingdom of Norway | 8.22K | 112.78K | +1272.4% |
| ASTL Algoma Steel Group Inc | 98.77K | 1.33M | +1246.3% |
| PBF PBF Energy Inc | 78.40K | 1.05M | +1242.5% |
| AGO Assured Guaranty Ltd | 11.27K | 135.46K | +1101.6% |
| MOV Movado Group Inc | 30.60K | 360.61K | +1078.3% |
| AAL American Airlines Group… | 16.23K | 189.95K | +1070.6% |
| GTX Garrett Motion Inc | 254.18K | 2.83M | +1012.1% |
| CSTL Castle Biosciences Inc | 74.11K | 793.51K | +970.7% |
| SRPT Sarepta Therapeutics Inc | 56.13K | 599.58K | +968.2% |
| SPFI South Plains Financial… | 5.29K | 53.85K | +918.6% |
| KBR KBR Inc | 68.81K | 688.22K | +900.2% |
| KMT Kennametal Inc | 52.51K | 511.95K | +875.0% |
| DSP People Inc | 22.23K | 215.23K | +868.3% |
| KLAC KLA Corp | 85.21K | 803.30K | +842.7% |
| PECO Phillips Edison & Co Inc | 44.05K | 404.20K | +817.7% |
| INGR Ingredion Inc | 35.23K | 300.67K | +753.4% |
| VIK Viking Holdings Ltd | 25.57K | 218.07K | +752.8% |
| JBL Jabil Inc | 12.21K | 103.97K | +751.6% |
| AYI Acuity Inc | 2.45K | 19.80K | +706.6% |
| AME AMETEK Inc | 26.88K | 207.94K | +673.7% |
| CHE Chemed Corp | 2.44K | 18.83K | +670.1% |
| GCT GigaCloud Technology Inc | 48.15K | 360.03K | +647.8% |
| CHWY Chewy Inc | 7.67K | 56.66K | +639.2% |
| AROC Archrock Inc | 10.95K | 80.77K | +637.8% |
| AGBK AGI Inc | 59.03K | 420.82K | +612.9% |
| YOU Clear Secure Inc | 74.93K | 498.25K | +564.9% |
| SMTC Semtech Corp | 8.93K | 57.96K | +549.3% |
| KEX Kirby Corp | 40.80K | 261.65K | +541.3% |
| JD JD.com Inc | 240.40K | 1.54M | +541.1% |
| EVER Link Ventures LLLP | 139.43K | 873.07K | +526.2% |
| AVTR Avantor Inc | 224.60K | 1.39M | +517.7% |
| SWK Stanley Black & Decker… | 7.55K | 46.56K | +516.6% |
| TAP Molson Coors Beverage Co | 128.39K | 784.51K | +511.1% |
| FFIV F5 Inc | 7.54K | 45.52K | +504.0% |
| BEKE KE Holdings Inc | 175.09K | 1.04M | +491.6% |
| VISN Vistance Networks Inc | 130.38K | 768.02K | +489.1% |
| UMBF UMB Financial Corp | 2.33K | 13.48K | +478.5% |
| ECG Everus Construction… | 32.32K | 182.27K | +464.0% |
| MKSI MKS Inc | 3.27K | 18.27K | +458.0% |
| ESS Essex Property Trust Inc | 20.62K | 110.50K | +435.9% |
| HOOD Robinhood Markets Inc | 86.30K | 450.29K | +421.8% |
| YELP Yelp Inc | 24.91K | 129.81K | +421.1% |
| SOBO South Bow Corp | 496.27K | 2.54M | +410.9% |
| IOT Samsara Inc | 25.27K | 128.72K | +409.4% |
| SBS Cia de Saneamento… | 2.17M | 11.03M | +409.1% |
| IREN IREN Ltd | 16.02K | 81.40K | +408.1% |
| NTRA Natera Inc | 10.58K | 53.12K | +402.1% |
| BTE Baytex Energy Corp | 437.27K | 2.19M | +400.4% |
| MYRG MYR Group Inc | 17.43K | 86.05K | +393.7% |
| ZTS Zoetis Inc | 54.70K | 268.07K | +390.1% |
| CASY Casey's General Stores… | 2.98K | 14.59K | +389.5% |
| YEXT Yext Inc | 62.27K | 297.03K | +377.0% |
| ESNT Essent Group Ltd | 87.31K | 413.10K | +373.2% |
| BURL Burlington Stores Inc | 9.22K | 43.03K | +366.4% |
| IRDM Iridium Communications… | 50.78K | 236.54K | +365.8% |
| HCA HCA Healthcare Inc | 51.94K | 240.06K | +362.2% |
| DK Delek US Holdings Inc | 91.41K | 416.87K | +356.1% |
| RMBS Rambus Inc | 53.69K | 242.19K | +351.1% |
| VSAT Viasat Inc | 67.47K | 303.30K | +349.5% |
| BDC Belden Inc | 5.57K | 24.98K | +348.9% |
| ANAB AnaptysBio Inc | 33.72K | 150.98K | +347.7% |
| CALX Calix Inc | 72.46K | 323.52K | +346.5% |
| LIND Lindblad Expeditions… | 59.34K | 264.44K | +345.7% |
| LUMN Lumen Technologies Inc | 72.26K | 311.43K | +331.0% |
| THC Tenet Healthcare Corp | 23.88K | 102.16K | +327.8% |
| PAGS Pagseguro Digital Ltd | 400.04K | 1.71M | +326.9% |
| IBOC International… | 55.01K | 233.83K | +325.0% |
| DOCS Doximity Inc | 23.48K | 99.81K | +325.0% |
| IRWD Ironwood… | 560.03K | 2.37M | +322.7% |
| RNG RingCentral Inc | 193.48K | 811.31K | +319.3% |
| HAS Hasbro Inc | 4.63K | 19.30K | +316.7% |
| PINS Pinterest Inc | 351.99K | 1.47M | +316.3% |
| UAL United Airlines… | 37.40K | 155.42K | +315.6% |
| ACAD ACADIA Pharmaceuticals… | 101.34K | 420.82K | +315.3% |
| AWI Armstrong World… | 7.51K | 31.14K | +314.4% |
| SNPS Synopsys Inc | 55.42K | 229.35K | +313.8% |
| KROS Keros Therapeutics Inc | 152.45K | 628.44K | +312.2% |
| POR Portland General… | 155.20K | 635.65K | +309.6% |
| BSY Bentley Systems Inc | 418.88K | 1.70M | +305.5% |
| AVAH Aveanna Healthcare… | 523.19K | 2.11M | +302.8% |
| BV BrightView Holdings Inc | 339.91K | 1.35M | +297.7% |
| TBPH Theravance Biopharma Inc | 248.68K | 985.85K | +296.4% |
| AIP Arteris Inc | 115.86K | 453.40K | +291.3% |
| CPNG Coupang Inc | 82.00K | 319.65K | +289.8% |
| FCX Freeport-McMoRan Inc | 530.88K | 2.06M | +287.3% |
| CRBU Caribou Biosciences Inc | 942.79K | 3.65M | +287.2% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
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