HughesLittle Investment Management Ltd.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), HughesLittle Investment Management Ltd. reported 13 stock positions worth $577.1 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 18.8% of the portfolio, followed by Amazon.com (AMZN, 12.0%) and Brookfield (BN, 11.4%). Compared with Q1 2026, it sold out of 1, added to 5 and reduced 3. The biggest buy was Flutter Entertainment PLC-Di (FLUT, shares +30%) and the biggest sale Las Vegas Sands (LVS, shares −64%).

Most Recent 13F
Q2 2026
Location
Vancouver, A1
CIK
0002106035
Portfolio Value
$577.1M (Q2 2026)
SEC Filing
0001493152-26-037208 ↗ filed Aug 12, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $455.7M Q1 2024 Q2 2024: $455.7M Q2 2024 Q3 2024: $491.6M Q3 2024 Q4 2024: $528.1M Q4 2024 Q1 2025: $479.6M Q1 2025 Q2 2025: $487.1M Q2 2025 Q3 2025: $598.1M Q3 2025 Q4 2025: $603.7M Q4 2025 Q1 2026: $510.8M Q1 2026 Q2 2026: $577.1M $577.1M Q2 2026

Holdings 13 stocks · $577.1M

TSM Taiwan Semiconductor-SP ADR 18.80% 227,114 $108.5M Reduce -4.3%
AMZN Amazon.com Inc. 11.99% 290,255 $69.2M No change
BN Brookfield Corp. 11.42% 1,547,195 $65.9M Add +0.4%
SCHW Schwab (charles) Corp. 11.28% 705,304 $65.1M Add +0.3%
V Visa Inc. Class A 9.94% 167,238 $57.4M No change
UBER Uber Technologies Inc. 9.21% 736,333 $53.1M Add +0.8%
FLUT Flutter Entertainment PLC-Di 7.61% 429,621 $43.9M Add +30.4%
GOOGL Alphabet Inc. Class A 7.44% 120,157 $42.9M Add +0.3%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 6.41% 18,579 $37.0M Reduce -1.9%
MA Mastercard Inc. Class A 4.85% 54,462 $28.0M No change
LVS Las Vegas Sands Corp. 0.89% 111,517 $5.2M Reduce -64.4%
BRK.B Berkshire Hathaway Inc. Class B 0.13% 1,500 $751K No change
COST Costco Wholesale Corp. 0.05% 315 $295K No change

Portfolio Sells Q1 2026 → Q2 2026

LVS Las Vegas Sands Corp. Reduce -64.4% 0.89% −2.41
CIGI Colliers Intl GR-Subord Vot Sold out 0.00% −0.09
ASML ASML Holding NV-NY Reg SHS Reduce -1.9% 6.41% +1.51
TSM Taiwan Semiconductor-SP ADR Reduce -4.3% 18.80% +3.09

Portfolio Buys Q1 2026 → Q2 2026

FLUT Flutter Entertainment PLC-Di Add +30.4% 7.61% +1.03
GOOGL Alphabet Inc. Class A Add +0.3% 7.44% +0.70
BN Brookfield Corp. Add +0.4% 11.42% −0.79
UBER Uber Technologies Inc. Add +0.8% 9.21% −1.07
SCHW Schwab (charles) Corp. Add +0.3% 11.28% −1.67

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 13$577.1MTSM, AMZN, BN, SCHW, V
Q1 2026 14$510.8MTSM, SCHW, BN, AMZN, UBER
Q4 2025Amended 14$603.7MTSM, SCHW, BN, AMZN, V
Q3 2025Amended 15$598.1MTSM, SCHW, BN, AMZN, FLUT
Q2 2025Amended 15$487.1MTSM, SCHW, BN, AMZN, V
Q1 2025Amended 17$479.6MV, SCHW, TSM, AMZN, BN
Q4 2024Amended 17$528.1MTSM, BN, V, FLUT, AMZN
Q3 2024Amended 17$491.6MBN, TSM, FLUT, V, AMZN
Q2 2024Amended 17$455.7MTSM, SCHW, AMZN, V, BN
Q1 2024Amended 17$455.7MV, SCHW, TSM, FLUT, AMZN