SEC 13F Intelligence

Managers / Q3 2024 · view latest →

EHP Funds Inc.

CIK 0001927881 · 2300 YONGE STREET, UNIT 2002, TORONTO, Z4, M4P 1E4 · 905-630-7424

Reported Value
$159M
Q3 2024
Positions
43
Filings on Record
16
2019–present window
Filed
Nov 14, 2024
original filing

Summary

Ehp Funds Inc. reported $159M in U.S.-listed holdings across 43 positions for Q3 2024.

The portfolio is heavily concentrated: IEF alone accounts for 62.2% of reported value.

Compared with Q2 2024, the fund opened 28 new positions and exited 68.

Portfolio Metrics

Turnover
+66.1%
vs prior filed quarter
Top-10 Concentration
+81.6%
share of reported value
Largest Position
+62.2%
Ishares Tr
New / Exited
28 / 68
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’22: $601MQ1 ’22Q2 ’22: $601MQ3 ’22: $494MQ3 ’22Q2 ’23: $407MQ3 ’23: $214MQ3 ’23Q4 ’23: $275MQ1 ’24: $244MQ1 ’24Q2 ’24: $202MQ3 ’24: $159MQ3 ’24Q4 ’24: $108MQ1 ’25: $127MQ1 ’25Q2 ’25: $288MQ3 ’25: $113MQ3 ’25Q4 ’25: $44Mfilingsflow.com

Portfolio Composition

By security type
ETP: 76.7%Common Stock: 12.9%Other: 10.4%
  • ETP · 76.7% · $122M
  • Common Stock · 12.9% · $20M
  • Other · 10.4% · $17M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
IEFISHARES TRNEW+801.2K801.2K+$79M$79M
VANECK ETF TRUSTNEW+50.0K50.0K+$12M$12M
PROSHARES TR IINEW+494.5K494.5K+$6M$6M
INVESCO EXCH TRADED FD TR IINEW+45.7K45.7K+$4M$4M
TLTISHARES TRNEW+25.0K25.0K+$2M$2M
ELVELEVANCE HEALTH INCNEW+2.5K2.5K+$1M$1M
LLYELI LILLY & CONEW+1.4K1.4K+$1M$1M
NVDANVIDIA CORPORATIONNEW+10.1K10.1K+$1M$1M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2024

39 positions
#IssuerClass% PortfolioValueShares
1IEFISHARES TR7-10 YR TRSY BD · IBOXX HI YD ETF · 20 YR TR BD ETF62.18%$99M1.05M
2QQQINVESCO QQQ TRhistory →UNIT SER 15.43%$9M17.7K
3SMHVANECK ETF TRUSThistory →SEMICONDUCTR ETF5.31%$8M34.4K
4PROSHARES TR IIVIX SH TRM FUTRS3.81%$6M494.5K
5NRGNRG ENERGY INCCOM NEW0.84%$1M14.7K
6MCKMCKESSON CORPCOM0.84%$1M2.7K
7ELVELEVANCE HEALTH INCCOM0.82%$1M2.5K
8WMTWALMART INCCOM0.79%$1M15.5K
9LLYELI LILLY & COCOM0.78%$1M1.4K
10NVDANVIDIA CORPORATIONCOM0.77%$1M10.1K
11APHAMPHENOL CORP NEWCL A0.75%$1M18.4K
12TMOTHERMO FISHER SCIENTIFIC INCCOM0.70%$1M1.8K
13LAM RESEARCH CORPCOM0.67%$1M1.3K
14HWMHOWMET AEROSPACE INCCOM0.66%$1M10.5K
15AMATAPPLIED MATLS INCCOM0.64%$1M5.0K
16PWRQUANTA SVCS INCCOM0.39%$626,1152.1K
17TTTRANE TECHNOLOGIES PLCSHS0.39%$621,9681.6K
18CTASCINTAS CORPCOM0.34%$535,2882.6K
19UNHUNITEDHEALTH GROUP INCCOM0.33%$526,212900
20ROLROLLINS INCCOM0.29%$465,3369.2K
21KLACKLA CORPCOM NEW0.29%$464,646600
22PHMPULTE GROUP INCCOM0.29%$459,2963.2K
23UHSUNIVERSAL HLTH SVCS INCCL B0.29%$458,0202.0K
24ETRENTERGY CORP NEWCOM0.14%$223,7371.7K
25HIGHARTFORD FINL SVCS GROUP INCCOM0.14%$223,4591.9K
26MTGMGIC INVT CORP WISCOM0.14%$217,6008.5K
27DGXQUEST DIAGNOSTICS INCCOM0.14%$217,3501.4K
28NFGNATIONAL FUEL GAS COCOM0.13%$212,1353.5K
29BMYBRISTOL-MYERS SQUIBB COCOM0.13%$212,1344.1K
30TE CONNECTIVITY LTDSHS0.13%$211,3861.4K
31JNJJOHNSON & JOHNSONCOM0.13%$210,6781.3K
32ITWILLINOIS TOOL WKS INCCOM0.13%$209,656800
33DALDELTA AIR LINES INC DELCOM NEW0.13%$208,2394.1K
34CRSCARPENTER TECHNOLOGY CORPCOM0.13%$207,4541.3K
35MRKMERCK & CO INCCOM0.13%$204,4081.8K
36CMCCOMMERCIAL METALS COCOM0.13%$203,3523.7K
37SNASNAP ON INCCOM0.13%$202,797700
38CORCENCORA INCCOM0.13%$202,572900
39PRPERMIAN RESOURCES CORPCLASS A COM0.12%$189,17913.9K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2025$44M25Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$113M99Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$288M40Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$127M35May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$108M51Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$159M43Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$202M83Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$244M174May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$275M196Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$214M259Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$407M288Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023Under review306May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review343Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$494M407Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$601M417Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$601M335May 16, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.