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The Woodbridge Company Limited
Michael Medline · Family Office · Value
The Woodbridge Company Limited is a Canadian private holding company and family office that serves as the primary investment vehicle for the Thomson family, the wealthiest family in Canada. Based in Toronto and founded in 1978, the firm maintains a controlling interest in the global media and information conglomerate Thomson Reuters, as well as significant holdings in other media assets like The Globe and Mail. The company’s investment strategy is characterized by a long-term, conservative, and value-oriented approach, focusing on wealth preservation across generations. Beyond its core media holdings, Woodbridge manages a diversified portfolio of public and private equities, emphasizing strategic influence and sustainable capital appreciation in the information and professional services sectors.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +14.0% |
| YTD return | +7.8% |
| Sharpe ratio | 4.14 |
| Win rate | 60% |
| AUM | $0.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | N/A |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 20.0% | +35.6% |
| AMZN | Amazon.com Inc | 13.1% | +14.2% |
| BRK-A | Berkshire Hathaway Inc | 8.6% | +1.1% |
| JPM | JPMorgan Chase & Co | 7.4% | +12.8% |
| NEE | Nextera Energy Inc | 5.1% | +0.2% |
| V | Visa Inc. Class A | 5.1% | +6.2% |
| TMO | Thermo Fisher Scientific Inc | 4.6% | +22.5% |
| MSFT | Microsoft Corporation | 4.6% | +3.1% |
| UNH | UnitedHealth Group Incorporated | 4.6% | +6.2% |
| DHR | Danaher Corporation | 4.0% | +2.8% |
| SRE | Sempra Energy | 4.0% | -8.0% |
| BXP | Boston Properties Inc | 3.4% | -11.1% |
| TXN | Texas Instruments Incorporated | 3.4% | +14.9% |
| WM | Waste Management Inc | 3.4% | -5.2% |
| INTC | Intel Corporation | 1.7% | +10.5% |
| ROST | Ross Stores Inc | 1.7% | +0.3% |
| WTW | Willis Towers Watson PLC | 1.7% | +18.6% |
| WAB | Westinghouse Air Brake Technologies Corp | 1.1% | +6.2% |
| JNJ | Johnson & Johnson | 1.1% | +9.9% |
| ICE | Intercontinental Exchange Inc | 1.1% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | SELL | NEE | 5.8% → 5.1% |
| Sep 21, 2026 | BUY | ICE | 0.0% → 1.1% |
| Sep 21, 2026 | BUY | WM | 3.5% → 3.4% |
| Sep 21, 2026 | BUY | GOOGL | 19.2% → 20.0% |
| Sep 21, 2026 | BUY | TMO | 4.1% → 4.6% |
Investment Style Analysis
The Woodbridge Company Limited is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $0.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Internet Retail sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, The Woodbridge Company Limited made a significant move by reducing the position in NEE. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The Woodbridge Company Limited follows a long-term, generational investment philosophy centered on the preservation and growth of the Thomson family’s wealth. Its strategy emphasizes maintaining controlling stakes in high-quality, market-leading companies within the information, media, and professional services industries. The firm prioritizes capital stability and sustainable value creation over short-term returns, employing a conservative approach to asset management. By aligning its investments with the family's legacy and focusing on businesses with enduring competitive advantages, Woodbridge aims to ensure financial security and influence for successive generations.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with The Woodbridge Company Limited.
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Frequently asked questions
How is the simulated portfolio for The Woodbridge Company Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is The Woodbridge Company Limited's largest holding?
As of the latest filing, The Woodbridge Company Limited's top position is Alphabet Inc Class A (GOOGL), representing 20.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is The Woodbridge Company Limited's historical performance and risk profile?
Our simulation indicates a total return of +14.0% with a win rate of 60%. Notably, the portfolio maintains a Sharpe Ratio of 4.14, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does The Woodbridge Company Limited primarily invest in?
The Woodbridge Company Limited has a strong preference for the Internet Content & Information sector, which makes up 20.0% of their disclosed assets. The portfolio also has exposure to Internet Retail, indicating a specific thematic focus.
Is The Woodbridge Company Limited's portfolio concentrated or diversified?
The Woodbridge Company Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 41.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has The Woodbridge Company Limited performed in 2026?
Our AI-simulated model portfolio for The Woodbridge Company Limited tracks a Year-to-Date (YTD) return of +7.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Michael Medline manage The Woodbridge Company Limited directly?
Yes, Michael Medline serves as the key portfolio manager for The Woodbridge Company Limited, overseeing the investment strategy and final capital allocation decisions.