1832 Asset Management L.P. Q1 2017 Filing

Filed May 15, 2017

Portfolio Value

$28.0B

Holdings

701

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (701 positions)

#StockSharesValue% PortfolioType
101
UNPUNION PAC CORP
2,165,530$229.7M0.82%
102
SYYSYSCO CORP
4,364$227.0M0.81%
103
WYWEYERHAEUSER CO
6,524,015$222.1M0.79%
104
WCNWASTE CONNECTIONS INC
2,453,886$216.7M0.78%
105
HSYHERSHEY CO
1,977$216.0M0.77%
106
HOGHARLEY DAVIDSON INC
3,572$216.0M0.77%
107
IYRISHARES TR
2,704$212.0M0.76%
108
MDTMEDTRONIC PLC
2,620,795$211.5M0.76%
109
AFLAFLAC INC
2,831$205.0M0.73%
110
IVVISHARES TR
830$197.0M0.70%
111
SBUXSTARBUCKS CORP
3,328,920$194.6M0.70%
112
JECUSDJACOBS ENGR GROUP INC DEL
3,499$193.0M0.69%
113
KOCOCA COLA CO
4,530,534$192.3M0.69%
114
WMTWAL-MART STORES INC
2,601$188.0M0.67%
115
BMOBANK MONTREAL QUE
2,486,840$185.7M0.66%
116
IFFINTERNATIONAL FLAVORS&FRAGRA
1,380$183.0M0.65%
117
TRVTRAVELERS COMPANIES INC
1,492$180.0M0.64%
118
PSLV/USPROTT PHYSICAL SILVER TR
25,000$172.0M0.62%
119
NIELSEN HLDGS PLC
4,093,962$169.0M0.60%
120
HRBBLOCK H & R INC
6,973$162.0M0.58%
121
USMVISHARES TR
3,300$158.0M0.56%
122
LUVSOUTHWEST AIRLS CO
2,925$157.0M0.56%
123
BIPBROOKFIELD INFRAST PARTNERS
4,053,866$156.8M0.56%
124
IOOISHARES TR
1,900$155.0M0.55%
125
HDHOME DEPOT INC
1,049,024$154.3M0.55%
126
CBCHUBB LIMITED
1,113$152.0M0.54%
127
RTN1USDRAYTHEON CO
992,233$151.6M0.54%
128
MAMASTERCARD INCORPORATED
1,346,058$151.5M0.54%
129
METAFACEBOOK INC
1,054,328$148.4M0.53%
130
AEMAGNICO EAGLE MINES LTD
3,459,216$146.6M0.52%
131
CVECENOVUS ENERGY INC
12,676,125$143.5M0.51%
132
REYNOLDS AMERICAN INC
2,200$139.0M0.50%
133
OTXOPEN TEXT CORP
4,016,690$136.5M0.49%
134
NOWSERVICENOW INC
1,575,200$136.2M0.49%
135
VEUVANGUARD INTL EQUITY INDEX F
2,750$132.0M0.47%
136
DLTRDOLLAR TREE INC
1,670,567$130.6M0.47%
137
IJTISHARES TR
850$130.0M0.46%
138
NKENIKE INC
2,299,407$128.3M0.46%
139
IPHIINPHI CORP
2,632,400$126.6M0.45%
140
ANETEURARISTA NETWORKS INC
956,200$124.8M0.45%
141
ADPAUTOMATIC DATA PROCESSING IN
1,175,769$120.6M0.43%
142
SSLSASOL LTD
4,000$118.0M0.42%
143
FRCBFIRST REP BK SAN FRANCISCO C
1,246,065$117.1M0.42%
144
NEENEXTERA ENERGY INC
903,367$116.2M0.42%
145
IACIEURIAC INTERACTIVECORP
1,571$116.0M0.41%
146
MDMEDNAX INC
1,653,957$114.8M0.41%
147
ULTAULTA BEAUTY INC
405,000$114.2M0.41%
148
DUKDUKE ENERGY CORP NEW
1,393$114.0M0.41%
149
QSRRESTAURANT BRANDS INTL INC
2,018,566$112.4M0.40%
150
GOOGALPHABET INC
134,192$111.5M0.40%
151
TJXTJX COS INC NEW
1,383,900$109.6M0.39%
152
STNSTANTEC INC
4,091,630$106.2M0.38%
153
CSLCARLISLE COS INC
1,000$106.0M0.38%
154
TSLATESLA INC
380$106.0M0.38%
155
NEUSTAR INC
3,155$105.0M0.38%
156
GOOGLALPHABET INC
123,856$104.6M0.37%
157
ABXBARRICK GOLD CORP
5,437,432$103.3M0.37%
158
AMZNAMAZON COM INC
117,197$102.8M0.37%
159
MRKMERCK & CO INC
1,615,823$102.7M0.37%
160
OIEUROWENS ILL INC
5,004$102.0M0.36%
161
ARWARROW ELECTRS INC
1,375$101.0M0.36%
162
MMM3M CO
525,951$100.7M0.36%
163
PFPTPROOFPOINT INC
1,368,000$100.4M0.36%
164
FNVFRANCO NEVADA CORP
1,520,569$99.6M0.36%
165
DGDOLLAR GEN CORP NEW
1,430,567$99.3M0.36%
166
TAHOE RES INC
12,300$99.0M0.35%
167
BROOKFIELD PPTY PARTNERS L P
4,448$99.0M0.35%
168
2362120DSINCLAIR BROADCAST GROUP INC
2,395$97.0M0.35%
169
AQN.TOALGONQUIN PWR UTILS CORP
10,130$97.0M0.35%
170
MEIMETHODE ELECTRS INC
2,120$97.0M0.35%
171
LNCLINCOLN NATL CORP IND
1,460$96.0M0.34%
172
TIPISHARES TR
833$96.0M0.34%
173
DHRDANAHER CORP DEL
1,116,257$95.6M0.34%
174
GTGOODYEAR TIRE & RUBR CO
2,615$94.0M0.34%
175
KEYSKEYSIGHT TECHNOLOGIES INC
2,591,767$93.8M0.34%
176
AALAMERICAN AIRLS GROUP INC
2,194$93.0M0.33%
177
UNHUNITEDHEALTH GROUP INC
563,700$92.6M0.33%
178
PDEURPRECISION DRILLING CORP
19,503,099$92.2M0.33%
179
PHPARKER HANNIFIN CORP
569,947$91.5M0.33%
180
DDOMINION RES INC VA NEW
1,168$91.0M0.33%
181
PRIPRIMERICA INC
1,100$90.0M0.32%
182
CICIGNA CORPORATION
615$90.0M0.32%
183
MUMICRON TECHNOLOGY INC
3,085$89.0M0.32%
184
NFLXNETFLIX INC
612,918$88.9M0.32%
185
INCYINCYTE CORP
674,600$88.4M0.32%
186
PPGPPG INDS INC
840,049$88.4M0.32%
187
ENVISION HEALTHCARE CORP
1,434,672$87.8M0.31%
188
EMBISHARES TR
747,960$85.1M0.30%
189
AWGASBURY AUTOMOTIVE GROUP INC
1,415$85.0M0.30%
190
JLLJONES LANG LASALLE INC
760$85.0M0.30%
191
DEDEERE & CO
777,860$84.8M0.30%
192
WBAWALGREENS BOOTS ALLIANCE INC
1,020,431$84.2M0.30%
193
WHITEWAVE FOODS CO
1,500$84.0M0.30%
194
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
1,404,932$83.7M0.30%
195
AWMSKYWORKS SOLUTIONS INC
830$81.0M0.29%
196
SPGSIMON PPTY GROUP INC NEW
461,266$79.5M0.28%
197
TRNTRINITY INDS INC
2,985$79.0M0.28%
198
NVDANVIDIA CORP
730,000$78.1M0.28%
199
GOLDCORP INC NEW
5,237,291$76.4M0.27%
200
TWTRUSDTWITTER INC
5,100$76.0M0.27%
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