1832 Asset Management L.P. Q1 2020 Filing

Filed May 14, 2020

Portfolio Value

$12.7B

Holdings

458

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (458 positions)

#StockSharesValue% PortfolioType
101
CHTRCHARTER COMMUNICATIONS INC N
300$132.0M1.04%
102
ACWVISHARES INC
1,602$130.0M1.02%
103
NFLXNETFLIX INC
343$130.0M1.02%
104
SKYYFIRST TR EXCHANGE TRADED FD
2,341$128.0M1.00%
105
CLCOLGATE PALMOLIVE CO
1,916$128.0M1.00%
106
PAYXPAYCHEX INC
2,000$127.0M1.00%
107
AQN.TOALGONQUIN PWR UTILS CORP
9,355$127.0M1.00%
108
DGDOLLAR GEN CORP NEW
855,300$126.4M0.99%
109
HASIHANNON ARMSTRONG SUST INFR C
6,000$123.0M0.97%
110
MCHIISHARES TR
2,092$121.0M0.95%
111
GQ9SPDR GOLD TRUST
800$119.0M0.93%
112
COPCONOCOPHILLIPS
3,799$118.0M0.93%
113
IEFISHARES TR
32,159$117.8M0.92%
114
WMTWALMART INC
970,893$112.1M0.88%
115
FNVFRANCO NEVADA CORP
1,112,674$109.9M0.86%
116
VFCV F CORP
2,000$109.0M0.86%
117
TFCTRUIST FINL CORP
3,482$108.0M0.85%
118
SGENEURSEATTLE GENETICS INC
937,700$107.0M0.84%
119
BMTABRITISH AMERN TOB PLC
3,110$107.0M0.84%
120
NVDANVIDIA CORP
400$106.0M0.83%
121
DOCUDOCUSIGN INC
1,213,400$105.0M0.82%
122
BACVERIZON COMMUNICATIONS INC
1,860$101.0M0.79%
123
BNSBANK NOVA SCOTIA B C
2,386,245$98.0M0.77%
124
SHWSHERWIN WILLIAMS CO
201,675$97.3M0.76%
125
UNPUNION PAC CORP
683,165$96.3M0.76%
126
VRTXVERTEX PHARMACEUTICALS INC
400$96.0M0.75%
127
HEDJWISDOMTREE TR
1,842$95.0M0.75%
128
CHLUSDCHINA MOBILE LIMITED
2,500$95.0M0.75%
129
EWHISHARES INC
4,658$94.0M0.74%
130
DC4DEXCOM INC
334,400$91.1M0.72%
131
PHYS/USPROTT PHYSICAL GOLD TRUST
6,700$89.0M0.70%
132
FIVNFIVE9 INC
1,169,100$87.5M0.69%
133
NDQINVESCO QQQ TR
450$86.0M0.67%
134
IWOISHARES TR
502$80.0M0.63%
135
QTECFIRST TR NASDAQ-100 TECH IND
944$80.0M0.63%
136
RSPHINVESCO EXCHANGE TRADED FD T
415$79.0M0.62%
137
TMOTHERMO FISHER SCIENTIFIC INC
269,777$77.3M0.61%
138
ITWILLINOIS TOOL WKS INC
495,465$71.0M0.56%
139
FCELCHFFUELCELL ENERGY INC
47,000$71.0M0.56%
140
TRPTC ENERGY CORP
1,566,789$70.0M0.55%
141
BXBLACKSTONE GROUP INC
1,500$69.0M0.54%
142
RGENREPLIGEN CORP
728,400$68.4M0.54%
143
OKTAOKTA INC
550,200$67.4M0.53%
144
ROSTROSS STORES INC
784,803$67.2M0.53%
145
CP.TOCANADIAN PAC RY LTD
275,789$61.2M0.48%
146
PLUNPLUG POWER INC
17,000$61.0M0.48%
147
XLKSELECT SECTOR SPDR TR
742$60.0M0.47%
148
STNSTANTEC INC
2,345$60.0M0.47%
149
XLISELECT SECTOR SPDR TR
1,000$59.0M0.46%
150
CRMSALESFORCE COM INC
400$58.0M0.46%
151
WWWWOLVERINE WORLD WIDE INC
3,600$55.0M0.43%
152
TSLATESLA INC
104$55.0M0.43%
153
XLCSELECT SECTOR SPDR TR
1,202$54.0M0.42%
154
VETVERMILION ENERGY INC
17,356$54.0M0.42%
155
PGFINVESCO EXCHANGE TRADED FD T
3,100$53.0M0.42%
156
BMOBANK MONTREAL
1,019,226$51.7M0.41%
157
VEEVVEEVA SYS INC
332,520$51.5M0.40%
158
BCEBCE INC
1,239,801$51.1M0.40%
159
SHOPSHOPIFY INC
121$51.0M0.40%
160
BSVVANGUARD BD INDEX FDS
620$51.0M0.40%
161
ITA*ISHARES TR
339$49.0M0.38%
162
CCOCAMECO CORP
6,200$48.0M0.38%
163
AOSSMITH A O CORP
1,190,277$46.2M0.36%
164
NOCNORTHROP GRUMMAN CORP
144,980$45.7M0.36%
165
TSNTYSON FOODS INC
749,086$44.3M0.35%
166
ENBENBRIDGE INC
1,510,528$44.2M0.35%
167
EXPDEXPEDITORS INTL WASH INC
625,464$42.2M0.33%
168
MDYSPDR S&P MIDCAP 400 ETF TR
157$42.0M0.33%
169
VVISA INC
256,448$41.6M0.33%
170
AAPLAPPLE INC
156,230$40.0M0.31%
171
BEPBROOKFIELD RENEWABLE PARTNER
938$40.0M0.31%
172
WCNWASTE CONNECTIONS INC
511,891$39.9M0.31%
173
AXPAMERICAN EXPRESS CO
453$39.0M0.31%
174
MFCMANULIFE FINL CORP
3,059,959$38.6M0.30%
175
BRBROADRIDGE FINL SOLUTIONS IN
400$38.0M0.30%
176
KMBKIMBERLY CLARK CORP
39,850$37.3M0.29%
177
ACBAURORA CANNABIS INC
41,354$37.0M0.29%
178
AAXJISHARES TR
603$36.0M0.28%
179
DDOMINION ENERGY INC
500$36.0M0.28%
180
TTELUS CORPORATION
2,143,302$34.1M0.27%
181
XLESELECT SECTOR SPDR TR
1,156$34.0M0.27%
182
ORANYORANGE
2,800$34.0M0.27%
183
BPBP PLC
1,340$33.0M0.26%
184
SABRSABRE CORP
5,517$33.0M0.26%
185
WMWASTE MGMT INC DEL
350$33.0M0.26%
186
HIIHUNTINGTON INGALLS INDS INC
170,200$32.5M0.25%
187
DVNDEVON ENERGY CORP NEW
4,643$32.0M0.25%
188
DISDISNEY WALT CO
319,148$31.7M0.25%
189
AMGNAMGEN INC
150$31.0M0.24%
190
JWNUSDNORDSTROM INC
2,000$31.0M0.24%
191
BIOTELEMETRY INC
800$31.0M0.24%
192
CRBNISHARES TR
300$31.0M0.24%
193
VOOVANGUARD INDEX FDS
111,747$30.5M0.24%
194
ABJAABB LTD
1,700$30.0M0.24%
195
XLYSELECT SECTOR SPDR TR
300$30.0M0.24%
196
VBVANGUARD INDEX FDS
250$29.0M0.23%
197
NTRNUTRIEN LTD
833,698$28.6M0.22%
198
DYHTARGET CORP
300$28.0M0.22%
199
HRCHILL ROM HLDGS INC
266,300$27.2M0.21%
200
GSKGLAXOSMITHKLINE PLC
700$27.0M0.21%
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