1832 Asset Management L.P. Q1 2021 Filing

Filed May 17, 2021

Portfolio Value

$46.3B

Holdings

693

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (693 positions)

#StockSharesValue% PortfolioType
1
IEFISHARES TR
8,472$957.0M2.07%
2
CMGCHIPOTLE MEXICAN GRILL INC
819$922.0M1.99%
3
CP.TOCANADIAN PAC RY LTD
2,461,588$917.7M1.98%
4
WYWEYERHAEUSER CO MTN BE
31,023$900.0M1.95%
5
KCESPDR SER TR
10,601$893.0M1.93%
6
RSPHINVESCO EXCHANGE TRADED FD T
3,311$888.0M1.92%
7
EEMISHARES TR
16,547$882.0M1.91%
8
RGENREPLIGEN CORP
500,000$864.0M1.87%
9
SPTSSPDR SER TR
28,229$863.0M1.87%
10
IGSBISHARES TR
15,500$845.0M1.83%
11
VEUVANGUARD INTL EQUITY INDEX F
13,799$835.0M1.80%
12
ABBVABBVIE INC
7,668$828.0M1.79%
13
PRIPRIMERICA INC
5,600$825.0M1.78%
14
KBESPDR SER TR
15,548$817.0M1.77%
15
BNDXVANGUARD CHARLOTTE FDS
13,296$763.0M1.65%
16
XTNSPDR SER TR
8,539$757.0M1.64%
17
GPKGRAPHIC PACKAGING HLDG CO
46,215$750.0M1.62%
18
IWFISHARES TR
3,106$749.0M1.62%
19
KIESPDR SER TR
19,581$727.0M1.57%
20
DAYCERIDIAN HCM HLDG INC
8,615$724.0M1.56%
21
TRPTC ENERGY CORP
15,602,269$723.3M1.56%
22
VGKVANGUARD INTL EQUITY INDEX F
11,450$719.0M1.55%
23
FTSFORTIS INC
16,245,880$705.2M1.52%
24
RFPUSDRESOLUTE FST PRODS INC
64,800$703.0M1.52%
25
CGCCANOPY GROWTH CORP
21,800$698.0M1.51%
26
MCHPMICROCHIP TECHNOLOGY INC.
5,268$692.0M1.50%
27
IYRISHARES TR
7,499$691.0M1.49%
28
VVISA INC
3,238,913$688.5M1.49%
29
SNYSANOFI
13,679$675.0M1.46%
30
CEMBISHARES INC
13,029$675.0M1.46%
31
URTHISHARES INC
5,495$649.0M1.40%
32
PSIINVESCO EXCHANGE TRADED FD T
5,539$648.0M1.40%
33
ENBENBRIDGE INC
17,618,920$647.3M1.40%
34
EWAISHARES INC
25,383$627.0M1.36%
35
JPMJPMORGAN CHASE & CO
4,027,078$623.9M1.35%
36
GOOGLALPHABET INC
293,043$602.0M1.30%
37
IMOIMPERIAL OIL LTD
24,889$601.0M1.30%
38
FINXGLOBAL X FDS
13,395$581.0M1.26%
39
AMZNAMAZON COM INC
187,936$578.8M1.25%
40
IGPTINVESCO EXCHANGE TRADED FD T
3,739$571.0M1.23%
41
MCDMCDONALDS CORP
2,525,667$570.2M1.23%
42
GLWCORNING INC
13,000$564.0M1.22%
43
IHIISHARES TR
1,702$561.0M1.21%
44
PHYS/USPROTT PHYSICAL GOLD TR
39,950$528.0M1.14%
45
PLTRPALANTIR TECHNOLOGIES INC
22,615$525.0M1.13%
46
SUSUNCOR ENERGY INC NEW
24,667,709$521.6M1.13%
47
PGRPROGRESSIVE CORP
5,376,189$515.7M1.11%
48
XHESPDR SER TR
4,306$507.0M1.10%
49
ZNGAEURZYNGA INC
50,080$506.0M1.09%
50
PEJINVESCO EXCHANGE TRADED FD T
10,915$504.0M1.09%
51
XLFISELECT SECTOR SPDR TR
1,651$502.0M1.08%
52
MDTMEDTRONIC PLC
4,178,302$497.9M1.08%
53
IVVISHARES TR
1,251$496.0M1.07%
54
NEENEXTERA ENERGY INC
6,648,395$495.9M1.07%
55
CRCCANADIAN NAT RES LTD
16,033,751$494.2M1.07%
56
1939900DBROOKFIELD INFRASTRUCTURE CO
7,327$491.0M1.06%
57
XMESPDR SER TR
12,430$491.0M1.06%
58
BCEBCE INC
10,644,920$487.0M1.05%
59
NWLNEWELL BRANDS INC
17,935$481.0M1.04%
60
PEOEXELON CORP
12,608$476.0M1.03%
61
AAPLAPPLE INC
3,816,001$466.2M1.01%
62
SAPSAP SE
3,768$461.0M1.00%
63
MAMASTERCARD INCORPORATED
1,274,014$458.2M0.99%
64
UNHUNITEDHEALTH GROUP INC
1,221,526$458.0M0.99%
65
CMCANADIAN IMP BK COMM
4,632,806$456.9M0.99%
66
TTELUS CORPORATION
22,593,703$453.8M0.98%
67
WCNWASTE CONNECTIONS INC
4,185,667$452.7M0.98%
68
JNJJOHNSON & JOHNSON
2,700,804$447.0M0.97%
69
XBISPDR SER TR
3,412$446.0M0.96%
70
AMTAMERICAN TOWER CORP NEW
1,847,852$440.1M0.95%
71
TTDTHE TRADE DESK INC
700$440.0M0.95%
72
CABOCABLE ONE INC
245$436.0M0.94%
73
GSGOLDMAN SACHS GROUP INC
1,330$434.0M0.94%
74
NTRNUTRIEN LTD
7,862,854$429.9M0.93%
75
SHVISHARES TR
3,825$425.0M0.92%
76
CASYCASEYS GEN STORES INC
1,900$415.0M0.90%
77
NGDNEW GOLD INC CDA
272,197$414.0M0.89%
78
TFXTELEFLEX INCORPORATED
1,000$414.0M0.89%
79
TXNTEXAS INSTRS INC
2,202,452$411.3M0.89%
80
SCHGSCHWAB STRATEGIC TR
3,108$402.0M0.87%
81
VIGVANGUARD SPECIALIZED FUNDS
2,708$397.0M0.86%
82
BIPBROOKFIELD INFRAST PARTNERS
7,394,128$393.2M0.85%
83
LIILENNOX INTL INC
1,220$388.0M0.84%
84
METAFACEBOOK INC
1,346,178$387.8M0.84%
85
ICEINTERCONTINENTAL EXCHANGE IN
3,440$384.0M0.83%
86
LVLNSPDR SER TR
7,672$384.0M0.83%
87
GSHDGOOSEHEAD INS INC
3,595$382.0M0.83%
88
DISDISNEY WALT CO
2,047,311$381.4M0.82%
89
XOPSPDR SER TR
4,682$380.0M0.82%
90
INDAISHARES TR
9,000$379.0M0.82%
91
HDHOME DEPOT INC
1,218,768$372.7M0.81%
92
GOOGALPHABET INC
178,964$367.6M0.79%
93
BUDANHEUSER BUSCH INBEV SA/NV
5,848$367.0M0.79%
94
PFEPFIZER INC
10,120,754$366.9M0.79%
95
HONHONEYWELL INTL INC
1,658,218$363.1M0.78%
96
WHRWHIRLPOOL CORP
1,615$357.0M0.77%
97
TWLOTWILIO INC
1,090,500$349.7M0.76%
98
PHPARKER-HANNIFIN CORP
1,096,049$349.4M0.76%
99
RCI/BROGERS COMMUNICATIONS INC
7,364,145$348.0M0.75%
100
FICOFAIR ISAAC CORP
710$345.0M0.75%
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