1832 Asset Management L.P. Q1 2023 Filing

Filed May 12, 2023

Portfolio Value

$48.6B

Holdings

882

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (882 positions)

StockValue
4I1PHILIP MORRIS INTL INC
$39.5M
CEGCONSTELLATION ENERGY CORP
$39.3M
LHXL3HARRIS TECHNOLOGIES INC
$39.2M
IGSBISHARES TR
$39.0M
WDAYWORKDAY INC
$37.7M
PHPARKER-HANNIFIN CORP
$37.5M
XLUSELECT SECTOR SPDR TR
$37.1M
NFLXNETFLIX INC
$36.4M
VOTVANGUARD INDEX FDS
$35.7M
VOOVANGUARD INDEX FDS
$35.2M
REGREGENCY CTRS CORP
$35.1M
AVYAVERY DENNISON CORP
$35.1M
VOEVANGUARD INDEX FDS
$35.0M
OWLBLUE OWL CAPITAL INC
$34.7M
MOOVANECK ETF TRUST
$34.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$34.4M
SILGLOBAL X FDS
$34.0M
BWXSPDR SER TR
$34.0M
LINLINDE PLC
$34.0M
PZZAPAPA JOHNS INTL INC
$33.8M
SPGIS&P GLOBAL INC
$33.4M
VMBSVANGUARD SCOTTSDALE FDS
$33.4M
CVXCHEVRON CORP NEW
$33.2M
FNDESCHWAB STRATEGIC TR
$32.0M
MGAMAGNA INTL INC
$31.8M
XLESELECT SECTOR SPDR TR
$31.7M
CPTCAMDEN PPTY TR
$31.6M
XLYSELECT SECTOR SPDR TR
$31.2M
VENVENTAS INC
$30.2M
PWRQUANTA SVCS INC
$29.0M
NVEINUVEI CORPORATION
$29.0M
IAU*ISHARES GOLD TR
$28.9M
CNCCENTENE CORP DEL
$28.8M
INTUINTUIT
$28.6M
XLISELECT SECTOR SPDR TR
$28.3M
AONAON PLC
$27.7M
RSGREPUBLIC SVCS INC
$26.9M
HWMHOWMET AEROSPACE INC
$26.4M
ARCCARES CAPITAL CORP
$26.3M
VNQVANGUARD INDEX FDS
$26.2M
ANGLVANECK ETF TRUST
$25.8M
TECK/BTECK RESOURCES LTD
$25.7M
EMLCVANECK ETF TRUST
$25.7M
ORLYOREILLY AUTOMOTIVE INC
$25.6M
CUBECUBESMART
$25.4M
GISGENERAL MLS INC
$25.4M
CDNSCADENCE DESIGN SYSTEM INC
$25.3M
AEPAMERICAN ELEC PWR CO INC
$25.3M
KLACKLA CORP
$25.2M
XLCSELECT SECTOR SPDR TR
$24.9M
SLVISHARES SILVER TR
$24.7M
NVRNVR INC
$24.4M
BBUBROOKFIELD BUSINESS PARTNERS
$24.3M
VLOVALERO ENERGY CORP
$24.2M
HSYHERSHEY CO
$23.9M
PSAPUBLIC STORAGE
$23.6M
SKE.TOSKEENA RES LTD NEW
$23.4M
AQLTISHARES TR
$23.3M
LMTLOCKHEED MARTIN CORP
$23.3M
GNRSPDR INDEX SHS FDS
$23.0M
IOTSAMSARA INC
$22.7M
MTCHMATCH GROUP INC NEW
$22.6M
TLTISHARES TR
$22.3M
OXYOCCIDENTAL PETE CORP
$22.1M
DSGDESCARTES SYS GROUP INC
$22.0M
DWDMORGAN STANLEY
$21.9M
CSLCARLISLE COS INC
$21.5M
BROBROWN & BROWN INC
$21.4M
AJGGALLAGHER ARTHUR J & CO
$21.1M
PEPPEPSICO INC
$20.5M
NEMNEWMONT CORP
$20.4M
COPCONOCOPHILLIPS
$19.9M
USBUS BANCORP DEL
$19.9M
SNPSSYNOPSYS INC
$19.9M
DCIDONALDSON INC
$19.7M
IJHISHARES TR
$19.7M
SIL1EURSILVERCREST METALS INC
$19.3M
SCHASCHWAB STRATEGIC TR
$19.1M
PDBCINVESCO ACTVELY MNGD ETC FD
$19.0M
XLFISELECT SECTOR SPDR TR
$18.6M
COLMCOLUMBIA SPORTSWEAR CO
$18.0M
APDAIR PRODS & CHEMS INC
$17.9M
WOODISHARES TR
$17.8M
HUMHUMANA INC
$17.6M
EQIXEQUINIX INC
$17.0M
WHWYNDHAM HOTELS & RESORTS INC
$17.0M
NVMINOVA LTD
$16.7M
AVGOBROADCOM INC
$16.4M
TIXTTELUS INTL CDA INC
$16.3M
FIWFIRST TR EXCHANGE TRADED FD
$15.5M
EMREMERSON ELEC CO
$15.4M
OSH3EUROAK STR HEALTH INC
$15.2M
53SBRIDGE INVT GROUP HLDGS INC
$15.2M
PPLPEMBINA PIPELINE CORP
$14.8M
NXENEXGEN ENERGY LTD
$14.7M
BMRNBIOMARIN PHARMACEUTICAL INC
$14.7M
ABXBARRICK GOLD CORP
$14.3M
TFXTELEFLEX INCORPORATED
$14.3M
UPSUNITED PARCEL SERVICE INC
$14.3M
PIOINVESCO EXCH TRADED FD TR II
$14.2M
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