1832 Asset Management L.P. Q4 2020 Filing

Filed February 16, 2021

Portfolio Value

$42.8B

Holdings

692

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (692 positions)

#StockSharesValue% PortfolioType
101
ARRYARRAY TECHNOLOGIES INC
7,500$327.0M0.76%
102
RCI/BROGERS COMMUNICATIONS INC
6,968,093$326.3M0.76%
103
MDLZMONDELEZ INTL INC
5,596,566$325.7M0.76%
104
LQDISHARES TR
2,300$319.0M0.75%
105
ALITHYA GROUP INC
144,600$316.0M0.74%
106
AMDADVANCED MICRO DEVICES INC
3,377,600$310.5M0.73%
107
LVLNSPDR SER TR
5,897$306.0M0.72%
108
KOCOCA COLA CO
5,561,656$303.8M0.71%
109
TXNTEXAS INSTRS INC
1,859,583$303.5M0.71%
110
EDCONSOLIDATED EDISON INC
4,735$300.0M0.70%
111
MFCMANULIFE FINL CORP
16,573,250$293.7M0.69%
112
PXFINVESCO EXCH TRADED FD TR II
6,833$293.0M0.69%
113
IGFISHARES TR
6,531$286.0M0.67%
114
NOANORTH AMERN CONSTR GROUP LTD
28,800$277.0M0.65%
115
LRGFISHARES TR
7,364$276.0M0.65%
116
BMTABRITISH AMERN TOB PLC
7,205$271.0M0.63%
117
NEENEXTERA ENERGY INC
3,526,266$268.9M0.63%
118
TMOTHERMO FISHER SCIENTIFIC INC
579,969$268.3M0.63%
119
SPEMSPDR INDEX SHS FDS
6,151$260.0M0.61%
120
SPEUSPDR INDEX SHS FDS
6,830$258.0M0.60%
121
TYLTYLER TECHNOLOGIES INC
600$258.0M0.60%
122
JPMJPMORGAN CHASE & CO
1,995,705$251.2M0.59%
123
BXPBOSTON PROPERTIES INC
2,981$250.0M0.58%
124
FEFIRSTENERGY CORP
9,133$247.0M0.58%
125
EWHISHARES INC
10,018$247.0M0.58%
126
FRTEURFEDERAL RLTY INVT TR
3,179$245.0M0.57%
127
BDXBECTON DICKINSON & CO
984,748$244.0M0.57%
128
BJBJS WHSL CLUB HLDGS INC
6,500$243.0M0.57%
129
BBBYEURBED BATH & BEYOND INC
12,700$238.0M0.56%
130
NIONIO INC
4,800$235.0M0.55%
131
CMECME GROUP INC
1,309,793$233.8M0.55%
132
PXDEURPIONEER NAT RES CO
2,000$230.0M0.54%
133
GSBDGOLDMAN SACHS BDC INC
12,000$230.0M0.54%
134
LIESUN LIFE FINANCIAL INC.
5,137,280$227.6M0.53%
135
FCELCHFFUELCELL ENERGY INC
20,000$224.0M0.52%
136
HLALLISTED FD TR
6,565$223.0M0.52%
137
MAMASTERCARD INCORPORATED
588,493$209.9M0.49%
138
CDNSCADENCE DESIGN SYSTEM INC
1,546,388$209.8M0.49%
139
PANWPALO ALTO NETWORKS INC
593,200$209.3M0.49%
140
MLB1MERCADOLIBRE INC
118,900$204.3M0.48%
141
SHWSHERWIN WILLIAMS CO
279,509$204.1M0.48%
142
DHRDANAHER CORPORATION
919,141$203.6M0.48%
143
SKYYFIRST TR EXCHANGE TRADED FD
2,121$202.0M0.47%
144
WOOFOOT LOCKER INC
4,875$198.0M0.46%
145
NVDANVIDIA CORPORATION
369,837$193.6M0.45%
146
DYHTARGET CORP
1,099,200$191.5M0.45%
147
GOOGALPHABET INC
109,124$190.6M0.45%
148
ISRGINTUITIVE SURGICAL INC
232,899$190.5M0.45%
149
STNESTONECO LTD
2,252,400$188.1M0.44%
150
HASHASBRO INC
2,000$188.0M0.44%
151
PAYXPAYCHEX INC
2,000$187.0M0.44%
152
TJXTJX COS INC NEW
2,685,489$183.8M0.43%
153
PPLPEMBINA PIPELINE CORP
7,609,633$180.5M0.42%
154
GIB/ACGI INC
2,257,530$179.5M0.42%
155
BMOBANK MONTREAL QUE
2,358,334$179.4M0.42%
156
FICOFAIR ISAAC CORP
350$177.0M0.41%
157
MDBMONGODB INC
487,300$176.2M0.41%
158
SGENUSDSEAGEN INC
964,500$176.1M0.41%
159
ERFGBPENERPLUS CORP
54,875$175.0M0.41%
160
LGLVSPDR SER TR
1,458$175.0M0.41%
161
PGPROCTER AND GAMBLE CO
1,258,695$174.1M0.41%
162
ABTABBOTT LABS
1,597,832$173.8M0.41%
163
GSHDGOOSEHEAD INS INC
1,400$172.0M0.40%
164
XOMEXXON MOBIL CORP
4,146$171.0M0.40%
165
VFCV F CORP
2,000$171.0M0.40%
166
SHOPSHOPIFY INC
144,586$168.4M0.39%
167
XIFRNEXTERA ENERGY PARTNERS LP
2,499,939$166.2M0.39%
168
LIILENNOX INTL INC
600$164.0M0.38%
169
CLCOLGATE PALMOLIVE CO
1,916$164.0M0.38%
170
APDAIR PRODS & CHEMS INC
597,507$162.5M0.38%
171
PVG1EURPRETIUM RES INC
13,700$159.0M0.37%
172
BROOKFIELD PROPERTY PARTRS L
10,670$155.0M0.36%
173
MCHIISHARES TR
1,895$154.0M0.36%
174
XYZSQUARE INC
693,700$151.9M0.36%
175
QSRRESTAURANT BRANDS INTL INC
2,428,791$150.2M0.35%
176
PINSPINTEREST INC
2,239,800$148.9M0.35%
177
CHTRCHARTER COMMUNICATIONS INC N
226,900$148.8M0.35%
178
ENDO INTL PLC
20,000$144.0M0.34%
179
COPCONOCOPHILLIPS
3,599$144.0M0.34%
180
VLYVALLEY NATL BANCORP
14,600$142.0M0.33%
181
HUBSHUBSPOT INC
360,800$141.2M0.33%
182
WMTWALMART INC
972,525$140.6M0.33%
183
OVVOVINTIV INC
9,688$140.0M0.33%
184
ZNGAEURZYNGA INC
14,100$137.0M0.32%
185
RGENREPLIGEN CORP
730,000$135.8M0.32%
186
SESEA LTD
684,600$135.1M0.32%
187
ASMLASML HOLDING N V
273,923$134.5M0.31%
188
CITCINTAS CORP
375,849$132.1M0.31%
189
PTONPELOTON INTERACTIVE INC
848,500$131.9M0.31%
190
IWOISHARES TR
455$131.0M0.31%
191
QTECFIRST TR NASDAQ 100 TECH IND
944$131.0M0.31%
192
FIVEFIVE BELOW INC
765,100$130.9M0.31%
193
UNPUNION PAC CORP
631,588$130.4M0.31%
194
SJR/BEURSHAW COMMUNICATIONS INC
7,406,425$130.4M0.31%
195
PODDINSULET CORP
502,800$129.8M0.30%
196
BXBLACKSTONE GROUP INC
1,965,787$127.6M0.30%
197
EMLCVANECK VECTORS ETF TR
3,750$125.0M0.29%
198
FNVFRANCO NEV CORP
967,509$122.2M0.29%
199
ADBEADOBE SYSTEMS INCORPORATED
241$121.0M0.28%
200
CDWCDW CORP
925,423$120.8M0.28%
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