AGF MANAGEMENT LTD Q1 2023 Filing

Filed May 2, 2023

Portfolio Value

$14.6B

Holdings

733

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (733 positions)

#StockSharesValue% PortfolioType
401
WRBW. R. Berkley Corp.
52,733$3.3M0.02%
402
HUNHuntsman Corp.
119,684$3.3M0.02%
403
HASHasbro Inc.
60,959$3.3M0.02%
404
HRBH&R Block Inc.
92,746$3.3M0.02%
405
TRVThe Travelers Cos. Inc.
19,067$3.3M0.02%
406
QCOMQUALCOMM Inc.
25,610$3.3M0.02%
407
HUMHumana Inc.
6,728$3.3M0.02%
408
FOXAFox Corp.
95,742$3.3M0.02%
409
ADCAgree Realty Corp. REIT
47,503$3.3M0.02%
410
NSCNorfolk Southern Corp.
15,335$3.3M0.02%
411
WPCWP Carey Inc. REIT
41,892$3.2M0.02%
412
RYANRyan Specialty Holdings Inc.
80,407$3.2M0.02%
413
WOOFoot Locker Inc.
81,524$3.2M0.02%
414
LITELumentum Holdings Inc.
59,842$3.2M0.02%
415
EQIXEquinix Inc. REIT
4,473$3.2M0.02%
416
SBCSabra Health Care REIT Inc.
280,515$3.2M0.02%
417
THGThe Hanover Insurance Group Inc.
25,059$3.2M0.02%
418
INCYIncyte Corp.
44,507$3.2M0.02%
419
GLGlobe Life Inc.
29,172$3.2M0.02%
420
LDOSLeidos Holdings Inc.
34,783$3.2M0.02%
421
LEGLeggett and Platt Inc.
100,236$3.2M0.02%
422
CDPCorporate Office Properties Trust REIT
134,638$3.2M0.02%
423
BKIEURBlack Knight Inc.
55,348$3.2M0.02%
424
JKHYJack Henry and Associates Inc.
20,946$3.2M0.02%
425
NTNXNutanix Inc.
121,182$3.1M0.02%
426
DINOHF Sinclair Corp.
65,072$3.1M0.02%
427
HOMBHome Bancshares Inc.
144,743$3.1M0.02%
428
CSLCarlisle Cos. Inc.
13,837$3.1M0.02%
429
RGAReinsurance Group of America Inc.
23,561$3.1M0.02%
430
HIGThe Hartford Financial Services Group Inc.
44,888$3.1M0.02%
431
AXSAxis Capital Holdings Ltd.
57,227$3.1M0.02%
432
HQYHealthEquity Inc.
53,114$3.1M0.02%
433
UTHUnited Therapeutics Corp.
13,837$3.1M0.02%
434
GBCIGlacier Bancorp Inc.
73,679$3.1M0.02%
435
FNCLFidelity MSCI Financials Index ETF
68,261$3.1M0.02%
436
CBSHCommerce Bancshares Inc.
52,733$3.1M0.02%
437
BKNG 0.75 05/01/25Booking Holdings Inc.
2,050,000$3.1M0.02%
438
HRLHormel Foods Corp.
76,675$3.1M0.02%
439
WHWyndham Hotels and Resorts Inc.
44,948$3.0M0.02%
440
CNXCConcentrix Corp.
25,059$3.0M0.02%
441
BSX 5.5 06/01/23 ABoston Scientific Corp.
25,000$3.0M0.02%
442
ANGLVaneck Fallen Angel Hi Yld Bo
108,000$3.0M0.02%
443
Paratek Pharmaceuticals Inc.
3,750,000$3.0M0.02%
444
PSTGPure Storage Inc.
118,186$3.0M0.02%
445
UBSIUnited Bankshares Inc.
84,901$3.0M0.02%
446
TPLTexas Pacific Land Corp.
1,756$3.0M0.02%
447
FFINFirst Financial Bankshares Inc.
92,746$3.0M0.02%
448
Invitae Corp.
3,350,000$2.9M0.02%
449
W3UThe Western Union Co.
262,565$2.9M0.02%
450
HELEHelen of Troy Ltd.
30,670$2.9M0.02%
451
PBProsperity Bancshares Inc.
47,122$2.9M0.02%
452
EB 0.75 09/15/26Eventbrite Inc.
3,700,000$2.9M0.02%
453
TWTradeweb Markets Inc.
36,000$2.8M0.02%
454
WFC 7.5 PERP LWells Fargo & Co. Preferred
2,400$2.8M0.02%
455
PSN 0.25 08/15/25Parsons Corp.
2,550,000$2.8M0.02%
456
RBAGBPRitchie Bros Auctioneers Inc.
49,893$2.8M0.02%
457
BAC 7.25 PERP LBank of America Corp. Preferred
2,400$2.8M0.02%
458
CFRCullen/Frost Bankers Inc.
26,557$2.8M0.02%
459
XXYCross Country Healthcare Inc.
125,000$2.8M0.02%
460
PLUNPlug Power Inc.
237,216$2.8M0.02%
461
WTSWatts Water Technologies Inc.
16,314$2.7M0.02%
462
TGNATegna Inc.
160,819$2.7M0.02%
463
ON 0 05/01/27ON Semiconductor Corp.
1,650,000$2.7M0.02%
464
AREAlexandria Real Estate Equities Inc.
21,308$2.7M0.02%
465
NDQInvesco QQQ Trust Series 1
8,333$2.7M0.02%
4663,369,000$2.7M0.02%
467
EIXEdison International
37,161$2.6M0.02%
468
TECK/BTeck Resources Ltd.
71,680$2.6M0.02%
469
SSRMSSR Mining Inc.
169,151$2.6M0.02%
470
FT2First Horizon Corp.
140,249$2.5M0.02%
471
NVDANVIDIA Corp.
8,960$2.5M0.02%
472
FENYFidelity MSCI Energy Index ETF
110,510$2.5M0.02%
473
Tabula Rasa HealthCare Inc.
3,000,000$2.5M0.02%
474
VCRVanguard Sector Inde Consum
9,462$2.4M0.02%
475
Antero Resources Corp.
450,000$2.4M0.02%
476
WMSAdvanced Drainage Systems Inc.
27,901$2.3M0.02%
477
IFFInternational Flavors & Fragrances Inc.
25,491$2.3M0.02%
4782,500,000$2.3M0.02%
479
MTSI 0.25 03/15/26MACOM Technology Solutions Holdings Inc.
2,200,000$2.3M0.02%
4801,025,000$2.3M0.02%
481
UEOWestlake Corp.
19,208$2.2M0.02%
482
UMBFUMB Financial Corp.
37,779$2.2M0.01%
483
CFLT 0 01/15/27Confluent Inc.
2,750,000$2.2M0.01%
484
KRBNKraneShares Global Carbon ETF
54,382$2.2M0.01%
485
RUN 0 02/01/26Sunrun Inc.
3,250,000$2.1M0.01%
486
EDGGold Fields Ltd. ADR
160,593$2.1M0.01%
487
IJRIshares Tr Core S&P Small-Cap
22,050$2.1M0.01%
488
U 0 11/15/26Unity Software Inc.
2,750,000$2.1M0.01%
489
PTON 0 02/15/26Peloton Interactive Inc.
2,802,000$2.1M0.01%
490
IJSIshares Sp Smcp600Vl Etf
22,680$2.1M0.01%
491
FIDUFidelity MSCI Industrials Index ETF
39,907$2.1M0.01%
492
KGCKinross Gold Corp.
441,881$2.1M0.01%
493
EMREmerson Electric Co.
23,863$2.1M0.01%
494
TRIP 0.25 04/01/26TripAdvisor Inc.
2,500,000$2.0M0.01%
495
ITOTIshares Trust Core S&P Total
22,460$2.0M0.01%
496
AGIAlamos Gold Inc.
165,694$2.0M0.01%
497
VOXVanguard Sector Indx Teleco
20,793$2.0M0.01%
498
MGNI 0.25 03/15/26Magnite Inc.
2,500,000$2.0M0.01%
499
AU3EURAngloGold Ashanti Ltd. ADR
82,379$2.0M0.01%
500
UBER 0 12/15/25Uber Technologies Inc.
2,250,000$2.0M0.01%
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