AGF MANAGEMENT LTD Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$13.8B

Holdings

743

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (743 positions)

StockValue
DOVDover Corp.
$3.3M
MMM3M Co.
$3.3M
CTSHCognizant Technology Solutions Corp.
$3.3M
CDPCorporate Office Properties Trust REIT
$3.3M
VTYVerint Systems Inc.
$3.3M
SWKStanley Black & Decker Inc.
$3.3M
BSVVanguard Bd Index Fd Etf Short
$3.3M
WECWEC Energy Group Inc.
$3.3M
AVTAvnet Inc.
$3.3M
W3UThe Western Union Co.
$3.3M
NBIXNeurocrine Biosciences Inc.
$3.3M
CINFCincinnati Financial Corp.
$3.3M
TSNTyson Foods Inc.
$3.2M
SBACSBA Communications Corp.
$3.2M
MTNVail Resorts Inc.
$3.2M
SIGISelective Insurance Group Inc.
$3.2M
THGThe Hanover Insurance Group Inc.
$3.2M
LSTRLandstar System Inc.
$3.2M
DNBDun & Bradstreet Holdings Inc.
$3.2M
OHIOmega Healthcare Investors Inc. REIT
$3.2M
HP5AEquity Commonwealth REIT
$3.2M
PWIPower Integrations Inc.
$3.2M
CHHChoice Hotels International Inc.
$3.2M
ALSNAllison Transmission Holdings Inc.
$3.2M
BRBroadridge Financial Solutions Inc.
$3.2M
JKHYJack Henry and Associates Inc.
$3.2M
CHRWCH Robinson Worldwide Inc.
$3.2M
PLDPrologis Inc. REIT
$3.2M
AWIArmstrong World Industries Inc.
$3.2M
LEGLeggett and Platt Inc.
$3.2M
AKAMAkamai Technologies Inc.
$3.2M
DTMDT Midstream Inc.
$3.2M
NYTThe New York Times Co.
$3.2M
HOMBHome Bancshares Inc.
$3.2M
MLKNMillerKnoll Inc.
$3.2M
VIRVir Biotechnology Inc.
$3.1M
BAXBaxter International Inc.
$3.1M
RPRXRoyalty Pharma PLC
$3.1M
SWXSouthwest Gas Holdings Inc.
$3.1M
PAGPenske Automotive Group Inc.
$3.1M
FCNFTI Consulting Inc.
$3.1M
MRCYMercury Systems Inc.
$3.1M
PNFPPinnacle Financial Partners Inc.
$3.1M
UMPQUSDUmpqua Holdings Corp.
$3.1M
CHTRCharter Communications Inc.
$3.1M
SSRMCN 2.5 04/01/39SSR Mining Inc.
$3.1M
ZWSZurn Elkay Water Solutions Corp.
$3.1M
NVDANVIDIA Corp.
$3.1M
CLVTClarivate PLC
$3.0M
ANAutoNation Inc.
$3.0M
CHGGChegg Inc.
$3.0M
UI2Kemper Corp.
$3.0M
BFAMBright Horizons Family Solutions Inc.
$3.0M
GBCIGlacier Bancorp Inc.
$3.0M
LADLithia Motors Inc.
$3.0M
DDDupont De Nemours Inc.
$3.0M
VFCVF Corp.
$3.0M
EFXEquifax Inc.
$3.0M
LUVSouthwest Airlines Co.
$2.9M
ELV 2.75 10/15/42Elevance Health Inc.
$2.9M
ANGLVaneck Fallen Angel Hi Yld Bond
$2.9M
BXMTBlackstone Mortgage Trust Inc.
$2.9M
G7AGrupo Aeroportuario del Sureste SAB de CV ADR
$2.9M
DINOHF Sinclair Corp.
$2.9M
WFC 7.5 PERP LWells Fargo & Co. Preferred
$2.8M
AREAlexandria Real Estate Equities Inc.
$2.8M
BKNG 0.75 05/01/25Booking Holdings Inc.
$2.8M
BAC 7.25 PERP LBank of America Corp. Preferred
$2.8M
TKO 3.375 12/15/23World Wrestling Entertainment Inc.
$2.8M
OLLIOllie's Bargain Outlet Holdings Inc.
$2.7M
Invitae Corp.
$2.6M
CRSPCRISPR Therapeutics AG
$2.6M
FHLCFidelity MSCI Health Care Index ETF
$2.6M
MOMO 1.25 07/01/25Hello Group Inc.
$2.5M
Antero Resources Corp.
$2.5M
HANHawaiian Holdings Inc.
$2.5M
AY 4 07/15/25Atlantica Sustainable Infrastructure Jersey Ltd.
$2.5M
IQ 2 04/01/25iQIYI Inc.
$2.4M
WTSWatts Water Technologies Inc.
$2.4M
$2.4M
EIXEdison International
$2.4M
CCIVGBPLucid Group Inc.
$2.3M
PSN 0.25 08/15/25Parsons Corp.
$2.3M
CAECAE Inc.
$2.3M
Tabula Rasa HealthCare Inc.
$2.3M
KKR Real Estate Finance Trust Inc.
$2.2M
ON 0 05/01/27ON Semiconductor Corp.
$2.2M
ASHRXtrackers Harvest CSI 300 China A-shares ETF
$2.2M
MTSI 0.25 03/15/26MACOM Technology Solutions Holdings Inc.
$2.2M
VCRVanguard Sector Inde Consume
$2.1M
IJSIshares Sp Smcp600Vl Etf
$2.1M
IJRIshares Tr Core S&P Small-Cap
$2.1M
$2.1M
CFLT 0 01/15/27Confluent Inc.
$2.1M
U 0 11/15/26Unity Software Inc.
$2.1M
AESCThe AES Corp. Preferred
$2.0M
TRIP 0.25 04/01/26TripAdvisor Inc.
$2.0M
ITOTIshares Trust Core S&P Total Us
$2.0M
Apollo Commercial Real Estate Finance Inc.
$1.9M
UEOWestlake Corp.
$1.9M
PreviousPage 5 of 8Next