Triasima Portfolio Management inc. Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$508.2B
Holdings
144
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (144 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RYROYAL BK CDA | 273,197 | $30.8B | 6.05% | |
| 2 | BNBROOKFIELD CORP | 370,672 | $19.4B | 3.82% | |
| 3 | AGIALAMOS GOLD INC NEW | 583,564 | $15.6B | 3.07% | |
| 4 | KGCKINROSS GOLD CORP | 1,213,632 | $15.3B | 3.01% | |
| 5 | SHOPSHOPIFY INC | 156,799 | $14.9B | 2.93% | |
| 6 | BMOBANK MONTREAL QUE | 143,072 | $13.7B | 2.69% | |
| 7 | MFCMANULIFE FINL CORP | 362,303 | $11.3B | 2.22% | |
| 8 | CMCANADIAN IMPERIAL BK COMM | 195,836 | $11.0B | 2.17% | |
| 9 | PPLPEMBINA PIPELINE CORP | 266,919 | $10.7B | 2.10% | |
| 10 | ENBENBRIDGE INC | 229,066 | $10.1B | 1.99% | |
| 11 | TRPTC ENERGY CORP | 198,626 | $9.4B | 1.85% | |
| 12 | TRITHOMSON REUTERS CORP | 54,205 | $9.4B | 1.84% | |
| 13 | RACEFERRARI N V | 21,611 | $9.2B | 1.82% | |
| 14 | GOOGLALPHABET INC | 56,291 | $8.7B | 1.71% | |
| 15 | CLSCELESTICA INC | 106,780 | $8.4B | 1.66% | |
| 16 | RBARB GLOBAL INC | 77,250 | $7.8B | 1.53% | |
| 17 | NTRNUTRIEN LTD | 152,242 | $7.6B | 1.49% | |
| 18 | BNSBANK NOVA SCOTIA HALIFAX | 158,171 | $7.5B | 1.48% | |
| 19 | ARESARES MANAGEMENT CORPORATION | 48,379 | $7.1B | 1.40% | |
| 20 | DSGDESCARTES SYS GROUP INC | 68,960 | $6.9B | 1.37% | |
| 21 | WCNWASTE CONNECTIONS INC | 32,729 | $6.7B | 1.33% | |
| 22 | MSFTMICROSOFT CORP | 16,757 | $6.3B | 1.24% | |
| 23 | MRSHMARSH & MCLENNAN COS INC | 25,393 | $6.2B | 1.22% | |
| 24 | NVDANVIDIA CORPORATION | 54,509 | $5.9B | 1.16% | |
| 25 | TJXTJX COS INC NEW | 47,701 | $5.8B | 1.14% | |
| 26 | JPMJPMORGAN CHASE & CO. | 23,358 | $5.7B | 1.13% | |
| 27 | MLB1MERCADOLIBRE INC | 2,925 | $5.7B | 1.12% | |
| 28 | WELLWELLTOWER INC | 37,108 | $5.7B | 1.12% | |
| 29 | AJGGALLAGHER ARTHUR J & CO | 16,219 | $5.6B | 1.10% | |
| 30 | AEMAGNICO EAGLE MINES LTD | 51,600 | $5.6B | 1.10% | |
| 31 | AVGOBROADCOM INC | 30,969 | $5.2B | 1.02% | |
| 32 | FTSFORTIS INC | 113,060 | $5.1B | 1.01% | |
| 33 | VVISA INC | 13,480 | $4.7B | 0.93% | |
| 34 | GILGILDAN ACTIVEWEAR INC | 101,765 | $4.5B | 0.89% | |
| 35 | BSXBOSTON SCIENTIFIC CORP | 44,569 | $4.5B | 0.88% | |
| 36 | RSGREPUBLIC SVCS INC | 18,235 | $4.4B | 0.87% | |
| 37 | NOWSERVICENOW INC | 5,487 | $4.4B | 0.86% | |
| 38 | IBNICICI BANK LIMITED | 134,895 | $4.3B | 0.84% | |
| 39 | PAASPAN AMERN SILVER CORP | 163,510 | $4.2B | 0.83% | |
| 40 | AERAERCAP HOLDINGS NV | 41,210 | $4.2B | 0.83% | |
| 41 | METAMETA PLATFORMS INC | 7,300 | $4.2B | 0.83% | |
| 42 | ANETARISTA NETWORKS INC | 53,152 | $4.1B | 0.81% | |
| 43 | LIESUN LIFE FINANCIAL INC. | 70,030 | $4.0B | 0.79% | |
| 44 | BBUBROOKFIELD BUSINESS PARTNERS | 170,685 | $4.0B | 0.79% | |
| 45 | AXONAXON ENTERPRISE INC | 7,448 | $3.9B | 0.77% | |
| 46 | WPMWHEATON PRECIOUS METALS CORP | 47,500 | $3.7B | 0.73% | |
| 47 | HLIHOULIHAN LOKEY INC | 22,656 | $3.7B | 0.72% | |
| 48 | IMOIMPERIAL OIL LTD | 49,330 | $3.6B | 0.70% | |
| 49 | AVBAVALONBAY CMNTYS INC | 16,379 | $3.5B | 0.69% | |
| 50 | PGPROCTER AND GAMBLE CO | 19,991 | $3.4B | 0.67% | |
| 51 | CHRWC H ROBINSON WORLDWIDE INC | 32,645 | $3.3B | 0.66% | |
| 52 | VOOVANGUARD INDEX FDS | 6,500 | $3.3B | 0.66% | |
| 53 | NUNU HLDGS LTD | 316,356 | $3.2B | 0.64% | |
| 54 | GFLGFL ENVIRONMENTAL INC | 66,776 | $3.2B | 0.63% | |
| 55 | KEYKEYCORP | 201,580 | $3.2B | 0.63% | |
| 56 | COSTCOSTCO WHSL CORP NEW | 3,389 | $3.2B | 0.63% | |
| 57 | UNMUNUM GROUP | 37,485 | $3.1B | 0.60% | |
| 58 | VRTXVERTEX PHARMACEUTICALS INC | 6,213 | $3.0B | 0.59% | |
| 59 | SOBOSOUTH BOW CORP | 116,885 | $3.0B | 0.59% | |
| 60 | GEHCGE HEALTHCARE TECHNOLOGIES I | 36,665 | $3.0B | 0.58% | |
| 61 | BABAALIBABA GROUP HLDG LTD | 20,710 | $2.7B | 0.54% | |
| 62 | PANWPALO ALTO NETWORKS INC | 15,860 | $2.7B | 0.53% | |
| 63 | XPEVXPENG INC | 130,070 | $2.7B | 0.53% | |
| 64 | CRCCANADIAN NAT RES LTD | 84,953 | $2.6B | 0.51% | |
| 65 | AFLAFLAC INC | 23,136 | $2.6B | 0.51% | |
| 66 | KDKYNDRYL HLDGS INC | 80,900 | $2.5B | 0.50% | |
| 67 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 15,272 | $2.5B | 0.50% | |
| 68 | ONONON HLDG AG | 55,905 | $2.5B | 0.48% | |
| 69 | 07WAMR COOPER GROUP INC | 20,450 | $2.4B | 0.48% | |
| 70 | FSVFIRSTSERVICE CORP NEW | 14,549 | $2.4B | 0.47% | |
| 71 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 24,423 | $2.4B | 0.47% | |
| 72 | AMZNAMAZON COM INC | 12,126 | $2.3B | 0.45% | |
| 73 | GEVGE VERNOVA INC | 7,482 | $2.3B | 0.45% | |
| 74 | SFMSPROUTS FMRS MKT INC | 14,818 | $2.3B | 0.45% | |
| 75 | CCOCAMECO CORP | 54,850 | $2.3B | 0.44% | |
| 76 | AMTAMERICAN TOWER CORP NEW | 10,370 | $2.3B | 0.44% | |
| 77 | GATXGATX CORP | 14,486 | $2.2B | 0.44% | |
| 78 | CLCOLGATE PALMOLIVE CO | 23,870 | $2.2B | 0.44% | |
| 79 | RELXRELX PLC | 43,710 | $2.2B | 0.43% | |
| 80 | RHCRH PLC | 24,960 | $2.2B | 0.43% | |
| 81 | CEGCONSTELLATION ENERGY CORP | 10,319 | $2.1B | 0.41% | |
| 82 | WABWABTEC | 10,867 | $2.0B | 0.39% | |
| 83 | NVSNNOVARTIS AG | 17,465 | $1.9B | 0.38% | |
| 84 | ITGARTNER INC | 4,213 | $1.8B | 0.35% | |
| 85 | CIBEURBANCOLOMBIA S A | 43,975 | $1.8B | 0.35% | |
| 86 | MRVLMARVELL TECHNOLOGY INC | 28,395 | $1.7B | 0.34% | |
| 87 | VRTVERTIV HOLDINGS CO | 22,825 | $1.6B | 0.32% | |
| 88 | IMGIAMGOLD CORP | 262,502 | $1.6B | 0.32% | |
| 89 | BNTBROOKFIELD WEALTH SOL LTD | 30,951 | $1.6B | 0.32% | |
| 90 | TAT&T INC | 56,310 | $1.6B | 0.31% | |
| 91 | NGDNEW GOLD INC CDA | 423,772 | $1.6B | 0.31% | |
| 92 | EFAISHARES TR | 18,699 | $1.5B | 0.30% | |
| 93 | SYKSTRYKER CORPORATION | 3,996 | $1.5B | 0.29% | |
| 94 | OTISOTIS WORLDWIDE CORP | 13,969 | $1.4B | 0.28% | |
| 95 | ASMLASML HOLDING N V | 1,963 | $1.3B | 0.26% | |
| 96 | ECLECOLAB INC | 4,600 | $1.2B | 0.23% | |
| 97 | BIPBROOKFIELD INFRAST PARTNERS | 33,164 | $986.5M | 0.19% | |
| 98 | ROSTROSS STORES INC | 7,610 | $972.5M | 0.19% | |
| 99 | CSCOCISCO SYS INC | 15,272 | $942.4M | 0.19% | |
| 100 | PPTAPERPETUA RESOURCES CORP | 80,994 | $864.4M | 0.17% |
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