Waratah Capital Advisors Ltd. Q1 2023 Filing

Filed May 11, 2023

Portfolio Value

$4.5T

Holdings

151

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (151 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$773.0B
HYGISHARES TR
$559.6B
IWMISHARES TR
$414.0B
NDQINVESCO QQQ TR
$327.6B
IYRISHARES TR
$157.5B
CRCCANADIAN NAT RES LTD
$137.2B
FUNCEDAR FAIR L P
$114.4B
GPKGRAPHIC PACKAGING HLDG CO
$105.8B
PRKSSEAWORLD ENTMT INC
$98.1B
TECK/BTECK RESOURCES LTD
$88.2B
PLDPROLOGIS INC.
$85.6B
XLESELECT SECTOR SPDR TR
$82.8B
SUISUN CMNTYS INC
$68.2B
EQTEQT CORP
$66.4B
PAYCPAYCOM SOFTWARE INC
$66.4B
ROPROPER TECHNOLOGIES INC
$64.6B
DISDISNEY WALT CO
$53.4B
NFLXNETFLIX INC
$49.6B
HCCWARRIOR MET COAL INC
$39.3B
FNVFRANCO NEV CORP
$38.9B
SIISPROTT INC
$38.8B
POOLPOOL CORP
$35.7B
WCNWASTE CONNECTIONS INC
$34.2B
USOUNITED STS OIL FD LP
$33.2B
BRK/BBERKSHIRE HATHAWAY INC DEL
$32.9B
TACTRANSALTA CORP
$32.2B
OIHVANECK ETF TRUST
$29.6B
NXENEXGEN ENERGY LTD
$28.6B
HESHESS CORP
$27.8B
MSFTMICROSOFT CORP
$27.7B
COLLIERS INTL GROUP INC
$26.1B
VVISA INC
$25.8B
CARRCARRIER GLOBAL CORPORATION
$25.4B
BNBROOKFIELD CORP
$24.7B
PGPROCTER AND GAMBLE CO
$24.6B
TDYTELEDYNE TECHNOLOGIES INC
$24.4B
DVNDEVON ENERGY CORP NEW
$22.3B
AMZNAMAZON COM INC
$21.6B
STNSTANTEC INC
$20.7B
IRDMIRIDIUM COMMUNICATIONS INC
$19.9B
VALVALARIS LIMITED
$18.9B
BTUPEABODY ENERGY CORP
$18.6B
IQVIQVIA HLDGS INC
$18.2B
BAMBROOKFIELD ASSET MANAGMT LTD
$17.5B
CMGCHIPOTLE MEXICAN GRILL INC
$17.2B
VLOVALERO ENERGY CORP
$16.7B
FSVFIRSTSERVICE CORP NEW
$15.7B
FANGDIAMONDBACK ENERGY INC
$15.5B
RCI/BROGERS COMMUNICATIONS INC
$15.2B
TFIITFI INTL INC
$15.1B
CP.TOCANADIAN PAC RY LTD
$14.7B
LIESUN LIFE FINANCIAL INC.
$14.1B
CIGICOLLIERS INTL GROUP INC
$13.3B
CHDCHURCH & DWIGHT CO INC
$12.7B
ETNEATON CORP PLC
$12.5B
REXRREXFORD INDL RLTY INC
$12.4B
ERFGBPENERPLUS CORP
$12.4B
TMUST-MOBILE US INC
$12.4B
MARMARRIOTT INTL INC NEW
$12.0B
DC4DEXCOM INC
$11.6B
HLTHILTON WORLDWIDE HLDGS INC
$11.4B
WFGWEST FRASER TIMBER CO LTD
$10.9B
TRI4EURTHOMSON REUTERS CORP.
$10.6B
LNGCHENIERE ENERGY INC
$10.1B
DHRDANAHER CORPORATION
$9.3B
MLMMARTIN MARIETTA MATLS INC
$9.3B
FNDFLOOR & DECOR HLDGS INC
$9.1B
BKIEURBLACK KNIGHT INC
$9.0B
SITMSITIME CORP
$8.8B
WCCWESCO INTL INC
$8.6B
OTXOPEN TEXT CORP
$7.8B
ADBEADOBE SYSTEMS INCORPORATED
$7.0B
AAPLAPPLE INC
$6.9B
AVYAVERY DENNISON CORP
$6.7B
TAT&T INC
$6.5B
XELXCEL ENERGY INC
$6.3B
ELSEQUITY LIFESTYLE PPTYS INC
$6.1B
BMOBANK MONTREAL QUE
$6.0B
COSTCOSTCO WHSL CORP NEW
$5.7B
CHTRCHARTER COMMUNICATIONS INC N
$5.6B
CRLCHARLES RIV LABS INTL INC
$5.3B
SPGIS&P GLOBAL INC
$4.9B
TTTRANE TECHNOLOGIES PLC
$4.6B
AMTAMERICAN TOWER CORP NEW
$4.4B
OUTOUTFRONT MEDIA INC
$3.7B
ARRYARRAY TECHNOLOGIES INC
$3.6B
CSXCSX CORP
$3.6B
MCWMISTER CAR WASH INC
$3.4B
CHRDCHORD ENERGY CORPORATION
$3.4B
STESTERIS PLC
$3.3B
GOOGLALPHABET INC
$3.1B
LPXLOUISIANA PAC CORP
$3.1B
SEDGSOLAREDGE TECHNOLOGIES INC
$3.1B
QSRRESTAURANT BRANDS INTL INC
$3.0B
TREXTREX CO INC
$3.0B
RYROYAL BK CDA SUSTAINABL
$3.0B
CRWDCROWDSTRIKE HLDGS INC
$2.9B
CHECHEMED CORP NEW
$2.7B
ATKRATKORE INC
$2.7B
PRPERMIAN RESOURCES CORP
$2.7B
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