Waratah Capital Advisors Ltd. Q3 2017 Filing

Filed November 13, 2017

Portfolio Value

$788.2B

Holdings

131

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (131 positions)

#StockSharesValue% PortfolioType
101
ZTOZTO EXPRESS CAYMAN INC SPONSORED ADR
45,538$639.0M0.08%
102
MKTXMARKETAXESS HLDGS INC
3,230$596.0M0.08%
103
ON1OLD NATL BANCORP IND
32,265$590.0M0.07%
104
NTBBANK OF NT BUTTERFIELD&SON L
15,815$579.0M0.07%
105
SPGSIMON PPTY GROUP INC
3,395$547.0M0.07%
106
CHEMICAL FINL CORP
10,160$531.0M0.07%
107
PFBCPREFERRED BK LOS ANGELES CA
8,285$500.0M0.06%
108
TRTN-PATRITON INTL LTD CL A
13,430$447.0M0.06%
109
TFINTRIUMPH BANCORP INC
13,399$432.0M0.05%
110
PENNSYLVANIA RL ESTATE INVT SH BEN INT
40,860$429.0M0.05%
111
SUNTRUST BKS INC
7,080$423.0M0.05%
112
VLYVALLEY NATL BANCORP
35,119$423.0M0.05%
113
ETRAE TRADE FINANCIAL CORP
9,705$423.0M0.05%
114
FCPTFOUR CORNERS PPTY TR INC
16,910$421.0M0.05%
115
GGP INC
20,120$418.0M0.05%
116
LASALLE HOTEL PPTYS SH BEN INT
14,237$413.0M0.05%
117
LENDINGCLUB CORP
65,305$398.0M0.05%
118
BACBANK AMER CORP
15,410$390.0M0.05%
119
PNCPNC FINL SVCS GROUP INC
2,852$384.0M0.05%
120
NATIONAL INSTRS CORP
7,670$323.0M0.04%
121
TRPTRANSCANADA CORP
6,390$316.0M0.04%
122
SCHWSCHWAB CHARLES CORP
6,800$297.0M0.04%
123
HBMHUDBAY MINERALS INC
40,000$296.0M0.04%
124
SOCIAL CAP HEDOSOPHIA HLDGS UNIT
25,000$264.0M0.03%
125
SHOPSHOPIFY INC CL A
2,245$262.0M0.03%
126
NATHNATHANS FAMOUS INC
3,415$253.0M0.03%
127
LENLENNAR CORP CL A
4,636$245.0M0.03%
128
PHMPULTE GROUP INC
8,734$239.0M0.03%
129
TPLUSDTEXAS PAC LD TR SUB CTF PROP I T
565$228.0M0.03%
130
TPG PACE HLDGS CORP CL A
19,998$197.0M0.02%
131
SILVER RUN ACQUISITION CL A
18,513$188.0M0.02%
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