Waratah Capital Advisors Ltd. Q3 2018 Filing

Filed October 26, 2018

Portfolio Value

$996.6B

Holdings

142

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (142 positions)

StockValue
ROPROPER TECHNOLOGIES INC
$61.1M
SUISUN CMNTYS INC
$36.9M
ERFGBPENERPLUS CORP
$34.9M
LAMRLAMAR ADVERTISING CO NEW CL A
$33.4M
PLNTPLANET FITNESS INC CL A
$31.0M
XYLXYLEM INC
$27.0M
HCCWARRIOR MET COAL INC
$26.1M
SSNCSS&C TECHNOLOGIES HLDGS INC
$25.8M
QSRRESTAURANT BRANDS INTL INC
$24.8M
CHDCHURCH & DWIGHT INC
$24.5M
ELSEQUITY LIFESTYLE PPTYS INC
$24.5M
BBUBROOKFIELD BUSINESS PARTNERS UNIT LTD LP
$21.9M
CIGICOLLIERS INTL GROUP INC SUB VTG SHS
$20.2M
WCNWASTE CONNECTIONS INC
$19.1M
NVRNVR INC
$18.1M
MSFTMICROSOFT CORP
$18.0M
BAMBROOKFIELD ASSET MGMT INC CL A LTD VT SH
$17.7M
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN
$17.6M
FANGDIAMONDBACK ENERGY INC
$17.2M
BTEBAYTEX ENERGY CORP
$17.2M
WPX ENERGY INC
$16.1M
POOLPOOL CORPORATION
$16.1M
CLRUSDCONTINENTAL RESOURCES INC
$15.9M
TDTORONTO DOMINION BK ONT COM NEW
$15.4M
CIENCIENA CORP COM NEW
$13.3M
DISDISNEY WALT CO COM DISNEY
$13.3M
MDTMEDTRONIC PLC SHS
$13.2M
CP.TOCANADIAN PAC RY LTD
$13.0M
CXOEURCONCHO RES INC
$13.0M
MRO*MARATHON OIL CORP
$12.2M
FSVFIRSTSERVICE CORP NEW SUB VTG SH
$12.2M
ILMNILLUMINA INC
$11.7M
PAYCPAYCOM SOFTWARE INC
$11.2M
COLDAMERICOLD RLTY TR
$10.6M
NOWSERVICENOW INC
$10.5M
SIXEURSIX FLAGS ENTMT CORP NEW
$10.3M
CWKCUSHMAN WAKEFIELD PLC SHS ADDED
$9.6M
MSGSMADISON SQUARE GARDEN CO NEW CL A
$9.0M
CNRCANADIAN NATL RY CO
$8.7M
ADPAUTOMATIC DATA PROCESSING IN
$8.0M
MPCMARATHON PETE CORP
$7.8M
SUSUNCOR ENERGY INC NEW
$7.5M
SMPLSIMPLY GOOD FOODS CO
$7.1M
DINDINE BRANDS GLOBAL INC
$7.0M
SPOTSPOTIFY TECHNOLOGY S A SHS
$6.8M
VVISA INC COM CL A
$6.4M
VICIVICI PPTYS INC
$6.4M
THOTHOR INDS INC
$6.1M
GRT-UCADGRANITE REAL ESTATE INVT TR UNIT 99/99/9999
$5.5M
AMTAMERICAN TOWER CORP NEW
$5.4M
POSTPOST HLDGS INC
$5.3M
GOOGLALPHABET INC CAP STK CL A
$5.3M
NATHNATHANS FAMOUS INC NEW
$4.7M
CSCOCISCO SYS INC
$4.4M
DHRDANAHER CORP DEL
$4.4M
MAMASTERCARD INCORPORATED CL A
$4.4M
NXSTNEXSTAR MEDIA GROUP INC CL A
$4.4M
ROKROCKWELL AUTOMATION INC
$4.3M
APCANADARKO PETE CORP
$4.3M
SPGSIMON PPTY GROUP INC NEW
$4.3M
EAELECTRONIC ARTS INC
$4.2M
HESHESS CORP
$4.2M
ARMKARAMARK
$3.6M
CSXCSX CORP
$3.6M
REXRREXFORD INDL RLTY INC
$3.6M
HLTHILTON WORLDWIDE HLDGS INC
$3.6M
SNASNAP ON INC
$3.5M
DREUSDDUKE REALTY CORP COM NEW
$3.5M
ENCANA CORP
$3.2M
AMZNAMAZON COM INC
$3.2M
YUMYUM BRANDS INC
$3.1M
SIVBEURSVB FINL GROUP
$3.1M
LAC1EURLITHIUM AMERS CORP NEW COM NEW
$2.9M
HFCUSDHOLLYFRONTIER CORP
$2.7M
NEWFIELD EXPL CO
$2.4M
MFCMANULIFE FINL CORP
$2.4M
CRCCANADIAN NAT RES LTD
$2.3M
ANGI1EURANGI HOMESERVICES INC COM CL A
$2.3M
MCDMCDONALDS CORP
$2.3M
HEIHEICO CORP NEW
$2.2M
SPGIS&P GLOBAL INC
$2.1M
RYROYAL BK CDA MONTREAL QUE
$2.1M
BMOBANK MONTREAL QUE
$2.1M
IDXXIDEXX LABS INC
$2.0M
KHCKRAFT HEINZ CO
$2.0M
EAFEURGRAFTECH INTL LTD
$1.9M
USFDUS FOODS HLDG CORP
$1.8M
NOMDNOMAD FOODS LTD USD ORD SHS
$1.8M
HPHELMERICH & PAYNE INC
$1.7M
BNSBANK N S HALIFAX
$1.6M
TCF FINL CORP
$1.5M
BXMTBLACKSTONE MTG TR INC COM CL A
$1.5M
VRSKVERISK ANALYTICS INC
$1.4M
NTRNUTRIEN LTD
$1.4M
FMCF M C CORP COM NEW
$1.4M
CPTCAMDEN PPTY TR SH BEN INT
$1.4M
GMS1EURGMS INC
$1.3M
ADSKAUTODESK INC
$1.3M
PPLPEMBINA PIPELINE CORP
$1.3M
BACBANK AMER CORP
$1.3M
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