Waratah Capital Advisors Ltd. Q3 2020 Filing
Filed November 12, 2020
Portfolio Value
$937.4M
Holdings
164
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (164 positions)
| Stock | Value |
|---|---|
SUISUN CMNTYS INC | $70.1M |
FUNCEDAR FAIR L P DEPOSITRY UNIT | $60.5M |
NMI1EURKIRKLAND LAKE GOLD LTD | $45.3M |
MSFTMICROSOFT CORP | $41.6M |
ELSEQUITY LIFESTYLE PPTYS INC | $39.0M |
HCCWARRIOR MET COAL INC | $30.1M |
AMZNAMAZON COM INC | $27.9M |
VVISA INC | $27.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $26.4M |
DHRDANAHER CORPORATION | $24.0M |
COSTCOSTCO WHSL CORP | $23.4M |
FNVFRANCO NEV CORP | $22.8M |
AEMAGNICO EAGLE MINES LTD | $19.9M |
SIXEURSIX FLAGS ENTMT CORP | $19.7M |
LENLENNAR CORP | $17.8M |
VMCVULCAN MATLS CO | $16.4M |
MAMASTERCARD INCORPORATED | $16.3M |
MLMMARTIN MARIETTA MATLS INC | $16.1M |
AMTAMERICAN TOWER CORP | $14.3M |
SIL1EURSILVERCREST METALS INC | $14.2M |
WPMWHEATON PRECIOUS METALS CORP | $14.0M |
SBACSBA COMMUNICATIONS CORP | $13.7M |
LOWLOWES COS INC | $12.4M |
AMEAMETEK INC | $12.4M |
TRI4EURTHOMSON REUTERS CORP | $12.2M |
ADBEADOBE SYSTEMS INCORPORATED | $12.0M |
AAPLAPPLE INC | $11.8M |
ROPROPER TECHNOLOGIES INC | $11.3M |
HDHOME DEPOT INC | $11.0M |
BKIEURBLACK KNIGHT INC | $10.7M |
NVRNVR INC | $10.6M |
CHTRCHARTER COMMUNICATIONS INC | $9.7M |
NVDANVIDIA CORPORATION | $9.6M |
CMGCHIPOTLE MEXICAN GRILL INC | $8.2M |
SNOWSNOWFLAKE INC | $8.0M |
AZPNUSDASPEN TECHNOLOGY INC | $7.8M |
BTOB2GOLD CORP | $7.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7.1M |
AKXANSYS INC | $7.0M |
CP.TOCANADIAN PAC RY LTD | $7.0M |
CATCATERPILLAR INC DEL | $5.8M |
CRCCANADIAN NAT RES LTD | $5.7M |
AZEKAZEK CO INC CL A | $5.5M |
QQQINVESCO QQQ TR | $5.4M |
ABXBARRICK GOLD CORP | $4.5M |
BEPCBROOKFIELD RENEWABLE CORP | $4.2M |
MQ8MAG SILVER CORP | $3.9M |
NTRNUTRIEN LTD | $3.8M |
DOCUDOCUSIGN INC | $3.7M |
MFCMANULIFE FINL CORP | $3.6M |
PGPROCTER AND GAMBLE CO | $3.4M |
CVECENOVUS ENERGY INC | $3.4M |
FSVFIRSTSERVICE CORP | $3.3M |
PYPLPAYPAL HLDGS INC | $3.1M |
WCNWASTE CONNECTIONS INC | $3.0M |
PLDPROLOGIS INC. | $3.0M |
AMHAMERICAN HOMES 4 RENT | $2.9M |
CNRCANADIAN NATL RY CO | $2.9M |
VICIVICI PPTYS INC | $2.8M |
COLDAMERICOLD RLTY TR | $2.7M |
RYROYAL BK CDA | $2.7M |
SPGIS&P GLOBAL INC | $2.7M |
ZMZOOM VIDEO COMMUNICATIONS IN | $2.6M |
WRKUSDWESTROCK CO | $2.4M |
TFIITFI INTL INC | $2.3M |
CHWYCHEWY INC | $2.3M |
METAFACEBOOK INC | $2.3M |
HESHESS CORP | $2.3M |
TACTRANSALTA CORP | $2.2M |
SPYSPDR S&P 500 ETF TR | $2.0M |
AQUAUSDEVOQUA WATER TECHNOLOGIES CO | $2.0M |
INTUINTUIT | $2.0M |
NEENEXTERA ENERGY INC | $1.9M |
GOOSCANADA GOOSE HLDGS INC SHS SUB VTG | $1.8M |
DISDISNEY WALT CO | $1.7M |
LIESUN LIFE FINANCIAL INC. | $1.7M |
AVTRAVANTOR INC | $1.6M |
TMUST-MOBILE US INC | $1.6M |
FISFIDELITY NATL INFORMATION SV | $1.4M |
LULULULULEMON ATHLETICA INC | $1.4M |
CXOEURCONCHO RES INC | $1.4M |
BFAMBRIGHT HORIZONS FAM SOL IN D | $1.3M |
JPMJPMORGAN CHASE & CO | $1.3M |
FIVEFIVE BELOW INC | $1.3M |
TLTISHARES TR | $1.3M |
XECEURCIMAREX ENERGY CO | $1.2M |
SHWSHERWIN WILLIAMS CO | $1.1M |
OLLIOLLIES BARGAIN OUTLET HLDGS | $1.1M |
WINGWINGSTOP INC | $1.1M |
AQLTISHARES TR | $1.1M |
ECLECOLAB INC | $1.0M |
—VANECK VECTORS ETF TR | $1.0M |
DOOBRP INC COM SUN VTG | $1.0M |
PZZAPAPA JOHNS INTL INC | $974K |
AWCAMERICAN WTR WKS CO INC | $948K |
QSRRESTAURANT BRANDS INTL INC | $923K |
DGDOLLAR GEN CORP | $923K |
CLCOLGATE PALMOLIVE CO | $906K |
CHDCHURCH & DWIGHT INC | $906K |
OREALTY INCOME CORP | $898K |
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