Waratah Capital Advisors Ltd. Q3 2021 Filing

Filed November 2, 2021

Portfolio Value

$6.6B

Holdings

237

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (237 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$2.1B
IWMISHARES TR
$777.3M
NDQINVESCO QQQ TR
$577.1M
HYGISHARES TR
$240.9M
IYRISHARES TR
$232.3M
EEMISHARES TR
$165.6M
CVECENOVUS ENERGY INC
$143.6M
SUISUN CMNTYS INC
$133.7M
USOUNITED STS OIL FD LP
$103.2M
TLTISHARES TR
$101.5M
TMOTHERMO FISHER SCIENTIFIC INC
$85.1M
GPKGRAPHIC PACKAGING HLDG CO
$82.6M
WFGWEST FRASER TIMBER CO LTD
$76.8M
LAMRLAMAR ADVERTISING CO NEW
$71.9M
VVISA INC
$55.9M
ELSEQUITY LIFESTYLE PPTYS INC
$55.5M
TECK/BTECK RESOURCES LTD
$55.0M
GOOGLALPHABET INC
$50.5M
LPXLOUISIANA PAC CORP
$48.6M
MSFTMICROSOFT CORP
$47.4M
RHCRH PLC
$44.2M
FCXFREEPORT-MCMORAN INC
$42.7M
DISDISNEY WALT CO
$37.7M
ROPROPER TECHNOLOGIES INC
$34.4M
AEMAGNICO EAGLE MINES LTD
$33.8M
LADLITHIA MTRS INC
$33.8M
CP.TOCANADIAN PAC RY LTD
$33.8M
TDYTELEDYNE TECHNOLOGIES INC
$33.1M
CRCCANADIAN NAT RES LTD
$32.6M
XLESELECT SECTOR SPDR TR
$31.3M
BAMBROOKFIELD ASSET MGMT INC
$30.0M
USX1UNITED STATES STL CORP NEW
$28.7M
TYLTYLER TECHNOLOGIES INC
$28.3M
WCNWASTE CONNECTIONS INC
$27.4M
AMEAMETEK INC
$27.2M
JPMJPMORGAN CHASE & CO
$25.9M
FNVFRANCO NEV CORP
$25.9M
STESTERIS PLC
$24.2M
CMCANADIAN IMP BK COMM
$24.0M
FUNCEDAR FAIR L P
$23.3M
IWOISHARES TR
$22.0M
TFIITFI INTL INC
$20.4M
CARRCARRIER GLOBAL CORPORATION
$20.3M
HCCWARRIOR MET COAL INC
$20.2M
LENLENNAR CORP
$19.5M
COLLIERS INTL GROUP INC
$19.3M
XOPSPDR SER TR
$19.2M
SIISPROTT INC
$18.5M
SPGIS&P GLOBAL INC
$18.2M
NVRNVR INC
$18.0M
MCWMISTER CAR WASH INC
$17.1M
SIXEURSIX FLAGS ENTMT CORP NEW
$16.8M
EXPEAGLE MATLS INC
$16.8M
MAMASTERCARD INCORPORATED
$16.2M
NMI1EURKIRKLAND LAKE GOLD LTD
$14.9M
AMZNAMAZON COM INC
$14.5M
TMUST-MOBILE US INC
$14.3M
FSVFIRSTSERVICE CORP NEW
$14.2M
URAGLOBAL X FDS
$13.8M
FISVFISERV INC
$13.1M
HESHESS CORP
$12.3M
VMCVULCAN MATLS CO
$11.9M
OREALTY INCOME CORP
$11.8M
CHDCHURCH & DWIGHT INC
$11.3M
CSXCSX CORP
$11.3M
AVTRAVANTOR INC
$10.8M
COOKTRAEGER INC
$10.5M
NEENEXTERA ENERGY INC
$10.3M
FANGDIAMONDBACK ENERGY INC
$10.3M
CHECHEMED CORP NEW
$10.2M
GPNGLOBAL PMTS INC
$10.0M
GRT-UCADGRANITE REAL ESTATE INVT TR
$9.6M
SIL1EURSILVERCREST METALS INC
$9.3M
RYROYAL BK CDA
$9.3M
ABXBARRICK GOLD CORP
$8.8M
FISFIDELITY NATL INFORMATION SV
$8.3M
BAMBROOKFIELD ASSET MGMT REINS
$8.3M
XLYSELECT SECTOR SPDR TR
$8.2M
SGMLSIGMA LITHIUM CORPORATION
$8.1M
BNSBANK NOVA SCOTIA B C
$8.1M
TTTRANE TECHNOLOGIES PLC
$7.8M
TRI4EURTHOMSON REUTERS CORP.
$7.5M
SQMSOCIEDAD QUIMICA Y MINERA DE
$6.6M
OVVOVINTIV INC
$6.6M
HAYWHAYWARD HLDGS INC
$6.5M
DVNDEVON ENERGY CORP NEW
$6.2M
CHTRCHARTER COMMUNICATIONS INC N
$6.2M
NTRNUTRIEN LTD
$6.0M
INVHINVITATION HOMES INC
$5.6M
CMCSACOMCAST CORP NEW
$5.2M
ETNEATON CORP PLC
$5.0M
AQUAUSDEVOQUA WATER TECHNOLOGIES CO
$4.8M
PGPROCTER AND GAMBLE CO
$4.7M
LIESUN LIFE FINANCIAL INC.
$4.6M
TDTORONTO DOMINION BK ONT
$4.6M
RGLDROYAL GOLD INC
$4.2M
WOOFPETCO HEALTH & WELLNESS CO I
$4.1M
JCIJOHNSON CTLS INTL PLC
$3.9M
FOURSHIFT4 PMTS INC
$3.7M
IDXXIDEXX LABS INC
$3.6M
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