Waratah Capital Advisors Ltd. Q3 2022 Filing

Filed November 7, 2022

Portfolio Value

$6.6B

Holdings

150

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (150 positions)

StockValue
NDQINVESCO QQQ TR
$1.1B
SPYSPDR S&P 500 ETF TR
$947.3M
GQ9SPDR GOLD TR
$678.6M
TLTISHARES TR
$486.2M
IWMISHARES TR
$263.2M
MSFTMICROSOFT CORP
$245.7M
HYGISHARES TR
$224.1M
PLDPROLOGIS INC.
$157.4M
IYRISHARES TR
$155.4M
GDXVANECK ETF TRUST
$124.2M
DISDISNEY WALT CO
$109.3M
CRCCANADIAN NAT RES LTD
$86.2M
FUNCEDAR FAIR L P
$85.3M
SUISUN CMNTYS INC
$84.3M
OIHVANECK ETF TRUST
$65.5M
GPKGRAPHIC PACKAGING HLDG CO
$62.7M
TMUST-MOBILE US INC
$60.5M
VVISA INC
$57.0M
PAYCPAYCOM SOFTWARE INC
$54.3M
GOOGLALPHABET INC
$54.2M
MAMASTERCARD INCORPORATED
$52.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$50.2M
CVECENOVUS ENERGY INC
$48.0M
XLUSELECT SECTOR SPDR TR
$47.7M
USOUNITED STS OIL FD LP
$47.0M
AAPLAPPLE INC
$41.5M
WFGWEST FRASER TIMBER CO LTD
$39.3M
ADBEADOBE SYSTEMS INCORPORATED
$39.2M
IMOIMPERIAL OIL LTD
$37.3M
ROPROPER TECHNOLOGIES INC
$36.4M
SIISPROTT INC
$32.6M
BAMBROOKFIELD ASSET MGMT INC
$26.5M
NFLXNETFLIX INC
$26.5M
REXRREXFORD INDL RLTY INC
$26.2M
WCNWASTE CONNECTIONS INC
$26.0M
KOCOCA COLA CO
$25.2M
POOLPOOL CORP
$24.7M
COPCONOCOPHILLIPS
$23.9M
HCCWARRIOR MET COAL INC
$23.3M
UNPUNION PAC CORP
$23.1M
EQTEQT CORP
$22.9M
CARRCARRIER GLOBAL CORPORATION
$22.6M
LPXLOUISIANA PAC CORP
$22.6M
COLLIERS INTL GROUP INC
$22.4M
AEMAGNICO EAGLE MINES LTD
$22.1M
CSXCSX CORP
$21.4M
TECK/BTECK RESOURCES LTD
$20.8M
SYYSYSCO CORP
$20.5M
CP.TOCANADIAN PAC RY LTD
$19.1M
LNGCHENIERE ENERGY INC
$18.9M
ARKKARK ETF TR
$18.9M
ACNACCENTURE PLC IRELAND
$18.7M
AMTAMERICAN TOWER CORP NEW
$17.5M
FNVFRANCO NEV CORP
$16.8M
EWGISHARES INC
$15.8M
WRKUSDWESTROCK CO
$15.7M
BKLNINVESCO EXCH TRADED FD TR II
$15.5M
DHRDANAHER CORPORATION
$15.5M
HESHESS CORP
$14.1M
TDYTELEDYNE TECHNOLOGIES INC
$13.7M
NXENEXGEN ENERGY LTD
$13.5M
TSLATESLA INC
$13.3M
SGMLSIGMA LITHIUM CORPORATION
$13.2M
VETVERMILION ENERGY INC
$13.2M
FSVFIRSTSERVICE CORP NEW
$12.8M
XLESELECT SECTOR SPDR TR
$12.2M
TFIITFI INTL INC
$11.6M
SJR/BEURSHAW COMMUNICATIONS INC
$11.5M
ERFGBPENERPLUS CORP
$10.4M
AMZNAMAZON COM INC
$10.1M
FISFIDELITY NATL INFORMATION SV
$9.4M
OXYOCCIDENTAL PETE CORP
$9.4M
CIGICOLLIERS INTL GROUP INC
$9.3M
NTRNUTRIEN LTD
$9.2M
TMOTHERMO FISHER SCIENTIFIC INC
$9.0M
CMGCHIPOTLE MEXICAN GRILL INC
$8.9M
PRKSSEAWORLD ENTMT INC
$8.9M
IQVIQVIA HLDGS INC
$8.9M
TDTORONTO DOMINION BK ONT
$8.6M
STESTERIS PLC
$7.8M
MCWMISTER CAR WASH INC
$7.8M
TCN1EURTRICON RESIDENTIAL INC
$7.7M
METAMETA PLATFORMS INC
$7.6M
SPGIS&P GLOBAL INC
$7.4M
BMOBANK MONTREAL QUE
$5.6M
GNRCGENERAC HLDGS INC
$5.2M
SQMSOCIEDAD QUIMICA Y MINERA DE
$5.2M
ARISUSDARIS WATER SOLUTIONS INC
$5.1M
XELXCEL ENERGY INC
$4.8M
ABXBARRICK GOLD CORP
$4.7M
PLNTPLANET FITNESS INC
$4.4M
QSRRESTAURANT BRANDS INTL INC
$4.3M
SSNCSS&C TECHNOLOGIES HLDGS INC
$4.0M
CHRCHURCHILL DOWNS INC
$3.6M
CHECHEMED CORP NEW
$3.4M
SIXEURSIX FLAGS ENTMT CORP NEW
$3.2M
JKHYHENRY JACK & ASSOC INC
$3.0M
TTTRANE TECHNOLOGIES PLC
$2.8M
LAMRLAMAR ADVERTISING CO NEW
$2.8M
AQUAUSDEVOQUA WATER TECHNOLOGIES CO
$2.7M
Page 1 of 2Next