Waratah Capital Advisors Ltd. Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$7.0B

Holdings

141

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (141 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$1.5T
NDQINVESCO QQQ TR
$1.4T
LQDISHARES TR
$442.8B
XLESELECT SECTOR SPDR TR
$428.7B
TLTISHARES TR
$328.8B
HYGISHARES TR
$294.1B
AMZNAMAZON COM INC
$149.1B
CRCCANADIAN NAT RES LTD
$141.2B
TECK/BTECK RESOURCES LTD
$108.2B
SUISUN CMNTYS INC
$107.5B
GPKGRAPHIC PACKAGING HLDG CO
$90.7B
VVISA INC
$89.4B
CVECENOVUS ENERGY INC
$89.1B
USOUNITED STS OIL FD LP
$80.9B
MSFTMICROSOFT CORP
$78.3B
PRKSSEAWORLD ENTMT INC
$75.5B
FUNCEDAR FAIR L P
$72.7B
GOOGLALPHABET INC
$62.8B
PAYCPAYCOM SOFTWARE INC
$62.3B
EQTEQT CORP
$61.5B
HCCWARRIOR MET COAL INC
$58.6B
ROPROPER TECHNOLOGIES INC
$58.5B
LPLALPL FINL HLDGS INC
$56.6B
ATSATS CORPORATION
$54.2B
IMOIMPERIAL OIL LTD
$49.8B
IWMISHARES TR
$42.9B
TDYTELEDYNE TECHNOLOGIES INC
$42.0B
WCNWASTE CONNECTIONS INC
$41.9B
MLMMARTIN MARIETTA MATLS INC
$38.5B
XLUSELECT SECTOR SPDR TR
$35.4B
SIISPROTT INC
$33.6B
BRK/BBERKSHIRE HATHAWAY INC DEL
$33.2B
HESHESS CORP
$31.4B
LVLNSPDR SER TR
$31.2B
NXENEXGEN ENERGY LTD
$28.9B
STESTERIS PLC
$27.3B
BMOBANK MONTREAL QUE
$25.0B
TACTRANSALTA CORP
$24.3B
POOLPOOL CORP
$24.2B
RJFRAYMOND JAMES FINL INC
$23.7B
TJXTJX COS INC NEW
$23.1B
CPCANADIAN PACIFIC KANSAS CITY
$22.3B
BNBROOKFIELD CORP
$21.9B
RYROYAL BK CDA
$20.6B
CMGCHIPOTLE MEXICAN GRILL INC
$20.4B
FNVFRANCO NEV CORP
$20.3B
STNSTANTEC INC
$20.2B
SHWSHERWIN WILLIAMS CO
$18.5B
XYLXYLEM INC
$17.6B
NTRNUTRIEN LTD
$17.5B
ATLXATLAS LITHIUM CORP
$17.2B
GQ9SPDR GOLD TR
$17.1B
NFLXNETFLIX INC
$17.1B
WMSADVANCED DRAIN SYS INC DEL
$17.1B
WFGWEST FRASER TIMBER CO LTD
$16.7B
CHDCHURCH & DWIGHT CO INC
$15.4B
FSVFIRSTSERVICE CORP NEW
$15.2B
AZEKAZEK CO INC
$13.6B
CRLCHARLES RIV LABS INTL INC
$13.6B
QSRRESTAURANT BRANDS INTL INC
$12.2B
LIESUN LIFE FINANCIAL INC.
$11.4B
JPMJPMORGAN CHASE & CO
$10.1B
ERFGBPENERPLUS CORP
$9.8B
VMCVULCAN MATLS CO
$9.5B
TMUST-MOBILE US INC
$9.2B
CHRCHURCHILL DOWNS INC
$8.8B
ANFABERCROMBIE & FITCH CO
$8.5B
PRPERMIAN RESOURCES CORP
$8.0B
CIGICOLLIERS INTL GROUP INC
$8.0B
TPLTEXAS PACIFIC LAND CORPORATI
$7.8B
ATRAPTARGROUP INC
$7.6B
XPOXPO INC
$7.5B
DHRDANAHER CORPORATION
$7.4B
ETNEATON CORP PLC
$7.3B
RCI/BROGERS COMMUNICATIONS INC
$7.2B
TMOTHERMO FISHER SCIENTIFIC INC
$6.8B
ELSEQUITY LIFESTYLE PPTYS INC
$6.7B
MCDMCDONALDS CORP
$6.3B
EOGEOG RES INC
$5.9B
DC4DEXCOM INC
$5.8B
SITESITEONE LANDSCAPE SUPPLY INC
$5.8B
LNGCHENIERE ENERGY INC
$5.7B
IRMIRON MTN INC DEL
$5.5B
CHECHEMED CORP NEW
$4.5B
CARRCARRIER GLOBAL CORPORATION
$4.4B
PGPROCTER AND GAMBLE CO
$4.4B
LAMRLAMAR ADVERTISING CO NEW
$3.7B
PNRPENTAIR PLC
$3.6B
TREXTREX CO INC
$3.6B
ARRYARRAY TECHNOLOGIES INC
$3.3B
DPZDOMINOS PIZZA INC
$3.2B
OREALTY INCOME CORP
$3.2B
FIVEFIVE BELOW INC
$2.9B
BNSBANK NOVA SCOTIA HALIFAX
$2.9B
VSTSVESTIS CORPORATION
$2.8B
HUMHUMANA INC
$2.8B
TTTRANE TECHNOLOGIES PLC
$2.8B
AG8AGILENT TECHNOLOGIES INC
$2.7B
PCGPG&E CORP
$2.5B
CSXCSX CORP
$2.5B
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