Waratah Capital Advisors Ltd. Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$5.1B

Holdings

122

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (122 positions)

#StockSharesValue% PortfolioType
1
NDQINVESCO QQQ TR
1,799,700$878.4T17314843.35%Call
2
SPYSPDR S&P 500 ETF TR
1,343,400$770.8T15193993.91%Call
3
GQ9SPDR GOLD TR
2,398,900$583.1T11493756.02%Call
4
IWMISHARES TR
1,475,400$325.9T6424246.11%Call
5
HYGISHARES TR
3,522,800$282.9T5576219.61%Call
6
TLTISHARES TR
1,214,000$119.1T2347599.62%Call
7
GPKGRAPHIC PACKAGING HLDG CO
3,484,720$103.1T2032587.22%
8
SLVISHARES SILVER TR
3,007,000$85.4T1683995.78%Call
9
KGCKINROSS GOLD CORP
8,915,892$83.5T1646407.22%
10
CRCCANADIAN NAT RES LTD
2,267,578$75.3T1484229.78%
11
AEMAGNICO EAGLE MINES LTD
885,257$71.3T1405699.38%
12
CPCANADIAN PACIFIC KANSAS CITY
784,863$67.1T1323154.15%
13
HBMHUDBAY MINERALS INC
7,221,411$66.4T1309297.36%Call
14
EXECHESAPEAKE ENERGY CORP
783,258$64.4T1269922.11%Call
15
FANGDIAMONDBACK ENERGY INC
335,000$57.8T1138461.65%Call
16
ROPROPER TECHNOLOGIES INC
102,817$57.2T1127767.57%
17
TACTRANSALTA CORP
5,241,712$54.3T1071067.95%
18
IYRISHARES TR
455,900$46.4T915487.11%Call
19
BNBROOKFIELD CORP
609,575$43.6T859582.80%Call
20
FNVFRANCO NEV CORP
333,232$41.4T815830.85%Call
21
RGLDROYAL GOLD INC
287,748$40.4T795804.36%
22
GDXJVANECK ETF TRUST
815,807$39.8T784932.98%Call
23
RYROYAL BK CDA
312,882$39.0T769748.55%Call
24
ARANTERO RESOURCES CORP
1,300,000$37.2T734182.98%Call
25
SPXCSPX TECHNOLOGIES INC
227,503$36.3T715113.90%
26
TMOTHERMO FISHER SCIENTIFIC INC
56,553$35.0T689573.93%Call
27
CEGCONSTELLATION ENERGY CORP
134,329$34.9T688514.16%
28
AZEKAZEK CO INC
738,801$34.6T681568.74%
29
TDTORONTO DOMINION BK ONT
545,298$34.5T679668.98%
30
MTUMISHARES TR
170,000$34.5T679465.70%Call
31
CARRCARRIER GLOBAL CORPORATION
427,543$34.4T678356.61%
32
SIISPROTT INC
773,406$33.5T660655.58%
33
AMZNAMAZON COM INC
179,763$33.5T660266.75%Call
34
PHPARKER-HANNIFIN CORP
47,843$30.2T595865.31%
35
WFGWEST FRASER TIMBER CO LTD
240,670$28.6T563753.58%Call
36
LNGCHENIERE ENERGY INC
154,295$27.7T546983.83%
37
MFCMANULIFE FINL CORP
910,109$26.9T530180.08%
38
MLMMARTIN MARIETTA MATLS INC
47,357$25.5T502463.54%
39
CIGICOLLIERS INTL GROUP INC
166,157$25.2T497047.22%
40
NXENEXGEN ENERGY LTD
3,778,813$24.6T485757.86%
41
GILGILDAN ACTIVEWEAR INC
496,174$23.4T460358.85%
42
TTTRANE TECHNOLOGIES PLC
60,003$23.3T459787.71%Call
43
MDUMDU RES GROUP INC
818,343$22.4T442161.32%
44
HCCWARRIOR MET COAL INC
331,859$21.2T418013.97%
45
MSFTMICROSOFT CORP
43,436$18.7T368432.14%Call
46
TTEKTETRA TECH INC NEW
393,491$18.6T365801.05%
47
WCNWASTE CONNECTIONS INC
103,543$18.5T364823.73%
48
SUISUN CMNTYS INC
133,109$18.0T354617.20%
49
ICLRICON PLC
60,692$17.4T343730.87%
50
XPOXPO INC
154,057$16.6T326487.56%
51
COPCONOCOPHILLIPS
150,000$15.8T311295.95%
52
XLUSELECT SECTOR SPDR TR
189,300$15.3T301433.00%Call
53
STESTERIS PLC
61,165$14.8T292430.51%
54
BNSBANK NOVA SCOTIA HALIFAX
269,220$14.7T289142.37%
55
FSVFIRSTSERVICE CORP NEW
79,536$14.5T286450.72%
56
BURLBURLINGTON STORES INC
52,418$13.8T272247.84%
57
ETRENTERGY CORP NEW
99,824$13.1T258976.41%
58
ATSATS CORPORATION
365,027$12.6T249081.76%Call
59
CMCANADIAN IMPERIAL BK COMM
199,511$12.2T241230.08%
60
BROSDUTCH BROS INC
379,360$12.2T239521.67%
61
CMSCMS ENERGY CORP
154,631$10.9T215289.14%
62
LAMRLAMAR ADVERTISING CO NEW
76,637$10.2T201827.94%
63
TTELUS CORPORATION
606,030$10.2T200412.34%
64
PRPERMIAN RESOURCES CORP
700,000$9.5T187798.67%
65
IRMIRON MTN INC DEL
78,200$9.3T183176.26%Call
66
OVVOVINTIV INC
235,000$9.0T177466.49%
67
SHWSHERWIN WILLIAMS CO
23,364$8.9T175780.85%
68
GMS1EURGMS INC
92,902$8.4T165861.57%
69
KKRKKR & CO INC
64,063$8.4T164899.86%
70
BEPBROOKFIELD RENEWABLE PARTNER
281,213$7.9T156319.06%
71
CITCINTAS CORP
33,600$6.9T136360.87%Call
72
SVACSPRING VALLEY ACQUISTN CORP
79,166,665$6.6T129506.53%
73
BLDTOPBUILD CORP
15,668$6.4T125643.93%
74
TRPTC ENERGY CORP
132,000$6.3T123683.90%
75
AAPLAPPLE INC
22,100$5.1T101504.32%Call
76
RCI/BROGERS COMMUNICATIONS INC
121,920$4.9T96629.56%
77
ATLXATLAS LITHIUM CORP
661,158$4.5T88623.82%
78
AMTAMERICAN TOWER CORP NEW
18,644$4.3T85469.37%
79
OUTOUTFRONT MEDIA INC
223,303$4.1T80905.19%
80
BIPBROOKFIELD INFRAST PARTNERS
115,736$4.1T80072.53%
81
BAMBROOKFIELD ASSET MANAGMT LTD
81,175$3.8T75646.85%
82
EQXEQUINOX GOLD CORP
589,000$3.6T70821.50%
83
NVRNVR INC
340$3.3T65760.32%
84
BABAALIBABA GROUP HLDG LTD
29,540$3.1T61793.69%
85
WYNNWYNN RESORTS LTD
31,025$3.0T58637.60%
86
NGDNEW GOLD INC CDA
949,466$2.8T54245.21%
87
SPGIS&P GLOBAL INC
4,579$2.4T46631.37%
88
GEGGEO GROUP INC NEW
176,993$2.3T44832.77%
89
CRWDCROWDSTRIKE HLDGS INC
7,870$2.2T43510.84%
90
VVISA INC
7,318$2.0T39662.72%
91
GOOGLALPHABET INC
11,785$2.0T38528.43%
92
CHECHEMED CORP NEW
3,111$1.9T36854.39%
93
NVDANVIDIA CORPORATION
14,600$1.8T34950.30%Call
94
POOLPOOL CORP
4,671$1.8T34694.22%
95
DHRDANAHER CORPORATION
6,041$1.7T33107.11%
96
PLDPROLOGIS INC.
12,385$1.6T30829.54%
97
QXOQXO INC
109,410$1.6T30692.26%
98
UNPUNION PAC CORP
6,285$1.5T30536.79%
99
TDYTELEDYNE TECHNOLOGIES INC
3,487$1.5T30083.27%
100
ELSEQUITY LIFESTYLE PPTYS INC
19,596$1.4T27557.32%
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