Waratah Capital Advisors Ltd. Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$5.7B

Holdings

158

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (158 positions)

StockValue
NDQINVESCO QQQ TR
$1.4B
GQ9SPDR GOLD TR
$1.2B
HYGISHARES TR
$349.9M
GDXVANECK ETF TRUST
$292.8M
TLTISHARES TR
$277.1M
XLUSELECT SECTOR SPDR TR
$119.5M
RSPINVESCO EXCHANGE TRADED FD T
$104.3M
CGCENTERRA GOLD INC
$74.6M
RCI/BROGERS COMMUNICATIONS INC
$71.0M
IWMISHARES TR
$67.6M
PAASPAN AMERN SILVER CORP
$51.9M
SLVISHARES SILVER TR
$51.8M
TDYTELEDYNE TECHNOLOGIES INC
$48.4M
KGCKINROSS GOLD CORP
$46.4M
FNDFLOOR & DECOR HLDGS INC
$42.2M
DHRDANAHER CORPORATION
$40.0M
EQXEQUINOX GOLD CORP
$39.6M
MTNVAIL RESORTS INC
$34.2M
LVLNSPDR SERIES TRUST
$32.4M
SNSHARKNINJA INC
$31.6M
CMGCHIPOTLE MEXICAN GRILL INC
$31.3M
NXENEXGEN ENERGY LTD
$30.9M
ANETARISTA NETWORKS INC
$29.4M
ELSEQUITY LIFESTYLE PPTYS INC
$29.2M
TTTRANE TECHNOLOGIES PLC
$29.1M
CVECENOVUS ENERGY INC
$28.5M
VZLAVIZSLA SILVER CORP
$28.3M
AEMAGNICO EAGLE MINES LTD
$28.1M
IMGIAMGOLD CORP
$27.3M
EXEEXPAND ENERGY CORPORATION
$26.0M
AVGOBROADCOM INC
$25.7M
MLMMARTIN MARIETTA MATLS INC
$24.4M
CRCCANADIAN NAT RES LTD
$24.2M
COSTCOSTCO WHSL CORP NEW
$24.0M
PLDPROLOGIS INC.
$23.8M
LNGCHENIERE ENERGY INC
$23.4M
SKE.TOSKEENA RES LTD NEW
$22.6M
POOLPOOL CORP
$22.3M
FIXCOMFORT SYS USA INC
$22.2M
MSFTMICROSOFT CORP
$21.5M
MCXMCCORMICK & CO INC
$21.0M
ETRENTERGY CORP NEW
$20.2M
IBITISHARES BITCOIN TRUST ETF
$19.8M
ROPROPER TECHNOLOGIES INC
$19.4M
TDTORONTO DOMINION BK ONT
$19.3M
BNBROOKFIELD CORP
$18.3M
CITCINTAS CORP
$17.2M
VSTVISTRA CORP
$17.0M
TAT&T INC
$16.8M
LENLENNAR CORP
$16.4M
DVNDEVON ENERGY CORP NEW
$16.1M
RYROYAL BK CDA
$15.8M
WELLWELLTOWER INC
$15.1M
MGAMAGNA INTL INC
$14.5M
VRTVERTIV HOLDINGS CO
$13.6M
XPOXPO INC
$13.4M
OLAORLA MNG LTD NEW
$12.6M
KWEBKRANESHARES TRUST
$12.6M
CEGCONSTELLATION ENERGY CORP
$12.6M
JPMJPMORGAN CHASE & CO.
$12.3M
CATCATERPILLAR INC
$12.2M
SUISUN CMNTYS INC
$12.1M
CMICUMMINS INC
$11.8M
BMOBANK MONTREAL QUE
$11.8M
IGVISHARES TR
$11.5M
XRTSPDR SERIES TRUST
$11.2M
BTOB2GOLD CORP
$11.1M
CIGICOLLIERS INTL GROUP INC
$11.0M
NVDANVIDIA CORPORATION
$10.9M
FNVFRANCO NEV CORP
$10.9M
NVTNVENT ELECTRIC PLC
$10.8M
TLNTALEN ENERGY CORP
$10.8M
SHWSHERWIN WILLIAMS CO
$10.5M
MUMICRON TECHNOLOGY INC
$10.4M
BACBANK AMERICA CORP
$9.9M
AMZNAMAZON COM INC
$9.9M
CDECOEUR MNG INC
$9.9M
SPYSPDR S&P 500 ETF TR
$9.9M
EMEEMCOR GROUP INC
$9.6M
IMOIMPERIAL OIL LTD
$9.1M
FOXAFOX CORP
$9.0M
HDHOME DEPOT INC
$9.0M
CMCANADIAN IMPERIAL BANK OF CO
$8.9M
SIISPROTT INC
$8.9M
DOOBRP INC
$8.8M
APHAMPHENOL CORP NEW
$8.8M
DTMDT MIDSTREAM INC
$8.5M
CPCANADIAN PACIFIC KANSAS CITY
$8.1M
SSFSENSIENT TECHNOLOGIES CORP
$7.5M
USOUNITED STS OIL FD LP
$7.4M
SPOTSPOTIFY TECHNOLOGY S A
$7.4M
STNSTANTEC INC
$7.1M
ORCLORACLE CORP
$7.1M
CVXCHEVRON CORP NEW
$7.0M
SPXCSPX TECHNOLOGIES INC
$6.7M
GLWCORNING INC
$6.4M
TTELUS CORPORATION
$6.3M
BWXTBWX TECHNOLOGIES INC
$6.2M
PPLPEMBINA PIPELINE CORP
$6.1M
FSVFIRSTSERVICE CORP NEW
$6.0M
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