Waratah Capital Advisors Ltd. Q4 2019 Filing
Filed February 13, 2020
Portfolio Value
$944.5B
Holdings
144
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (144 positions)
| Stock | Value |
|---|---|
ROPROPER TECHNOLOGIES INC | $66.3B |
AZPNUSDASPEN TECHNOLOGY INC | $43.9B |
SUISUN CMNTYS INC | $38.7B |
ELSEQUITY LIFESTYLE PPTYS INC | $38.2B |
AMEAMETEK INC | $37.3B |
FNVFRANCO NEVADA CORP | $31.8B |
BRK/BBERKSHIRE HATHAWAY INC | $30.2B |
MSFTMICROSOFT CORP | $27.0B |
CDWCDW CORP | $25.8B |
CRCCANADIAN NAT RES LTD | $20.2B |
TRI4EURTHOMSON REUTERS CORP COM | $19.9B |
AKXANSYS INC | $19.9B |
AMTAMERICAN TOWER | $18.7B |
CXOEURCONCHO RES INC | $18.3B |
FSVFIRSTSERVICE CORP | $16.4B |
VVISA INC | $16.1B |
8CWCROWN CASTLE INTL CORP | $15.9B |
PLNTPLANET FITNESS INC CL A | $15.7B |
DHRDANAHER CORPORATION | $15.5B |
BKIEURBLACK KNIGHT INC | $14.4B |
BAMBROOKFIELD ASSET MGMT INC | $14.0B |
HESHESS CORP | $13.5B |
FSSFEDERAL SIGNAL CORP | $13.4B |
GDXJVANECK VECTORS ETF TRUST JR GOLD MINERS E | $13.2B |
VICIVICI PPTYS INC | $11.6B |
GDXVANECK VECTORS ETF TRUST GOLD MINERS ETF | $11.4B |
COLDAMERICOLD RLTY TR | $11.0B |
COSTCOSTCO WHSL CORP | $10.1B |
LDOSLEIDOS HLDGS INC | $9.7B |
AEMAGNICO EAGLE MINES LTD | $9.4B |
CVECENOVUS ENERGY INC | $9.1B |
CHDCHURCH & DWIGHT INC | $9.1B |
THOTHOR INDS INC | $8.2B |
WGOWINNEBAGO INDS INC | $7.8B |
TMOTHERMO FISHER SCIENTIFIC INC | $7.6B |
OPTUALTICE USA INC | $7.6B |
YUMYUM BRANDS INC | $7.3B |
FISFIDELITY NATL INFORMATION SV | $7.2B |
COPCONOCOPHILLIPS | $7.0B |
MFCMANULIFE FINL CORP | $6.5B |
ADPAUTOMATIC DATA PROCESSING IN | $6.3B |
NVRNVR INC | $6.3B |
PGPROCTER & GAMBLE CO | $6.2B |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $6.0B |
SPGIS&P GLOBAL INC | $5.9B |
QLYSQUALYS INC | $5.8B |
QSRRESTAURANT BRANDS INTL INC | $5.8B |
—CRESCENT PT ENERGY CORP | $5.4B |
FTNTFORTINET INC | $5.1B |
XECEURCIMAREX ENERGY CO | $5.1B |
HCCWARRIOR MET COAL INC | $5.0B |
LAMRLAMAR ADVERTISING CO | $4.8B |
ADBEADOBE INC | $4.6B |
CITCINTAS CORP | $4.6B |
T7DTRANSDIGM GROUP INC | $4.5B |
TDYTELEDYNE TECHNOLOGIES INC | $4.4B |
—WPX ENERGY INC | $4.3B |
SBACSBA COMMUNICATIONS CORP | $4.2B |
CMGCHIPOTLE MEXICAN GRILL INC | $4.1B |
POOLPOOL CORPORATION | $4.1B |
MAMASTERCARD INC | $4.1B |
FISVFISERV INC | $3.9B |
RYNRAYONIER INC | $3.9B |
CIGICOLLIERS INTL GROUP INC | $3.9B |
LVLNSPDR SERIES TRUST S&P REGL BKG | $3.8B |
SHWSHERWIN WILLIAMS CO | $3.8B |
DREUSDDUKE REALTY CORP | $3.8B |
RITMNEW RESIDENTIAL INVT CORP | $3.8B |
DISDISNEY WALT CO | $3.7B |
TTEKTETRA TECH INC | $3.7B |
SPBSPECTRUM BRANDS HLDGS INC NE | $3.3B |
SSRMSSR MNG INC | $3.3B |
SSNCSS&C TECHNOLOGIES HLDGS INC | $3.1B |
FIVEFIVE BELOW INC | $3.0B |
CP.TOCANADIAN PAC RY LTD | $3.0B |
BNSBANK N S HALIFAX | $2.8B |
FNDFLOOR & DECOR HLDGS INC | $2.7B |
WCNWASTE CONNECTIONS INC | $2.7B |
MCDMCDONALDS CORP | $2.7B |
CDNSCADENCE DESIGN SYSTEM INC | $2.3B |
RYROYAL BK CDA MONTREAL QUE | $2.3B |
CBRECBRE GROUP INC | $2.1B |
OUTOUTFRONT MEDIA INC | $2.0B |
CLRUSDCONTINENTAL RESOURCES INC | $1.9B |
CNNECANNAE HLDGS INC | $1.9B |
BTEBAYTEX ENERGY CORP | $1.9B |
MNSTMONSTER BEVERAGE CORP | $1.7B |
EXPDEXPEDITORS INTL WASH INC | $1.7B |
SIXEURSIX FLAGS ENTMT CORP | $1.5B |
SLG2EURSL GREEN RLTY CORP | $1.5B |
PAYXPAYCHEX INC | $1.4B |
NDSNNORDSON CORP | $1.2B |
AVTRAVANTOR INC | $1.2B |
POSTPOST HLDGS INC | $1.2B |
CPE3EURCALLON PETE CO | $1.2B |
MSCIMSCI INC | $1.2B |
TRPTC ENERGY CORP | $1.1B |
PPLPEMBINA PIPELINE CORP | $1.1B |
BERYEURBERRY GLOBAL GROUP INC | $1.1B |
BAHBOOZ ALLEN HAMILTON HLDG COR | $1.1B |
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