Waratah Capital Advisors Ltd. Q4 2020 Filing
Filed February 8, 2021
Portfolio Value
$1.5T
Holdings
209
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (209 positions)
| Stock | Value |
|---|---|
FUNCEDAR FAIR L P DEPOSITRY UNIT | $81.1B |
SUISUN CMNTYS INC | $78.5B |
GPKGRAPHIC PACKAGING HLDG CO | $60.3B |
HCCWARRIOR MET COAL INC | $48.3B |
ELSEQUITY LIFESTYLE PPTYS INC | $47.3B |
MSFTMICROSOFT CORP | $44.1B |
NVRNVR INC | $42.6B |
LENLENNAR CORP | $40.7B |
SIXEURSIX FLAGS ENTMT CORP | $38.3B |
AEMAGNICO EAGLE MINES LTD | $34.3B |
NMI1EURKIRKLAND LAKE GOLD LTD | $33.6B |
TMOTHERMO FISHER SCIENTIFIC INC | $33.2B |
FISVFISERV INC | $27.0B |
AVTRAVANTOR INC | $26.7B |
OSBCADNORBORD INC | $26.6B |
FNVFRANCO NEV CORP | $25.6B |
SIL1EURSILVERCREST METALS INC | $21.2B |
RHCRH PLC ADR | $21.1B |
TREXTREX CO INC | $20.3B |
CRCCANADIAN NAT RES LTD | $19.7B |
ROPROPER TECHNOLOGIES INC | $17.0B |
VMCVULCAN MATLS CO | $16.7B |
MLMMARTIN MARIETTA MATLS INC | $16.7B |
CNNECANNAE HLDGS INC | $16.3B |
ADBEADOBE SYSTEMS INCORPORATED | $16.1B |
AMEAMETEK INC | $15.9B |
TDYTELEDYNE TECHNOLOGIES INC | $15.8B |
AZPNUSDASPEN TECHNOLOGY INC | $14.2B |
SSNCSS&C TECHNOLOGIES HLDGS INC | $14.0B |
WRKUSDWESTROCK CO | $13.7B |
VVISA INC COM | $12.4B |
NEMNEWMONT CORP | $12.2B |
VLOVALERO ENERGY CORP | $12.1B |
CHDCHURCH & DWIGHT INC | $12.1B |
DISDISNEY WALT CO | $11.9B |
PYPLPAYPAL HLDGS INC | $11.7B |
CVECENOVUS ENERGY INC | $11.5B |
LULULULULEMON ATHLETICA INC | $11.0B |
CP.TOCANADIAN PAC RY LTD | $10.6B |
GOOGLALPHABET INC CAP STK | $10.4B |
BAMBROOKFIELD ASSET MGMT INC | $10.3B |
BERYEURBERRY GLOBAL GROUP INC | $9.9B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $9.8B |
CMGCHIPOTLE MEXICAN GRILL INC | $9.6B |
JPMJPMORGAN CHASE & CO | $9.6B |
CMCANADIAN IMP BK COMM | $9.2B |
TMUST-MOBILE US INC | $8.6B |
SPBSPECTRUM BRANDS HLDGS INC | $8.6B |
CHTRCHARTER COMMUNICATIONS INC N | $8.6B |
COSTCOSTCO WHSL CORP NEW | $7.7B |
EXPEAGLE MATLS INC | $7.5B |
RYROYAL BK CDA | $7.4B |
EOGEOG RES INC | $7.2B |
VICIVICI PPTYS INC | $7.1B |
TACTRANSALTA CORP | $7.0B |
NEENEXTERA ENERGY INC | $6.3B |
AMTAMERICAN TOWER CORP | $6.3B |
FCXFREEPORT-MCMORAN INC | $6.1B |
AZEKAZEK CO INC | $5.9B |
CSXCSX CORP | $5.8B |
TRI4EURTHOMSON REUTERS CORP | $5.7B |
—FOLEY TRASIMENE ACQUISTN COR COM | $5.6B |
ADPAUTOMATIC DATA PROCESSING IN | $5.6B |
TDTORONTO DOMINION BK ONT | $5.5B |
CCKCROWN HLDGS INC | $5.5B |
PGPROCTER AND GAMBLE CO | $5.4B |
CRICARTERS INC | $5.4B |
DOOBRP INC COM SUN VTG | $5.3B |
ECLECOLAB INC | $5.3B |
STLDSTEEL DYNAMICS INC | $5.3B |
BEPCBROOKFIELD RENEWABLE CORP | $5.3B |
NUENUCOR CORP | $5.3B |
MFCMANULIFE FINL CORP | $5.3B |
AQUAUSDEVOQUA WATER TECHNOLOGIES CO | $5.2B |
BKIEURBLACK KNIGHT INC | $5.1B |
—TREBIA ACQUISITION CORP COM | $5.1B |
SOYSUNOPTA INC | $5.0B |
MAMASTERCARD INCORPORATED | $4.9B |
FSVFIRSTSERVICE CORP NEW | $4.5B |
TECK/BTECK RESOURCES LTD | $4.2B |
SPYSPDR S&P 500 ETF TR | $4.2B |
HESHESS CORP | $4.1B |
ENBENBRIDGE INC | $4.1B |
SNPSSYNOPSYS INC | $3.9B |
WCNWASTE CONNECTIONS INC | $3.8B |
SONSONOCO PRODS CO | $3.8B |
PZZAPAPA JOHNS INTL INC | $3.7B |
DKSDICKS SPORTING GOODS INC | $3.7B |
COPCONOCOPHILLIPS | $3.6B |
—FOLEY TRASIMENE ACQUISITION COM | $3.3B |
AMCRAMCOR PLC ORD | $3.3B |
AQLTISHARES TR | $3.2B |
MSCIMSCI INC | $3.2B |
MQ8MAG SILVER CORP | $2.8B |
CDKCDK GLOBAL INC | $2.7B |
STESTERIS PLC SHS | $2.7B |
TAPMOLSON COORS BEVERAGE CO | $2.7B |
—FOLEY TRASIMENE ACQUISITION | $2.6B |
QSRRESTAURANT BRANDS INTL INC | $2.5B |
MGAMAGNA INTL INC | $2.5B |
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