Waratah Capital Advisors Ltd. Q4 2023 Filing

Filed February 12, 2024

Portfolio Value

$5.0B

Holdings

142

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (142 positions)

#StockSharesValue% PortfolioType
101
IRMIRON MTN INC DEL
20,956$1.5T29146.48%
102
DSGDESCARTES SYS GROUP INC
11,891$999.0B19854.54%
103
MCWMISTER CAR WASH INC
92,564$799.8B15894.97%
104
SHLSSHOALS TECHNOLOGIES GROUP IN
37,117$576.8B11463.77%
105
PAYCPAYCOM SOFTWARE INC
2,542$525.5B10443.87%Call
106
CMGCHIPOTLE MEXICAN GRILL INC
213$487.1B9681.48%
107
ABXBARRICK GOLD CORP
26,280$474.8B9435.80%
108
ILMNILLUMINA INC
2,206$307.2B6104.82%
109
LTHM1EURLIVENT CORP
17,068$306.9B6099.25%
110
CHWYCHEWY INC
12,879$304.3B6048.53%
111
ALBALBEMARLE CORP
2,058$297.3B5909.59%
112
PODDINSULET CORP
1,351$293.1B5826.11%
113
CMCANADIAN IMPERIAL BK COMM TO
5,956$286.7B5699.07%
114
CWHCAMPING WORLD HLDGS INC
10,746$282.2B5608.48%
115
FNDFLOOR & DECOR HLDGS INC
2,521$281.2B5589.66%
116
BXPBOSTON PROPERTIES INC
3,996$280.4B5572.89%
117
ELLAUDER ESTEE COS INC
1,904$278.5B5534.35%
118
BNSBANK NOVA SCOTIA HALIFAX
5,710$277.9B5523.64%
119
AWNADVANCE AUTO PARTS INC
4,540$277.1B5506.84%
120
DGDOLLAR GEN CORP NEW
2,037$276.9B5503.94%
121
PZZAPAPA JOHNS INTL INC
3,613$275.4B5473.91%
122
PIIPOLARIS INC
2,903$275.1B5467.91%
123
TDTORONTO DOMINION BK ONT
4,256$275.0B5465.21%
124
CBRLCRACKER BARREL OLD CTRY STOR
3,509$270.5B5375.63%
125
TRUPTRUPANION INC
8,850$270.0B5366.49%
126
GNRCGENERAC HLDGS INC
2,089$270.0B5365.85%
127
SSNCSS&C TECHNOLOGIES HLDGS INC
4,412$269.6B5358.60%
128
ELDELDORADO GOLD CORP NEW
20,702$268.7B5340.35%
129
SUSUNCOR ENERGY INC NEW
8,370$268.1B5328.82%
130
AMTAMERICAN TOWER CORP NEW
1,241$267.9B5324.61%
131
DYHTARGET CORP
1,877$267.3B5312.98%
132
KGCKINROSS GOLD CORP
44,017$266.4B5294.48%
133
GLWCORNING INC
8,703$265.0B5266.95%
134
PYPLPAYPAL HLDGS INC
4,300$264.1B5248.21%
135
XLVSELECT SECTOR SPDR TR
1,930$263.2B5231.32%
136
ARRYARRAY TECHNOLOGIES INC
15,577$261.7B5201.13%
137
AGIALAMOS GOLD INC NEW
19,348$260.2B5170.98%
138
MCXMCCORMICK & CO INC
3,778$258.5B5137.47%
139
PFEPFIZER INC
8,972$258.3B5133.75%
140
WOOFPETCO HEALTH & WELLNESS CO I
78,335$247.5B4919.80%
141
MTNVAIL RESORTS INC
1,132$241.6B4802.72%
142
CHDCHURCH & DWIGHT CO INC
2,335$220.8B4388.33%
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