Waratah Capital Advisors Ltd. Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$3.0T

Holdings

134

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (134 positions)

#StockSharesValue% PortfolioType
101
GILGILDAN ACTIVEWEAR INC
62,030$2.9B0.10%
102
NVRNVR INC
341$2.8B0.09%
103
VNOMUSDVIPER ENERGY INC
50,000$2.5B0.08%
104
IBMINTERNATIONAL BUSINESS MACHS
8,702$1.9B0.06%
105
HOODROBINHOOD MKTS INC
48,028$1.8B0.06%
106
ASTLALGOMA STL GROUP INC
182,242$1.8B0.06%
107
QXOQXO INC
109,410$1.7B0.06%
108
CHECHEMED CORP NEW
3,122$1.7B0.06%
109
TMOTHERMO FISHER SCIENTIFIC INC
2,867$1.5B0.05%
110
UNPUNION PAC CORP
6,297$1.4B0.05%
111
DHRDANAHER CORPORATION
6,052$1.4B0.05%
112
STESTERIS PLC
6,718$1.4B0.05%
113
ARGTGLOBAL X FDS
16,401$1.4B0.05%
114
ELSEQUITY LIFESTYLE PPTYS INC
20,276$1.4B0.05%
115
SGMLSIGMA LITHIUM CORPORATION
117,800$1.3B0.04%
116
POOLPOOL CORP
3,515$1.2B0.04%
117
BABAALIBABA GROUP HLDG LTD
11,332$960.8M0.03%
118
TECK/BTECK RESOURCES LTD
23,341$946.0M0.03%
119
FCXFREEPORT-MCMORAN INC
24,622$937.6M0.03%
120
PS1TRUBRIDGE INC
42,050$829.2M0.03%
121
HCCWARRIOR MET COAL INC
13,564$735.7M0.02%
122
XLUSELECT SECTOR SPDR TR
9,700$734.2M0.02%Put
123
GNRCGENERAC HLDGS INC
3,259$505.3M0.02%
124
JPMJPMORGAN CHASE & CO.
1,924$461.2M0.02%
125
BLDRBUILDERS FIRSTSOURCE INC
3,182$454.8M0.02%
126
HPHELMERICH & PAYNE INC
13,738$439.9M0.01%
127
VALVALARIS LTD
9,941$439.8M0.01%
128
AAONAAON INC
3,690$434.2M0.01%
129
ABXBARRICK GOLD CORP
16,500$255.8M0.01%Call
130
COLOMBIER ACQUISITION CORP I
20,517$241.1M0.01%
131
CEPFCANTOR EQUITY PARTNERS INC
23,000$239.2M0.01%
132
CVNACARVANA CO
1,000$203.4M0.01%Put
133
TSLATESLA INC
500$201.9M0.01%Put
134
CNLCOLLECTIVE MINING LTD
32,354$134.6M0.00%
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