1832 Asset Management L.P. Q1 2020 Filing

Filed May 14, 2020

Portfolio Value

$12.7T

Holdings

458

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (458 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
7,033,163$1.1T8.89%
2
RYROYAL BK CDA
14,426,261$873.8B6.86%
3
TDTORONTO DOMINION BK ONT
19,975,249$833.3B6.54%
4
BAMBROOKFIELD ASSET MGMT INC
14,559,387$646.8B5.08%
5
CNRCANADIAN NATL RY CO
7,626,150$589.2B4.62%
6
FTSFORTIS INC
12,794,263$479.8B3.76%
7
JNJJOHNSON & JOHNSON
3,172,059$424.1B3.33%
8
PFEPFIZER INC
10,143,382$333.5B2.62%
9
SUSUNCOR ENERGY INC NEW
20,397,803$309.2B2.43%
10
TJXTJX COS INC NEW
5,978,626$286.2B2.25%
11
CMCANADIAN IMP BK COMM
4,541,711$256.9B2.02%
12
RCI/BROGERS COMMUNICATIONS INC
6,029,921$246.5B1.93%
13
HONHONEYWELL INTL INC
1,818,446$241.2B1.89%
14
KOCOCA COLA CO
5,002,936$226.4B1.78%
15
MDLZMONDELEZ INTL INC
4,148,139$213.3B1.67%
16
MCDMCDONALDS CORP
1,129,636$190.8B1.50%
17
LLYLILLY ELI & CO
1,324,186$184.6B1.45%
18
DHRDANAHER CORPORATION
1,290,475$182.6B1.43%
19
CRCCANADIAN NAT RES LTD
13,163,758$172.1B1.35%
20
PPLPEMBINA PIPELINE CORP
9,023,166$169.6B1.33%
21
SYKSTRYKER CORP
1,024,107$168.1B1.32%
22
NKENIKE INC
1,892,579$162.4B1.27%
23
HDHOME DEPOT INC
810,523$159.0B1.25%
24
LIESUN LIFE FINL INC
4,832,965$152.9B1.20%
25
PGRPROGRESSIVE CORP OHIO
1,967,759$150.6B1.18%
26
LULULULULEMON ATHLETICA INC
772,447$148.7B1.17%
27
SRESEMPRA ENERGY
1,168,267$138.9B1.09%
28
DGDOLLAR GEN CORP NEW
855,300$126.4B0.99%
29
WMTWALMART INC
970,893$112.1B0.88%
30
FNVFRANCO NEVADA CORP
1,112,674$109.9B0.86%
31
SGENEURSEATTLE GENETICS INC
937,700$107.0B0.84%
32
DOCUDOCUSIGN INC
1,213,400$105.0B0.82%
33
BNSBANK NOVA SCOTIA B C
2,386,245$98.0B0.77%
34
SHWSHERWIN WILLIAMS CO
201,675$97.3B0.76%
35
UNPUNION PAC CORP
683,165$96.3B0.76%
36
DC4DEXCOM INC
334,400$91.1B0.72%
37
FIVNFIVE9 INC
1,169,100$87.5B0.69%
38
TMOTHERMO FISHER SCIENTIFIC INC
269,777$77.3B0.61%
39
ITWILLINOIS TOOL WKS INC
495,465$71.0B0.56%
40
TRPTC ENERGY CORP
1,566,789$70.0B0.55%
41
RGENREPLIGEN CORP
728,400$68.4B0.54%
42
OKTAOKTA INC
550,200$67.4B0.53%
43
ROSTROSS STORES INC
784,803$67.2B0.53%
44
HYGISHARES TR
848,749$66.4B0.52%
45
CP.TOCANADIAN PAC RY LTD
275,789$61.2B0.48%
46
BMOBANK MONTREAL
1,019,226$51.7B0.41%
47
VEEVVEEVA SYS INC
332,520$51.5B0.40%
48
BCEBCE INC
1,239,801$51.1B0.40%
49
AOSSMITH A O CORP
1,190,277$46.2B0.36%
50
NOCNORTHROP GRUMMAN CORP
144,980$45.7B0.36%
51
TSNTYSON FOODS INC
749,086$44.3B0.35%
52
ENBENBRIDGE INC
1,510,528$44.2B0.35%
53
EXPDEXPEDITORS INTL WASH INC
625,464$42.2B0.33%
54
VVISA INC
256,448$41.6B0.33%
55
AAPLAPPLE INC
156,230$40.0B0.31%
56
WCNWASTE CONNECTIONS INC
511,891$39.9B0.31%
57
MFCMANULIFE FINL CORP
3,059,959$38.6B0.30%
58
TTELUS CORPORATION
2,143,302$34.1B0.27%
59
HIIHUNTINGTON INGALLS INDS INC
170,200$32.5B0.25%
60
DISDISNEY WALT CO
319,148$31.7B0.25%
61
VOOVANGUARD INDEX FDS
111,747$30.5B0.24%
62
NTRNUTRIEN LTD
833,698$28.6B0.22%
63
HRCHILL ROM HLDGS INC
266,300$27.2B0.21%
64
OTXOPEN TEXT CORP
723,071$25.3B0.20%
65
IJHISHARES TR
172,430$25.2B0.20%
66
COSTCOSTCO WHSL CORP NEW
85,505$24.5B0.19%
67
EAELECTRONIC ARTS INC
238,035$23.4B0.18%
68
QSRRESTAURANT BRANDS INTL INC
565,432$22.9B0.18%
69
EMBISHARES TR
230,931$22.6B0.18%
70
CMCSACOMCAST CORP NEW
639,594$22.1B0.17%
71
ECLECOLAB INC
135,600$22.0B0.17%
72
ORCLORACLE CORP
437,651$21.3B0.17%
73
BIPBROOKFIELD INFRAST PARTNERS
582,079$21.2B0.17%
74
SJR/BEURSHAW COMMUNICATIONS INC
1,274,410$20.8B0.16%
75
SSRMSSR MNG INC
1,726,600$20.7B0.16%
76
UTXZUNITED TECHNOLOGIES CORP
208,101$20.2B0.16%
77
SNPSSYNOPSYS INC
150,700$19.6B0.15%
78
GRT-UCADGRANITE REAL ESTATE INVT TR
492,834$19.5B0.15%
79
SIL1EURSILVERCREST METALS INC
3,722,900$19.2B0.15%
80
ELLAUDER ESTEE COS INC
112,152$18.2B0.14%
81
TECK/BTECK RESOURCES LTD
2,473,615$17.3B0.14%
82
JPMJPMORGAN CHASE & CO
189,701$17.2B0.13%
83
USBUS BANCORP DEL
474,964$17.1B0.13%
84
MDTMEDTRONIC PLC
185,758$16.9B0.13%
85
PGPROCTER & GAMBLE CO
144,116$16.7B0.13%
86
COLMCOLUMBIA SPORTSWEAR CO
226,300$16.2B0.13%
87
LOWLOWES COS INC
177,100$15.8B0.12%
88
TSCOTRACTOR SUPPLY CO
183,000$15.8B0.12%
89
CAECAE INC
1,192,285$15.3B0.12%
90
MAMASTERCARD INC
62,564$15.2B0.12%
91
UPSUNITED PARCEL SERVICE INC
153,088$15.0B0.12%
92
GOOGLALPHABET INC
12,580$14.7B0.12%
93
WFCWELLS FARGO CO NEW
488,214$14.6B0.11%
94
CVXCHEVRON CORP NEW
198,471$14.3B0.11%
95
INTCINTEL CORP
251,515$14.1B0.11%
96
AMZNAMAZON COM INC
7,007$13.8B0.11%
97
SBUXSTARBUCKS CORP
193,645$13.2B0.10%
98
TRI4EURTHOMSON REUTERS CORP
188,853$12.9B0.10%
99
LRCXEURLAM RESEARCH CORP
50,339$12.9B0.10%
100
GOOGALPHABET INC
10,912$12.8B0.10%
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