Triasima Portfolio Management inc. Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$508.2M
Holdings
144
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (144 positions)
| Stock | Value |
|---|---|
RYROYAL BK CDA | $30.8M |
BNBROOKFIELD CORP | $19.4M |
AGIALAMOS GOLD INC NEW | $15.6M |
KGCKINROSS GOLD CORP | $15.3M |
SHOPSHOPIFY INC | $14.9M |
BMOBANK MONTREAL QUE | $13.7M |
MFCMANULIFE FINL CORP | $11.3M |
CMCANADIAN IMPERIAL BK COMM | $11.0M |
PPLPEMBINA PIPELINE CORP | $10.7M |
ENBENBRIDGE INC | $10.1M |
TRPTC ENERGY CORP | $9.4M |
TRITHOMSON REUTERS CORP | $9.4M |
RACEFERRARI N V | $9.2M |
GOOGLALPHABET INC | $8.7M |
CLSCELESTICA INC | $8.4M |
RBARB GLOBAL INC | $7.8M |
NTRNUTRIEN LTD | $7.6M |
BNSBANK NOVA SCOTIA HALIFAX | $7.5M |
ARESARES MANAGEMENT CORPORATION | $7.1M |
DSGDESCARTES SYS GROUP INC | $6.9M |
WCNWASTE CONNECTIONS INC | $6.7M |
MSFTMICROSOFT CORP | $6.3M |
MRSHMARSH & MCLENNAN COS INC | $6.2M |
NVDANVIDIA CORPORATION | $5.9M |
TJXTJX COS INC NEW | $5.8M |
JPMJPMORGAN CHASE & CO. | $5.7M |
MLB1MERCADOLIBRE INC | $5.7M |
WELLWELLTOWER INC | $5.7M |
AJGGALLAGHER ARTHUR J & CO | $5.6M |
AEMAGNICO EAGLE MINES LTD | $5.6M |
AVGOBROADCOM INC | $5.2M |
FTSFORTIS INC | $5.1M |
VVISA INC | $4.7M |
GILGILDAN ACTIVEWEAR INC | $4.5M |
BSXBOSTON SCIENTIFIC CORP | $4.5M |
RSGREPUBLIC SVCS INC | $4.4M |
NOWSERVICENOW INC | $4.4M |
IBNICICI BANK LIMITED | $4.3M |
PAASPAN AMERN SILVER CORP | $4.2M |
AERAERCAP HOLDINGS NV | $4.2M |
METAMETA PLATFORMS INC | $4.2M |
ANETARISTA NETWORKS INC | $4.1M |
LIESUN LIFE FINANCIAL INC. | $4.0M |
BBUBROOKFIELD BUSINESS PARTNERS | $4.0M |
AXONAXON ENTERPRISE INC | $3.9M |
WPMWHEATON PRECIOUS METALS CORP | $3.7M |
HLIHOULIHAN LOKEY INC | $3.7M |
IMOIMPERIAL OIL LTD | $3.6M |
AVBAVALONBAY CMNTYS INC | $3.5M |
PGPROCTER AND GAMBLE CO | $3.4M |
CHRWC H ROBINSON WORLDWIDE INC | $3.3M |
VOOVANGUARD INDEX FDS | $3.3M |
NUNU HLDGS LTD | $3.2M |
GFLGFL ENVIRONMENTAL INC | $3.2M |
KEYKEYCORP | $3.2M |
COSTCOSTCO WHSL CORP NEW | $3.2M |
UNMUNUM GROUP | $3.1M |
VRTXVERTEX PHARMACEUTICALS INC | $3.0M |
SOBOSOUTH BOW CORP | $3.0M |
GEHCGE HEALTHCARE TECHNOLOGIES I | $3.0M |
BABAALIBABA GROUP HLDG LTD | $2.7M |
PANWPALO ALTO NETWORKS INC | $2.7M |
XPEVXPENG INC | $2.7M |
CRCCANADIAN NAT RES LTD | $2.6M |
AFLAFLAC INC | $2.6M |
KDKYNDRYL HLDGS INC | $2.5M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2.5M |
ONONON HLDG AG | $2.5M |
07WAMR COOPER GROUP INC | $2.4M |
FSVFIRSTSERVICE CORP NEW | $2.4M |
MMYTMAKEMYTRIP LIMITED MAURITIUS | $2.4M |
AMZNAMAZON COM INC | $2.3M |
GEVGE VERNOVA INC | $2.3M |
SFMSPROUTS FMRS MKT INC | $2.3M |
CCOCAMECO CORP | $2.3M |
AMTAMERICAN TOWER CORP NEW | $2.3M |
GATXGATX CORP | $2.2M |
CLCOLGATE PALMOLIVE CO | $2.2M |
RELXRELX PLC | $2.2M |
RHCRH PLC | $2.2M |
CEGCONSTELLATION ENERGY CORP | $2.1M |
WABWABTEC | $2.0M |
NVSNNOVARTIS AG | $1.9M |
ITGARTNER INC | $1.8M |
CIBEURBANCOLOMBIA S A | $1.8M |
MRVLMARVELL TECHNOLOGY INC | $1.7M |
VRTVERTIV HOLDINGS CO | $1.6M |
IMGIAMGOLD CORP | $1.6M |
BNTBROOKFIELD WEALTH SOL LTD | $1.6M |
TAT&T INC | $1.6M |
NGDNEW GOLD INC CDA | $1.6M |
EFAISHARES TR | $1.5M |
SYKSTRYKER CORPORATION | $1.5M |
OTISOTIS WORLDWIDE CORP | $1.4M |
ASMLASML HOLDING N V | $1.3M |
ECLECOLAB INC | $1.2M |
BIPBROOKFIELD INFRAST PARTNERS | $986K |
ROSTROSS STORES INC | $972K |
CSCOCISCO SYS INC | $942K |
PPTAPERPETUA RESOURCES CORP | $864K |
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