Triasima Portfolio Management inc. Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$508.2B
Holdings
144
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (144 positions)
| Stock | Value |
|---|---|
CITCINTAS CORP | $824K |
MUSAMURPHY USA INC | $811K |
BOWBOWHEAD SPECIALTY HLDGS INC | $808K |
ACNACCENTURE PLC IRELAND | $807K |
CIGICOLLIERS INTL GROUP INC | $806K |
OWLBLUE OWL CAPITAL INC | $781K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $772K |
T7DTRANSDIGM GROUP INC | $769K |
MEOHMETHANEX CORP | $739K |
EZPWEZCORP INC | $736K |
ISRGINTUITIVE SURGICAL INC | $735K |
NEENEXTERA ENERGY INC | $690K |
VEEVVEEVA SYS INC | $672K |
DCBODOCEBO INC | $642K |
G4RABANCO DE CHILE | $626K |
LNCLINCOLN NATL CORP IND | $619K |
WMTWALMART INC | $566K |
MOSMOSAIC CO NEW | $561K |
UBERUBER TECHNOLOGIES INC | $527K |
BAMBROOKFIELD ASSET MANAGMT LTD | $471K |
DMLDENISON MINES CORP | $455K |
MAMASTERCARD INCORPORATED | $441K |
ORLYOREILLY AUTOMOTIVE INC | $415K |
GILDGILEAD SCIENCES INC | $414K |
CFGCITIZENS FINL GROUP INC | $410K |
GGALGRUPO FINANCIERO GALICIA S.A | $399K |
COHRCOHERENT CORP | $334K |
MAAMID-AMER APT CMNTYS INC | $302K |
AZOAUTOZONE INC | $301K |
NVTNVENT ELECTRIC PLC | $295K |
VNETVNET GROUP INC | $294K |
CWCURTISS WRIGHT CORP | $270K |
POWLPOWELL INDS INC | $265K |
FTITECHNIPFMC PLC | $258K |
ROLROLLINS INC | $242K |
RGAREINSURANCE GRP OF AMERICA I | $234K |
ROPROPER TECHNOLOGIES INC | $231K |
AAPLAPPLE INC | $215K |
IRMIRON MTN INC DEL | $211K |
NLYANNALY CAPITAL MANAGEMENT IN | $203K |
REALTHE REALREAL INC | $180K |
KODKEASTMAN KODAK CO | $162K |
SSRMSSR MINING IN | $117K |
JOFJAPAN SMALLER CAPITALIZATION | $100K |
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