Triasima Portfolio Management inc. Q2 2025 Filing
Filed July 23, 2025
Portfolio Value
$547.2M
Holdings
128
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (128 positions)
| Stock | Value |
|---|---|
RYROYAL BK CDA | $28.5M |
BNBROOKFIELD CORP | $16.4M |
SHOPSHOPIFY INC | $15.5M |
CLSCELESTICA INC | $14.5M |
CMCANADIAN IMPERIAL BK COMM | $13.6M |
KGCKINROSS GOLD CORP | $13.4M |
ENBENBRIDGE INC | $11.9M |
AGIALAMOS GOLD INC NEW | $11.6M |
BMOBANK MONTREAL QUE | $11.5M |
NVDANVIDIA CORPORATION | $10.2M |
FTSFORTIS INC | $10.0M |
TRITHOMSON REUTERS CORP | $9.4M |
AVGOBROADCOM INC | $9.4M |
MSFTMICROSOFT CORP | $9.2M |
NTRNUTRIEN LTD | $9.0M |
RACEFERRARI N V | $8.9M |
GOOGLALPHABET INC | $8.6M |
TDTORONTO DOMINION BK ONT | $8.5M |
MLB1MERCADOLIBRE INC | $8.4M |
ARESARES MANAGEMENT CORPORATION | $8.2M |
RBARB GLOBAL INC | $8.0M |
JPMJPMORGAN CHASE & CO. | $7.9M |
RELXRELX PLC | $6.9M |
MFCMANULIFE FINL CORP | $6.9M |
WELLWELLTOWER INC | $6.5M |
AXONAXON ENTERPRISE INC | $6.4M |
TJXTJX COS INC NEW | $6.3M |
METAMETA PLATFORMS INC | $6.2M |
VVISA INC | $6.1M |
PAASPAN AMERN SILVER CORP | $6.0M |
SPOTSPOTIFY TECHNOLOGY S A | $5.8M |
NOWSERVICENOW INC | $5.6M |
IMGIAMGOLD CORP | $5.6M |
GEVGE VERNOVA INC | $5.5M |
TRPTC ENERGY CORP | $5.1M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $5.0M |
BSXBOSTON SCIENTIFIC CORP | $5.0M |
AERAERCAP HOLDINGS NV | $5.0M |
RSGREPUBLIC SVCS INC | $4.9M |
CIB1NGRUPO CIBEST SA | $4.8M |
AJGGALLAGHER ARTHUR J & CO | $4.8M |
CAECAE INC | $4.6M |
IBNICICI BANK LIMITED | $4.5M |
UNMUNUM GROUP | $4.5M |
WCNWASTE CONNECTIONS INC | $4.4M |
XPEVXPENG INC | $4.2M |
AEMAGNICO EAGLE MINES LTD | $4.2M |
SYKSTRYKER CORPORATION | $4.1M |
CRCCANADIAN NAT RES LTD | $3.9M |
VOOVANGUARD INDEX FDS | $3.9M |
HLIHOULIHAN LOKEY INC | $3.9M |
GILDGILEAD SCIENCES INC | $3.8M |
TOSTTOAST INC | $3.8M |
COSTCOSTCO WHSL CORP NEW | $3.8M |
WABWABTEC | $3.7M |
STNSTANTEC INC | $3.7M |
GATXGATX CORP | $3.7M |
MMYTMAKEMYTRIP LIMITED MAURITIUS | $3.7M |
TTANSERVICETITAN INC | $3.6M |
LIESUN LIFE FINANCIAL INC. | $3.6M |
BNSBANK NOVA SCOTIA HALIFAX | $3.5M |
BBUBROOKFIELD BUSINESS PARTNERS | $3.5M |
NUNU HLDGS LTD | $3.5M |
ORLYOREILLY AUTOMOTIVE INC | $3.5M |
TIGOMILLICOM INTL CELLULAR S A | $3.4M |
KDKYNDRYL HLDGS INC | $3.4M |
ROPROPER TECHNOLOGIES INC | $3.3M |
MCKMCKESSON CORP | $3.2M |
PANWPALO ALTO NETWORKS INC | $3.2M |
CHRWC H ROBINSON WORLDWIDE INC | $3.1M |
SFMSPROUTS FMRS MKT INC | $3.1M |
BOWBOWHEAD SPECIALTY HLDGS INC | $3.1M |
SOBOSOUTH BOW CORP | $3.0M |
CPCANADIAN PACIFIC KANSAS CITY | $3.0M |
NGDNEW GOLD INC CDA | $3.0M |
DSGDESCARTES SYS GROUP INC | $3.0M |
BABAALIBABA GROUP HLDG LTD | $2.9M |
WPMWHEATON PRECIOUS METALS CORP | $2.7M |
ROLROLLINS INC | $2.7M |
CCOCAMECO CORP | $2.5M |
AMZNAMAZON COM INC | $2.4M |
G4RABANCO DE CHILE | $2.4M |
FERFERROVIAL SE | $2.3M |
ABTABBOTT LABS | $2.2M |
TAT&T INC | $2.1M |
NVSNNOVARTIS AG | $2.1M |
CSCOCISCO SYS INC | $1.8M |
MRSHMARSH & MCLENNAN COS INC | $1.8M |
UBERUBER TECHNOLOGIES INC | $1.7M |
VZLAVIZSLA SILVER CORP | $1.5M |
BNTBROOKFIELD WEALTH SOL LTD | $1.5M |
EFAISHARES TR | $1.5M |
AZOAUTOZONE INC | $1.5M |
CARRCARRIER GLOBAL CORPORATION | $1.4M |
OTISOTIS WORLDWIDE CORP | $1.4M |
ECLECOLAB INC | $1.4M |
EZPWEZCORP INC | $1.3M |
CITCINTAS CORP | $1.2M |
GFLGFL ENVIRONMENTAL INC | $1.2M |
ARISARIS MNG CORP | $1.2M |
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