Waratah Capital Advisors Ltd. Q1 2017 Filing

Filed May 11, 2017

Portfolio Value

$757.1M

Holdings

156

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (156 positions)

StockValue
SIXEURSIX FLAGS ENTMT CORP
$36.2M
ROPROPER TECHNOLOGIES INC
$33.3M
FANGDIAMONDBACK ENERGY INC
$27.7M
SSNCSS&C TECHNOLOGIES HLDGS INC
$25.8M
SUISUN CMNTYS INC
$25.4M
NXSTNEXSTAR MEDIA GROUP INC
$24.4M
XECEURCIMAREX ENERGY CO
$24.0M
TYLTYLER TECHNOLOGIES INC
$23.0M
QSRRESTAURANT BRANDS INTL INC
$22.7M
LAMRLAMAR ADVERTISING CO
$19.6M
METAFACEBOOK INC
$18.1M
PLYAPLAYA HOTELS & RESORTS NV
$18.0M
APCANADARKO PETE CORP
$16.4M
SPGSIMON PPTY GROUP INC
$15.4M
SBUXSTARBUCKS CORP
$13.7M
WCNWASTE CONNECTIONS INC
$13.3M
PAYCPAYCOM SOFTWARE INC
$12.8M
OREUROSISKO GOLD ROYALTIES LTD
$12.6M
2362120DSINCLAIR BROADCAST GROUP INC
$12.3M
MAAMID AMER APT CMNTYS INC
$12.1M
ELSEQUITY LIFESTYLE PPTYS INC
$11.6M
FTVFORTIVE CORP
$10.7M
CHDCHURCH & DWIGHT INC
$10.6M
RICEEURRICE ENERGY INC
$10.4M
CLRUSDCONTINENTAL RESOURCES INC
$10.3M
RCI/BROGERSMUNICATIONS INC
$10.1M
FLT1EURFLEETCOR TECHNOLOGIES INC
$9.1M
GOOGLALPHABET INC CAP STK
$9.0M
CRCCANADIAN NAT RES LTD
$8.8M
WPX ENERGY INC
$8.5M
HALHALLIBURTON CO
$8.3M
NEWFIELD EXPL CO
$8.1M
EXREXTRA SPACE STORAGE INC
$8.1M
HEIHEICO CORP
$7.8M
CBRLCRACKER BARREL OLD CTRY STOR
$7.7M
AAPLAPPLE INC
$7.7M
OASEUROASIS PETE INC
$7.3M
TRIVAGO N V SPON ADS A SHS
$5.9M
SQMSOCIEDAD QUIMICA MINERA DE C SPON ADR SER B
$5.3M
PARSLEY ENERGY INC
$5.1M
CXOEURCONCHO RES INC
$5.0M
BBUBROOKFIELD BUSINESS PARTNERS UNIT LTD LP
$5.0M
CUBECUBESMART
$4.8M
CAKECHEESECAKE FACTORY INC
$4.6M
TASTUSDCARROLS RESTAURANT GROUP INC
$4.6M
EOGEOG RES INC
$4.4M
PTENPATTERSON UTI ENERGY INC
$4.4M
ENERGEN CORP
$4.1M
AYS1SANDSTORM GOLD LTD
$4.0M
COSTCOSTCO WHSL CORP
$4.0M
ADPAUTOMATIC DATA PROCESSING IN
$3.8M
ITGARTNER INC
$3.8M
KSUEURKANSAS CITY SOUTHERN
$3.7M
ADBEADOBE SYS INC
$3.6M
LASALLE HOTEL PPTYS SH BEN INT
$3.4M
TWNKEURHOSTESS BRANDS INC
$3.3M
INVHINVITATION HOMES INC
$2.8M
NKENIKE INC
$2.8M
CIMCHIMERA INVT CORP
$2.8M
AONAON PLC SHS
$2.7M
CBS CORP
$2.6M
ABXBARRICK GOLD CORP
$2.5M
MGM GROWTH PPTYS LLC
$2.4M
PEBPEBBLEBROOK HOTEL TR
$2.4M
NWLNEWELL BRANDS INC
$2.3M
CRMSALESFORCE INC
$2.3M
BUFFALO WILD WINGS INC
$2.3M
HGVHILTON GRAND VACATIONS INC
$2.3M
CYS INVTS INC
$2.2M
BOBEUSDBOB EVANS FARMS INC
$2.2M
SITESITEONE LANDSCAPE SUPPLY INC
$2.0M
TSCOTRACTOR SUPPLY CO
$1.9M
SUSUNCOR ENERGY INC
$1.9M
HTLFEURHEARTLAND FINL USA INC
$1.7M
PRIVATEBANCORP INC
$1.6M
ETRAE TRADE FINANCIAL CORP
$1.6M
TWOTWO HBRS INVT CORP
$1.6M
FRCBFIRST REP BK SAN FRANCISCO C
$1.6M
IYRISHARES TR U.S. REAL ES ETF
$1.5M
MASMASCO CORP
$1.5M
RITMNEW RESIDENTIAL INVT CORP
$1.5M
BOHBANK HAWAII CORP
$1.5M
ASBASSOCIATED BANC CORP
$1.5M
HWCHANCOCK HLDG CO
$1.4M
BNSBANK N S HALIFAX
$1.4M
PLAYA HOTELS & RESORTS NV
$1.3M
FMCF M C CORP
$1.3M
VVISA INC
$1.3M
KEYKEYCORP
$1.3M
RFREGIONS FINL CORP
$1.3M
MKTXMARKETAXESS HLDGS INC
$1.3M
RYROYAL BK CDA MONTREAL QUE
$1.2M
DHID R HORTON INC
$1.2M
DLTRDOLLAR TREE INC
$1.2M
TRVCCITIGROUP INC
$1.2M
BACBANK AMER CORP
$1.1M
GOLDCORP INC
$1.1M
ABCBAMERIS BANCORP
$1.1M
PNCPNC FINL SVCS GROUP INC
$1.1M
EWBCEAST WEST BANCORP INC
$1.1M
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