Waratah Capital Advisors Ltd. Q1 2023 Filing
Filed May 11, 2023
Portfolio Value
$4.5B
Holdings
151
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (151 positions)
| Stock | Value |
|---|---|
NVRNVR INC | $2.6B |
TPICQTPI COMPOSITES INC | $2.4B |
RUNSUNRUN INC | $2.4B |
RHPRYMAN HOSPITALITY PPTYS INC | $2.4B |
SHLSSHOALS TECHNOLOGIES GROUP IN | $2.3B |
SCISERVICE CORP INTL | $2.3B |
CHRCHURCHILL DOWNS INC | $2.2B |
PKNPERKINELMER INC | $2.1B |
TMOTHERMO FISHER SCIENTIFIC INC | $2.1B |
UNHUNITEDHEALTH GROUP INC | $2.0B |
FCXFREEPORT-MCMORAN INC | $1.9B |
NKENIKE INC | $1.9B |
FWONALIBERTY MEDIA CORP DEL | $1.8B |
JNJJOHNSON & JOHNSON | $1.8B |
PNRPENTAIR PLC | $1.8B |
AEMAGNICO EAGLE MINES LTD | $1.7B |
ENPHENPHASE ENERGY INC | $1.7B |
OREUROSISKO GOLD ROYALTIES LTD | $1.7B |
JPMJPMORGAN CHASE & CO | $1.7B |
MTDRMATADOR RES CO | $1.6B |
UNPUNION PAC CORP | $1.6B |
PWRQUANTA SVCS INC | $1.6B |
FSLRFIRST SOLAR INC | $1.6B |
DENEURDENBURY INC | $1.6B |
WINAWINMARK CORP | $1.5B |
ARCBARCBEST CORP | $1.4B |
LAMRLAMAR ADVERTISING CO NEW | $1.4B |
SSNCSS&C TECHNOLOGIES HLDGS INC | $1.4B |
DSGDESCARTES SYS GROUP INC | $1.3B |
MAMASTERCARD INCORPORATED | $1.2B |
GRT-UCADGRANITE REAL ESTATE INVT TR | $1.2B |
CSGPCOSTAR GROUP INC | $1.1B |
—LESLIES INC | $1.1B |
TFPMTRIPLE FLAG PRECIOUS METAL | $1.0B |
WPMWHEATON PRECIOUS METALS CORP | $904.2M |
CMICUMMINS INC | $889.4M |
DOOBRP INC | $857.6M |
BSXBOSTON SCIENTIFIC CORP | $856.4M |
0C3ENDEAVOR GROUP HLDGS INC | $725.2M |
—CRESCENT PT ENERGY CORP | $631.3M |
WSOWATSCO INC | $584.1M |
WECWEC ENERGY GROUP INC | $583.5M |
HCAHCA HEALTHCARE INC | $575.4M |
SHWSHERWIN WILLIAMS CO | $574.7M |
GDXVANECK ETF TRUST | $443.2M |
SIL1EURSILVERCREST METALS INC | $349.8M |
COOKTRAEGER INC | $305.4M |
SRADSPORTRADAR GROUP AG | $287.3M |
ALBALBEMARLE CORP | $285.6M |
ODFLOLD DOMINION FREIGHT LINE IN | $219.8M |
SOYSUNOPTA INC | $120.7M |
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