Waratah Capital Advisors Ltd. Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$3.7B

Holdings

154

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (154 positions)

StockValue
DTMDT MIDSTREAM INC
$3.7M
SSFSENSIENT TECHNOLOGIES CORP
$3.5M
TTTRANE TECHNOLOGIES PLC
$3.3M
VLOVALERO ENERGY CORP
$3.3M
UNPUNION PAC CORP
$3.3M
ATLXATLAS LITHIUM CORP
$2.9M
CRWDCROWDSTRIKE HLDGS INC
$2.9M
RGLDROYAL GOLD INC
$2.8M
ECLECOLAB INC
$2.6M
CDECOEUR MNG INC
$2.5M
NVRNVR INC
$2.5M
IBITISHARES BITCOIN TRUST ETF
$2.4M
BKBANK NEW YORK MELLON CORP
$2.2M
HIIHUNTINGTON INGALLS INDS INC
$2.2M
MSFTMICROSOFT CORP
$2.1M
CHECHEMED CORP NEW
$1.9M
FCXFREEPORT-MCMORAN INC
$1.9M
4I1PHILIP MORRIS INTL INC
$1.9M
KOCOCA COLA CO
$1.9M
SPGSIMON PPTY GROUP INC NEW
$1.8M
BABOEING CO
$1.8M
FUNSIX FLAGS ENTERTAINMENT CORP
$1.7M
AITAPPLIED INDL TECHNOLOGIES IN
$1.7M
KWEBKRANESHARES TRUST
$1.7M
PGPROCTER AND GAMBLE CO
$1.6M
STESTERIS PLC
$1.5M
QXOQXO INC
$1.5M
ARANTERO RESOURCES CORP
$1.5M
RHPRYMAN HOSPITALITY PPTYS INC
$1.4M
TMOTHERMO FISHER SCIENTIFIC INC
$1.4M
FIXCOMFORT SYS USA INC
$1.4M
MOALTRIA GROUP INC
$1.4M
SGMLSIGMA LITHIUM CORPORATION
$1.2M
ESLTELBIT SYS LTD
$997K
NDAQNASDAQ INC
$888K
TFPMTRIPLE FLAG PRECIOUS METAL
$838K
WMSADVANCED DRAIN SYS INC DEL
$826K
PRKSUNITED PARKS & RESORTS INC
$559K
CHDCHURCH & DWIGHT CO INC
$542K
BERYEURBERRY GLOBAL GROUP INC
$541K
PEPPEPSICO INC
$533K
CATCATERPILLAR INC
$524K
TSATTELESAT CORP
$493K
CMCANADIAN IMPERIAL BK COMM
$427K
CAECAE INC
$426K
CCOCAMECO CORP
$425K
PPLPEMBINA PIPELINE CORP
$421K
INMBINMUNE BIO INC
$420K
ENBENBRIDGE INC
$420K
EWZISHARES INC
$412K
GMS1EURGMS INC
$396K
FASTFASTENAL CO
$273K
PAASPAN AMERN SILVER CORP
$232K
SEASEABRIDGE GOLD INC
$158K
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