Waratah Capital Advisors Ltd. Q2 2021 Filing

Filed August 3, 2021

Portfolio Value

$7.1B

Holdings

243

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (243 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$2.8B
IWMISHARES TR
$725.3M
NDQINVESCO QQQ TR
$408.8M
HYGISHARES TR
$256.4M
TLTISHARES TR
$142.4M
IYRISHARES TR
$129.1M
AAPLAPPLE INC
$127.9M
SUISUN CMNTYS INC
$120.3M
SLVISHARES SILVER TR
$107.5M
WFGWEST FRASER TIMBER CO LTD
$104.6M
GPKGRAPHIC PACKAGING HLDG CO
$79.3M
IGVISHARES TR
$70.2M
DONSPDR DOW JONES INDL AVERAGE
$69.3M
VVISA INC
$69.2M
MSFTMICROSOFT CORP
$64.5M
CVECENOVUS ENERGY INC
$58.0M
RHCRH PLC
$55.0M
FISVFISERV INC
$52.0M
ELSEQUITY LIFESTYLE PPTYS INC
$50.8M
LAMRLAMAR ADVERTISING CO NEW
$43.7M
ROPROPER TECHNOLOGIES INC
$38.4M
LPXLOUISIANA PAC CORP
$32.3M
CMCANADIAN IMP BK COMM
$31.9M
DISDISNEY WALT CO
$29.7M
LENLENNAR CORP
$28.9M
TYLTYLER TECHNOLOGIES INC
$28.7M
CRCCANADIAN NAT RES LTD
$28.1M
CP.TOCANADIAN PAC RY LTD
$27.6M
BAMBROOKFIELD ASSET MGMT INC
$27.4M
BNSBANK NOVA SCOTIA B C
$25.4M
SIXEURSIX FLAGS ENTMT CORP NEW
$25.3M
FNVFRANCO NEV CORP
$25.0M
AMEAMETEK INC
$22.2M
WCNWASTE CONNECTIONS INC
$21.9M
LADLITHIA MTRS INC
$21.9M
STESTERIS PLC
$21.2M
EXPEAGLE MATLS INC
$20.9M
TDYTELEDYNE TECHNOLOGIES INC
$20.3M
SIISPROTT INC
$18.0M
SIL1EURSILVERCREST METALS INC
$17.3M
COLLIERS INTL GROUP INC
$15.6M
JPMJPMORGAN CHASE & CO
$15.1M
VICIVICI PPTYS INC
$14.9M
FANGDIAMONDBACK ENERGY INC
$13.3M
SPGIS&P GLOBAL INC
$13.2M
UNGUSDUNITED STS NAT GAS FD LP
$13.1M
MCWMISTER CAR WASH INC
$12.5M
TMUST-MOBILE US INC
$12.5M
GRT-UCADGRANITE REAL ESTATE INVT TR
$11.4M
CARRCARRIER GLOBAL CORPORATION
$11.2M
LIESUN LIFE FINANCIAL INC.
$11.2M
ABXBARRICK GOLD CORP
$11.0M
ETNEATON CORP PLC
$10.9M
FSVFIRSTSERVICE CORP NEW
$10.7M
CSXCSX CORP
$10.7M
RYROYAL BK CDA
$10.4M
MOALTRIA GROUP INC
$10.3M
AVTRAVANTOR INC
$10.2M
FCXFREEPORT-MCMORAN INC
$9.5M
TTTRANE TECHNOLOGIES PLC
$9.2M
DHRDANAHER CORPORATION
$9.0M
CHDCHURCH & DWIGHT INC
$8.8M
TFIITFI INTL INC
$8.7M
USOUNITED STS OIL FD LP
$8.5M
CMCSACOMCAST CORP NEW
$8.2M
TDTORONTO DOMINION BK ONT
$8.0M
TRI4EURTHOMSON REUTERS CORP.
$7.7M
EEMISHARES TR
$7.7M
CHWYCHEWY INC
$7.6M
WOOFPETCO HEALTH & WELLNESS CO I
$7.2M
HAYWHAYWARD HLDGS INC
$6.6M
CRWDCROWDSTRIKE HLDGS INC
$6.1M
DVNDEVON ENERGY CORP NEW
$6.0M
MAMASTERCARD INCORPORATED
$5.6M
SOYSUNOPTA INC
$5.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.3M
OVVOVINTIV INC
$5.3M
CNRCANADIAN NATL RY CO
$5.0M
CROXCROCS INC
$4.9M
FUNCEDAR FAIR L P
$4.7M
NXENEXGEN ENERGY LTD
$4.6M
METAFACEBOOK INC
$4.6M
BAMBROOKFIELD ASSET MGMT REINS
$4.2M
FISFIDELITY NATL INFORMATION SV
$3.9M
AQUAUSDEVOQUA WATER TECHNOLOGIES CO
$3.8M
VLOVALERO ENERGY CORP
$3.8M
HCCWARRIOR MET COAL INC
$3.6M
OSH3EUROAK STR HEALTH INC
$3.6M
SSNCSS&C TECHNOLOGIES HLDGS INC
$3.4M
TACTRANSALTA CORP
$3.3M
CIGICOLLIERS INTL GROUP INC
$3.3M
OVEROVERSTOCK COM INC DEL
$3.2M
ZSZSCALER INC
$3.0M
AMATAPPLIED MATLS INC
$3.0M
RGLDROYAL GOLD INC
$3.0M
SJR/BEURSHAW COMMUNICATIONS INC
$2.8M
ADPAUTOMATIC DATA PROCESSING IN
$2.8M
FFORD MTR CO DEL
$2.7M
CHECHEMED CORP NEW
$2.6M
GNRCGENERAC HLDGS INC
$2.6M
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