Waratah Capital Advisors Ltd. Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$5.3T
Holdings
141
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (141 positions)
| Stock | Value |
|---|---|
FANGDIAMONDBACK ENERGY INC | $2.0B |
TPICQTPI COMPOSITES INC | $1.9B |
MCWMISTER CAR WASH INC | $1.9B |
TMOTHERMO FISHER SCIENTIFIC INC | $1.9B |
FSLRFIRST SOLAR INC | $1.9B |
FWONALIBERTY MEDIA CORP DEL | $1.9B |
ELSEQUITY LIFESTYLE PPTYS INC | $1.8B |
ARRYARRAY TECHNOLOGIES INC | $1.8B |
CHWYCHEWY INC | $1.8B |
PCGPG&E CORP | $1.8B |
NKENIKE INC | $1.7B |
CMSCMS ENERGY CORP | $1.7B |
WMSADVANCED DRAIN SYS INC DEL | $1.7B |
UNPUNION PAC CORP | $1.7B |
DENEURDENBURY INC | $1.5B |
CRWDCROWDSTRIKE HLDGS INC | $1.5B |
TAT&T INC | $1.5B |
TMUST-MOBILE US INC | $1.4B |
XELXCEL ENERGY INC | $1.3B |
ARCBARCBEST CORP | $1.2B |
TRITHOMSON REUTERS CORP. | $1.2B |
FNDFLOOR & DECOR HLDGS INC | $1.2B |
RJFRAYMOND JAMES FINL INC | $1.1B |
MTNVAIL RESORTS INC | $1.0B |
PWRQUANTA SVCS INC | $985.8M |
DARDARLING INGREDIENTS INC | $931.8M |
WCCWESCO INTL INC | $881.9M |
TFPMTRIPLE FLAG PRECIOUS METAL | $874.1M |
PCTYPAYLOCITY HLDG CORP | $870.1M |
ALBALBEMARLE CORP | $869.6M |
WSOWATSCO INC | $633.6M |
CLNECLEAN ENERGY FUELS CORP | $612.2M |
NOVAQSUNNOVA ENERGY INTL INC. | $552.2M |
DAYCERIDIAN HCM HLDG INC | $439.3M |
FIVEFIVE BELOW INC | $355.9M |
SRADSPORTRADAR GROUP AG | $318.6M |
COOKTRAEGER INC | $315.8M |
MAMASTERCARD INCORPORATED | $301.3M |
DGDOLLAR GEN CORP NEW | $290.2M |
SEDGSOLAREDGE TECHNOLOGIES INC | $267.2M |
SITMSITIME CORP | $265.0M |
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