Waratah Capital Advisors Ltd. Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$7.0B

Holdings

141

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (141 positions)

StockValue
NVRNVR INC
$2.4B
IYRISHARES TR
$2.3B
SYKSTRYKER CORPORATION
$2.3B
HLTHILTON WORLDWIDE HLDGS INC
$2.1B
FLNCFLUENCE ENERGY INC
$2.1B
SVVSAVERS VALUE VLG INC
$2.1B
SCISERVICE CORP INTL
$2.0B
SPGIS&P GLOBAL INC
$2.0B
GDXVANECK ETF TRUST
$2.0B
MCWMISTER CAR WASH INC
$1.9B
PLDPROLOGIS INC.
$1.8B
NVSTENVISTA HOLDINGS CORPORATION
$1.8B
FNDFLOOR & DECOR HLDGS INC
$1.8B
CRWDCROWDSTRIKE HLDGS INC
$1.6B
UNPUNION PAC CORP
$1.5B
CMSCMS ENERGY CORP
$1.4B
BLDTOPBUILD CORP
$1.4B
NKENIKE INC
$1.4B
PWRQUANTA SVCS INC
$1.4B
DISDISNEY WALT CO
$1.3B
FSLRFIRST SOLAR INC
$1.3B
HDHOME DEPOT INC
$1.2B
EMEEMCOR GROUP INC
$1.2B
LLYELI LILLY & CO
$1.0B
BLDRBUILDERS FIRSTSOURCE INC
$926.6M
NVDANVIDIA CORPORATION
$870.0M
DARDARLING INGREDIENTS INC
$868.9M
IQVIQVIA HLDGS INC
$846.8M
AVYAVERY DENNISON CORP
$709.3M
NRANRG ENERGY INC
$577.5M
KOPKOPPERS HOLDINGS INC
$523.0M
ITRIITRON INC
$511.4M
SHLSSHOALS TECHNOLOGIES GROUP IN
$455.7M
IDXXIDEXX LABS INC
$328.8M
RSTEM INC
$304.0M
MAMASTERCARD INCORPORATED
$303.3M
VLOVALERO ENERGY CORP
$259.8M
ALBALBEMARLE CORP
$251.0M
SRADSPORTRADAR GROUP AG
$247.3M
AAALCOA CORP
$216.2M
BVBRIGHTVIEW HLDGS INC
$178.3M
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