Waratah Capital Advisors Ltd. Q4 2021 Filing

Filed February 14, 2022

Portfolio Value

$5.9B

Holdings

234

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (234 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$2.3B
HYGISHARES TR
$313.6M
IYRISHARES TR
$301.0M
TLTISHARES TR
$278.6M
IWMISHARES TR
$176.8M
SUISUN CMNTYS INC
$141.0M
NDQINVESCO QQQ TR
$116.8M
CVECENOVUS ENERGY INC
$111.4M
LAMRLAMAR ADVERTISING CO NEW
$88.0M
FUNCEDAR FAIR L P
$84.0M
TECK/BTECK RESOURCES LTD
$82.1M
CRCCANADIAN NAT RES LTD
$66.0M
WFGWEST FRASER TIMBER CO LTD
$65.3M
ELSEQUITY LIFESTYLE PPTYS INC
$53.1M
MSFTMICROSOFT CORP
$51.8M
LPXLOUISIANA PAC CORP
$51.2M
TDYTELEDYNE TECHNOLOGIES INC
$50.6M
GPKGRAPHIC PACKAGING HLDG CO
$48.6M
ROPROPER TECHNOLOGIES INC
$44.0M
FNVFRANCO NEV CORP
$42.0M
REXRREXFORD INDL RLTY INC
$39.8M
STAGSTAG INDL INC
$38.2M
TMUST-MOBILE US INC
$37.2M
HCCWARRIOR MET COAL INC
$33.5M
WCNWASTE CONNECTIONS INC
$33.1M
LENLENNAR CORP
$30.2M
BAMBROOKFIELD ASSET MGMT INC
$29.1M
AMEAMETEK INC
$28.5M
TRNOTERRENO RLTY CORP
$28.2M
CARRCARRIER GLOBAL CORPORATION
$26.5M
XLESELECT SECTOR SPDR TR
$26.3M
COLLIERS INTL GROUP INC
$25.8M
SIISPROTT INC
$25.6M
TFIITFI INTL INC
$25.3M
ADCAGREE RLTY CORP
$21.5M
AVTRAVANTOR INC
$21.5M
NMI1EURKIRKLAND LAKE GOLD LTD
$20.7M
OREALTY INCOME CORP
$20.7M
STESTERIS PLC
$18.2M
RHCRH PLC
$18.2M
AAPLAPPLE INC
$18.1M
JPMJPMORGAN CHASE & CO
$18.0M
PLNTPLANET FITNESS INC
$17.9M
BAMBROOKFIELD ASSET MGMT REINS
$16.9M
BNSBANK NOVA SCOTIA B C
$16.8M
AEMAGNICO EAGLE MINES LTD
$15.8M
ABXBARRICK GOLD CORP
$14.2M
GRT-UCADGRANITE REAL ESTATE INVT TR
$13.4M
DRIDARDEN RESTAURANTS INC
$13.3M
FSVFIRSTSERVICE CORP NEW
$13.0M
CP.TOCANADIAN PAC RY LTD
$13.0M
LADLITHIA MTRS INC
$12.6M
USOUNITED STS OIL FD LP
$12.5M
PYPLPAYPAL HLDGS INC
$12.5M
MCWMISTER CAR WASH INC
$12.2M
VMCVULCAN MATLS CO
$11.8M
DVNDEVON ENERGY CORP NEW
$11.8M
LULULULULEMON ATHLETICA INC
$11.6M
TDTORONTO DOMINION BK ONT
$11.5M
RYROYAL BK CDA
$10.9M
SGMLSIGMA LITHIUM CORPORATION
$10.7M
TRI4EURTHOMSON REUTERS CORP.
$10.7M
GNRCGENERAC HLDGS INC
$10.1M
PAYCPAYCOM SOFTWARE INC
$9.9M
NVEINUVEI CORPORATION
$9.8M
MAMASTERCARD INCORPORATED
$9.7M
LNGCHENIERE ENERGY INC
$9.5M
LIESUN LIFE FINANCIAL INC.
$9.4M
DISDISNEY WALT CO
$9.4M
SIL1EURSILVERCREST METALS INC
$9.1M
RCI/BROGERS COMMUNICATIONS INC
$8.5M
FANGDIAMONDBACK ENERGY INC
$8.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$8.4M
SIXEURSIX FLAGS ENTMT CORP NEW
$7.9M
NEENEXTERA ENERGY INC
$7.6M
CSXCSX CORP
$7.5M
COOKTRAEGER INC
$7.4M
QSRRESTAURANT BRANDS INTL INC
$7.3M
NEMNEWMONT CORP
$7.1M
SPGIS&P GLOBAL INC
$6.7M
AQUAUSDEVOQUA WATER TECHNOLOGIES CO
$6.6M
INVHINVITATION HOMES INC
$6.5M
SLVISHARES SILVER TR
$5.8M
ERFGBPENERPLUS CORP
$5.7M
BMOBANK MONTREAL QUE
$5.2M
CMCSACOMCAST CORP NEW
$5.2M
EWCZEUROPEAN WAX CTR INC
$5.0M
SQMSOCIEDAD QUIMICA Y MINERA DE
$4.8M
PTLOPORTILLOS INC
$4.7M
CBRLCRACKER BARREL OLD CTRY STOR
$4.7M
MGAMAGNA INTL INC
$4.5M
CROXCROCS INC
$4.4M
JCIJOHNSON CTLS INTL PLC
$4.0M
VVISA INC
$4.0M
CRWDCROWDSTRIKE HLDGS INC
$4.0M
OVVOVINTIV INC
$3.7M
ESSESSEX PPTY TR INC
$3.7M
NXENEXGEN ENERGY LTD
$3.6M
HESHESS CORP
$3.6M
ETNEATON CORP PLC
$3.5M
Page 1 of 3Next