Waratah Capital Advisors Ltd. Q4 2023 Filing

Filed February 12, 2024

Portfolio Value

$5.0B

Holdings

142

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (142 positions)

StockValue
IRMIRON MTN INC DEL
$1.5T
DSGDESCARTES SYS GROUP INC
$999.0B
MCWMISTER CAR WASH INC
$799.8B
SHLSSHOALS TECHNOLOGIES GROUP IN
$576.8B
PAYCPAYCOM SOFTWARE INC
$525.5B
CMGCHIPOTLE MEXICAN GRILL INC
$487.1B
ABXBARRICK GOLD CORP
$474.8B
ILMNILLUMINA INC
$307.2B
LTHM1EURLIVENT CORP
$306.9B
CHWYCHEWY INC
$304.3B
ALBALBEMARLE CORP
$297.3B
PODDINSULET CORP
$293.1B
CMCANADIAN IMPERIAL BK COMM TO
$286.7B
CWHCAMPING WORLD HLDGS INC
$282.2B
FNDFLOOR & DECOR HLDGS INC
$281.2B
BXPBOSTON PROPERTIES INC
$280.4B
ELLAUDER ESTEE COS INC
$278.5B
BNSBANK NOVA SCOTIA HALIFAX
$277.9B
AWNADVANCE AUTO PARTS INC
$277.1B
DGDOLLAR GEN CORP NEW
$276.9B
PZZAPAPA JOHNS INTL INC
$275.4B
PIIPOLARIS INC
$275.1B
TDTORONTO DOMINION BK ONT
$275.0B
CBRLCRACKER BARREL OLD CTRY STOR
$270.5B
TRUPTRUPANION INC
$270.0B
GNRCGENERAC HLDGS INC
$270.0B
SSNCSS&C TECHNOLOGIES HLDGS INC
$269.6B
ELDELDORADO GOLD CORP NEW
$268.7B
SUSUNCOR ENERGY INC NEW
$268.1B
AMTAMERICAN TOWER CORP NEW
$267.9B
DYHTARGET CORP
$267.3B
KGCKINROSS GOLD CORP
$266.4B
GLWCORNING INC
$265.0B
PYPLPAYPAL HLDGS INC
$264.1B
XLVSELECT SECTOR SPDR TR
$263.2B
ARRYARRAY TECHNOLOGIES INC
$261.7B
AGIALAMOS GOLD INC NEW
$260.2B
MCXMCCORMICK & CO INC
$258.5B
PFEPFIZER INC
$258.3B
WOOFPETCO HEALTH & WELLNESS CO I
$247.5B
MTNVAIL RESORTS INC
$241.6B
CHDCHURCH & DWIGHT CO INC
$220.8B
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