Onex Canada Asset Management Inc. Diversified Active

Location: Toronto, Ontario, Canada

CIK: 0000905790 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 12, 2021

Total Value: $2.391B (100.0% shares, 0.0% debt)

Holdings (212)

ENB ENBRIDGE INC 3.6%
Value $85.69M Shares 2,151,283 Est. Cost Unrealized
BROOKFIELD ASSET MGMT INC 2.9%
Value $68.27M Shares 1,274,216 Est. Cost Unrealized
WSC WILLSCOT MOBIL MINI HLDNG CO 2.7%
Value $64.39M Shares 2,029,809 Est. Cost Unrealized
TD TORONTO DOMINION BK ONT 2.4%
Value $57.72M Shares 872,034 Est. Cost Unrealized
RY ROYAL BK CDA 2.4%
Value $56.82M Shares 571,104 Est. Cost Unrealized
META FACEBOOK INC 2.3%
Value $54.88M Shares 161,687 Est. Cost Unrealized
CANADIAN PAC RY LTD 2.1%
Value $50.68M Shares 776,136 Est. Cost Unrealized
AON AON PLC 2.0%
Value $48.57M Shares 169,969 Est. Cost Unrealized
BNS BANK NOVA SCOTIA B C 2.0%
Value $46.73M Shares 759,391 Est. Cost Unrealized
MSFT MICROSOFT CORP 1.9%
Value $46.51M Shares 164,991 Est. Cost Unrealized
AAPL APPLE INC 1.8%
Value $43.53M Shares 307,634 Est. Cost Unrealized
BCE BCE INC 1.7%
Value $41.45M Shares 827,459 Est. Cost Unrealized
NRG NRG ENERGY INC 1.7%
Value $40.42M Shares 989,962 Est. Cost Unrealized
MFC MANULIFE FINL CORP 1.7%
Value $39.6M Shares 2,057,771 Est. Cost Unrealized
AMZN AMAZON COM INC 1.7%
Value $39.58M Shares 12,049 Est. Cost Unrealized
GOOGL ALPHABET INC 1.6%
Value $37.77M Shares 14,129 Est. Cost Unrealized
BIP BROOKFIELD INFRAST PARTNERS 1.5%
Value $36.23M Shares 644,251 Est. Cost Unrealized
FSV FIRSTSERVICE CORP NEW 1.5%
Value $35.69M Shares 197,437 Est. Cost Unrealized
APOLLO GLOBAL MGMT INC 1.5%
Value $34.92M Shares 566,918 Est. Cost Unrealized
DOO BRP INC 1.4%
Value $34.14M Shares 368,923 Est. Cost Unrealized
NTR NUTRIEN LTD 1.4%
Value $33.63M Shares 518,130 Est. Cost Unrealized
SLF SUN LIFE FINANCIAL INC. 1.4%
Value $33.49M Shares 650,693 Est. Cost Unrealized
SHAW COMMUNICATIONS INC 1.4%
Value $33.44M Shares 1,150,423 Est. Cost Unrealized
LQD ISHARES TR 1.4%
Value $33.42M Shares 259,326 Est. Cost Unrealized
WCN WASTE CONNECTIONS INC 1.4%
Value $33.19M Shares 263,358 Est. Cost Unrealized
GOOG ALPHABET INC 1.4%
Value $32.51M Shares 12,197 Est. Cost Unrealized
AQN ALGONQUIN PWR UTILS CORP 1.2%
Value $28.01M Shares 1,910,685 Est. Cost Unrealized
SU SUNCOR ENERGY INC NEW 1.2%
Value $27.7M Shares 1,336,283 Est. Cost Unrealized
CM CANADIAN IMP BK COMM 1.1%
Value $27.35M Shares 245,737 Est. Cost Unrealized
FIS FIDELITY NATL INFORMATION SV 1.1%
Value $27.18M Shares 223,403 Est. Cost Unrealized
CIGI COLLIERS INTL GROUP INC 1.0%
Value $24.03M Shares 187,732 Est. Cost Unrealized
TRP TC ENERGY CORP 1.0%
Value $23.55M Shares 489,363 Est. Cost Unrealized
APG API GROUP CORP 1.0%
Value $23.23M Shares 1,141,390 Est. Cost Unrealized
OTEX OPEN TEXT CORP 0.9%
Value $21.81M Shares 446,918 Est. Cost Unrealized
KRE SPDR SER TR 0.9%
Value $20.8M Shares 306,958 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.9%
Value $20.8M Shares 53,220 Est. Cost Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.9%
Value $20.46M Shares 88,020 Est. Cost Unrealized
MGA MAGNA INTL INC 0.9%
Value $20.34M Shares 270,355 Est. Cost Unrealized
BMO BANK MONTREAL QUE 0.8%
Value $20.05M Shares 200,893 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.8%
Value $19.37M Shares 45,582 Est. Cost Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.8%
Value $19.34M Shares 47 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 0.8%
Value $18.78M Shares 114,724 Est. Cost Unrealized
BAC BK OF AMERICA CORP 0.8%
Value $18.53M Shares 436,615 Est. Cost Unrealized
BERRY GLOBAL GROUP INC 0.7%
Value $17.56M Shares 288,370 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.7%
Value $17.46M Shares 296,861 Est. Cost Unrealized
TU TELUS CORPORATION 0.7%
Value $16.38M Shares 745,233 Est. Cost Unrealized
IWM ISHARES TR 0.7%
Value $16.3M Shares 74,514 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.7%
Value $16.07M Shares 44,885 Est. Cost Unrealized
BTG B2GOLD CORP 0.7%
Value $15.63M Shares 4,571,333 Est. Cost Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.6%
Value $15.51M Shares 26,931 Est. Cost Unrealized
NVS NOVARTIS AG 0.6%
Value $14.89M Shares 182,047 Est. Cost Unrealized
UNP UNION PAC CORP 0.6%
Value $14.87M Shares 75,881 Est. Cost Unrealized
CI FINL CORP 0.6%
Value $14.86M Shares 732,044 Est. Cost Unrealized
CNQ CANADIAN NAT RES LTD 0.6%
Value $14.52M Shares 397,245 Est. Cost Unrealized
XLP SELECT SECTOR SPDR TR 0.6%
Value $14.08M Shares 204,505 Est. Cost Unrealized
PBA PEMBINA PIPELINE CORP 0.6%
Value $13.53M Shares 426,793 Est. Cost Unrealized
HD HOME DEPOT INC 0.5%
Value $13.14M Shares 40,041 Est. Cost Unrealized
PYPL PAYPAL HLDGS INC 0.5%
Value $13.07M Shares 50,212 Est. Cost Unrealized
FANG DIAMONDBACK ENERGY INC 0.5%
Value $12.76M Shares 134,774 Est. Cost Unrealized
VLRS CONTROLADORA VUELA COMP DE A 0.5%
Value $12.54M Shares 575,142 Est. Cost Unrealized
BARRICK GOLD CORP 0.5%
Value $12.49M Shares 691,950 Est. Cost Unrealized
TJX TJX COS INC NEW 0.5%
Value $12.1M Shares 183,317 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value $11.48M Shares 33,033 Est. Cost Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.5%
Value $11.28M Shares 18,453 Est. Cost Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.5%
Value $11.08M Shares 299,988 Est. Cost Unrealized
TROX TRONOX HOLDINGS PLC 0.4%
Value $10.66M Shares 432,281 Est. Cost Unrealized
CME CME GROUP INC 0.4%
Value $10.46M Shares 54,113 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value $10.34M Shares 18,096 Est. Cost Unrealized
V VISA INC 0.4%
Value $9.961M Shares 44,720 Est. Cost Unrealized
RCI ROGERS COMMUNICATIONS INC 0.4%
Value $9.786M Shares 209,585 Est. Cost Unrealized
BX BLACKSTONE INC 0.4%
Value $9.59M Shares 82,430 Est. Cost Unrealized
INTU INTUIT 0.4%
Value $9.529M Shares 17,663 Est. Cost Unrealized
SHW SHERWIN WILLIAMS CO 0.4%
Value $9.389M Shares 33,563 Est. Cost Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value $9.307M Shares 66,572 Est. Cost Unrealized
PH PARKER-HANNIFIN CORP 0.4%
Value $9.299M Shares 33,257 Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 0.4%
Value $9.089M Shares 25,238 Est. Cost Unrealized
ARMK ARAMARK 0.4%
Value $8.641M Shares 262,979 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.4%
Value $8.615M Shares 78,094 Est. Cost Unrealized
MDT MEDTRONIC PLC 0.3%
Value $8.291M Shares 66,145 Est. Cost Unrealized
NICE NICE LTD 0.3%
Value $8.15M Shares 28,693 Est. Cost Unrealized
KWR QUAKER CHEM CORP 0.3%
Value $7.942M Shares 41,260 Est. Cost Unrealized
FMX FOMENTO ECONOMICO MEXICANO S 0.3%
Value $7.874M Shares 90,800 Est. Cost Unrealized
XLB SELECT SECTOR SPDR TR 0.3%
Value $7.748M Shares 132,000 Est. Cost Unrealized
DIS DISNEY WALT CO 0.3%
Value $7.727M Shares 45,678 Est. Cost Unrealized
ASML ASML HOLDING N V 0.3%
Value $7.614M Shares 10,219 Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.3%
Value $7.609M Shares 57,599 Est. Cost Unrealized
COF CAPITAL ONE FINL CORP 0.3%
Value $7.56M Shares 46,678 Est. Cost Unrealized
AVGO BROADCOM INC 0.3%
Value $7.474M Shares 15,413 Est. Cost Unrealized
TXN TEXAS INSTRS INC 0.3%
Value $7.416M Shares 38,581 Est. Cost Unrealized
MAPS WM TECHNOLOGY INC 0.3%
Value $7.328M Shares 505,410 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value $7.274M Shares 35,111 Est. Cost Unrealized
INMD INMODE LTD 0.3%
Value $7.221M Shares 45,284 Est. Cost Unrealized
FRCB FIRST REP BK SAN FRANCISCO C 0.3%
Value $7.115M Shares 36,888 Est. Cost Unrealized
SPG SIMON PPTY GROUP INC NEW 0.3%
Value $6.857M Shares 52,755 Est. Cost Unrealized
MRSH MARSH & MCLENNAN COS INC 0.3%
Value $6.841M Shares 45,179 Est. Cost Unrealized
PPG PPG INDS INC 0.3%
Value $6.824M Shares 47,716 Est. Cost Unrealized
CAT CATERPILLAR INC 0.3%
Value $6.769M Shares 35,260 Est. Cost Unrealized
BLACKROCK INC 0.3%
Value $6.667M Shares 7,950 Est. Cost Unrealized
MCD MCDONALDS CORP 0.3%
Value $6.569M Shares 27,244 Est. Cost Unrealized
DHR DANAHER CORPORATION 0.3%
Value $6.558M Shares 21,541 Est. Cost Unrealized
BDX BECTON DICKINSON & CO 0.3%
Value $6.432M Shares 26,166 Est. Cost Unrealized
DPZ DOMINOS PIZZA INC 0.3%
Value $6.37M Shares 20,815 Est. Cost Unrealized
YUM YUM BRANDS INC 0.3%
Value $6.086M Shares 49,758 Est. Cost Unrealized
PFE PFIZER INC 0.3%
Value $6.071M Shares 141,155 Est. Cost Unrealized
DOW DOW INC 0.2%
Value $5.931M Shares 103,037 Est. Cost Unrealized
SWK STANLEY BLACK & DECKER INC 0.2%
Value $5.848M Shares 33,358 Est. Cost Unrealized
TSLA TESLA INC 0.2%
Value $5.691M Shares 7,339 Est. Cost Unrealized
QCOM QUALCOMM INC 0.2%
Value $5.678M Shares 44,019 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $5.663M Shares 20,748 Est. Cost Unrealized
ABT ABBOTT LABS 0.2%
Value $5.569M Shares 47,147 Est. Cost Unrealized
CRM SALESFORCE COM INC 0.2%
Value $5.554M Shares 20,477 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value $5.548M Shares 99,196 Est. Cost Unrealized
ULTA ULTA BEAUTY INC 0.2%
Value $5.49M Shares 15,210 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value $5.484M Shares 12,204 Est. Cost Unrealized
VALE VALE S A 0.2%
Value $5.426M Shares 388,964 Est. Cost Unrealized
MRK MERCK & CO INC 0.2%
Value $5.196M Shares 69,172 Est. Cost Unrealized
IHS MARKIT LTD 0.2%
Value $4.785M Shares 41,032 Est. Cost Unrealized
ESS ESSEX PPTY TR INC 0.2%
Value $4.768M Shares 14,913 Est. Cost Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.2%
Value $4.718M Shares 6,484 Est. Cost Unrealized
POSHMARK INC 0.2%
Value $4.701M Shares 197,867 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value $4.669M Shares 65,778 Est. Cost Unrealized
USO UNITED STS OIL FD LP 0.2%
Value $4.616M Shares 50,000 Est. Cost Unrealized
GM GENERAL MTRS CO 0.2%
Value $4.579M Shares 86,868 Est. Cost Unrealized
GE GENERAL ELECTRIC CO 0.2%
Value $4.331M Shares 42,035 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value $4.323M Shares 26,768 Est. Cost Unrealized
ZTS ZOETIS INC 0.2%
Value $4.282M Shares 22,056 Est. Cost Unrealized
INTC INTEL CORP 0.2%
Value $4.195M Shares 78,741 Est. Cost Unrealized
KO COCA COLA CO 0.2%
Value $4.131M Shares 78,730 Est. Cost Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value $4.003M Shares 50,983 Est. Cost Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value $3.943M Shares 56,443 Est. Cost Unrealized
CVE CENOVUS ENERGY INC 0.2%
Value $3.885M Shares 385,343 Est. Cost Unrealized
OMC OMNICOM GROUP INC 0.2%
Value $3.739M Shares 51,595 Est. Cost Unrealized
SYY SYSCO CORP 0.2%
Value $3.687M Shares 46,964 Est. Cost Unrealized
ETR ENTERGY CORP NEW 0.2%
Value $3.683M Shares 37,089 Est. Cost Unrealized
TXRH TEXAS ROADHOUSE INC 0.1%
Value $3.404M Shares 47,988 Est. Cost Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $3.278M Shares 21,877 Est. Cost Unrealized
CBRL CRACKER BARREL OLD CTRY STOR 0.1%
Value $3.23M Shares 20,192 Est. Cost Unrealized
KELLOGG CO 0.1%
Value $3.216M Shares 50,319 Est. Cost Unrealized
HAS HASBRO INC 0.1%
Value $2.728M Shares 22,000 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value $2.624M Shares 6,114 Est. Cost Unrealized
CPB CAMPBELL SOUP CO 0.1%
Value $2.361M Shares 56,458 Est. Cost Unrealized
T AT&T INC 0.1%
Value $2.222M Shares 82,257 Est. Cost Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value $2.162M Shares 13,191 Est. Cost Unrealized
GIS GENERAL MLS INC 0.1%
Value $2.151M Shares 35,957 Est. Cost Unrealized
WSM WILLIAMS SONOMA INC 0.1%
Value $1.986M Shares 20,710 Est. Cost Unrealized
UDR UDR INC 0.1%
Value $1.966M Shares 47,793 Est. Cost Unrealized
ARES ARES MANAGEMENT CORPORATION 0.1%
Value $1.958M Shares 43,725 Est. Cost Unrealized
AURORA CANNABIS INC 0.1%
Value $1.868M Shares 16,666 Est. Cost Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value $1.759M Shares 741 Est. Cost Unrealized
ROL ROLLINS INC 0.1%
Value $1.732M Shares 42,150 Est. Cost Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value $1.688M Shares 100,000 Est. Cost Unrealized
BJRI BJS RESTAURANTS INC 0.1%
Value $1.649M Shares 50,925 Est. Cost Unrealized
TCOM TRIP COM GROUP LTD 0.1%
Value $1.394M Shares 41,900 Est. Cost Unrealized
IAA INC 0.1%
Value $1.392M Shares 42,070 Est. Cost Unrealized
IGV ISHARES TR 0.1%
Value $1.389M Shares 3,480 Est. Cost Unrealized
TRUP TRUPANION INC 0.1%
Value $1.326M Shares 17,069 Est. Cost Unrealized
CAKE CHEESECAKE FACTORY INC 0.1%
Value $1.31M Shares 30,891 Est. Cost Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.1%
Value $1.268M Shares 35,085 Est. Cost Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value $1.246M Shares 28,735 Est. Cost Unrealized
SYK STRYKER CORPORATION 0.1%
Value $1.236M Shares 4,685 Est. Cost Unrealized
LIBERTY MEDIA CORP DEL 0.1%
Value $1.221M Shares 1,568,000 Est. Cost Unrealized
TGT TARGET CORP 0.0%
Value $1.166M Shares 5,095 Est. Cost Unrealized
BLMN BLOOMIN BRANDS INC 0.0%
Value $1.111M Shares 51,490 Est. Cost Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value $1.071M Shares 9,241 Est. Cost Unrealized
MARA MARATHON DIGITAL HOLDINGS IN 0.0%
Value $993K Shares 26,626 Est. Cost Unrealized
MANH MANHATTAN ASSOCIATES INC 0.0%
Value $968K Shares 6,362 Est. Cost Unrealized
DIN DINE BRANDS GLOBAL INC 0.0%
Value $929K Shares 15,740 Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value $924K Shares 12,106 Est. Cost Unrealized
SHOP SHOPIFY INC 0.0%
Value $885K Shares 653 Est. Cost Unrealized
KSS KOHLS CORP 0.0%
Value $838K Shares 17,788 Est. Cost Unrealized
APARTMENT INCOME REIT CORP 0.0%
Value $837K Shares 17,149 Est. Cost Unrealized
BILL BILL COM HLDGS INC 0.0%
Value $803K Shares 4,179 Est. Cost Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value $799K Shares 7,182 Est. Cost Unrealized
PLAY DAVE & BUSTERS ENTMT INC 0.0%
Value $783K Shares 19,802 Est. Cost Unrealized
EAT BRINKER INTL INC 0.0%
Value $777K Shares 25,420 Est. Cost Unrealized
DASH DOORDASH INC 0.0%
Value $695K Shares 3,372 Est. Cost Unrealized
COUPA SOFTWARE INC 0.0%
Value $665K Shares 2,788 Est. Cost Unrealized
LMND LEMONADE INC 0.0%
Value $599K Shares 8,943 Est. Cost Unrealized
DOCU DOCUSIGN INC 0.0%
Value $598K Shares 2,322 Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $593K Shares 22,856 Est. Cost Unrealized
CANOPY GROWTH CORP 0.0%
Value $546K Shares 20,000 Est. Cost Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value $545K Shares 1,666 Est. Cost Unrealized
DENNYS CORP 0.0%
Value $517K Shares 25,429 Est. Cost Unrealized
AMGN AMGEN INC 0.0%
Value $511K Shares 2,403 Est. Cost Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value $480K Shares 28,020 Est. Cost Unrealized
AIV APARTMENT INVT & MGMT CO 0.0%
Value $469K Shares 34,552 Est. Cost Unrealized
DDD 3-D SYS CORP DEL 0.0%
Value $442K Shares 16,019 Est. Cost Unrealized
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value $409K Shares 8,081 Est. Cost Unrealized
APPN APPIAN CORP 0.0%
Value $366K Shares 3,957 Est. Cost Unrealized
GLD SPDR GOLD TR 0.0%
Value $361K Shares 2,200 Est. Cost Unrealized
DDOG DATADOG INC 0.0%
Value $313K Shares 2,215 Est. Cost Unrealized
FNV FRANCO NEV CORP 0.0%
Value $310K Shares 2,383 Est. Cost Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value $299K Shares 1,498 Est. Cost Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value $297K Shares 14,737 Est. Cost Unrealized
EWJ ISHARES INC 0.0%
Value $294K Shares 4,187 Est. Cost Unrealized
DISCOVERY INC 0.0%
Value $290K Shares 6,986 Est. Cost Unrealized
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value $279K Shares 6,125 Est. Cost Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value $273K Shares 5,267 Est. Cost Unrealized
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value $272K Shares 33,425 Est. Cost Unrealized
LIONS GATE ENTMNT CORP 0.0%
Value $244K Shares 17,176 Est. Cost Unrealized
BROOKFIELD RENEWABLE CORP 0.0%
Value $240K Shares 6,186 Est. Cost Unrealized
AMYRIS INC 0.0%
Value $235K Shares 17,144 Est. Cost Unrealized
VIACOMCBS INC 0.0%
Value $234K Shares 5,924 Est. Cost Unrealized
MGNI MAGNITE INC 0.0%
Value $225K Shares 8,021 Est. Cost Unrealized
RACE FERRARI N V 0.0%
Value $214K Shares 1,025 Est. Cost Unrealized
CELESTICA INC 0.0%
Value $202K Shares 22,700 Est. Cost Unrealized
THOMSON REUTERS CORP. 0.0%
Value $200K Shares 1,808 Est. Cost Unrealized
POINTS INTL LTD 0.0%
Value $196K Shares 11,454 Est. Cost Unrealized
CVE/WS CENOVUS ENERGY INC 0.0%
Value $187K Shares 31,651 Est. Cost Unrealized
LIONS GATE ENTMNT CORP 0.0%
Value $178K Shares 13,676 Est. Cost Unrealized
VET VERMILION ENERGY INC 0.0%
Value $142K Shares 14,402 Est. Cost Unrealized
HBM HUDBAY MINERALS INC 0.0%
Value $62,000 Shares 10,000 Est. Cost Unrealized