GLUSKIN SHEFF & ASSOC INC Diversified Active

CIK: 0000905790 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

Total Value ($000): $1,781,851 (100.0% shares, 0.0% debt)

Holdings (141)

ENB ENBRIDGE INC 3.9%
Value ($000) $69,043 Shares 1,766,394 Est. Cost $24.26 Unrealized +31.2%
TD TORONTO DOMINION BK ONT 3.0%
Value ($000) $54,096 Shares 835,406 Est. Cost $58.68 Unrealized +10.1%
RY ROYAL BK CDA SUSTAINABL 2.9%
Value ($000) $52,039 Shares 553,459 Est. Cost $83.15 Unrealized +13.5%
OTEX OPEN TEXT CORP 2.7%
Value ($000) $48,759 Shares 1,645,431 Est. Cost $29.40 Unrealized -12.6%
BMO BANK MONTREAL QUE 2.7%
Value ($000) $47,714 Shares 526,659 Est. Cost $70.52 Unrealized +14.8%
BN BROOKFIELD CORP 2.6%
Value ($000) $46,431 Shares 1,476,344 Est. Cost $21.90 Unrealized 0.0%
MSFT MICROSOFT CORP 2.4%
Value ($000) $42,080 Shares 175,465 Est. Cost $116.33 Unrealized +101.2%
SU SUNCOR ENERGY INC NEW 2.3%
Value ($000) $40,498 Shares 1,276,612 Est. Cost $20.80 Unrealized +40.0%
MFC MANULIFE FINL CORP 2.0%
Value ($000) $35,192 Shares 1,972,915 Est. Cost $18.66 Unrealized -8.6%
AAPL APPLE INC 2.0%
Value ($000) $35,064 Shares 269,871 Est. Cost $94.08 Unrealized +49.5%
AON AON PLC 1.9%
Value ($000) $34,715 Shares 115,663 Est. Cost $190.10 Unrealized +50.3%
BCE BCE INC 1.9%
Value ($000) $34,086 Shares 775,752 Est. Cost $30.57 Unrealized +15.8%
APO APOLLO GLOBAL MGMT INC 1.8%
Value ($000) $32,829 Shares 514,648 Est. Cost $60.27 Unrealized -6.7%
SHOP SHOPIFY INC 1.8%
Value ($000) $32,036 Shares 922,631 Est. Cost $44.42 Unrealized -23.1%
WCN WASTE CONNECTIONS INC 1.6%
Value ($000) $29,400 Shares 221,777 Est. Cost $83.59 Unrealized +59.4%
CANADIAN PAC RY LTD 1.6%
Value ($000) $28,986 Shares 388,755 Est. Cost $99.36 Unrealized
SPGI S&P GLOBAL INC 1.6%
Value ($000) $28,434 Shares 84,894 Est. Cost $292.81 Unrealized +9.7%
BIP BROOKFIELD INFRAST PARTNERS 1.6%
Value ($000) $28,415 Shares 917,278 Est. Cost $42.44 Unrealized
MRSH MARSH & MCLENNAN COS INC 1.6%
Value ($000) $28,208 Shares 170,459 Est. Cost $150.14 Unrealized +3.9%
DOO BRP INC 1.5%
Value ($000) $27,330 Shares 358,445 Est. Cost $51.89 Unrealized +30.2%
WSC WILLSCOT MOBIL MINI HLDNG CO 1.5%
Value ($000) $26,406 Shares 584,592 Est. Cost $21.49 Unrealized +108.8%
AQN ALGONQUIN PWR UTILS CORP 1.5%
Value ($000) $25,959 Shares 3,984,818 Est. Cost $8.93 Unrealized -16.1%
GOOGL ALPHABET INC 1.4%
Value ($000) $25,073 Shares 284,182 Est. Cost $106.21 Unrealized -11.2%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $23,987 Shares 217,468 Est. Cost $46.92 Unrealized +105.2%
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $23,980 Shares 45,229 Est. Cost $271.55 Unrealized +84.3%
FSV FIRSTSERVICE CORP NEW 1.3%
Value ($000) $22,874 Shares 186,777 Est. Cost $116.33 Unrealized +4.3%
SLF SUN LIFE FINANCIAL INC. 1.2%
Value ($000) $21,157 Shares 455,767 Est. Cost $43.14 Unrealized +2.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $21,092 Shares 45 Est. Cost $277014.34 Unrealized +62.0%
BARRICK GOLD CORP 1.2%
Value ($000) $20,837 Shares 1,215,461 Est. Cost $19.91 Unrealized
QSR RESTAURANT BRANDS INTL INC 1.2%
Value ($000) $20,813 Shares 321,778 Est. Cost $56.04 Unrealized +9.7%
NTR NUTRIEN LTD 1.1%
Value ($000) $20,441 Shares 279,975 Est. Cost $44.81 Unrealized +58.7%
CNI CANADIAN NATL RY CO 1.1%
Value ($000) $19,943 Shares 167,870 Est. Cost $111.64 Unrealized +0.5%
CM CANADIAN IMPERIAL BK COMM TO 1.0%
Value ($000) $18,498 Shares 457,258 Est. Cost $38.28 Unrealized -0.4%
PBA PEMBINA PIPELINE CORP 1.0%
Value ($000) $17,986 Shares 529,822 Est. Cost $23.98 Unrealized +20.6%
AMZN AMAZON COM INC 1.0%
Value ($000) $17,377 Shares 206,874 Est. Cost $124.85 Unrealized -20.9%
CVX CHEVRON CORP NEW 1.0%
Value ($000) $17,307 Shares 96,422 Est. Cost $138.35 Unrealized +10.8%
CIGI COLLIERS INTL GROUP INC 0.9%
Value ($000) $16,395 Shares 178,459 Est. Cost $80.85 Unrealized +13.8%
UNP UNION PAC CORP 0.9%
Value ($000) $16,189 Shares 78,182 Est. Cost $164.93 Unrealized +15.3%
TRP TC ENERGY CORP 0.9%
Value ($000) $16,117 Shares 404,237 Est. Cost $36.45 Unrealized +1.0%
BTG B2GOLD CORP 0.9%
Value ($000) $15,637 Shares 4,401,582 Est. Cost $4.00 Unrealized -26.7%
BAC BANK AMERICA CORP 0.8%
Value ($000) $15,022 Shares 453,548 Est. Cost $23.07 Unrealized +37.5%
TMUS T-MOBILE US INC 0.8%
Value ($000) $14,951 Shares 106,791 Est. Cost $125.81 Unrealized +10.3%
MGA MAGNA INTL INC 0.8%
Value ($000) $14,742 Shares 262,414 Est. Cost $67.10 Unrealized -25.4%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $14,651 Shares 109,254 Est. Cost $74.14 Unrealized +58.7%
ALIT ALIGHT INC 0.8%
Value ($000) $13,805 Shares 1,651,307 Est. Cost $7.52 Unrealized +5.8%
TU TELUS CORPORATION 0.8%
Value ($000) $13,375 Shares 693,026 Est. Cost $19.63 Unrealized +5.2%
CI FINL CORP 0.7%
Value ($000) $13,288 Shares 1,331,665 Est. Cost $11.75 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $12,634 Shares 22,943 Est. Cost $334.94 Unrealized +56.7%
META META PLATFORMS INC 0.7%
Value ($000) $12,594 Shares 104,654 Est. Cost $209.25 Unrealized -44.3%
SHEL SHELL PLC 0.7%
Value ($000) $12,522 Shares 441,739 Est. Cost $27.62 Unrealized
AVGO BROADCOM INC 0.7%
Value ($000) $12,452 Shares 22,271 Est. Cost $45.41 Unrealized +4.8%
BNS BANK NOVA SCOTIA HALIFAX 0.7%
Value ($000) $12,061 Shares 246,142 Est. Cost $41.62 Unrealized -0.2%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $12,014 Shares 34,550 Est. Cost $111.09 Unrealized +191.1%
VLRS CONTROLADORA VUELA COMP DE A 0.7%
Value ($000) $11,973 Shares 1,432,157 Est. Cost $16.29 Unrealized
TRICON RESIDENTIAL INC 0.6%
Value ($000) $10,842 Shares 1,406,032 Est. Cost $15.29 Unrealized
V VISA INC 0.6%
Value ($000) $10,640 Shares 51,215 Est. Cost $121.52 Unrealized +62.1%
ORLY OREILLY AUTOMOTIVE INC 0.6%
Value ($000) $10,518 Shares 12,462 Est. Cost $27.14 Unrealized +98.1%
MRK MERCK & CO INC 0.6%
Value ($000) $10,241 Shares 92,306 Est. Cost $68.70 Unrealized +35.1%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $10,220 Shares 67,435 Est. Cost $114.61 Unrealized +13.2%
BERRY GLOBAL GROUP INC 0.6%
Value ($000) $10,207 Shares 168,908 Est. Cost $51.27 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $9,683 Shares 188,979 Est. Cost $30.53 Unrealized +31.7%
KO COCA COLA CO 0.5%
Value ($000) $9,647 Shares 151,655 Est. Cost $46.43 Unrealized +18.3%
CCJ CAMECO CORP 0.5%
Value ($000) $9,611 Shares 423,997 Est. Cost $23.32 Unrealized 0.0%
VET VERMILION ENERGY INC 0.5%
Value ($000) $9,531 Shares 538,356 Est. Cost $20.31 Unrealized 0.0%
DHR DANAHER CORPORATION 0.5%
Value ($000) $9,312 Shares 35,085 Est. Cost $172.87 Unrealized +32.0%
LLY LILLY ELI & CO 0.5%
Value ($000) $9,273 Shares 25,347 Est. Cost $270.65 Unrealized +27.8%
PH PARKER-HANNIFIN CORP 0.5%
Value ($000) $8,881 Shares 30,518 Est. Cost $246.56 Unrealized +11.7%
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $8,836 Shares 357,280 Est. Cost $35.27 Unrealized -22.4%
BAM BROOKFIELD ASSET MANAGMT LTD 0.5%
Value ($000) $8,806 Shares 307,511 Est. Cost $27.10 Unrealized 0.0%
NOW SERVICENOW INC 0.5%
Value ($000) $8,779 Shares 22,610 Est. Cost $96.70 Unrealized -19.2%
HD HOME DEPOT INC 0.5%
Value ($000) $8,727 Shares 27,630 Est. Cost $198.49 Unrealized +41.7%
MCD MCDONALDS CORP 0.5%
Value ($000) $8,601 Shares 32,638 Est. Cost $195.37 Unrealized +25.5%
HLT HILTON WORLDWIDE HLDGS INC 0.5%
Value ($000) $8,201 Shares 64,903 Est. Cost $106.46 Unrealized +22.6%
CVE CENOVUS ENERGY INC 0.4%
Value ($000) $7,789 Shares 401,452 Est. Cost $13.81 Unrealized +27.9%
RYAAY RYANAIR HOLDINGS PLC 0.4%
Value ($000) $7,695 Shares 102,924 Est. Cost $98.56 Unrealized
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $7,162 Shares 30,176 Est. Cost $234.57 Unrealized -4.2%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $7,137 Shares 28,067 Est. Cost $224.13 Unrealized -0.4%
CAT CATERPILLAR INC 0.4%
Value ($000) $7,040 Shares 29,386 Est. Cost $124.98 Unrealized +65.3%
BEP BROOKFIELD RENEWABLE PARTNER 0.4%
Value ($000) $7,008 Shares 276,781 Est. Cost $41.11 Unrealized
FTAI FTAI AVIATION LTD 0.4%
Value ($000) $6,900 Shares 403,033 Est. Cost $15.67 Unrealized 0.0%
CBRE CBRE GROUP INC 0.4%
Value ($000) $6,790 Shares 88,223 Est. Cost $100.20 Unrealized -26.3%
INTU INTUIT 0.4%
Value ($000) $6,689 Shares 17,186 Est. Cost $317.77 Unrealized +22.4%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $6,661 Shares 37,707 Est. Cost $143.43 Unrealized +9.5%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $6,659 Shares 45,568 Est. Cost $20.50 Unrealized -28.5%
ABT ABBOTT LABS 0.4%
Value ($000) $6,533 Shares 59,509 Est. Cost $91.20 Unrealized +7.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.4%
Value ($000) $6,342 Shares 18,846 Est. Cost $301.67 Unrealized +6.0%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $6,110 Shares 71,167 Est. Cost $53.76 Unrealized +31.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $5,947 Shares 19,253 Est. Cost $199.15 Unrealized +49.1%
CME CME GROUP INC 0.3%
Value ($000) $5,857 Shares 34,828 Est. Cost $160.48 Unrealized -5.9%
ETR ENTERGY CORP NEW 0.3%
Value ($000) $5,681 Shares 50,499 Est. Cost $45.77 Unrealized +6.7%
TJX TJX COS INC NEW 0.3%
Value ($000) $5,634 Shares 70,784 Est. Cost $50.54 Unrealized +39.9%
YUM YUM BRANDS INC 0.3%
Value ($000) $5,618 Shares 43,864 Est. Cost $93.96 Unrealized +21.4%
POINT BIOPHARMA GLOBAL INC 0.3%
Value ($000) $5,562 Shares 762,905 Est. Cost $7.29 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $5,375 Shares 60,576 Est. Cost $108.69 Unrealized -12.8%
ASML ASML HOLDING N V 0.3%
Value ($000) $5,095 Shares 9,325 Est. Cost $318.77 Unrealized
REGN REGENERON PHARMACEUTICALS 0.3%
Value ($000) $4,929 Shares 6,832 Est. Cost $631.64 Unrealized +16.2%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $4,923 Shares 29,795 Est. Cost $117.33 Unrealized +29.5%
BUR BURFORD CAP LTD 0.2%
Value ($000) $4,397 Shares 539,509 Est. Cost $9.08 Unrealized -11.2%
DIS DISNEY WALT CO 0.2%
Value ($000) $4,186 Shares 48,177 Est. Cost $139.18 Unrealized -32.9%
VST VISTRA CORP 0.2%
Value ($000) $3,909 Shares 168,489 Est. Cost $23.14 Unrealized -4.9%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $3,877 Shares 46,266 Est. Cost $62.57 Unrealized -22.7%
NVS NOVARTIS AG 0.2%
Value ($000) $3,731 Shares 41,128 Est. Cost $83.98 Unrealized
RITCHIE BROS AUCTIONEERS 0.2%
Value ($000) $3,712 Shares 64,253 Est. Cost $57.77 Unrealized
PPG PPG INDS INC 0.2%
Value ($000) $3,678 Shares 29,252 Est. Cost $114.48 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $3,655 Shares 73,130 Est. Cost $81.26 Unrealized -33.8%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $3,467 Shares 99,134 Est. Cost $37.25 Unrealized -19.3%
FRCB FIRST REP BK SAN FRANCISCO C 0.2%
Value ($000) $3,392 Shares 27,825 Est. Cost $112.05 Unrealized +8.6%
QCOM QUALCOMM INC 0.2%
Value ($000) $3,240 Shares 29,467 Est. Cost $129.57 Unrealized -16.0%
VALE VALE S A 0.2%
Value ($000) $3,236 Shares 190,709 Est. Cost $17.15 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $3,220 Shares 21,975 Est. Cost $114.99 Unrealized +24.5%
ESS ESSEX PPTY TR INC 0.2%
Value ($000) $3,161 Shares 14,918 Est. Cost $248.69 Unrealized -22.5%
FMX FOMENTO ECONOMICO MEXICANO S 0.2%
Value ($000) $3,160 Shares 40,456 Est. Cost $83.94 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.2%
Value ($000) $3,063 Shares 9,032 Est. Cost $422.34 Unrealized -16.8%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $3,023 Shares 22,101 Est. Cost $83.68 Unrealized +52.9%
INMD INMODE LTD 0.2%
Value ($000) $2,734 Shares 76,584 Est. Cost $36.48 Unrealized -4.7%
NICE NICE LTD 0.1%
Value ($000) $2,584 Shares 13,436 Est. Cost $184.07 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $2,524 Shares 21,481 Est. Cost $47.19 Unrealized +98.1%
ARMK ARAMARK 0.1%
Value ($000) $2,018 Shares 48,807 Est. Cost $23.98 Unrealized +10.6%
IAA INC 0.1%
Value ($000) $1,880 Shares 47,000 Est. Cost $40.00 Unrealized
IBDX ISHARES TR 0.1%
Value ($000) $933 Shares 40,352 Est. Cost $23.11 Unrealized
IBTH ISHARES TR 0.1%
Value ($000) $929 Shares 41,742 Est. Cost $22.25 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $888 Shares 6,252 Est. Cost $63.27 Unrealized +120.7%
BX BLACKSTONE INC 0.0%
Value ($000) $616 Shares 8,300 Est. Cost $95.88 Unrealized -18.0%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $533 Shares 1,568,000 Est. Cost $0.78 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $503 Shares 28,020 Est. Cost $18.55 Unrealized
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $429 Shares 7,730 Est. Cost $10.96 Unrealized +129.0%
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $424 Shares 8,696 Est. Cost $44.94 Unrealized +5.5%
FNV FRANCO NEV CORP 0.0%
Value ($000) $379 Shares 2,775 Est. Cost $105.45 Unrealized +21.6%
IBDS ISHARES TR 0.0%
Value ($000) $375 Shares 16,029 Est. Cost $23.37 Unrealized
ISHARES TR 0.0%
Value ($000) $374 Shares 14,961 Est. Cost $25.03 Unrealized
IBDR ISHARES TR 0.0%
Value ($000) $374 Shares 16,016 Est. Cost $23.35 Unrealized
ISHARES TR 0.0%
Value ($000) $374 Shares 15,373 Est. Cost $24.32 Unrealized
ISHARES TR 0.0%
Value ($000) $374 Shares 15,305 Est. Cost $24.42 Unrealized
CELESTICA INC 0.0%
Value ($000) $256 Shares 22,700 Est. Cost $8.37 Unrealized
THOMSON REUTERS CORP. 0.0%
Value ($000) $239 Shares 2,092 Est. Cost $112.21 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $232 Shares 4,460 Est. Cost $43.84 Unrealized 0.0%
RACE FERRARI N V 0.0%
Value ($000) $214 Shares 1,000 Est. Cost $206.10 Unrealized 0.0%
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $137 Shares 10,000 Est. Cost $19.76 Unrealized -24.0%
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $98 Shares 17,176 Est. Cost $26.67 Unrealized
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $74 Shares 13,676 Est. Cost $22.89 Unrealized
HBM HUDBAY MINERALS INC 0.0%
Value ($000) $51 Shares 10,000 Est. Cost $6.87 Unrealized -29.9%