GLUSKIN SHEFF & ASSOC INC Diversified Active

CIK: 0000905790 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $1,013,947 (100.0% shares, 0.0% debt)

Holdings (123)

APO APOLLO GLOBAL MGMT INC 4.0%
Value ($000) $40,286 Shares 432,296 Est. Cost $62.13 Unrealized +37.7%
AON AON PLC 3.3%
Value ($000) $33,514 Shares 115,159 Est. Cost $217.53 Unrealized +45.0%
MSFT MICROSOFT CORP 3.0%
Value ($000) $30,689 Shares 81,610 Est. Cost $116.33 Unrealized +201.2%
META META PLATFORMS INC 2.8%
Value ($000) $28,476 Shares 80,450 Est. Cost $203.80 Unrealized +58.7%
AAPL APPLE INC 2.7%
Value ($000) $27,751 Shares 144,138 Est. Cost $94.08 Unrealized +94.3%
SPGI S&P GLOBAL INC 2.6%
Value ($000) $26,696 Shares 60,602 Est. Cost $292.81 Unrealized +32.6%
MRSH MARSH & MCLENNAN COS INC 2.3%
Value ($000) $23,520 Shares 124,135 Est. Cost $151.48 Unrealized +23.4%
ENB ENBRIDGE INC 2.3%
Value ($000) $23,352 Shares 648,703 Est. Cost $24.26 Unrealized +21.2%
RBA RB GLOBAL INC 2.2%
Value ($000) $21,875 Shares 327,018 Est. Cost $56.38 Unrealized +14.0%
OTEX OPEN TEXT CORP 2.0%
Value ($000) $20,728 Shares 493,217 Est. Cost $29.40 Unrealized +18.8%
GOOGL ALPHABET INC 2.0%
Value ($000) $20,158 Shares 144,306 Est. Cost $106.21 Unrealized +25.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.9%
Value ($000) $18,992 Shares 35 Est. Cost $277014.34 Unrealized +92.7%
BUR BURFORD CAP LTD 1.8%
Value ($000) $18,753 Shares 1,202,128 Est. Cost $9.85 Unrealized +33.6%
AMZN AMAZON COM INC 1.8%
Value ($000) $18,464 Shares 121,519 Est. Cost $124.85 Unrealized +12.3%
BMO BANK MONTREAL QUE 1.6%
Value ($000) $16,353 Shares 165,281 Est. Cost $70.52 Unrealized +8.6%
TD TORONTO DOMINION BK ONT 1.6%
Value ($000) $15,979 Shares 247,300 Est. Cost $59.42 Unrealized +0.9%
RY ROYAL BK CDA 1.5%
Value ($000) $15,268 Shares 150,984 Est. Cost $83.15 Unrealized +6.0%
GOOG ALPHABET INC 1.5%
Value ($000) $14,883 Shares 105,604 Est. Cost $119.52 Unrealized +12.7%
BN BROOKFIELD CORP 1.4%
Value ($000) $14,543 Shares 362,585 Est. Cost $21.90 Unrealized +2.2%
SHOP SHOPIFY INC 1.4%
Value ($000) $14,298 Shares 183,663 Est. Cost $44.42 Unrealized +43.8%
ALIT ALIGHT INC 1.4%
Value ($000) $14,015 Shares 1,643,025 Est. Cost $8.10 Unrealized -12.8%
MFC MANULIFE FINL CORP 1.4%
Value ($000) $13,889 Shares 628,582 Est. Cost $18.66 Unrealized +2.9%
BCE BCE INC 1.3%
Value ($000) $13,447 Shares 341,554 Est. Cost $30.57 Unrealized +6.2%
UBER UBER TECHNOLOGIES INC 1.3%
Value ($000) $13,323 Shares 216,395 Est. Cost $35.26 Unrealized +48.3%
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $12,675 Shares 24,076 Est. Cost $271.55 Unrealized +88.3%
ARMK ARAMARK 1.2%
Value ($000) $12,253 Shares 436,055 Est. Cost $26.39 Unrealized -0.1%
KBR KBR INC 1.2%
Value ($000) $11,742 Shares 211,905 Est. Cost $53.76 Unrealized 0.0%
CM CANADIAN IMPERIAL BK COMM TO 1.1%
Value ($000) $11,273 Shares 234,127 Est. Cost $38.28 Unrealized -3.9%
BIP BROOKFIELD INFRAST PARTNERS 1.1%
Value ($000) $10,818 Shares 343,276 Est. Cost $42.44 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $10,532 Shares 21,267 Est. Cost $20.50 Unrealized +125.9%
AVGO BROADCOM INC 1.0%
Value ($000) $9,983 Shares 8,943 Est. Cost $45.41 Unrealized +103.1%
WSC WILLSCOT MOBIL MINI HLDNG CO 1.0%
Value ($000) $9,957 Shares 223,750 Est. Cost $21.49 Unrealized +88.1%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $9,716 Shares 97,175 Est. Cost $46.92 Unrealized +108.0%
BNS BANK NOVA SCOTIA HALIFAX 1.0%
Value ($000) $9,647 Shares 198,188 Est. Cost $41.75 Unrealized -5.3%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $9,610 Shares 56,497 Est. Cost $74.14 Unrealized +95.4%
UNP UNION PAC CORP 0.9%
Value ($000) $9,229 Shares 37,575 Est. Cost $164.93 Unrealized +26.9%
SU SUNCOR ENERGY INC NEW 0.9%
Value ($000) $9,222 Shares 287,868 Est. Cost $20.80 Unrealized +45.9%
AQN ALGONQUIN PWR UTILS CORP 0.9%
Value ($000) $9,179 Shares 1,454,973 Est. Cost $8.57 Unrealized -38.6%
PBA PEMBINA PIPELINE CORP 0.8%
Value ($000) $8,318 Shares 241,609 Est. Cost $23.98 Unrealized +22.1%
BAC BANK AMERICA CORP 0.8%
Value ($000) $8,265 Shares 245,461 Est. Cost $23.07 Unrealized +19.7%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $7,758 Shares 18,189 Est. Cost $111.09 Unrealized +257.5%
SHEL SHELL PLC 0.8%
Value ($000) $7,726 Shares 234,863 Est. Cost $28.21 Unrealized
WCN WASTE CONNECTIONS INC 0.8%
Value ($000) $7,723 Shares 51,721 Est. Cost $83.59 Unrealized +62.3%
CP CANADIAN PACIFIC KANSAS CITY 0.8%
Value ($000) $7,709 Shares 97,439 Est. Cost $77.51 Unrealized -6.9%
NOW SERVICENOW INC 0.7%
Value ($000) $7,506 Shares 10,625 Est. Cost $96.70 Unrealized +30.3%
FSV FIRSTSERVICE CORP NEW 0.7%
Value ($000) $7,348 Shares 45,363 Est. Cost $116.33 Unrealized +28.2%
TRP TC ENERGY CORP 0.7%
Value ($000) $7,338 Shares 187,850 Est. Cost $36.45 Unrealized -9.5%
GIL GILDAN ACTIVEWEAR INC 0.7%
Value ($000) $7,165 Shares 216,728 Est. Cost $30.48 Unrealized +2.5%
VLRS CONTROLADORA VUELA COMP DE A 0.7%
Value ($000) $7,007 Shares 747,013 Est. Cost $16.29 Unrealized
V VISA INC 0.7%
Value ($000) $6,934 Shares 26,634 Est. Cost $121.52 Unrealized +99.7%
DOO BRP INC 0.7%
Value ($000) $6,834 Shares 95,508 Est. Cost $51.89 Unrealized +31.6%
HLT HILTON WORLDWIDE HLDGS INC 0.7%
Value ($000) $6,807 Shares 37,381 Est. Cost $106.46 Unrealized +52.4%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $6,719 Shares 12,658 Est. Cost $334.94 Unrealized +43.5%
SLF SUN LIFE FINANCIAL INC. 0.7%
Value ($000) $6,619 Shares 127,630 Est. Cost $43.14 Unrealized +14.1%
QSR RESTAURANT BRANDS INTL INC 0.6%
Value ($000) $6,355 Shares 81,342 Est. Cost $56.04 Unrealized +24.1%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $6,295 Shares 42,203 Est. Cost $138.35 Unrealized -0.4%
GSK GSK PLC 0.6%
Value ($000) $5,781 Shares 312,680 Est. Cost $17.81 Unrealized
CIGI COLLIERS INTL GROUP INC 0.6%
Value ($000) $5,732 Shares 45,319 Est. Cost $80.85 Unrealized +26.2%
LLY ELI LILLY & CO 0.6%
Value ($000) $5,724 Shares 9,820 Est. Cost $270.65 Unrealized +112.5%
TU TELUS CORPORATION 0.6%
Value ($000) $5,721 Shares 321,480 Est. Cost $19.63 Unrealized -11.9%
PH PARKER-HANNIFIN CORP 0.6%
Value ($000) $5,683 Shares 12,335 Est. Cost $246.56 Unrealized +65.1%
NVS NOVARTIS AG 0.6%
Value ($000) $5,627 Shares 55,733 Est. Cost $90.01 Unrealized
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $5,496 Shares 17,620 Est. Cost $234.57 Unrealized +12.6%
CME CME GROUP INC 0.5%
Value ($000) $5,433 Shares 25,800 Est. Cost $160.71 Unrealized +21.1%
ADBE ADOBE INC 0.5%
Value ($000) $5,422 Shares 9,089 Est. Cost $301.67 Unrealized +91.2%
MCD MCDONALDS CORP 0.5%
Value ($000) $5,197 Shares 17,528 Est. Cost $195.37 Unrealized +32.4%
CNI CANADIAN NATL RY CO 0.5%
Value ($000) $5,186 Shares 41,264 Est. Cost $111.64 Unrealized -2.8%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $5,086 Shares 34,705 Est. Cost $114.61 Unrealized +22.7%
CBRE CBRE GROUP INC 0.5%
Value ($000) $4,854 Shares 52,145 Est. Cost $100.20 Unrealized -22.4%
MRK MERCK & CO INC 0.5%
Value ($000) $4,781 Shares 43,856 Est. Cost $68.70 Unrealized +40.9%
DHR DANAHER CORPORATION 0.5%
Value ($000) $4,765 Shares 20,597 Est. Cost $172.87 Unrealized +21.7%
KO COCA COLA CO 0.5%
Value ($000) $4,674 Shares 79,318 Est. Cost $46.43 Unrealized +14.7%
INTU INTUIT 0.4%
Value ($000) $4,499 Shares 7,198 Est. Cost $317.77 Unrealized +71.4%
ORLY OREILLY AUTOMOTIVE INC 0.4%
Value ($000) $4,349 Shares 4,577 Est. Cost $27.14 Unrealized +132.9%
ASML ASML HOLDING N V 0.4%
Value ($000) $4,184 Shares 5,528 Est. Cost $351.84 Unrealized
NTR NUTRIEN LTD 0.4%
Value ($000) $4,168 Shares 73,981 Est. Cost $44.81 Unrealized +17.2%
TMUS T-MOBILE US INC 0.4%
Value ($000) $4,126 Shares 25,734 Est. Cost $125.81 Unrealized +13.8%
TFII TFI INTL INC 0.4%
Value ($000) $4,113 Shares 30,241 Est. Cost $126.93 Unrealized -6.6%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $4,016 Shares 16,469 Est. Cost $224.13 Unrealized +5.5%
ABT ABBOTT LABS 0.4%
Value ($000) $3,996 Shares 36,301 Est. Cost $91.20 Unrealized +5.3%
FTAI FTAI AVIATION LTD 0.4%
Value ($000) $3,948 Shares 85,095 Est. Cost $25.57 Unrealized +52.0%
NFLX NETFLIX INC 0.4%
Value ($000) $3,933 Shares 8,078 Est. Cost $33.64 Unrealized +29.8%
BARRICK GOLD CORP 0.4%
Value ($000) $3,931 Shares 217,570 Est. Cost $19.39 Unrealized
MGA MAGNA INTL INC 0.4%
Value ($000) $3,872 Shares 65,529 Est. Cost $67.10 Unrealized -26.0%
BTG B2GOLD CORP 0.4%
Value ($000) $3,699 Shares 1,169,966 Est. Cost $4.00 Unrealized -27.1%
TRICON RESIDENTIAL INC 0.4%
Value ($000) $3,670 Shares 403,191 Est. Cost $15.29 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $3,641 Shares 10,507 Est. Cost $198.49 Unrealized +48.0%
TJX TJX COS INC NEW 0.4%
Value ($000) $3,567 Shares 38,023 Est. Cost $50.54 Unrealized +72.7%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $3,536 Shares 23,989 Est. Cost $81.38 Unrealized +44.8%
KOF COCA-COLA FEMSA SAB DE CV 0.3%
Value ($000) $3,421 Shares 36,145 Est. Cost $80.47 Unrealized
VET VERMILION ENERGY INC 0.3%
Value ($000) $3,356 Shares 278,476 Est. Cost $17.80 Unrealized -25.7%
CAT CATERPILLAR INC 0.3%
Value ($000) $3,323 Shares 11,239 Est. Cost $124.98 Unrealized +101.0%
CSX CSX CORP 0.3%
Value ($000) $3,241 Shares 93,494 Est. Cost $29.56 Unrealized +4.4%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $3,167 Shares 20,208 Est. Cost $143.43 Unrealized +0.1%
BEP BROOKFIELD RENEWABLE PARTNER 0.3%
Value ($000) $3,132 Shares 119,235 Est. Cost $41.11 Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.3%
Value ($000) $3,124 Shares 23,422 Est. Cost $98.56 Unrealized
CNQ CANADIAN NAT RES LTD 0.3%
Value ($000) $3,083 Shares 47,063 Est. Cost $26.54 Unrealized +12.4%
BAM BROOKFIELD ASSET MANAGMT LTD 0.3%
Value ($000) $3,073 Shares 76,510 Est. Cost $27.10 Unrealized +16.1%
HCA HCA HEALTHCARE INC 0.3%
Value ($000) $3,070 Shares 11,341 Est. Cost $248.02 Unrealized -2.0%
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $2,829 Shares 22,165 Est. Cost $62.57 Unrealized +46.2%
ETR ENTERGY CORP NEW 0.3%
Value ($000) $2,787 Shares 27,545 Est. Cost $45.77 Unrealized -0.9%
NVO NOVO-NORDISK A S 0.3%
Value ($000) $2,770 Shares 26,790 Est. Cost $91.27 Unrealized
AZN ASTRAZENECA PLC 0.3%
Value ($000) $2,749 Shares 20,340 Est. Cost $141.55 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value ($000) $2,742 Shares 16,085 Est. Cost $117.33 Unrealized +24.0%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $2,669 Shares 31,271 Est. Cost $81.26 Unrealized -9.4%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $2,595 Shares 5,503 Est. Cost $455.20 Unrealized -1.9%
YUM YUM BRANDS INC 0.3%
Value ($000) $2,589 Shares 19,818 Est. Cost $93.96 Unrealized +27.4%
ABBV ABBVIE INC 0.3%
Value ($000) $2,562 Shares 16,533 Est. Cost $138.12 Unrealized -1.7%
PPG PPG INDS INC 0.2%
Value ($000) $2,523 Shares 16,868 Est. Cost $114.48 Unrealized +12.6%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $2,444 Shares 31,530 Est. Cost $96.56 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $2,373 Shares 12,023 Est. Cost $114.99 Unrealized +50.3%
BA BOEING CO 0.2%
Value ($000) $2,363 Shares 9,064 Est. Cost $218.79 Unrealized -2.3%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $2,360 Shares 53,816 Est. Cost $37.25 Unrealized +7.6%
DIS DISNEY WALT CO 0.2%
Value ($000) $2,343 Shares 25,947 Est. Cost $139.18 Unrealized -38.1%
ESS ESSEX PPTY TR INC 0.2%
Value ($000) $2,219 Shares 8,951 Est. Cost $248.69 Unrealized -18.3%
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $2,187 Shares 14,409 Est. Cost $109.50 Unrealized +10.9%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $2,136 Shares 2,432 Est. Cost $631.64 Unrealized +29.7%
CHTR CHARTER COMMUNICATIONS INC N 0.2%
Value ($000) $1,907 Shares 4,907 Est. Cost $422.34 Unrealized -3.4%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,777 Shares 21,935 Est. Cost $53.76 Unrealized +34.3%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $1,656 Shares 31,820 Est. Cost $49.39 Unrealized +3.7%
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $1,615 Shares 11,879 Est. Cost $187.30 Unrealized -38.1%
PFE PFIZER INC 0.1%
Value ($000) $957 Shares 33,241 Est. Cost $30.53 Unrealized -13.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $880 Shares 2,468 Est. Cost $199.15 Unrealized +76.2%