GLUSKIN SHEFF & ASSOC INC Diversified Active

CIK: 0000905790 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $1,000,769 (100.0% shares, 0.0% debt)

Holdings (114)

APO APOLLO GLOBAL MGMT INC 4.7%
Value ($000) $47,533 Shares 422,702 Est. Cost $62.13 Unrealized +65.3%
AON AON PLC 4.1%
Value ($000) $40,930 Shares 122,648 Est. Cost $222.94 Unrealized +37.3%
MSFT MICROSOFT CORP 3.1%
Value ($000) $31,121 Shares 73,971 Est. Cost $116.33 Unrealized +243.2%
META META PLATFORMS INC 3.1%
Value ($000) $30,666 Shares 63,154 Est. Cost $203.80 Unrealized +117.5%
MRSH MARSH & MCLENNAN COS INC 2.4%
Value ($000) $24,391 Shares 118,414 Est. Cost $151.48 Unrealized +27.7%
SPGI S&P GLOBAL INC 2.3%
Value ($000) $22,835 Shares 53,672 Est. Cost $292.81 Unrealized +45.9%
RBA RB GLOBAL INC 2.2%
Value ($000) $22,437 Shares 294,566 Est. Cost $56.38 Unrealized +23.9%
AAPL APPLE INC 2.2%
Value ($000) $22,296 Shares 130,021 Est. Cost $94.08 Unrealized +91.6%
ENB ENBRIDGE INC 2.1%
Value ($000) $20,747 Shares 574,154 Est. Cost $24.26 Unrealized +30.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $20,302 Shares 32 Est. Cost $277014.34 Unrealized +114.4%
GOOGL ALPHABET INC 2.0%
Value ($000) $20,246 Shares 134,140 Est. Cost $106.21 Unrealized +33.7%
AMZN AMAZON COM INC 2.0%
Value ($000) $20,172 Shares 111,829 Est. Cost $124.85 Unrealized +33.7%
KBR KBR INC 2.0%
Value ($000) $20,109 Shares 315,876 Est. Cost $54.38 Unrealized +2.3%
BUR BURFORD CAP LTD 2.0%
Value ($000) $20,093 Shares 1,258,175 Est. Cost $10.06 Unrealized +45.4%
OTEX OPEN TEXT CORP 1.9%
Value ($000) $19,167 Shares 493,995 Est. Cost $29.40 Unrealized +28.1%
UBER UBER TECHNOLOGIES INC 1.8%
Value ($000) $17,878 Shares 232,214 Est. Cost $37.75 Unrealized +90.1%
ARMK ARAMARK 1.8%
Value ($000) $17,624 Shares 541,945 Est. Cost $26.98 Unrealized +9.0%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $17,570 Shares 35,516 Est. Cost $341.58 Unrealized +43.1%
GOOG ALPHABET INC 1.7%
Value ($000) $17,271 Shares 113,428 Est. Cost $121.16 Unrealized +18.3%
NVDA NVIDIA CORPORATION 1.6%
Value ($000) $16,255 Shares 17,990 Est. Cost $20.50 Unrealized +253.3%
BMO BANK MONTREAL QUE 1.4%
Value ($000) $14,310 Shares 146,581 Est. Cost $70.52 Unrealized +24.3%
BCE BCE INC 1.4%
Value ($000) $14,201 Shares 417,922 Est. Cost $30.92 Unrealized +5.1%
MFC MANULIFE FINL CORP 1.4%
Value ($000) $13,587 Shares 544,048 Est. Cost $18.66 Unrealized +23.1%
RY ROYAL BK CDA 1.2%
Value ($000) $12,427 Shares 123,214 Est. Cost $83.15 Unrealized +18.7%
BN BROOKFIELD CORP 1.2%
Value ($000) $12,314 Shares 294,301 Est. Cost $21.90 Unrealized +21.6%
TD TORONTO DOMINION BK ONT 1.2%
Value ($000) $12,229 Shares 202,636 Est. Cost $59.42 Unrealized +1.7%
SHOP SHOPIFY INC 1.2%
Value ($000) $11,633 Shares 150,800 Est. Cost $44.42 Unrealized +77.8%
CM CANADIAN IMPERIAL BK COMM TO 1.1%
Value ($000) $11,118 Shares 219,320 Est. Cost $38.28 Unrealized +15.1%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $10,413 Shares 51,988 Est. Cost $74.14 Unrealized +134.2%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $10,149 Shares 87,313 Est. Cost $46.92 Unrealized +109.1%
GE GENERAL ELECTRIC CO 1.0%
Value ($000) $9,651 Shares 54,980 Est. Cost $94.70 Unrealized +22.9%
BNS BANK NOVA SCOTIA HALIFAX 1.0%
Value ($000) $9,532 Shares 184,289 Est. Cost $41.75 Unrealized +4.8%
BIP BROOKFIELD INFRAST PARTNERS 0.9%
Value ($000) $9,382 Shares 300,447 Est. Cost $42.44 Unrealized
AVGO BROADCOM INC 0.9%
Value ($000) $8,940 Shares 6,745 Est. Cost $45.41 Unrealized +166.9%
UNP UNION PAC CORP 0.9%
Value ($000) $8,699 Shares 35,373 Est. Cost $164.93 Unrealized +42.8%
BAC BANK AMERICA CORP 0.9%
Value ($000) $8,614 Shares 227,175 Est. Cost $23.07 Unrealized +42.2%
SU SUNCOR ENERGY INC NEW 0.9%
Value ($000) $8,565 Shares 232,083 Est. Cost $20.80 Unrealized +52.2%
AQN ALGONQUIN PWR UTILS CORP 0.8%
Value ($000) $8,168 Shares 1,292,610 Est. Cost $8.57 Unrealized -35.2%
GIL GILDAN ACTIVEWEAR INC 0.8%
Value ($000) $8,089 Shares 217,853 Est. Cost $30.48 Unrealized +7.9%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $8,046 Shares 16,707 Est. Cost $111.09 Unrealized +307.4%
PBA PEMBINA PIPELINE CORP 0.8%
Value ($000) $7,977 Shares 226,034 Est. Cost $23.98 Unrealized +33.2%
SHEL SHELL PLC 0.8%
Value ($000) $7,924 Shares 237,293 Est. Cost $28.26 Unrealized
NOW SERVICENOW INC 0.7%
Value ($000) $7,423 Shares 9,736 Est. Cost $96.70 Unrealized +56.7%
HLT HILTON WORLDWIDE HLDGS INC 0.7%
Value ($000) $7,363 Shares 34,519 Est. Cost $106.46 Unrealized +83.9%
WCN WASTE CONNECTIONS INC 0.7%
Value ($000) $7,289 Shares 42,400 Est. Cost $83.59 Unrealized +90.1%
TRP TC ENERGY CORP 0.7%
Value ($000) $7,077 Shares 176,095 Est. Cost $36.45 Unrealized -0.4%
CP CANADIAN PACIFIC KANSAS CITY 0.7%
Value ($000) $7,042 Shares 79,879 Est. Cost $77.51 Unrealized +6.9%
ALIT ALIGHT INC 0.7%
Value ($000) $6,841 Shares 694,524 Est. Cost $8.10 Unrealized +6.8%
V VISA INC 0.7%
Value ($000) $6,815 Shares 24,421 Est. Cost $121.52 Unrealized +124.1%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $6,785 Shares 11,674 Est. Cost $334.94 Unrealized +66.5%
LLY ELI LILLY & CO 0.7%
Value ($000) $6,769 Shares 8,701 Est. Cost $270.65 Unrealized +159.6%
PH PARKER-HANNIFIN CORP 0.6%
Value ($000) $6,288 Shares 11,313 Est. Cost $246.56 Unrealized +102.2%
FSV FIRSTSERVICE CORP NEW 0.6%
Value ($000) $6,148 Shares 37,141 Est. Cost $116.33 Unrealized +40.1%
GSK GSK PLC 0.6%
Value ($000) $5,772 Shares 267,680 Est. Cost $17.81 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.6%
Value ($000) $5,706 Shares 104,584 Est. Cost $43.14 Unrealized +22.6%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $5,659 Shares 34,881 Est. Cost $114.61 Unrealized +30.8%
SHW SHERWIN WILLIAMS CO 0.6%
Value ($000) $5,592 Shares 16,099 Est. Cost $234.57 Unrealized +33.6%
VLRS CONTROLADORA VUELA COMP DE A 0.6%
Value ($000) $5,572 Shares 750,891 Est. Cost $16.29 Unrealized
ASML ASML HOLDING N V 0.5%
Value ($000) $5,365 Shares 5,528 Est. Cost $351.84 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $5,224 Shares 33,117 Est. Cost $138.35 Unrealized +0.5%
DOO BRP INC 0.5%
Value ($000) $5,220 Shares 77,745 Est. Cost $51.89 Unrealized +24.3%
QSR RESTAURANT BRANDS INTL INC 0.5%
Value ($000) $5,174 Shares 65,154 Est. Cost $56.04 Unrealized +39.1%
CME CME GROUP INC 0.5%
Value ($000) $5,100 Shares 23,690 Est. Cost $160.71 Unrealized +22.7%
VET VERMILION ENERGY INC 0.5%
Value ($000) $4,967 Shares 399,545 Est. Cost $15.80 Unrealized -29.1%
TU TELUS CORPORATION 0.5%
Value ($000) $4,810 Shares 300,708 Est. Cost $19.63 Unrealized -10.9%
DHR DANAHER CORPORATION 0.5%
Value ($000) $4,769 Shares 19,096 Est. Cost $172.87 Unrealized +39.7%
ORLY OREILLY AUTOMOTIVE INC 0.5%
Value ($000) $4,768 Shares 4,224 Est. Cost $27.14 Unrealized +157.7%
CBRE CBRE GROUP INC 0.5%
Value ($000) $4,698 Shares 48,315 Est. Cost $100.20 Unrealized -10.4%
WSC WILLSCOT MOBIL MINI HLDNG CO 0.5%
Value ($000) $4,627 Shares 99,500 Est. Cost $21.49 Unrealized +116.3%
MCD MCDONALDS CORP 0.5%
Value ($000) $4,565 Shares 16,192 Est. Cost $195.37 Unrealized +42.3%
CIGI COLLIERS INTL GROUP INC 0.5%
Value ($000) $4,528 Shares 37,048 Est. Cost $80.85 Unrealized +46.0%
NFLX NETFLIX INC 0.4%
Value ($000) $4,502 Shares 7,413 Est. Cost $33.64 Unrealized +67.6%
KO COCA COLA CO 0.4%
Value ($000) $4,466 Shares 73,003 Est. Cost $46.43 Unrealized +22.1%
CNI CANADIAN NATL RY CO 0.4%
Value ($000) $4,445 Shares 33,761 Est. Cost $111.64 Unrealized +10.2%
TFII TFI INTL INC 0.4%
Value ($000) $4,429 Shares 27,776 Est. Cost $126.93 Unrealized +12.7%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $4,405 Shares 17,801 Est. Cost $224.62 Unrealized +2.7%
INTU INTUIT 0.4%
Value ($000) $4,292 Shares 6,603 Est. Cost $317.77 Unrealized +98.7%
NVS NOVARTIS AG 0.4%
Value ($000) $4,230 Shares 43,733 Est. Cost $90.01 Unrealized
ADBE ADOBE INC 0.4%
Value ($000) $4,211 Shares 8,345 Est. Cost $301.67 Unrealized +90.0%
AZN ASTRAZENECA PLC 0.4%
Value ($000) $4,021 Shares 29,840 Est. Cost $139.39 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $4,006 Shares 22,197 Est. Cost $81.38 Unrealized +114.8%
ABT ABBOTT LABS 0.4%
Value ($000) $3,802 Shares 33,448 Est. Cost $91.20 Unrealized +21.5%
CAT CATERPILLAR INC 0.4%
Value ($000) $3,786 Shares 10,331 Est. Cost $124.98 Unrealized +148.9%
HD HOME DEPOT INC 0.4%
Value ($000) $3,711 Shares 9,674 Est. Cost $198.49 Unrealized +75.6%
TMUS T-MOBILE US INC 0.4%
Value ($000) $3,670 Shares 22,484 Est. Cost $125.81 Unrealized +25.7%
TJX TJX COS INC NEW 0.4%
Value ($000) $3,544 Shares 34,945 Est. Cost $50.54 Unrealized +87.2%
MRK MERCK & CO INC 0.4%
Value ($000) $3,520 Shares 26,673 Est. Cost $68.70 Unrealized +68.5%
HCA HCA HEALTHCARE INC 0.3%
Value ($000) $3,479 Shares 10,430 Est. Cost $248.02 Unrealized +21.4%
DHI D R HORTON INC 0.3%
Value ($000) $3,428 Shares 20,830 Est. Cost $147.13 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.3%
Value ($000) $3,415 Shares 26,790 Est. Cost $91.27 Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.3%
Value ($000) $3,410 Shares 23,422 Est. Cost $98.56 Unrealized
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $3,339 Shares 28,324 Est. Cost $81.26 Unrealized +10.6%
CSX CSX CORP 0.3%
Value ($000) $3,190 Shares 86,052 Est. Cost $29.56 Unrealized +20.0%
NTR NUTRIEN LTD 0.3%
Value ($000) $3,187 Shares 58,665 Est. Cost $44.81 Unrealized +9.1%
BARRICK GOLD CORP 0.3%
Value ($000) $2,969 Shares 178,530 Est. Cost $19.39 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $2,937 Shares 18,568 Est. Cost $143.43 Unrealized +4.8%
MGA MAGNA INTL INC 0.3%
Value ($000) $2,931 Shares 53,798 Est. Cost $67.10 Unrealized -23.7%
DIS DISNEY WALT CO 0.3%
Value ($000) $2,918 Shares 23,851 Est. Cost $139.18 Unrealized -26.4%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $2,809 Shares 16,123 Est. Cost $117.33 Unrealized +34.6%
ABBV ABBVIE INC 0.3%
Value ($000) $2,784 Shares 15,287 Est. Cost $138.12 Unrealized +17.3%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $2,633 Shares 5,078 Est. Cost $455.20 Unrealized +5.9%
BAM BROOKFIELD ASSET MANAGMT LTD 0.3%
Value ($000) $2,605 Shares 62,011 Est. Cost $27.10 Unrealized +40.1%
BEP BROOKFIELD RENEWABLE PARTNER 0.3%
Value ($000) $2,604 Shares 111,991 Est. Cost $41.11 Unrealized
YUM YUM BRANDS INC 0.3%
Value ($000) $2,514 Shares 18,130 Est. Cost $93.96 Unrealized +37.0%
BTG B2GOLD CORP 0.3%
Value ($000) $2,512 Shares 958,465 Est. Cost $4.00 Unrealized -36.8%
FMX FOMENTO ECONOMICO MEXICANO S 0.2%
Value ($000) $2,468 Shares 18,948 Est. Cost $130.27 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $2,282 Shares 31,530 Est. Cost $96.56 Unrealized
PPG PPG INDS INC 0.2%
Value ($000) $2,253 Shares 15,550 Est. Cost $114.48 Unrealized +18.7%
KOF COCA-COLA FEMSA SAB DE CV 0.2%
Value ($000) $2,250 Shares 23,145 Est. Cost $80.47 Unrealized
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $2,146 Shares 2,230 Est. Cost $631.64 Unrealized +49.7%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,941 Shares 44,769 Est. Cost $37.25 Unrealized +9.1%
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $1,826 Shares 13,256 Est. Cost $109.50 Unrealized +28.8%
ZTS ZOETIS INC 0.2%
Value ($000) $1,702 Shares 10,061 Est. Cost $114.99 Unrealized +59.5%
BA BOEING CO 0.2%
Value ($000) $1,631 Shares 8,452 Est. Cost $218.79 Unrealized -6.1%