Waratah Capital Advisors Ltd. Quant / Systematic

Location: Toronto, Ontario, Canada

CIK: 0001539919 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 14, 2024

Total Value: $3.34B (100.0% shares, 0.0% debt)

Holdings (146)

QQQ INVESCO QQQ TR 11.2%
Value $373M Shares 840,300 Est. Cost Unrealized
HYG ISHARES TR 10.3%
Value $345M Shares 4,439,300 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 6.2%
Value $206M Shares 393,800 Est. Cost Unrealized
SUI SUN CMNTYS INC 3.2%
Value $108M Shares 841,740 Est. Cost $134.01 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 2.6%
Value $88.46M Shares 3,031,440 Est. Cost $18.08 Unrealized +44.6%
TLT ISHARES TR 2.5%
Value $82.98M Shares 877,000 Est. Cost $98.88 Unrealized
XOP SPDR SER TR 2.3%
Value $77.47M Shares 500,000 Est. Cost Unrealized
CEDAR FAIR L P 2.3%
Value $77.35M Shares 1,846,051 Est. Cost $47.41 Unrealized
IWM ISHARES TR 2.2%
Value $74.8M Shares 355,700 Est. Cost Unrealized
MSFT MICROSOFT CORP 2.1%
Value $69.59M Shares 165,397 Est. Cost $280.72 Unrealized +42.2%
HYG ISHARES TR 2.1%
Value $68.79M Shares 885,000 Est. Cost Unrealized
CNQ CANADIAN NAT RES LTD 1.8%
Value $58.72M Shares 769,538 Est. Cost $17.48 Unrealized +78.3%
CVE CENOVUS ENERGY INC 1.6%
Value $52.83M Shares 2,641,875 Est. Cost $17.05 Unrealized -5.0%
NXE NEXGEN ENERGY LTD 1.5%
Value $50.79M Shares 6,532,326 Est. Cost $5.26 Unrealized +41.1%
ROP ROPER TECHNOLOGIES INC 1.5%
Value $48.88M Shares 87,151 Est. Cost $420.45 Unrealized +28.2%
MLM MARTIN MARIETTA MATLS INC 1.4%
Value $47.9M Shares 78,027 Est. Cost $397.07 Unrealized +36.0%
AEM AGNICO EAGLE MINES LTD 1.4%
Value $46.94M Shares 786,970 Est. Cost $49.07 Unrealized +1.0%
STN STANTEC INC 1.3%
Value $44.09M Shares 530,950 Est. Cost $63.45 Unrealized
IYR ISHARES TR 1.3%
Value $42.43M Shares 472,000 Est. Cost Unrealized
LPLA LPL FINL HLDGS INC 1.3%
Value $42.38M Shares 160,391 Est. Cost $233.49 Unrealized +8.1%
SII SPROTT INC 1.2%
Value $41.48M Shares 1,123,774 Est. Cost $35.01 Unrealized -1.0%
VST VISTRA CORP 1.1%
Value $37.26M Shares 534,957 Est. Cost $48.74 Unrealized 0.0%
AZEK CO INC 1.1%
Value $37.01M Shares 737,023 Est. Cost $37.20 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 1.0%
Value $32.28M Shares 366,038 Est. Cost $82.38 Unrealized +0.6%
V VISA INC 1.0%
Value $32.2M Shares 115,392 Est. Cost $233.28 Unrealized +16.8%
WFG WEST FRASER TIMBER CO LTD 1.0%
Value $31.96M Shares 370,000 Est. Cost $81.76 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.9%
Value $31.36M Shares 194,417 Est. Cost $163.42 Unrealized -1.6%
WCN WASTE CONNECTIONS INC 0.9%
Value $30.85M Shares 179,412 Est. Cost $118.11 Unrealized +34.6%
CIGI COLLIERS INTL GROUP INC 0.9%
Value $30.84M Shares 252,346 Est. Cost $113.83 Unrealized +3.7%
ELS EQUITY LIFESTYLE PPTYS INC 0.9%
Value $29.89M Shares 464,091 Est. Cost $64.40 Unrealized
AMZN AMAZON COM INC 0.9%
Value $29.72M Shares 164,746 Est. Cost $139.34 Unrealized +19.8%
CEG CONSTELLATION ENERGY CORP 0.9%
Value $29M Shares 156,880 Est. Cost $140.32 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.8%
Value $27.16M Shares 467,173 Est. Cost $52.64 Unrealized +4.4%
AMZN AMAZON COM INC 0.8%
Value $27.06M Shares 150,000 Est. Cost $139.34 Unrealized +19.8%
CRH CRH PLC 0.8%
Value $26.68M Shares 309,294 Est. Cost $58.12 Unrealized +28.5%
BMO BANK MONTREAL QUE 0.8%
Value $26.3M Shares 269,269 Est. Cost $81.96 Unrealized +7.0%
UNP UNION PAC CORP 0.8%
Value $26.13M Shares 106,257 Est. Cost $213.50 Unrealized +10.3%
RY ROYAL BK CDA 0.8%
Value $25.3M Shares 250,759 Est. Cost $93.62 Unrealized +5.4%
XYL XYLEM INC 0.8%
Value $25.24M Shares 195,296 Est. Cost $97.77 Unrealized +21.0%
WFG WEST FRASER TIMBER CO LTD 0.7%
Value $24.86M Shares 287,868 Est. Cost $81.76 Unrealized 0.0%
HCC WARRIOR MET COAL INC 0.7%
Value $24.81M Shares 408,668 Est. Cost $25.85 Unrealized +134.4%
DIS DISNEY WALT CO 0.7%
Value $24.45M Shares 199,835 Est. Cost $102.38 Unrealized 0.0%
ARMK ARAMARK 0.7%
Value $23.98M Shares 737,543 Est. Cost $29.41 Unrealized 0.0%
EXE CHESAPEAKE ENERGY CORP 0.6%
Value $21.02M Shares 236,600 Est. Cost $75.78 Unrealized 0.0%
AR ANTERO RESOURCES CORP 0.6%
Value $20.87M Shares 719,696 Est. Cost $24.14 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $19.97M Shares 47,480 Est. Cost $289.22 Unrealized +36.0%
ICLR ICON PLC 0.6%
Value $19.93M Shares 59,335 Est. Cost $288.45 Unrealized +2.2%
XPO XPO INC 0.6%
Value $19.91M Shares 163,133 Est. Cost $85.94 Unrealized +24.6%
TMUS T-MOBILE US INC 0.6%
Value $19.85M Shares 121,592 Est. Cost $138.63 Unrealized +14.1%
BLDR BUILDERS FIRSTSOURCE INC 0.6%
Value $19.27M Shares 92,389 Est. Cost $148.95 Unrealized +24.1%
PDS PRECISION DRILLING CORP 0.6%
Value $18.54M Shares 275,530 Est. Cost $60.44 Unrealized 0.0%
RGLD ROYAL GOLD INC 0.5%
Value $17.99M Shares 147,688 Est. Cost $112.92 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value $16.75M Shares 28,819 Est. Cost $507.12 Unrealized +10.0%
FSV FIRSTSERVICE CORP NEW 0.5%
Value $16.47M Shares 99,438 Est. Cost $134.43 Unrealized +21.2%
RCI ROGERS COMMUNICATIONS INC 0.5%
Value $16.45M Shares 401,368 Est. Cost $42.57 Unrealized +6.3%
OVV OVINTIV INC 0.5%
Value $15.7M Shares 302,500 Est. Cost $45.54 Unrealized 0.0%
WMS ADVANCED DRAIN SYS INC DEL 0.4%
Value $14.81M Shares 85,966 Est. Cost $118.52 Unrealized +25.9%
UNP UNION PAC CORP 0.4%
Value $14.76M Shares 60,000 Est. Cost $213.50 Unrealized +10.3%
PRKS UNITED PARKS & RESORTS INC 0.4%
Value $14.65M Shares 260,633 Est. Cost $60.59 Unrealized -16.3%
TFII TFI INTL INC 0.4%
Value $14.36M Shares 90,000 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value $14.21M Shares 70,958 Est. Cost $143.59 Unrealized +20.9%
SLF SUN LIFE FINANCIAL INC. 0.4%
Value $13.57M Shares 248,691 Est. Cost $50.61 Unrealized +4.5%
NEE NEXTERA ENERGY INC 0.4%
Value $12.78M Shares 200,000 Est. Cost $55.40 Unrealized 0.0%
TECK TECK RESOURCES LTD 0.4%
Value $12.75M Shares 278,443 Est. Cost $33.82 Unrealized +18.7%
MFC MANULIFE FINL CORP 0.4%
Value $12.7M Shares 508,407 Est. Cost $22.98 Unrealized 0.0%
ATLX ATLAS LITHIUM CORP 0.4%
Value $11.77M Shares 661,158 Est. Cost $23.63 Unrealized -15.6%
STE STERIS PLC 0.3%
Value $11.29M Shares 50,210 Est. Cost $210.63 Unrealized +5.4%
DPZ DOMINOS PIZZA INC 0.3%
Value $11.06M Shares 22,268 Est. Cost $365.99 Unrealized +15.3%
FANG DIAMONDBACK ENERGY INC 0.3%
Value $10.9M Shares 55,000 Est. Cost $144.29 Unrealized +10.2%
PNR PENTAIR PLC 0.3%
Value $10.79M Shares 126,326 Est. Cost $62.58 Unrealized +18.8%
TTEK TETRA TECH INC NEW 0.3%
Value $10.19M Shares 55,143 Est. Cost $33.79 Unrealized +2.5%
SHW SHERWIN WILLIAMS CO 0.3%
Value $10.14M Shares 29,197 Est. Cost $246.93 Unrealized +26.9%
GMS INC 0.3%
Value $9.907M Shares 101,779 Est. Cost $97.34 Unrealized
AMT AMERICAN TOWER CORP NEW 0.3%
Value $9.897M Shares 50,090 Est. Cost $185.85 Unrealized +0.1%
VMC VULCAN MATLS CO 0.3%
Value $9.274M Shares 33,979 Est. Cost $243.03 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.2%
Value $8.157M Shares 27,173 Est. Cost $225.02 Unrealized +18.7%
PR PERMIAN RESOURCES CORP 0.2%
Value $7.947M Shares 450,000 Est. Cost $11.31 Unrealized +29.8%
ACA ARCOSA INC 0.2%
Value $7.523M Shares 87,616 Est. Cost $81.04 Unrealized 0.0%
DXCM DEXCOM INC 0.2%
Value $7.293M Shares 52,579 Est. Cost $107.58 Unrealized +16.8%
FNV FRANCO NEV CORP 0.2%
Value $6.365M Shares 53,407 Est. Cost $130.46 Unrealized -17.0%
IR INGERSOLL RAND INC 0.2%
Value $6.308M Shares 66,436 Est. Cost $68.24 Unrealized +25.1%
CM CANADIAN IMPERIAL BK COMM TO 0.2%
Value $6.267M Shares 123,581 Est. Cost $43.70 Unrealized +0.8%
GOOGL ALPHABET INC 0.2%
Value $6.214M Shares 41,169 Est. Cost $124.58 Unrealized +14.0%
SPRING VALLEY ACQUISTN CORP 0.2%
Value $6.193M Shares 79,166,665 Est. Cost $0.08 Unrealized
CIGI COLLIERS INTL GROUP INC 0.2%
Value $6.112M Shares 50,000 Est. Cost $113.83 Unrealized +3.7%
DFIN DONNELLEY FINL SOLUTIONS INC 0.2%
Value $5.898M Shares 95,109 Est. Cost $60.29 Unrealized +3.7%
LAMR LAMAR ADVERTISING CO NEW 0.2%
Value $5.424M Shares 45,425 Est. Cost $119.41 Unrealized
RRX REGAL REXNORD CORPORATION 0.2%
Value $5.17M Shares 28,709 Est. Cost $155.77 Unrealized 0.0%
TD TORONTO DOMINION BK ONT 0.2%
Value $5.089M Shares 84,300 Est. Cost $60.38 Unrealized +0.0%
KKR KKR & CO INC 0.1%
Value $5.003M Shares 49,742 Est. Cost $90.96 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value $4.931M Shares 77,150 Est. Cost $55.40 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE 0.1%
Value $4.879M Shares 135,880 Est. Cost $31.92 Unrealized 0.0%
GDXJ VANECK ETF TRUST 0.1%
Value $4.821M Shares 124,433 Est. Cost $38.74 Unrealized
TOL TOLL BROTHERS INC 0.1%
Value $4.679M Shares 36,164 Est. Cost $108.81 Unrealized 0.0%
LPX LOUISIANA PAC CORP 0.1%
Value $4.626M Shares 55,129 Est. Cost $71.88 Unrealized 0.0%
LEN LENNAR CORP 0.1%
Value $4.62M Shares 26,861 Est. Cost $146.27 Unrealized 0.0%
DHI D R HORTON INC 0.1%
Value $4.047M Shares 24,593 Est. Cost $147.13 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.1%
Value $3.66M Shares 6,586 Est. Cost $450.61 Unrealized +10.6%
VLO VALERO ENERGY CORP 0.1%
Value $3.414M Shares 20,000 Est. Cost $135.69 Unrealized 0.0%
NXE NEXGEN ENERGY LTD 0.1%
Value $3.11M Shares 400,000 Est. Cost $5.26 Unrealized +41.1%
NVR NVR INC 0.1%
Value $2.77M Shares 342 Est. Cost $4359.74 Unrealized +70.4%
HUM HUMANA INC 0.1%
Value $2.6M Shares 7,500 Est. Cost $464.73 Unrealized -20.5%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value $2.579M Shares 8,043 Est. Cost $147.79 Unrealized +107.2%
MDU MDU RES GROUP INC 0.1%
Value $2.538M Shares 100,722 Est. Cost $10.98 Unrealized 0.0%
MFC MANULIFE FINL CORP 0.1%
Value $2.498M Shares 100,000 Est. Cost $22.98 Unrealized 0.0%
CHE CHEMED CORP NEW 0.1%
Value $2.012M Shares 3,135 Est. Cost $495.54 Unrealized +21.7%
SPGI S&P GLOBAL INC 0.1%
Value $1.994M Shares 4,687 Est. Cost $389.80 Unrealized +9.6%
DHR DANAHER CORPORATION 0.1%
Value $1.772M Shares 7,097 Est. Cost $213.60 Unrealized +13.1%
PLD PROLOGIS INC. 0.1%
Value $1.727M Shares 13,262 Est. Cost $107.02 Unrealized +14.3%
MA MASTERCARD INCORPORATED 0.0%
Value $1.589M Shares 3,300 Est. Cost $452.59 Unrealized 0.0%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value $1.579M Shares 3,678 Est. Cost $407.72 Unrealized +5.2%
HP HELMERICH & PAYNE INC 0.0%
Value $1.532M Shares 36,436 Est. Cost $37.83 Unrealized 0.0%
AON AON PLC 0.0%
Value $1.441M Shares 4,317 Est. Cost $306.03 Unrealized 0.0%
POOL POOL CORP 0.0%
Value $1.42M Shares 3,519 Est. Cost $358.04 Unrealized +6.1%
DE DEERE & CO 0.0%
Value $1.242M Shares 3,025 Est. Cost $372.54 Unrealized 0.0%
GIS GENERAL MLS INC 0.0%
Value $1.213M Shares 17,336 Est. Cost $60.59 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value $1.082M Shares 27,458 Est. Cost $34.12 Unrealized 0.0%
AEE AMEREN CORP 0.0%
Value $851K Shares 11,510 Est. Cost $66.93 Unrealized 0.0%
HSY HERSHEY CO 0.0%
Value $780K Shares 4,012 Est. Cost $182.08 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $772K Shares 14,237 Est. Cost $46.17 Unrealized 0.0%
HRL HORMEL FOODS CORP 0.0%
Value $763K Shares 21,866 Est. Cost $29.77 Unrealized 0.0%
FMC FMC CORP 0.0%
Value $750K Shares 11,780 Est. Cost $53.30 Unrealized 0.0%
MAA MID-AMER APT CMNTYS INC 0.0%
Value $691K Shares 5,253 Est. Cost $120.75 Unrealized 0.0%
KVUE KENVUE INC 0.0%
Value $688K Shares 32,057 Est. Cost $18.84 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value $669K Shares 24,093 Est. Cost $25.30 Unrealized -2.6%
ES EVERSOURCE ENERGY 0.0%
Value $657K Shares 10,984 Est. Cost $52.54 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC 0.0%
Value $652K Shares 3,278 Est. Cost $235.45 Unrealized -20.0%
IEX IDEX CORP 0.0%
Value $625K Shares 2,563 Est. Cost $220.24 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value $591K Shares 3,393 Est. Cost $157.89 Unrealized 0.0%
CPT CAMDEN PPTY TR 0.0%
Value $585K Shares 5,945 Est. Cost $89.80 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.0%
Value $564K Shares 3,661 Est. Cost $131.70 Unrealized +3.7%
GPC GENUINE PARTS CO 0.0%
Value $563K Shares 3,636 Est. Cost $137.53 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value $530K Shares 14,112 Est. Cost $33.22 Unrealized 0.0%
BF/B BROWN FORMAN CORP 0.0%
Value $505K Shares 9,780 Est. Cost $53.09 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value $468K Shares 5,126 Est. Cost $88.61 Unrealized 0.0%
HBM HUDBAY MINERALS INC 0.0%
Value $466K Shares 66,554 Est. Cost $5.82 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value $460K Shares 2,948 Est. Cost $122.28 Unrealized +11.6%
AGI ALAMOS GOLD INC NEW 0.0%
Value $447K Shares 30,314 Est. Cost $12.81 Unrealized -2.1%
CTVA CORTEVA INC 0.0%
Value $442K Shares 7,665 Est. Cost $50.60 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $441K Shares 2,820 Est. Cost $153.78 Unrealized 0.0%
BIO BIO RAD LABS INC 0.0%
Value $440K Shares 1,271 Est. Cost $328.84 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value $384K Shares 13,159 Est. Cost $29.65 Unrealized 0.0%
NKE NIKE INC 0.0%
Value $369K Shares 3,923 Est. Cost $97.82 Unrealized 0.0%
ALB ALBEMARLE CORP 0.0%
Value $343K Shares 2,604 Est. Cost $169.02 Unrealized -29.7%
CHD CHURCH & DWIGHT CO INC 0.0%
Value $244K Shares 2,335 Est. Cost $82.89 Unrealized +18.0%
MUX MCEWEN MNG INC 0.0%
Value $201K Shares 20,452 Est. Cost $7.23 Unrealized 0.0%