Canoe Financial LP Diversified Active

CIK: 0001908219 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 15, 2025

Total Value ($000): $6,135,731 (100.0% shares, 0.0% debt)

Holdings (97)

TSM TAIWAN SEMICONDUCTOR MANUFACTU 5.1%
Value ($000) $311,851 Shares 1,579,074 Est. Cost $177.86 Unrealized
GOOGL ALPHABET INC 4.4%
Value ($000) $269,566 Shares 1,424,014 Est. Cost $168.90 Unrealized +3.1%
MSFT MICROSOFT CORP 4.2%
Value ($000) $260,321 Shares 617,606 Est. Cost $418.66 Unrealized +0.9%
DEO DIAGEO PLC 4.2%
Value ($000) $257,755 Shares 8,113,468 Est. Cost $31.89 Unrealized
UNH UNITEDHEALTH GROUP INC 3.8%
Value ($000) $233,758 Shares 462,100 Est. Cost $549.20 Unrealized +0.7%
CNI CANADIAN NATIONAL RAILWAY CO 3.5%
Value ($000) $216,943 Shares 2,137,743 Est. Cost $106.87 Unrealized 0.0%
MCO MOODY'S CORP 3.3%
Value ($000) $200,058 Shares 422,624 Est. Cost $457.91 Unrealized +3.3%
AZO AUTOZONE INC 3.3%
Value ($000) $200,032 Shares 62,471 Est. Cost $3118.37 Unrealized +1.5%
ELV ELEVANCE HEALTH INC 3.2%
Value ($000) $193,499 Shares 524,531 Est. Cost $435.12 Unrealized -5.9%
MA MASTERCARD INC 3.0%
Value ($000) $186,001 Shares 353,231 Est. Cost $505.55 Unrealized +1.8%
WFC WELLS FARGO & CO 3.0%
Value ($000) $184,361 Shares 2,624,723 Est. Cost $54.85 Unrealized +21.6%
AEM AGNICO EAGLE MINES LIMITED 2.5%
Value ($000) $154,148 Shares 1,971,652 Est. Cost $48.08 Unrealized +68.7%
PM PHILIP MORRIS INTERNATIONAL IN 2.4%
Value ($000) $149,917 Shares 1,245,674 Est. Cost $86.89 Unrealized +38.8%
RY ROYAL BANK OF CANADA 2.4%
Value ($000) $144,843 Shares 1,202,099 Est. Cost $99.10 Unrealized +24.6%
AXP AMERICAN EXPRESS CO 2.3%
Value ($000) $139,279 Shares 469,286 Est. Cost $158.05 Unrealized +79.4%
QSR RESTAURANT BRANDS INTL INC 2.1%
Value ($000) $131,314 Shares 2,016,082 Est. Cost $65.52 Unrealized +5.9%
TJX TJX COS INC/THE 2.1%
Value ($000) $128,568 Shares 1,064,217 Est. Cost $116.97 Unrealized +0.6%
ADI ANALOG DEVICES INC 2.1%
Value ($000) $127,325 Shares 599,291 Est. Cost $190.47 Unrealized +13.8%
CME CME GROUP INC 2.1%
Value ($000) $126,384 Shares 544,219 Est. Cost $216.85 Unrealized +1.3%
V VISA INC 2.0%
Value ($000) $122,592 Shares 387,901 Est. Cost $267.71 Unrealized +11.4%
EQT EQT CORP 1.9%
Value ($000) $116,750 Shares 2,542,000 Est. Cost $33.52 Unrealized +21.4%
SHW SHERWIN-WILLIAMS CO/THE 1.9%
Value ($000) $115,477 Shares 339,707 Est. Cost $360.84 Unrealized +2.4%
RBA RB GLOBAL INC 1.8%
Value ($000) $113,471 Shares 1,258,057 Est. Cost $66.08 Unrealized +35.4%
MSCI MSCI INC 1.8%
Value ($000) $111,680 Shares 186,131 Est. Cost $586.44 Unrealized +0.9%
RRC RANGE RESOURCES CORP 1.7%
Value ($000) $104,595 Shares 2,911,509 Est. Cost $30.82 Unrealized +7.3%
WPM WHEATON PRECIOUS METALS CORP 1.6%
Value ($000) $100,911 Shares 1,794,022 Est. Cost $59.01 Unrealized +4.4%
ROST ROSS STORES INC 1.6%
Value ($000) $96,292 Shares 636,557 Est. Cost $115.08 Unrealized +26.1%
OTIS OTIS WORLDWIDE CORP 1.6%
Value ($000) $95,705 Shares 1,033,423 Est. Cost $97.22 Unrealized +1.1%
GIB CGI INC 1.5%
Value ($000) $94,390 Shares 863,261 Est. Cost $111.80 Unrealized 0.0%
DISCOVER FINANCIAL SERVICES 1.5%
Value ($000) $91,512 Shares 528,267 Est. Cost $112.40 Unrealized
EFXT ENERFLEX LTD 1.3%
Value ($000) $82,342 Shares 8,276,972 Est. Cost $6.49 Unrealized +22.5%
BRK/B BERKSHIRE HATHAWAY INC 1.2%
Value ($000) $76,580 Shares 168,947 Est. Cost $308.18 Unrealized +49.8%
HCA HCA HEALTHCARE INC 1.1%
Value ($000) $69,513 Shares 231,594 Est. Cost $346.27 Unrealized -0.0%
MTD METTLER-TOLEDO INTERNATIONAL I 1.1%
Value ($000) $67,936 Shares 55,518 Est. Cost $1294.16 Unrealized +0.8%
EMR EMERSON ELECTRIC CO 0.9%
Value ($000) $55,567 Shares 448,374 Est. Cost $82.06 Unrealized +45.0%
GGG GRACO INC 0.9%
Value ($000) $53,986 Shares 640,474 Est. Cost $85.43 Unrealized -0.3%
VRSN VERISIGN INC 0.8%
Value ($000) $49,952 Shares 241,361 Est. Cost $178.79 Unrealized +4.4%
LBRT LIBERTY ENERGY INC 0.8%
Value ($000) $48,702 Shares 2,448,568 Est. Cost $19.93 Unrealized -7.2%
WTW WILLIS TOWERS WATSON PLC 0.8%
Value ($000) $47,883 Shares 152,863 Est. Cost $302.48 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.8%
Value ($000) $47,106 Shares 628,586 Est. Cost $91.18 Unrealized -24.7%
ASMLF ASML HOLDING NV 0.7%
Value ($000) $42,901 Shares 61,049 Est. Cost $711.74 Unrealized 0.0%
EXE Expand Energy Corp 0.7%
Value ($000) $42,509 Shares 427,600 Est. Cost $84.49 Unrealized +5.6%
FDX FEDEX CORP 0.7%
Value ($000) $42,286 Shares 150,306 Est. Cost $195.92 Unrealized +38.7%
CB CHUBB LTD 0.7%
Value ($000) $41,342 Shares 149,627 Est. Cost $202.74 Unrealized +38.8%
RCI ROGERS COMMUNICATIONS INC 0.7%
Value ($000) $39,916 Shares 1,299,311 Est. Cost $44.88 Unrealized -20.4%
NOC NORTHROP GRUMMAN CORP 0.6%
Value ($000) $38,450 Shares 81,932 Est. Cost $445.90 Unrealized +10.6%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $37,942 Shares 76,184 Est. Cost $435.74 Unrealized +15.5%
FISV FISERV INC 0.6%
Value ($000) $34,245 Shares 166,706 Est. Cost $125.12 Unrealized +63.2%
ICLR ICON PLC 0.5%
Value ($000) $30,187 Shares 143,947 Est. Cost $233.52 Unrealized 0.0%
CNQ CANADIAN NATURAL RESOURCES LTD 0.5%
Value ($000) $29,024 Shares 940,731 Est. Cost $30.81 Unrealized +5.4%
ALC ALCON INC 0.5%
Value ($000) $28,877 Shares 340,728 Est. Cost $93.46 Unrealized -3.8%
MAR MARRIOTT INTERNATIONAL INC/MD 0.4%
Value ($000) $26,791 Shares 96,046 Est. Cost $229.79 Unrealized +18.2%
FTV FORTIVE CORP 0.4%
Value ($000) $21,873 Shares 291,638 Est. Cost $49.69 Unrealized +14.9%
HDB HDFC BANK LTD 0.4%
Value ($000) $21,661 Shares 339,190 Est. Cost $57.37 Unrealized
AON AON PLC 0.3%
Value ($000) $20,870 Shares 58,109 Est. Cost $311.63 Unrealized +17.2%
ORCL ORACLE CORP 0.3%
Value ($000) $20,063 Shares 120,398 Est. Cost $112.35 Unrealized +56.5%
ATS ATS CORP 0.3%
Value ($000) $19,566 Shares 641,989 Est. Cost $38.99 Unrealized -22.1%
LOW LOWE'S COS INC 0.3%
Value ($000) $17,899 Shares 72,524 Est. Cost $206.08 Unrealized +26.9%
PEP PEPSICO INC 0.3%
Value ($000) $17,371 Shares 114,240 Est. Cost $157.15 Unrealized -0.4%
LIN LINDE PLC 0.3%
Value ($000) $16,260 Shares 38,838 Est. Cost $422.36 Unrealized +6.2%
GPOR GULFPORT ENERGY CORP 0.2%
Value ($000) $13,815 Shares 75,000 Est. Cost $160.52 Unrealized 0.0%
CARR CARRIER GLOBAL CORP 0.2%
Value ($000) $13,523 Shares 198,103 Est. Cost $54.96 Unrealized +35.4%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $13,396 Shares 92,626 Est. Cost $149.22 Unrealized +0.2%
FDS FACTSET RESEARCH SYSTEMS INC 0.2%
Value ($000) $12,322 Shares 25,655 Est. Cost $457.75 Unrealized +2.5%
HLT HILTON WORLDWIDE HOLDINGS INC 0.2%
Value ($000) $10,894 Shares 44,076 Est. Cost $216.88 Unrealized +12.6%
ADBE ADOBE INC 0.2%
Value ($000) $10,497 Shares 23,606 Est. Cost $571.87 Unrealized -13.4%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $9,039 Shares 39,841 Est. Cost $230.65 Unrealized -2.4%
NKE NIKE INC 0.1%
Value ($000) $8,454 Shares 111,720 Est. Cost $93.67 Unrealized -18.3%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $8,059 Shares 88,646 Est. Cost $82.37 Unrealized +13.0%
CPRT COPART INC 0.1%
Value ($000) $7,990 Shares 139,227 Est. Cost $56.95 Unrealized 0.0%
DSGX DESCARTES SYS GROUP INC 0.1%
Value ($000) $7,939 Shares 69,888 Est. Cost $111.51 Unrealized 0.0%
STN STANTEC INC 0.1%
Value ($000) $6,567 Shares 83,755 Est. Cost $76.63 Unrealized
CIGI COLLIERS INTL GROUP INC 0.1%
Value ($000) $5,530 Shares 40,696 Est. Cost $140.88 Unrealized +4.5%
FSV FIRSTSERVICE CORP 0.1%
Value ($000) $5,253 Shares 29,018 Est. Cost $182.64 Unrealized +1.6%
GDXJ VANECK JUNIOR GOLD MINERS 0.1%
Value ($000) $4,453 Shares 104,157 Est. Cost $42.75 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $4,249 Shares 2,345 Est. Cost $1812.00 Unrealized
OTEX OPEN TEXT CORPORATION 0.1%
Value ($000) $4,242 Shares 150,000 Est. Cost $30.24 Unrealized -2.4%
AGI ALAMOS GOLD INC NEW 0.1%
Value ($000) $4,066 Shares 220,547 Est. Cost $19.28 Unrealized 0.0%
GRTUF GRANITE REAL ESTATE INVESTMENT TRUST 0.0%
Value ($000) $2,436 Shares 50,225 Est. Cost $48.50 Unrealized
RGLD ROYAL GOLD INC 0.0%
Value ($000) $2,299 Shares 17,437 Est. Cost $144.33 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $2,057 Shares 12,000 Est. Cost $179.61 Unrealized +0.6%
BARRICK GOLD CORP 0.0%
Value ($000) $1,860 Shares 120,000 Est. Cost $18.56 Unrealized
TFII TFI INTERNATIONAL INC 0.0%
Value ($000) $1,853 Shares 13,726 Est. Cost $142.36 Unrealized 0.0%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $1,818 Shares 120,000 Est. Cost $16.18 Unrealized -3.2%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $1,124 Shares 121,111 Est. Cost $9.86 Unrealized 0.0%
FNV FRANCO-NEVADA CORP 0.0%
Value ($000) $491 Shares 4,177 Est. Cost $135.39 Unrealized -9.3%
FTS FORTIS INC 0.0%
Value ($000) $477 Shares 11,492 Est. Cost $36.55 Unrealized +14.8%
ERO ERO COPPER CORP 0.0%
Value ($000) $456 Shares 33,871 Est. Cost $16.94 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY LTD 0.0%
Value ($000) $433 Shares 5,979 Est. Cost $77.51 Unrealized -1.4%
SYY SYSCO CORP 0.0%
Value ($000) $368 Shares 4,817 Est. Cost $73.76 Unrealized +0.3%
NTB BANK OF NT BUTTERFIELD & SON L 0.0%
Value ($000) $305 Shares 8,355 Est. Cost $35.98 Unrealized +0.1%
FERG FERGUSON ENTERPRISES INC/DE 0.0%
Value ($000) $209 Shares 1,204 Est. Cost $195.00 Unrealized -0.3%
CI CIGNA CORP 0.0%
Value ($000) $154 Shares 556 Est. Cost $311.40 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $62 Shares 243 Est. Cost $263.59 Unrealized 0.0%
MTB M&T BANK CORP 0.0%
Value ($000) $61 Shares 322 Est. Cost $137.09 Unrealized +40.2%
CDW CDW CORP/DE 0.0%
Value ($000) $48 Shares 276 Est. Cost $206.76 Unrealized -7.7%
VEREN INC 0.0%
Value ($000) $36 Shares 20,000 Est. Cost $1.78 Unrealized