Universe · entity
Waratah Capital Advisors Ltd.
Institutional manager (13F) · CIK 1539919
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DESCARTES SYS GROUP INC | $85M | 1,189,482 |
| 2 | ALAMOS GOLD INC | $61M | 1,377,338 |
| 3 | KINROSS GOLD CORP | $40M | 1,301,904 |
| 4 | CENTERRA GOLD INC | $39M | 2,204,049 |
| 5 | IAMGOLD CORP | $37M | 1,939,936 |
| 6 | SKEENA RES LTD NEW | $34M | 1,127,480 |
| 7 | SUNCOR ENERGY INC NEW | $33M | 503,049 |
| 8 | SPX TECHNOLOGIES INC | $31M | 155,631 |
| 9 | WELLTOWER INC | $30M | 152,943 |
| 10 | BOYD GROUP SERVICES INC | $30M | 231,905 |
| 11 | CENOVUS ENERGY INC | $28M | 1,072,139 |
| 12 | CANADIAN NATL RY CO | $28M | 269,267 |
| 13 | CRANE COMPANY | $28M | 161,298 |
| 14 | NVENT ELEC PLC | $26M | 217,888 |
| 15 | MARTIN MARIETTA MATLS INC | $26M | 43,620 |
| 16 | AGNICO EAGLE MINES LTD | $25M | 121,113 |
| 17 | CAE INC | $23M | 889,234 |
| 18 | SHARKNINJA INC | $23M | 214,249 |
| 19 | TELEDYNE TECHNOLOGIES INC | $20M | 33,574 |
| 20 | TORONTO DOMINION BK ONT | $20M | 212,432 |
| 21 | CHENIERE ENERGY INC | $20M | 69,319 |
| 22 | NEXGEN ENERGY LTD | $20M | 1,692,223 |
| 23 | SPROTT INC | $18M | 127,893 |
| 24 | NISOURCE INC | $18M | 376,424 |
| 25 | AMETEK INC | $17M | 77,196 |
| 26 | BROOKFIELD RENEWABLE ENERGY | $16M | 488,000 |
| 27 | LULULEMON ATHLETICA INC | $15M | 97,093 |
| 28 | COMFORT SYS USA INC | $15M | 10,729 |
| 29 | FRANCO NEV CORP | $14M | 56,029 |
| 30 | BRP INC | $14M | 191,290 |
| 31 | ROYAL BK CDA | $13M | 83,144 |
| 32 | SENSIENT TECHNOLOGIES CORP | $13M | 150,732 |
| 33 | MODINE MFG CO | $11M | 49,422 |
| 34 | APPLIED MATLS INC | $10M | 30,664 |
| 35 | REGAL REXNORD CORPORATION | $10M | 55,144 |
| 36 | AMER SPORTS INC | $10M | 312,511 |
| 37 | QUANTA SVCS INC | $10M | 18,349 |
| 38 | CONOCOPHILLIPS | $10M | 75,000 |
| 39 | ENTERGY CORP NEW | $9M | 80,708 |
| 40 | CURTISS WRIGHT CORP | $9M | 13,310 |
| 41 | EQT CORP | $8M | 130,000 |
| 42 | WESTERN COPPER & GOLD CORP | $8M | 3,130,614 |
| 43 | VAIL RESORTS INC | $7M | 56,710 |
| 44 | BRUNSWICK CORP | $7M | 97,877 |
| 45 | APPLE INC | $7M | 27,664 |
| 46 | GILDAN ACTIVEWEAR INC | $7M | 124,157 |
| 47 | CANADIAN PACIFIC KANSAS CITY | $7M | 87,807 |
| 48 | CORNING INC | $7M | 48,713 |
| 49 | ATS CORPORATION | $6M | 223,983 |
| 50 | PROLOGIS INC. | $6M | 46,693 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.