Waratah Capital Advisors Ltd.: 13F holdings
CIK 15399192026Q2
| Positions | 124 |
|---|---|
| Reported value | $2.9bn |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DSGX DESCARTES SYS GROUP INC | 1,447,678 | $100.2m | 3.4% |
| TDY TELEDYNE TECHNOLOGIES INC | 70,874 | $47.3m | 1.6% |
| FSS FEDERAL SIGNAL CORP | 360,200 | $46.3m | 1.6% |
| AGI ALAMOS GOLD INC | 1,274,296 | $38.7m | 1.3% |
| STN STANTEC INC | 441,245 | $30.4m | 1.0% |
| SXT SENSIENT TECHNOLOGIES CORP | 241,237 | $29.7m | 1.0% |
| NI NISOURCE INC | 616,779 | $29.3m | 1.0% |
| AVGO BROADCOM INC | 77,197 | $29.2m | 1.0% |
| CVE CENOVUS ENERGY INC | 1,110,707 | $27.6m | 0.9% |
| AME AMETEK INC | 109,913 | $26.6m | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1539919")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.