Waratah Capital Advisors Ltd.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| KINROSS GOLD CORP | $59.55M | 4.5% |
| CENTERRA GOLD INC | $53.22M | 4.0% |
| BOYD GROUP SERVICES INC | $46.50M | 3.5% |
| BARRICK MNG CORP | $44.51M | 3.4% |
| IAMGOLD CORP | $42.93M | 3.3% |
| ALAMOS GOLD INC NEW | $36.25M | 2.8% |
| SKEENA RES LTD NEW | $36.23M | 2.8% |
| ENDEAVOUR SILVER CORP | $35.13M | 2.7% |
| VIZSLA SILVER CORP | $34.70M | 2.6% |
| Amazon.com Inc | $33.28M | 2.5% |
| DANAHER CORP /DE | $32.30M | 2.5% |
| ROPER TECHNOLOGIES INC | $28.73M | 2.2% |
| AGNICO EAGLE MINES LTD | $28.29M | 2.2% |
| Comfort Systems USA Inc | $28.15M | 2.1% |
| TORONTO DOMINION BK ONT | $28.13M | 2.1% |
| Crane Co | $27.60M | 2.1% |
| EXPAND ENERGY Corp | $26.16M | 2.0% |
| AMPHENOL CORP /DE | $24.80M | 1.9% |
| GILDAN ACTIVEWEAR INC | $24.18M | 1.8% |
| BRP INC | $23.56M | 1.8% |
| FLOOR & DECOR HOLDINGS INC | $21.67M | 1.6% |
| CURTISS WRIGHT CORP | $21.33M | 1.6% |
| VAIL RESORTS INC | $20.80M | 1.6% |
| ANTERO RESOURCES Corp | $20.33M | 1.5% |
| CANADIAN PACIFIC KANSAS CITY | $19.92M | 1.5% |
| ROYAL BK CDA | $18.93M | 1.4% |
| WESCO INTERNATIONAL INC | $18.85M | 1.4% |
| CANADIAN NATL RY CO | $18.23M | 1.4% |
| CANADIAN IMPERIAL BANK OF COMMERCE /CAN | $18.20M | 1.4% |
| SHARKNINJA INC | $17.46M | 1.3% |
| CATERPILLAR INC | $16.50M | 1.3% |
| Dutch Bros Inc. | $16.09M | 1.2% |
| BANK OF AMERICA CORP /DE | $14.91M | 1.1% |
| SPROTT INC | $14.70M | 1.1% |
| Welltower, Inc. | $14.43M | 1.1% |
| NEXGEN ENERGY LTD | $14.12M | 1.1% |
| MARTIN MARIETTA MATERIALS INC | $13.87M | 1.1% |
| SENSIENT TECHNOLOGIES CORP | $13.75M | 1.0% |
| United Airlines Holdings Inc | $13.15M | 1.0% |
| CANADIAN NAT RES LTD | $12.97M | 1.0% |
| Lululemon Athletica Inc | $12.94M | 1.0% |
| MAGNA INTL INC | $11.73M | 0.9% |
| FRANCO NEV CORP | $11.56M | 0.9% |
| VANECK ETF TRUST | $10.54M | 0.8% |
| Diamondback Energy, Inc. | $10.52M | 0.8% |
| Quanta Services Inc | $10.49M | 0.8% |
| Teledyne Technologies Inc | $10.46M | 0.8% |
| CH Robinson Worldwide Inc | $9.93M | 0.8% |
| DESCARTES SYSTEMS GROUP INC | $9.75M | 0.7% |
| AMETEK Inc | $9.60M | 0.7% |