Institutions / 1832 Asset Management L.P. / Holdings

1832 Asset Management L.P.

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
GILDAN ACTIVEWEAR INC	—	$423.09M	6,773,733	0.5%
Eaton Corp plc	—	$404.65M	1,270,456	0.5%
Walmart Inc.	—	$386.34M	3,467,767	0.5%
ROGERS COMMUNICATIONS INC	—	$379.31M	10,053,298	0.5%
BOYD GROUP SERVICES INC	—	$377.44M	2,369,395	0.5%
STANTEC INC	—	$375.09M	3,975,132	0.5%
RB Global Inc	—	$360.12M	3,500,777	0.5%
COLLIERS INTL GROUP INC	—	$353.18M	2,402,439	0.4%
WELLS FARGO & COMPANY/MN	—	$345.37M	3,705,688	0.4%
CRH PUBLIC LTD CO	—	$333.10M	2,669,059	0.4%
Netflix Inc	—	$328.72M	3,505,956	0.4%
DANAHER CORP /DE	—	$328.61M	1,435,479	0.4%
Interactive Brokers Group Inc	—	$323.35M	5,027,916	0.4%
Brookfield Infrastructure Partners LP	—	$319.07M	9,184,457	0.4%
MongoDB, Inc.	—	$316.15M	753,300	0.4%
Accenture plc	—	$299.64M	1,116,821	0.4%
CITIGROUP INC	—	$299.59M	2,567,371	0.4%
ABBOTT LABORATORIES	—	$297.40M	2,373,723	0.4%
STRYKER CORP	—	$297.19M	845,558	0.4%
COSTCO WHOLESALE CORP /NEW	—	$282.67M	327,789	0.4%
GRANITE REAL ESTATE INVT TR	—	$282.58M	4,774,189	0.4%
Elevance Health Inc	—	$267.19M	762,196	0.3%
Becton Dickinson & Co	—	$265.26M	1,366,829	0.3%
Restaurant Brands International Inc.QSR	Common Stock	$260.50M	3,817,946	0.3%
Vertiv Holdings Co	—	$260.44M	1,607,549	0.3%
LUMENTUM HLDGS INC	—	$254.71M	691,036	0.3%
Booking Holdings Inc	—	$237.92M	44,427	0.3%
Morgan Stanley	—	$230.88M	1,300,524	0.3%
S&P Global Inc.	—	$230.02M	440,148	0.3%
Valero Energy Corp	—	$227.88M	1,399,857	0.3%
DESCARTES SYSTEMS GROUP INC	—	$227.42M	2,594,300	0.3%
Cloudflare, Inc.	—	$226.31M	1,147,900	0.3%
Astera Labs, Inc.	—	$224.09M	1,347,000	0.3%
THE GOLDMAN SACHS GROUP, INC.	—	$223.75M	254,554	0.3%
AppLovin Corp	—	$223.42M	331,578	0.3%
PROGRESSIVE CORP/OH	—	$220.22M	967,071	0.3%
ICON plc	—	$219.45M	1,204,327	0.3%
ANALOG DEVICES INC	—	$213.13M	785,884	0.3%
Prologis Inc	—	$213.09M	1,669,209	0.3%
VANGUARD INTL EQUITY INDEX F	—	$210.62M	1,469,496	0.3%
BOSTON SCIENTIFIC CORP	—	$209.93M	2,201,658	0.3%
HDFC BANK LTDHDB	ADR	$209.39M	5,730,427	0.3%
Williams Cos Inc/The	—	$207.44M	3,451,043	0.3%
CrowdStrike Holdings, Inc.	—	$207.34M	442,309	0.3%
TXNM ENERGY INC	—	$207.22M	1,540,000	0.3%
PROCTER & GAMBLE Co	—	$206.83M	1,443,222	0.3%
CADENCE DESIGN SYSTEMS INC	—	$204.09M	652,930	0.3%
LINDE PLC	—	$201.44M	472,437	0.3%
RTX Corp	—	$200.69M	1,094,286	0.3%
KINROSS GOLD CORP	—	$196.87M	6,991,010	0.2%