Waratah Capital Advisors Ltd.
Sector Allocation
- Technology26.0%$338.8M
- Industrials23.7%$308.1M
- Materials16.6%$216.7M
- Energy9.0%$117.2M
- Consumer Discretionary8.0%$103.5M
- Financials5.7%$74.4M
- Utilities3.9%$50.2M
- Real Estate3.9%$50.1M
- Consumer Staples1.4%$18.9M
- Communication Services1.3%$16.5M
AUM History
13fpro.ai/research/fund/waratah-capital-advisors-ltd-1539919
Conviction and streaks
Diversifying · top 10 = 31.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
DSGX
$100.2MTDY
$47.3MFSS
$46.3MAGI
$38.7MSTN
$30.4MSXT
$29.7MNI
$29.3MAVGO
$29.2MCVE
$27.6MAME
$26.6MCMG
$26.5MASML
$26.4MAMZN
$25.7MWELL
$25.1MTD
$24.7MMLM
$23.1MSKE
$21.9MLNG
$21.5MPWR
$21.3MARMK
$21.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/waratah-capital-advisors-ltd-1539919
Waratah Capital Advisors Ltd. 13F holdings — Q2 2026
$2.9B portfolio (+12.1% QoQ) · 142 holdings · Q2 2026 13F · top 10 are 31% of the stock portfolio
Includes $1.6B of put/call options ($1.3B puts, $304.6M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $1.3B. Weights use the stock portfolio.
$100.2M
7.7% of stocks
+22%This quarter+19.7%Since filed3 qtrsHeld$47.3M
3.6% of stocks
+111%This quarter-5.3%Since filed10+ qtrsHeld$46.3M
3.6% of stocks
NewThis quarter-11.3%Since filedNew this quarterHeld$38.7M
3.0% of stocks
-7%This quarter-9.7%Since filed3 qtrsHeld$30.4M
2.3% of stocks
+582%This quarter-4.7%Since filed7 qtrsHeld$29.7M
2.3% of stocks
+60%This quarter-0.3%Since filed6 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$29.3M
2.3% of stocks
+64%This quarter+3.4%Since filed2 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$29.2M
2.2% of stocks
NewThis quarter-20.9%Since filedNew this quarterHeld$27.6M
2.1% of stocks
+4%This quarter+11.2%Since filed2 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$26.6M
2.0% of stocks
+42%This quarter-5.3%Since filed3 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
All holdings — Waratah Capital Advisors Ltd. (Q2 2026)
142 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | INVESCO QQQ TRUST, SERIES 1 | — | $514.1M | — | 698K | +134% | — | — | 13F | |
| 12 | SPDR S&P 500 ETF TRUST | — | $282.1M | — | 378K | -7% | — | — | 13F | |
| 13 | — PUT | ISHARES TR - IBOXX HI YD ETF | — | $240.5M | — | 3.01M | -4% | — | — | 13F |
| 14 | — PUT | ISHARES TR - IBOXX INV CP ETF | — | $163.6M | — | 1.50M | +39% | — | — | 13F |
| 15 | — CALL | ISHARES TR - 20 YR TR BD ETF | — | $57.0M | — | 660K | -84% | — | — | 13F |
| 16 | BANK OF MONTREAL /CAN/ | Financials | $56.5M | — | 320K | New | — | — | 13F | |
| 17 | SPDR S&P 500 ETF TRUST | — | $27.3M | — | 37K | +632% | — | — | 13F | |
| 18 | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $26.5M | 2.0% | 780K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ASML HOLDING NV | Technology | $26.4M | 2.0% | 13K | +900% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — PUT | ISHARES TR - 20 YR TR BD ETF | — | $25.9M | — | 300K | New | — | — | 13F |
| 21 | AMAZON COM INC | Consumer Discretionary | $25.7M | 2.0% | 108K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — PUT | ISHARES TR - MSCI USA MMENTM | — | $25.7M | — | 75K | New | — | — | 13F |
| 23 | WELLTOWER INC. | Real Estate | $25.1M | 1.9% | 111K | -28% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | TORONTO DOMINION BANK | Financials | $24.7M | 1.9% | 203K | -4% | 6 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | MARTIN MARIETTA MATERIALS INC | Materials | $23.1M | 1.8% | 40K | -8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ASML PUT | ASML HOLDING NV | Technology | $22.7M | — | 11K | New | |||
| 27 | — PUT | ISHARES TR - ISHARES SEMICDTR | — | $22.0M | — | 34K | New | |||
| 28 | $SKE | Skeena Resources Ltd | Materials | $21.9M | 1.7% | 820K | -27% | |||
| 29 | $LNG | Cheniere Energy, Inc. | Energy | $21.5M | 1.6% | 90K | +30% | |||
| 30 | $PWR | QUANTA SERVICES, INC. | Industrials | $21.3M | 1.6% | 30K | +61% | |||
| 31 | $ARMK | Aramark | Consumer Discretionary | $21.1M | 1.6% | 371K | New | |||
| 32 | $NVDA | NVIDIA CORP | Technology | $20.7M | 1.6% | 103K | New | |||
| 33 | $MOD | MODINE MANUFACTURING CO | Industrials | $20.0M | 1.5% | 75K | +52% | |||
| 34 | $CR | Crane Co | Industrials | $20.0M | 1.5% | 90K | -44% | |||
| 35 | $MGA CALL | MAGNA INTERNATIONAL INC | Industrials | $19.7M | — | 300K | New | |||
| 36 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $19.3M | 1.5% | 102K | New | |||
| 37 | $SPXC | SPX Technologies, Inc. | Industrials | $19.2M | 1.5% | 78K | -50% | |||
| 38 | $AEM | AGNICO EAGLE MINES LTD | Materials | $18.7M | 1.4% | 120K | -0.6% | |||
| 39 | $NVT | nVent Electric plc | Industrials | $17.5M | 1.3% | 103K | -53% | |||
| 40 | $NVT PUT | nVent Electric plc | Industrials | $17.4M | — | 103K | New | |||
| 41 | $SU | SUNCOR ENERGY INC | Energy | $17.0M | 1.3% | 316K | -37% | |||
| 42 | $AMZN CALL | AMAZON COM INC | Consumer Discretionary | $16.7M | — | 70K | New | |||
| 43 | $TAC CALL | TRANSALTA CORP | Utilities | $16.6M | — | 1.20M | +253% | |||
| 44 | $RY | ROYAL BANK OF CANADA | Financials | $16.4M | 1.3% | 79K | -5% | |||
| 45 | $STRL | STERLING INFRASTRUCTURE, INC. | Industrials | $16.3M | 1.3% | 19K | New | |||
| 46 | $MSFT | MICROSOFT CORP | Technology | $16.2M | 1.3% | 43K | New | |||
| 47 | — CALL | ISHARES TR - US HOME CONS ETF | — | $15.7M | — | 150K | New | |||
| 48 | $IMO | IMPERIAL OIL LTD | Energy | $15.5M | 1.2% | 139K | New | |||
| 49 | $MNST | Monster Beverage Corp | Consumer Staples | $15.2M | 1.2% | 158K | New | |||
| 50 | $TXN | TEXAS INSTRUMENTS INC | Technology | $15.0M | 1.1% | 50K | +206% | |||
| 51 | $TFII | TFI International Inc. | Industrials | $14.8M | 1.1% | 103K | New | |||
| 52 | $RRX | REGAL REXNORD CORP | Industrials | $14.6M | 1.1% | 61K | +11% | |||
| 53 | $PUMP | ProPetro Holding Corp. | Energy | $13.8M | 1.1% | 963K | New | |||
| 54 | $NXE | NexGen Energy Ltd. | Materials | $13.8M | 1.1% | 1.46M | -13% | |||
| 55 | $BEPC | Brookfield Renewable Corp | Utilities | $13.5M | 1.0% | 388K | -20% | |||
| 56 | $IAG | IAMGOLD CORP | Materials | $13.5M | 1.0% | 850K | -56% | |||
| 57 | $PAYX | PAYCHEX INC | Technology | $13.2M | 1.0% | 134K | New | |||
| 58 | $NOW CALL | ServiceNow, Inc. | Technology | $12.9M | — | 130K | New | |||
| 59 | $KGC | KINROSS GOLD CORP | Materials | $12.7M | 1.0% | 540K | -59% | |||
| 60 | $CAE | CAE INC | Technology | $11.9M | 0.9% | 477K | -46% | |||
| 61 | $CGAU | Centerra Gold Inc. | Materials | $11.9M | 0.9% | 753K | -66% | |||
| 62 | $FND | Floor & Decor Holdings, Inc. | Consumer Discretionary | $11.3M | 0.9% | 191K | +1892% | |||
| 63 | $AS | Amer Sports, Inc. | Consumer Discretionary | $11.3M | 0.9% | 334K | +7% | |||
| 64 | $CW | CURTISS WRIGHT CORP | Industrials | $10.8M | 0.8% | 14K | +8% | |||
| 65 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $10.8M | 0.8% | 90K | -66% | |||
| 66 | $ARM | ARM HOLDINGS PLC /UK | Technology | $10.7M | 0.8% | 30K | New | |||
| 67 | $SII | SPROTT INC. | Financials | $10.3M | 0.8% | 92K | -28% | |||
| 68 | $LPX | LOUISIANA-PACIFIC CORP | Industrials | $10.3M | 0.8% | 131K | New | |||
| 69 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $10.2M | 0.8% | 5,136 | -52% | |||
| 70 | $ATS | ATS Corp /ATS | Industrials | $9.6M | 0.7% | 335K | +50% | |||
| 71 | $AVGO CALL | Broadcom Inc. | Technology | $9.4M | — | 25K | New | |||
| 72 | $KRC CALL | KILROY REALTY CORP | Real Estate | $9.4M | — | 250K | New | |||
| 73 | $NVDA PUT | NVIDIA CORP | Technology | $9.0M | — | 45K | — | |||
| 74 | $BLDR CALL | Builders FirstSource, Inc. | Industrials | $8.9M | — | 100K | New | |||
| 75 | $ELS | EQUITY LIFESTYLE PROPERTIES INC | Real Estate | $8.4M | 0.7% | 130K | New | |||
| 76 | $PLD | Prologis, Inc. | Real Estate | $8.3M | 0.6% | 61K | +31% | |||
| 77 | $EVR | Evercore Inc. | Financials | $8.0M | 0.6% | 23K | +41% | |||
| 78 | $OVV | Ovintiv Inc. | Energy | $7.8M | 0.6% | 149K | +49% | |||
| 79 | $SN | SharkNinja, Inc. | Technology | $7.8M | 0.6% | 51K | -76% | |||
| 80 | $CP CALL | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $7.8M | — | 90K | -10% | |||
| 81 | $FNV | FRANCO NEVADA Corp | Materials | $7.5M | 0.6% | 36K | -36% | |||
| 82 | $TXN PUT | TEXAS INSTRUMENTS INC | Technology | $7.5M | — | 25K | New | |||
| 83 | $WCN | Waste Connections, Inc. | Utilities | $7.4M | 0.6% | 44K | New | |||
| 84 | — CALL | KRANESHARES TRUST - CSI CHI INTERNET | — | $7.3M | — | 300K | New | |||
| 85 | $CNI CALL | CANADIAN NATIONAL RAILWAY CO | Industrials | $7.2M | — | 60K | New | |||
| 86 | $FSV CALL | FirstService Corp | Real Estate | $7.1M | — | 50K | New | |||
| 87 | $TRI | THOMSON REUTERS CORP /CAN/ | Communication Services | $7.0M | 0.5% | 85K | New | |||
| 88 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $6.6M | 0.5% | 12K | +1637% | |||
| 89 | $FSV | FirstService Corp | Real Estate | $6.4M | 0.5% | 45K | +38% | |||
| 90 | $DBB CALL | INVESCO DB BASE METALS FUND | Financials | $6.0M | — | 250K | New | |||
| 91 | $CARR | CARRIER GLOBAL Corp | Industrials | $6.0M | 0.5% | 81K | New | |||
| 92 | $VMC | Vulcan Materials CO | Materials | $6.0M | 0.5% | 20K | New | |||
| 93 | $WRN | Western Copper & Gold Corp | Materials | $5.8M | 0.5% | 2.59M | -17% | |||
| 94 | $SLB | SLB LIMITED/NV | Energy | $5.3M | 0.4% | 115K | +15% | |||
| 95 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $5.3M | 0.4% | 24K | New | |||
| 96 | $EQT | EQT Corp | Energy | $5.3M | 0.4% | 100K | -23% | |||
| 97 | $ESTC | Elastic N.V. | Technology | $5.2M | 0.4% | 92K | New | |||
| 98 | $GLW PUT | CORNING INC /NY | Materials | $5.1M | — | 20K | New | |||
| 99 | $BRO | BROWN & BROWN, INC. | Financials | $5.0M | 0.4% | 78K | New | |||
| 100 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $4.9M | 0.4% | 48K | New | |||
| 101 | $SIRI | SIRIUS XM HOLDINGS INC. | Communication Services | $4.8M | 0.4% | 161K | New | |||
| 102 | $SGML | Sigma Lithium Corp | Materials | $4.7M | 0.4% | 368K | +37% | |||
| 103 | $GLD CALL | SPDR GOLD TRUST | Financials | $4.6M | — | 13K | -88% | |||
| 104 | $KO | COCA COLA CO | Consumer Staples | $3.7M | 0.3% | 46K | New | |||
| 105 | $PAAS | PAN AMERICAN SILVER CORP | Materials | $3.5M | 0.3% | 79K | New | |||
| 106 | — CALL | ISHARES TR - GL CLEAN ENE ETF | — | $3.4M | — | 165K | New | |||
| 107 | $APO | Apollo Global Management, Inc. | Financials | $3.1M | 0.2% | 26K | New | |||
| 108 | $APO CALL | Apollo Global Management, Inc. | Financials | $3.1M | — | 26K | New | |||
| 109 | $AEM CALL | AGNICO EAGLE MINES LTD | Materials | $3.1M | — | 20K | -20% | |||
| 110 | $APA | APA Corp | Energy | $3.1M | 0.2% | 95K | New | |||
| 111 | $ATLX | Atlas Lithium Corp | Materials | $2.8M | 0.2% | 749K | — | |||
| 112 | $LION | Lionsgate Studios Corp. | Communication Services | $2.7M | 0.2% | 179K | — | |||
| 113 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.6M | 0.2% | 7,373 | New | |||
| 114 | $TOL | Toll Brothers, Inc. | Industrials | $2.6M | 0.2% | 16K | New | |||
| 115 | $CGAU CALL | Centerra Gold Inc. | Materials | $2.4M | — | 150K | +200% | |||
| 116 | $PKE | PARK AEROSPACE CORP | Industrials | $2.3M | 0.2% | 60K | New | |||
| 117 | $SUI | SUN COMMUNITIES INC | Real Estate | $2.0M | 0.1% | 16K | New | |||
| 118 | $KGC CALL | KINROSS GOLD CORP | Materials | $1.9M | — | 80K | -58% | |||
| 119 | $BWXT | BWX Technologies, Inc. | Industrials | $1.8M | 0.1% | 9,310 | New | |||
| 120 | $KRMN | Karman Holdings Inc. | Industrials | $1.8M | 0.1% | 35K | New | |||
| 121 | $ECHO | EchoStar CORP | Communication Services | $1.5M | 0.1% | 15K | New | |||
| 122 | $MRCY | MERCURY SYSTEMS INC | Technology | $1.5M | 0.1% | 12K | New | |||
| 123 | $BLDR | Builders FirstSource, Inc. | Industrials | $1.3M | 0.1% | 15K | New | |||
| 124 | $ALB | ALBEMARLE CORP | Materials | $1.3M | 0.1% | 9,732 | -69% | |||
| 125 | $RTX | RTX Corp | Industrials | $1.3M | 0.1% | 6,640 | New | |||
| 126 | $SPGI | S&P Global Inc. | Financials | $1.2M | 0.1% | 2,951 | New | |||
| 127 | $VRSK | Verisk Analytics, Inc. | Technology | $1.2M | 0.1% | 6,664 | New | |||
| 128 | $EXP | EAGLE MATERIALS INC | Materials | $1.1M | 0.1% | 5,064 | New | |||
| 129 | $DCO | DUCOMMUN INC /DE/ | Industrials | $1.1M | 0.1% | 5,687 | New | |||
| 130 | $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | Industrials | $1.0M | 0.1% | 3,721 | New | |||
| 131 | $IESC | IES Holdings, Inc. | Industrials | $865K | 0.1% | 1,177 | New | |||
| 132 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $739K | 0.1% | 3,301 | New | |||
| 133 | $MTN | VAIL RESORTS INC | Communication Services | $609K | 0.1% | 4,472 | -92% | |||
| 134 | $NXE CALL | NexGen Energy Ltd. | Materials | $470K | — | 50K | — | |||
| 135 | $APH | AMPHENOL CORP /DE/ | Technology | $450K | 0.0% | 2,551 | New | |||
| 136 | $NOW | ServiceNow, Inc. | Technology | $447K | 0.0% | 4,504 | New | |||
| 137 | $MOG-A | MOOG INC. | Industrials | $386K | 0.0% | 910 | New | |||
| 138 | — | SPDR SERIES TRUST - ST STR SP REGBNK | — | $267K | 0.0% | 3,573 | -80% | |||
| 139 | $JPM | JPMORGAN CHASE & CO | Financials | $265K | 0.0% | 810 | -2% | |||
| 140 | $VG | Venture Global, Inc. | Energy | $259K | 0.0% | 23K | New | |||
| 141 | $NBIS | Nebius Group N.V. | Technology | $232K | 0.0% | 840 | New | |||
| 142 | $GLW | CORNING INC /NY | Materials | $66K | 0.0% | 257 | -99% |
What changed in Q2 2026
Against the previous quarter's 13F: 73 new, 29 added to, 36 trimmed, 58 sold out. Share-count changes; largest moves by dollar size first.
New positions (73)
$BMOCALLBANK OF MONTREAL /CAN/$56.5M
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
- PUTISHARES TR - 20 YR TR BD ETF$25.9M
first bought this quarter
first bought this quarter
+67 more in the Excel export
Added to (29)
$QQQPUTINVESCO QQQ TRUST, SERIES 1+134%
now $514.1M
- PUTISHARES TR - IBOXX INV CP ETF+39%
now $163.6M
now $30.4M · held 7 qtrs
now $47.3M · held 10+ qtrs, 2 adds in a row
now $26.4M · held 2 qtrs, 2 adds in a row
$SPYCALLSPDR S&P 500 ETF TRUST+632%
now $27.3M
+23 more in the Excel export
Trimmed (36)
- CALLISHARES TR - 20 YR TR BD ETF-84%
now $57.0M
$GLDCALLSPDR GOLD TRUST-88%
now $4.6M
$SNSharkNinja, Inc.-76%
now $7.8M · held 7 qtrs
$CGAUCenterra Gold Inc.-66%
now $11.9M · held 6 qtrs, 3 trims in a row
now $282.1M
$CNICANADIAN NATIONAL RAILWAY CO-66%
now $10.8M · held 3 qtrs
+30 more in the Excel export
Holdings by quarter
Every 13F Waratah Capital Advisors Ltd. has filed, 38 earlier quarters. Pick one to see what it held then.
Is it too late to follow Waratah Capital Advisors Ltd.?
Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Waratah Capital Advisors Ltd.'s top 20 holdings: 66/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+0.8%
Value-weighted move of the 10 largest stock positions
Turnover
36%
Last quarter; 167% over the last 4
Top 10 weight
31%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
37%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Waratah Capital Advisors Ltd. disclosed 142 positions worth $2.9B in its Form 13F-HR for Q2 2026 — $1.3B in common stock plus $1.6B of put/call option positions (reported at underlying notional value, not premium at risk), led by $DSGX (DESCARTES SYSTEMS GROUP INC) at 7.7% of the equity portfolio, followed by $TDY and $FSS. During the quarter the fund opened 73 new positions and exited 58 — including a new stake in $BMO and a full exit from $GLD. The portfolio is most concentrated in Technology (26.0% of disclosed assets). All figures are sourced directly from Waratah Capital Advisors Ltd.’s Form 13F-HR filing with the SEC under CIK 1539919.
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