account_balance
Investment manager · 13F filer · SEC CIK 1539919
Waratah Capital Advisors Ltd.
Reported value$945Mas of Sep 30, 2026
Positions70 26 new, 63 sold out
Top 10 weight46.6%DSGX alone is 9%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DSGXDescartes Systems Group Inc
8.8%Trimmed −29%
AEMAgnico Eagle Mines Ltd
6.6%Added +184%
CMGChipotle Mexican Grill Inc
5.2%Added +98%
SUSuncor Energy Inc
4.7%Added +106%
TDYTeledyne Technologies Inc
4.5%
AGIAlamos Gold Inc
4.1%Trimmed −5%
CVECenovus Energy Inc.
3.4%Trimmed −7%
ELSEquity Lifestyle Properties Inc
3.3%Added +306%
IAGIamgold Corp
3.0%Added +84%
SXTSensient Technologies Corp
3.0%Trimmed −11%
STNStantec Inc
2.3%Trimmed −25%
APHAmphenol Corp
2.1%Added +4592%
DSGXDescartes Systems Group Inc
8.8%Trimmed −29%
AEMAgnico Eagle Mines Ltd
6.6%Added +184%
CMGChipotle Mexican Grill Inc
5.2%+98%
SUSuncor Energy Inc
4.7%+106%
TDYTeledyne Technologies Inc
4.5%
AGIAlamos Gold Inc
4.1%
CVECenovus Energy Inc.
3.4%
ELSEquity Lifestyle Properties Inc
3.3%
IAGIamgold Corp
3.0%
SXT3.0%STN2.3%APHBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DSGX Descartes Systems Group Inc 8.8% Trimmed −29%AEM Agnico Eagle Mines Ltd 6.6% Added +184%CMG Chipotle Mexican Grill Inc 5.2% Added +98%SU Suncor Energy Inc 4.7% Added +106%TDY Teledyne Technologies Inc 4.5% HeldAGI Alamos Gold Inc 4.1% Trimmed −5%CVE Cenovus Energy Inc. 3.4% Trimmed −7%ELS Equity Lifestyle Properties Inc 3.3% Added +306%IAG Iamgold Corp 3.0% Added +84%SXT Sensient Technologies Corp 3.0% Trimmed −11%STN Stantec Inc 2.3% Trimmed −25%APH Amphenol Corp 2.1% Added +4592%
What changed
Biggest moves since Jun 30, 2026
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