WARATAH CAPITAL ADVISORS LTD.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | POOL | 72K | $22.29M |
 | APH | 71K | $8.78M |
 | MGA | 70K | $3.32M |
 | TT | 69K | $29.11M |
 | STN | 66K | $7.12M |
 | HCC | 57K | $3.65M |
 | B | 50K | $1.64M |
 | FNV | 49K | $10.91M |
 | AVGO | 48K | $15.77M |
 | CVX | 45K | $6.99M |
 | BBY | 40K | $3.03M |
 | JPM | 39K | $12.34M |
 | ROP | 39K | $19.40M |
 | MLM | 39K | $24.38M |
 | UAL | 38K | $3.70M |
 | CEG | 38K | $12.55M |
 | C | 38K | $3.85M |
 | SPXC | 36K | $6.71M |
 | JCI | 35K | $3.87M |
 | BWXT | 33K | $6.16M |
Pool Corporation
POOL
Shares Held
72K
Value
$22.29M
Amphenol Corporation
APH
Shares Held
71K
Value
$8.78M
Magna International Inc.
MGA
Shares Held
70K
Value
$3.32M
Trane Technologies plc
TT
Shares Held
69K
Value
$29.11M
Stantec Inc.
STN
Shares Held
66K
Value
$7.12M
Warrior Met Coal, Inc.
HCC
Shares Held
57K
Value
$3.65M
Barrick Mining Corporation
B
Shares Held
50K
Value
$1.64M
Franco-Nevada Corporation
FNV
Shares Held
49K
Value
$10.91M
Broadcom Inc.
AVGO
Shares Held
48K
Value
$15.77M
Chevron Corporation
CVX
Shares Held
45K
Value
$6.99M
Best Buy Co., Inc.
BBY
Shares Held
40K
Value
$3.03M
JPMorgan Chase & Co.
JPM
Shares Held
39K
Value
$12.34M
Roper Technologies, Inc.
ROP
Shares Held
39K
Value
$19.40M
Martin Marietta Materials, Inc.
MLM
Shares Held
39K
Value
$24.38M
United Airlines Holdings, Inc.
UAL
Shares Held
38K
Value
$3.70M
Constellation Energy Corporation
CEG
Shares Held
38K
Value
$12.55M
Citigroup Inc.
C
Shares Held
38K
Value
$3.85M
SPX Technologies, Inc.
SPXC
Shares Held
36K
Value
$6.71M
Johnson Controls International plc
JCI
Shares Held
35K
Value
$3.87M
BWX Technologies, Inc.
BWXT
Shares Held
33K
Value
$6.16M