Stock Taper 
WARATAH CAPITAL ADVISORS LTD.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 IDEXX Laboratories, Inc. | IDXX | 12.47K | $6.57M |
 ASML Holding N.V. | ASML | 13.29K | $26.44M |
 Curtiss-Wright Corporation | CW | 14.32K | $10.85M |
 Builders FirstSource, Inc. | BLDR | 14.97K | $1.34M |
 Toll Brothers, Inc. | TOL | 15.67K | $2.58M |
 Sun Communities, Inc. | SUI | 16.28K | $1.95M |
 Sterling Infrastructure, Inc. | STRL | 19.37K | $16.26M |
 Vulcan Materials Company | VMC | 20.2K | $5.96M |
 Venture Global, Inc. | VG | 23.23K | $258.52K |
 Evercore Inc. | EVR | 23.41K | $7.99M |
 The Progressive Corporation | PGR | 24.37K | $5.32M |
 Apollo Global Management, Inc. | APO | 26.44K | $3.13M |
 Quanta Services, Inc. | PWR | 29.6K | $21.31M |
 Arm Holdings plc American Depositary Shares | ARM | 30.07K | $10.66M |
 Karman Holdings Inc. | KRMN | 35.41K | $1.77M |
 Franco-Nevada Corporation | FNV | 35.86K | $7.47M |
 Martin Marietta Materials, Inc. | MLM | 40.09K | $23.12M |
 Microsoft Corporation | MSFT | 43.43K | $16.2M |
 Waste Connections, Inc. | WCN | 44.12K | $7.35M |
 FirstService Corporation | FSV | 45.18K | $6.42M |