HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ROYAL BK CDA |
984,891 | +50,995 | $99,785 |
| RY | 984,891 | +50,995 | $99,785 |
| TORONTO DOMINION BK ONT |
1,290,611 | +250,330 | $83,549 |
| TD | 1,290,611 | +250,330 | $83,549 |
| SHOPIFY INC |
901,420 | +675 | $70,309 |
| SHOP | 901,420 | +675 | $70,309 |
| CANADIAN NAT RES LTD |
753,047 | -52,175 | $49,427 |
| CNQ | 753,047 | -52,175 | $49,427 |
| BANK MONTREAL QUE |
486,421 | +77,285 | $48,219 |
| BMO | 486,421 | +77,285 | $48,219 |
| CAMECO CORP |
924,363 | -93,492 | $39,928 |
| CCJ | 924,363 | -93,492 | $39,928 |
| CANADIAN PACIFIC KANSAS CITY |
452,440 | -202,301 | $35,864 |
| CP | 452,440 | -202,301 | $35,864 |
| CANADIAN IMPERIAL BK COMM TO |
730,425 | +730,425 | $35,234 |
| CM | 730,425 | +730,425 | $35,234 |
| SUN LIFE FINANCIAL INC. |
677,560 | +960 | $35,205 |
| SLF | 677,560 | +960 | $35,205 |
| STANTEC INC |
428,555 | -7,693 | $34,470 |
| STN | 428,555 | -7,693 | $34,470 |
| BROOKFIELD CORP |
789,234 | +300,150 | $31,716 |
| BN | 789,234 | +300,150 | $31,716 |
| KINROSS GOLD CORP |
4,885,850 | +2,563,850 | $29,627 |
| KGC | 4,885,850 | +2,563,850 | $29,627 |
| ALAMOS GOLD INC NEW |
2,159,958 | -206,422 | $29,102 |
| AGI | 2,159,958 | -206,422 | $29,102 |
| FIRSTSERVICE CORP NEW |
174,740 | -2,965 | $28,359 |
| FSV | 174,740 | -2,965 | $28,359 |
| ROGERS COMMUNICATIONS INC |
568,050 | +267,075 | $26,642 |
| RCI | 568,050 | +267,075 | $26,642 |
| WASTE CONNECTIONS INC |
174,864 | -24,068 | $26,159 |
| WCN | 174,864 | -24,068 | $26,159 |
| TECK RESOURCES LTD |
611,487 | -191,410 | $25,895 |
| TECK | 611,487 | -191,410 | $25,895 |
| BROOKFIELD ASSET MANAGMT LTD |
632,427 | -2,000 | $25,448 |
| BAM | 632,427 | -2,000 | $25,448 |
| THOMSON REUTERS CORP. |
168,321 | +27,517 | $24,655 |
| TRI | 168,321 | +27,517 | $24,655 |
| AGNICO EAGLE MINES LTD |
384,560 | -27,400 | $21,124 |
| AEM | 384,560 | -27,400 | $21,124 |
| RESTAURANT BRANDS INTL INC |
240,310 | -14,745 | $18,811 |
| QSR | 240,310 | -14,745 | $18,811 |
| OPEN TEXT CORP |
444,550 | -138,030 | $18,718 |
| OTEX | 444,550 | -138,030 | $18,718 |
| ELDORADO GOLD CORP NEW |
1,426,238 | +1,426,238 | $18,548 |
| EGO | 1,426,238 | +1,426,238 | $18,548 |
| PEMBINA PIPELINE CORP |
501,120 | +501,120 | $17,285 |
| PBA | 501,120 | +501,120 | $17,285 |
| IMPERIAL OIL LTD |
270,100 | -86,533 | $15,414 |
| IMO | 270,100 | -86,533 | $15,414 |
| ATS CORPORATION |
354,165 | -215,915 | $15,293 |
| ATS | 354,165 | -215,915 | $15,293 |
| TELUS CORPORATION |
788,077 | +747,120 | $14,050 |
| TU | 788,077 | +747,120 | $14,050 |
| RB GLOBAL INC |
193,118 | +177,698 | $12,947 |
| RBA | 193,118 | +177,698 | $12,947 |
| BROOKFIELD INFRAST PARTNERS |
390,260 | +390,260 | $12,322 |
| BIP | 390,260 | +390,260 | $12,322 |
| DESCARTES SYS GROUP INC |
139,704 | +139,704 | $11,760 |
| DSGX | 139,704 | +139,704 | $11,760 |
| NORTH AMERN CONSTR GROUP LTD |
403,149 | -1,576 | $8,428 |
| NOA | 403,149 | -1,576 | $8,428 |
| ARES MANAGEMENT CORPORATION |
66,950 | +16,010 | $7,962 |
| ARES | 66,950 | +16,010 | $7,962 |
| ELI LILLY & CO |
13,127 | -1,344 | $7,652 |
| LLY | 13,127 | -1,344 | $7,652 |
| ARISTA NETWORKS INC |
30,780 | +1,569 | $7,249 |
| ANET | 30,780 | +1,569 | $7,249 |
| FERRARI N V |
20,341 | +28 | $6,884 |
| RACE | 20,341 | +28 | $6,884 |
| NOVO NORDISK A S |
66,268 | -2,176 | $6,855 |
| NVO | 66,268 | -2,176 | $6,855 |
| NVIDIA CORPORATION |
13,810 | -181 | $6,839 |
| NVDA | 13,810 | -181 | $6,839 |
| MICROSOFT CORP |
16,541 | -65 | $6,220 |
| MSFT | 16,541 | -65 | $6,220 |
| FOMENTO ECONOMICO MEXICANO S |
45,045 | -1,575 | $5,872 |
| FMX | 45,045 | -1,575 | $5,872 |
| TC ENERGY CORP |
149,250 | -1,450 | $5,841 |
| TRP | 149,250 | -1,450 | $5,841 |
| BANK NOVA SCOTIA HALIFAX |
119,592 | -621,933 | $5,832 |
| BNS | 119,592 | -621,933 | $5,832 |
| MARSH & MCLENNAN COS INC |
29,121 | +3,456 | $5,518 |
| MMC | 29,121 | +3,456 | $5,518 |
| HUBBELL INC |
16,497 | -1,803 | $5,426 |
| HUBB | 16,497 | -1,803 | $5,426 |
| CGI INC |
50,220 | -162,050 | $5,390 |
| GIB | 50,220 | -162,050 | $5,390 |
| VERTEX PHARMACEUTICALS INC |
12,805 | -2,227 | $5,210 |
| VRTX | 12,805 | -2,227 | $5,210 |
| GALLAGHER ARTHUR J & CO |
23,107 | +21,897 | $5,196 |
| AJG | 23,107 | +21,897 | $5,196 |
| MCKESSON CORP |
11,077 | -39 | $5,128 |
| MCK | 11,077 | -39 | $5,128 |
| VANGUARD INDEX FDS (VOO) |
10,599 | +74 | $4,630 |
| VOO | 10,599 | +74 | $4,630 |
| CROWDSTRIKE HLDGS INC |
17,776 | +17,776 | $4,539 |
| CRWD | 17,776 | +17,776 | $4,539 |
| ROPER TECHNOLOGIES INC |
7,789 | -136 | $4,246 |
| ROP | 7,789 | -136 | $4,246 |
See Full List: All Stocks Held By Triasima Portfolio Management inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Triasima Portfolio Management inc.
|
Size ($ in 1000's)
At 12/31/2023: $1,210,150 At 09/30/2023: $1,089,800 Triasima Portfolio Management inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Triasima Portfolio Management inc. 13F filings. Link to 13F filings: SEC filings |
