HoldingsChannel.com
Waratah Capital Advisors Ltd. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SUN CMNTYS INC 386,888 +129,077 $48,303
     SUI386,888+129,077$48,303
EQUITY LIFESTYLE PPTYS INC      $48,239
     ELS838,520+295,842$48,198
     Call17,000+17,000$41
BARRICK GOLD CORPORATION      $42,077
     GOLD2,306,886+2,306,886$42,050
     Call20,800+20,800$27
ROPER TECHNOLOGIES INC      $34,237
     ROP109,713-77,359$34,210
     Call24,300+24,300$27
AUTOMATIC DATA PROCESSING IN 223,083 +186,016 $30,491
     ADP223,083+186,016$30,491
FRANCO NEVADA CORP 245,265 -63,059 $24,328
     FNV245,265-63,059$24,328
LAMAR ADVERTISING CO 440,497 +387,243 $22,589
     LAMR440,497+387,243$22,589
COSTCO WHSL CORP 73,391 +39,059 $20,926
     COST73,391+39,059$20,926
MICROSOFT CORP 123,440 -48,019 $19,468
     MSFT123,440-48,019$19,468
PAYCOM SOFTWARE INC 89,867 +89,867 $18,154
     PAYC89,867+89,867$18,154
STARBUCKS CORP 225,827 +225,827 $14,846
     SBUX225,827+225,827$14,846
VISA INC 82,487 -3,138 $13,290
     V82,487-3,138$13,290
KIRKLAND LAKE GOLD LTD      $12,820
     KL438,686+438,686$12,817
     Call10,800+10,800$3
PAYCHEX INC 186,690 +170,474 $11,747
     PAYX186,690+170,474$11,747
VAIL RESORTS INC 76,798 +76,798 $11,344
     MTN76,798+76,798$11,344
PLANET FITNESS INC 224,107 +43,802 $10,914
     PLNT224,107+13,402$10,914
SILVERCREST METALS INC 1,783,961 +1,622,267 $9,179
     SILV1,783,961+1,622,267$9,179
DARDEN RESTAURANTS INC 166,182 +166,182 $9,050
     DRI166,182+166,182$9,050
AMERICAN TOWER CORP 39,033 -42,332 $8,499
     AMT39,033-42,332$8,499
AGNICO EAGLE MINES LTD 196,959 +44,219 $7,800
     AEM196,959+44,219$7,800
WARRIOR MET COAL INC 683,948 +445,925 $7,264
     HCC683,948+445,925$7,264
CHIPOTLE MEXICAN GRILL INC 10,151 +5,199 $6,643
     CMG10,151+5,199$6,643
SBA COMMUNICATIONS CORP 24,581 +7,005 $6,636
     SBAC24,581+7,005$6,636
MASTERCARD INC 27,284 +13,474 $6,591
     MA27,284+13,474$6,591
CRACKER BARREL OLD CTRY STOR 75,801 +75,801 $6,308
     CBRL75,801+75,801$6,308
CROWN CASTLE INTL CORP 43,253 -68,264 $6,246
     CCI43,253-68,264$6,246
TYLER TECHNOLOGIES INC 19,714 +19,714 $5,846
     TYL19,714+19,714$5,846
AMAZON COM INC 2,981 +2,981 $5,812
     AMZN2,981+2,981$5,812
TETRA TECH INC 82,180 +39,366 $5,804
     TTEK82,180+39,366$5,804
BROOKFIELD ASSET MGMT INC 127,781 -353,965 $5,619
     BAM127,781-113,965$5,619
DANAHER CORPORATION 36,190 -64,561 $5,009
     DHR36,190-64,561$5,009
DUNKIN BRANDS GROUP INC 92,334 +92,334 $4,903
     DNKN92,334+92,334$4,903
AMERICOLD RLTY TR 124,734 -189,621 $4,246
     COLD124,734-189,621$4,246
TEXAS PAC LD TR SUB CTF PROP I T 11,114 +11,114 $4,223
     TPL11,114+11,114$4,223
SANDSTORM GOLD LTD 764,135 +764,135 $3,797
     SAND764,135+764,135$3,797
NVIDIA CORP 13,968 +13,968 $3,682
     NVDA13,968+13,968$3,682
NEXTERA ENERGY INC 13,868 +13,868 $3,337
     NEE13,868+13,868$3,337
B2GOLD CORP 1,098,064 +995,486 $3,297
     BTG1,098,064+995,486$3,297
OUTFRONT MEDIA INC 238,625 +164,717 $3,217
     OUT238,625+164,717$3,217
COLGATE PALMOLIVE CO 41,168 +41,168 $2,732
     CL41,168+41,168$2,732
HANNON ARMSTRONG SUST INFR C 131,919 +131,919 $2,692
     HASI131,919+131,919$2,692
CITRIX SYS INC 18,649 +18,649 $2,640
     CTXS18,649+18,649$2,640
FRONTLINE LTD 263,211 +263,211 $2,529
     FRO263,211+263,211$2,529
CHURCH & DWIGHT INC 35,246 -94,472 $2,262
     CHD35,246-94,472$2,262
BLACK KNIGHT INC 33,282 -190,746 $1,932
     BKI33,282-190,746$1,932
LEIDOS HOLDINGS INC 20,760 -78,367 $1,903
     LDOS20,760-78,367$1,903
BROOKFIELD INFRAST PARTNERS LP 44,569 +44,569 $1,605
     BIP44,569+44,569$1,605
CROWN HLDGS INC 26,786 +26,786 $1,555
     CCK26,786+26,786$1,555
VIPER ENERGY PARTNERS LP 230,683 +230,683 $1,529
     VNOM230,683+230,683$1,529
BALL CORP 23,600 +23,600 $1,526
     BLL23,600+23,600$1,526

See Full List: All Stocks Held By Waratah Capital Advisors Ltd.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Waratah Capital Advisors Ltd.

Size ($ in 1000's)
At 03/31/2020: $562,171
At 12/31/2019: $944,537

Waratah Capital Advisors Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Waratah Capital Advisors Ltd. 13F filings. Link to 13F filings: SEC filings

Waratah Capital Advisors Ltd. Top Holdings 13F Filings | www.HoldingsChannel.com

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