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Waratah Capital Advisors Ltd.: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1539919) · Explore on the interactive board

Waratah Capital Advisors Ltd. disclosed 107 US equity positions worth $1.3bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 11, 2026). Its largest position is DSGX at 7.7% of the reported book, followed by TDY, FSS. The top ten holdings are 31.1% of the book, and the portfolio behaves like about 49 equal-weight positions. Versus the prior filing it opened 52 new positions, added to 24, reduced 29 and exited 25. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$1.3bnreported US equity book
107positions
7.7%largest position
31.1%top 10 weight
48.67effective positions (1/HHI)
2quarters on file since Q1 2026

What does Waratah Capital Advisors Ltd. own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 52 new, 24 added, 29 reduced, 25 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 DSGX DESCARTES SYS GROUP INC Technology 7.7%$100.2m1,447,678 22% added
2 TDY TELEDYNE TECHNOLOGIES INC Technology 3.6%$47.3m70,874 111% added
3 FSS FEDERAL SIGNAL CORP Industrials 3.6%$46.3m360,200 new
4 AGI ALAMOS GOLD INC Basic Materials 3.0%$38.7m1,274,296 -7% reduced
5 STN STANTEC INC Industrials 2.3%$30.4m441,245 582% added
6 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 2.3%$29.7m241,237 60% added
7 NI NISOURCE INC Utilities 2.3%$29.3m616,779 64% added
8 AVGO BROADCOM INC Technology 2.2%$29.2m77,197 new
9 CVE CENOVUS ENERGY INC Energy 2.1%$27.6m1,110,707 4% added
10 AME AMETEK INC Industrials 2.0%$26.6m109,913 42% added
11 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 2.0%$26.5m779,976 new
12 ASML ASML HLDG NV Technology 2.0%$26.4m13,292 900% added
13 AMZN AMAZON COM INC Consumer Cyclical 2.0%$25.7m107,937 new
14 WELL WELLTOWER INC Real Estate 1.9%$25.1m110,586 -28% reduced
15 TD TORONTO DOMINION BK ONT Financial Services 1.9%$24.7m203,254 -4% reduced
16 MLM MARTIN MARIETTA MATLS INC Basic Materials 1.8%$23.1m40,094 -8% reduced
17 SKE SKEENA RES LTD NEW Basic Materials 1.7%$21.9m820,459 -27% reduced
18 LNG CHENIERE ENERGY INC Energy 1.7%$21.5m90,018 30% added
19 PWR QUANTA SVCS INC Industrials 1.6%$21.3m29,599 61% added
20 ARMK ARAMARK Industrials 1.6%$21.1m370,785 new
21 NVDA NVIDIA CORPORATION Technology 1.6%$20.7m103,208 new
22 MOD MODINE MFG CO Consumer Cyclical 1.5%$20.0m75,084 52% added
23 CR CRANE COMPANY Industrials 1.5%$20.0m89,767 -44% reduced
24 CHRW C H ROBINSON WORLDWIDE IN Industrials 1.5%$19.3m102,215 new
25 SPXC SPX TECHNOLOGIES INC Industrials 1.5%$19.2m78,488 -50% reduced
26 AEM AGNICO EAGLE MINES LTD Basic Materials 1.4%$18.7m120,423 -1% reduced
27 NVT NVENT ELEC PLC Industrials 1.3%$17.5m103,121 -53% reduced
28 SU SUNCOR ENERGY INC NEW Energy 1.3%$17.0m315,916 -37% reduced
29 RY ROYAL BK CDA Financial Services 1.3%$16.4m79,399 -5% reduced
30 STRL STERLING INFRASTRUCTURE INC Industrials 1.2%$16.3m19,370 new
31 MSFT MICROSOFT CORP Technology 1.2%$16.2m43,433 new
32 IMO IMPERIAL OIL LTD Energy 1.2%$15.5m138,623 new
33 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 1.2%$15.2m157,783 new
34 TXN TEXAS INSTRS INC Technology 1.2%$15.0m50,303 206% added
35 TFII TFI INTERNATIONAL INC Industrials 1.1%$14.8m103,433 new
36 RRX REGAL REXNORD CORPORATION Industrials 1.1%$14.6m61,469 11% added
37 PUMP PROPETRO HLDG CORP Energy 1.1%$13.8m963,358 new
38 NXE NEXGEN ENERGY LTD Energy 1.1%$13.8m1,464,523 -13% reduced
39 BROOKFIELD RENEWABLE ENERGY 1.0%$13.5m388,000 -20% reduced
40 IAG IAMGOLD CORP Basic Materials 1.0%$13.5m849,801 -56% reduced
41 PAYX PAYCHEX INC Technology 1.0%$13.2m134,023 new
42 KGC KINROSS GOLD CORP Basic Materials 1.0%$12.7m539,646 -59% reduced
43 CAE CAE INC Industrials 0.9%$11.9m476,531 -46% reduced
44 CGAU CENTERRA GOLD INC Basic Materials 0.9%$11.9m752,615 -66% reduced
45 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 0.9%$11.3m190,568 1892% added
46 AS AMER SPORTS INC Consumer Cyclical 0.9%$11.3m334,093 7% added
47 CW CURTISS WRIGHT CORP Industrials 0.8%$10.8m14,316 8% added
48 CNI CANADIAN NATL RY CO Industrials 0.8%$10.8m90,425 -66% reduced
49 ARM ARM HOLDINGS PLC Technology 0.8%$10.7m30,070 new
50 SII SPROTT INC Financial Services 0.8%$10.3m92,015 -28% reduced

What did Waratah Capital Advisors Ltd. sell? Positions exited since the previous filing

StockPrior weightPrior value
BGSI BOYD GROUP SERVICES INC17.3%$29.7m
LULU LULULEMON ATHLETICA INC8.7%$14.9m
DOO BRP INC8.0%$13.7m
AMAT APPLIED MATLS INC6.1%$10.5m
COP CONOCOPHILLIPS5.8%$9.9m
ETR ENTERGY CORP NEW5.3%$9.1m
BC BRUNSWICK CORP4.2%$7.1m
AAPL APPLE INC4.1%$7.0m
GIL GILDAN ACTIVEWEAR INC4.0%$6.9m
XPO XPO INC3.2%$5.5m
GD GENERAL DYNAMICS CORP2.8%$4.7m
BNO UNITED STS BRENT OIL FD LP2.4%$4.1m
LGN LEGENCE CORP2.3%$3.9m
EME EMCOR GROUP INC2.3%$3.9m
META META PLATFORMS INC1.9%$3.2m
PR PERMIAN RESOURCES CORP1.9%$3.2m
TER TERADYNE INC1.8%$3.1m
VICR VICOR CORP1.6%$2.8m
CANTOR EQUITY PARTNERS II IN1.6%$2.7m
GEV GE VERNOVA INC1.6%$2.7m
ITA ISHARES TR1.5%$2.6m
TGT TARGET CORP1.4%$2.4m
SPRING VY ACQUISITION CORP I1.0%$1.7m
TEXAS VENTURES ACQUISITION I0.9%$1.6m
IEX IDEX CORP0.8%$1.4m

Sector mix

SectorWeight
Industrials27.6%
Technology22.0%
Basic Materials14.9%
Energy10.1%
Consumer Cyclical8.7%
Financial Services5.7%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 2026107$1.3bn
Q1 202698$1.1bn

How concentrated is Waratah Capital Advisors Ltd.'s portfolio?

Across every quarter Waratah Capital Advisors Ltd. has filed, its median largest position is 7.7% of the book and its median top-ten weight is 34.4%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 43.0 completed holding spells, the median lasted 1.0 quarters; 107.0 positions are still open and their final length is unknown.