Q2 2026 13F filing
Updated 29 days ago62 disclosed positions worth $347.9M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BBUC BROOKFIELD BUSINESS CORP | $23.3M | 781.1K | 6.70% | — |
| 2 | R RYLBF ROYAL BK CDA | $16.8M | 81.1K | 4.82% | — |
| 3 | E EFXT ENERFLEX LTD | $14.8M | 604.2K | 4.26% | — |
| 4 | T TDBCP TORONTO DOMINION BK ONT | $13.5M | 111.1K | 3.88% | — |
| 5 | B BTE BAYTEX ENERGY CORP | $13.4M | 3.33M | 3.84% | — |
| 6 | R RH CRH PLC | $11.5M | 107.4K | 3.30% | — |
| 7 | H HBM HUDBAY MINERALS INC | $11.2M | 475.2K | 3.22% | — |
| 8 | B BIP-PB BROOKFIELD INFRASTRUCTURE PA | $10.8M | 296.0K | 3.10% | — |
| 9 | C CVE CENOVUS ENERGY INC | $9.2M | 368.8K | 2.64% | — |
| 10 | T TACPF TRANSALTA CORP | $9M | 653.3K | 2.60% | — |
| 11 | S SHOP SHOPIFY INC | $8.8M | 77.2K | 2.54% | — |
| 12 | B BNS BANK NOVA SCOTIA B C | $8.6M | 99.3K | 2.48% | — |
| 13 | C CAE CAE INC | $8.5M | 339.1K | 2.44% | — |
| 14 | O OILD BANK MONTREAL MEDIUM | $8.2M | 46.8K | 2.37% | — |
| 15 | C CNI CANADIAN NATL RY CO | $7.7M | 65.0K | 2.23% | — |
| 16 | D DNN DENISON MINES CORP | $7.5M | 2.44M | 2.15% | — |
| 17 | B BXDIF BROOKFIELD CORP | $7.4M | 174.8K | 2.14% | — |
| 18 | G GROW ETF SER SOLUTIONS | $7M | 210.0K | 2.01% | — |
| 19 | E EBBGF ENBRIDGE INC | $6.9M | 127.8K | 1.99% | — |
| 20 | C CNDIF CANADIAN IMPERIAL BANK OF CO | $6.3M | 54.7K | 1.81% | — |
| 21 | I IAG IAMGOLD CORP | $6.2M | 390.8K | 1.78% | — |
| 22 | C CLS CELESTICA INC | $6.1M | 16.7K | 1.75% | — |
| 23 | A ALM ALMONTY INDS INC | $6.1M | 366.6K | 1.74% | — |
| 24 | T TGB TREKOR METALS LTD | $5.7M | 832.0K | 1.65% | — |
| 25 | K KNX KNIGHT-SWIFT TRANSN HLDGS IN | $5.7M | 73.3K | 1.64% | — |
| 26 | E ERO ERO COPPER CORP | $5.3M | 197.4K | 1.51% | — |
| 27 | C CNQ CANADIAN NAT RES LTD MED TER | $5.2M | 132.4K | 1.50% | — |
| 28 | M MNUFF MANULIFE FINL CORP | $5M | 122.3K | 1.42% | — |
| 29 | C CP CANADIAN PACIFIC KANSAS CITY | $4.9M | 56.5K | 1.41% | — |
| 30 | S SU SUNCOR ENERGY INC NEW | $4.7M | 87.8K | 1.36% | — |
| 31 | A AEM AGNICO EAGLE MINES LTD | $4.6M | 29.4K | 1.31% | — |
| 32 | P PPLAF PEMBINA PIPELINE CORP | $4.5M | 97.9K | 1.30% | — |
| 33 | O OGC OCEANAGOLD CORP | $4.2M | 166.3K | 1.20% | — |
| 34 | L LSPD LIGHTSPEED COMMERCE INC | $4.2M | 397.9K | 1.20% | — |
| 35 | S SKE SKEENA RES LTD NEW | $3.8M | 142.6K | 1.09% | — |
| 36 | P PPTA PERPETUA RESOURCES CORP | $3.7M | 180.4K | 1.08% | — |
| 37 | E EXK ENDEAVOUR SILVER CORP | $3.5M | 416.4K | 0.99% | — |
| 38 | B B BARRICK MNG CORP | $3.4M | 91.8K | 0.97% | — |
| 39 | T TMSOF THOMSON REUTERS CORP | $3.3M | 41.0K | 0.96% | — |
| 40 | F FSM FORTUNA MNG CORP | $3.3M | 391.3K | 0.95% | — |
| 41 | C CCJ CAMECO CORP | $3.3M | 32.0K | 0.94% | — |
| 42 | W WPM WHEATON PRECIOUS METALS CORP | $3.2M | 28.7K | 0.93% | — |
| 43 | E EQX EQUINOX GOLD CORP | $3.2M | 329.7K | 0.92% | — |
| 44 | T TCKRF TECK RESOURCES LTD | $2.9M | 49.3K | 0.84% | — |
| 45 | T TFII TFI INTERNATIONAL INC | $2.8M | 19.6K | 0.81% | — |
| 46 | N NXE NEXGEN ENERGY LTD | $2.7M | 283.9K | 0.77% | — |
| 47 | G GFRWF GREENFIRE RES LTD NEW | $2.5M | 444.7K | 0.72% | — |
| 48 | A AZZ ATS CORPORATION | $2.5M | 85.6K | 0.71% | — |
| 49 | A ARIS ARIS MINING CORPORATION | $2.3M | 151.2K | 0.65% | — |
| 50 | F FNV FRANCO NEV CORP | $2.2M | 10.6K | 0.64% | — |