Fund HoldingsBristol Gate Capital Partners Inc.

Total Portfolio Value
$1.79B
Total Bought
$99.96M
Total Sold
$216.70M
Net Transaction
-$116.74M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CSX CORP(CSX)02,720,127+2,720,127083,6444.66%+83,644
CORTEVA INC(CTVA)1,283,6151,583,992+300,37773,55181,0374.52%+7,486
ACTIVISION BLIZZARD INC1,128,0361,091,224-36,81295,093102,1715.69%+7,078
MSCI INC(MSCI)162,048157,162-4,88676,04880,6374.49%+4,589
UNITEDHEALTH GROUP INC(UNH)153,540149,260-4,28073,79775,2554.19%+1,458
BROOKFIELD CORP(BN)14,79617,744+2,9484985570.03%+59
FIRSTSERVICE CORP NEW2,7853,337+5524294880.03%+58
WASTE CONNECTIONS INC(WCN)3,0203,618+5984324880.03%+56
CANADIAN PACIFIC KANSAS CITY(CP)5,8507,018+1,1684735240.03%+51
THOMSON REUTERS CORP.(TRI)3,9374,738+8015325820.03%+50
CANADIAN NATL RY CO(CNI)3,7494,498+7494544890.03%+35
OPEN TEXT CORP(OTEX)11,18913,406+2,2174664730.03%+7
TELUS CORPORATION(TU)22,31226,731+4,4194344390.02%+4
COLLIERS INTL GROUP INC(CIGI)5,2955,168-1275204940.03%-25
ZOETIS INC(ZTS)503,576488,363-15,21386,72184,9654.74%-1,755
MASTERCARD INCORPORATED(MA)229,239222,703-6,53690,16088,1704.91%-1,989
ROPER TECHNOLOGIES INC(ROP)189,421183,439-5,98291,07488,8364.95%-2,238
THERMO FISHER SCIENTIFIC INC(TMO)154,485150,081-4,40480,60375,9674.23%-4,636
VISA INC(V)357,021347,360-9,66184,78579,8964.45%-4,889
SHERWIN WILLIAMS CO(SHW)312,215303,100-9,11582,89977,3064.31%-5,594
CINTAS CORP(CTAS)190,250184,137-6,11394,56988,5724.94%-5,998
APPLIED MATLS INC658,369641,369-17,00095,16188,7984.95%-6,363
STARBUCKS CORP(SBUX)813,661791,643-22,01880,60172,2534.03%-8,348
MICROSOFT CORP(MSFT)254,724248,079-6,64586,74478,3314.37%-8,413
ALLEGION PLC(ALLE)654,543672,258+17,71578,55870,0493.90%-8,509
LOWES COS INC(LOW)397,470383,713-13,75789,70979,7514.45%-9,958
MOODYS CORP(MCO)261,629254,119-7,51090,97480,3454.48%-10,629
INTUIT(INTU)201,119157,822-43,29792,15180,6384.49%-11,513
AMERICAN TOWER CORP NEW(AMT)427,489416,173-11,31682,90768,4403.81%-14,468
MICROCHIP TECHNOLOGY INC.(MCHP)1,085,0231,053,644-31,37997,20782,2374.58%-14,970
BROADCOM INC(AVGO)125,92799,103-26,824109,23382,3134.59%-26,920
DOLLAR GEN CORP NEW(DG)382,0820-382,08264,8700-64,870
Page 1 of 1