Fund HoldingsBristol Gate Capital Partners Inc.

Total Portfolio Value
$2.18B
Total Bought
$57.15M
Total Sold
$210.08M
Net Transaction
-$152.93M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CARRIER GLOBAL CORPORATION(CARR)1,528,0491,522,119-5,93096,389122,5155.61%+26,126
SHERWIN WILLIAMS CO(SHW)291,402290,210-1,19286,963110,7645.07%+23,801
MSCI INC(MSCI)189,010188,730-28091,056110,0175.04%+18,961
LOWES COS INC(LOW)369,223367,757-1,46681,39999,6074.56%+18,208
GE AEROSPACE(GE)563,453564,587+1,13489,572106,4704.88%+16,898
CINTAS CORP(CTAS)129,658516,559+386,90190,794106,3494.87%+15,555
UNITEDHEALTH GROUP INC(UNH)184,925184,931+694,175108,1264.95%+13,951
MOODYS CORP(MCO)233,223232,024-1,19998,171110,1165.04%+11,946
ZOETIS INC(ZTS)540,791539,489-1,30293,752105,4054.83%+11,654
OLD DOMINION FREIGHT LINE IN(ODFL)524,897523,008-1,88992,697103,8904.76%+11,194
THERMO FISHER SCIENTIFIC INC(TMO)164,734164,049-68591,098101,4764.65%+10,378
MASTERCARD INCORPORATED(MA)203,596202,783-81389,818100,1344.59%+10,316
CORTEVA INC(CTVA)1,768,3521,757,500-10,85295,385103,3234.73%+7,939
BROADCOM INC(AVGO)51,294511,058+459,76482,35488,1584.04%+5,803
MARSH & MCLENNAN COS INC(MRSH)442,665440,749-1,91693,27898,3274.50%+5,048
VISA INC(V)314,966313,414-1,55282,66986,1733.95%+3,504
CSX CORP(CSX)2,487,6952,492,575+4,88083,21386,0693.94%+2,855
SPDR S&P 500 ETF TR(SPY)1,9642,806+8421,0691,6100.07%+541
COLLIERS INTL GROUP INC(CIGI)8,8489,323+4759881,4180.06%+430
BROOKFIELD CORP(BN)26,34327,824+1,4811,0951,4810.07%+385
FIRSTSERVICE CORP NEW5,8066,132+3268831,1230.05%+239
OPEN TEXT CORP(OTEX)31,39833,164+1,7669421,1060.05%+164
TELUS CORPORATION(TU)53,70656,726+3,0208139530.04%+141
WASTE CONNECTIONS INC(WCN)5,3845,687+3039441,0180.05%+74
THOMSON REUTERS CORP.(TRI)5,6335,950+3179491,0170.05%+68
CANADIAN NATL RY CO(CNI)7,8288,268+4409259700.04%+45
MICROSOFT CORP(MSFT)227,708226,767-941101,77497,5784.47%-4,196
INTUIT(INTU)144,504143,796-70894,96989,2974.09%-5,672
MICROCHIP TECHNOLOGY INC.(MCHP)967,113959,318-7,79588,49177,0243.53%-11,467
APPLIED MATLS INC382,055380,520-1,53590,16176,8843.52%-13,277
MCKESSON CORP(MCK)173,952172,330-1,622101,59585,2033.90%-16,391
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