Fund HoldingsSIG North Trading, ULC

Total Portfolio Value
$498.53M
Total Bought
$530.40M
Total Sold
$1.32B
Net Transaction
-$788.40M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CANADIAN IMPERIAL BANK OF CO(CM)(Call)1,653,4002,131,600+478,200149,815201,969+52,155
SUNCOR ENERGY INC NEW(SU)(Put)3,330,7002,972,600-358,100147,750196,519+48,769
CANADIAN NAT RES LTD MED TER(CNQ)(Put)03,052,500+3,052,5000148,748+148,748
BCE INC(BCE)01,488,567+1,488,567037,5717.54%+37,571
TELUS CORPORATION(TU)6,046,6568,639,446+2,592,79079,634110,84422.23%+31,210
SUNCOR ENERGY INC NEW(SU)(Call)0748,200+748,200049,464+49,464
TELUS CORPORATION(TU)(Put)013,305,600+13,305,6000170,711+170,711
CENOVUS ENERGY INC(CVE)(Put)2,763,3002,524,900-238,40046,75566,986+20,231
NUTRIEN LTD(NTR)(Call)0554,000+554,000041,805+41,805
TORONTO DOMINION BK ONT(TD)0296,897+296,897027,7035.56%+27,703
CAMECO CORP(CCJ)(Call)0577,700+577,700062,744+62,744
CANADIAN NAT RES LTD MED TER(CNQ)(Call)01,147,200+1,147,200055,903+55,903
PEMBINA PIPELINE CORP(PBA)(Call)0603,500+603,500027,013+27,013
RESTAURANT BRANDS INTL INC(QSR)(Put)51,600235,900+184,3003,52117,433+13,912
CAMECO CORP(CCJ)(Put)239,700321,800+82,10021,93034,951+13,021
NUTRIEN LTD(NTR)0199,134+199,134015,0273.01%+15,027
BANK NOVA SCOTIA B C0964,746+964,746066,86713.41%+66,867
IMPERIAL OIL LTD(IMO)(Put)091,400+91,400011,957+11,957
TECK RESOURCES LTD(TECK)(Put)308,500463,000+154,50014,77423,960+9,186
TC ENERGY CORP(TRP)0210,444+210,444013,1742.64%+13,174
CENOVUS ENERGY INC(CVE)(Call)1,657,7001,324,300-333,40028,04835,134+7,085
OVINTIV INC(OVV)(Call)0172,700+172,700010,251+10,251
ALLIED GOLD CORP(AAUC)(Call)0239,800+239,80007,443+7,443
THOMSON REUTERS CORP(Put)0100,000+100,00008,998+8,998
SELECT SECTOR SPDR TR(Put)
ST STR ENERG ETF
100,000180,000+80,0004,47111,027+6,556
BROOKFIELD RENEWABLE ENERGY(Put)
PARTNERSHIP UNIT
714,900785,500+70,60019,28125,639+6,358
TC ENERGY CORP(TRP)(Call)915,700901,700-14,00050,37356,446+6,074
BROOKFIELD ASSET MANAGMT LTD(BAM)(Call)104,800260,000+155,2005,49011,557+6,067
METHANEX CORP(MEOH)(Call)55,800123,200+67,4002,2167,335+5,119
B2GOLD CORP(BTG)01,376,582+1,376,58206,2361.25%+6,236
THOMSON REUTERS CORP050,344+50,34404,5300.91%+4,530
IMPERIAL OIL LTD(IMO)(Call)105,300102,600-2,7009,08813,422+4,334
TRANSFORCE INC(TFII)(Put)061,200+61,20006,648+6,648
ALLIED GOLD CORP(AAUC)(Put)0137,200+137,20004,259+4,259
CELESTICA INC(CLS)(Call)087,100+87,100024,534+24,534
THOMSON REUTERS CORP(Call)069,800+69,80006,281+6,281
SOUTH BOW CORP(SOBO)(Call)0235,000+235,00007,830+7,830
MANULIFE FINL CORP(MFC)(Call)0412,600+412,600014,210+14,210
SPROTT ASSET MANAGEMENT LP(PSLV)87,186226,976+139,7902,0625,5361.11%+3,474
TECK RESOURCES LTD(TECK)(Call)340,900382,300+41,40016,32619,784+3,458
CGI INC(GIB)(Call)27,00079,700+52,7002,4925,826+3,334
MDA SPACE LTD(MDA)(Call)0131,600+131,60003,332+3,332
ENBRIDGE INC(ENB)(Put)3,194,9002,883,200-311,700152,812156,096+3,284
NUTRIEN LTD(NTR)(Put)0128,600+128,60009,704+9,704
WHEATON PRECIOUS METALS CORP(WPM)023,774+23,77403,1150.62%+3,115
SOUTH BOW CORP(SOBO)53,498137,208+83,7101,4704,5720.92%+3,102
MDA SPACE LTD(MDA)(Put)0120,600+120,60003,054+3,054
METHANEX CORP(MEOH)(Put)071,700+71,70004,269+4,269
B2GOLD CORP(BTG)(Put)01,032,500+1,032,50004,677+4,677
SHOPIFY INC(SHOP)(Call)0201,400+201,400023,890+23,890
CANADIAN NATL RY CO(CNI)(Put)0174,600+174,600017,944+17,944
AGNICO EAGLE MINES LTD(AEM)013,957+13,95702,8330.57%+2,833
RESTAURANT BRANDS INTL INC(QSR)(Call)095,300+95,30007,043+7,043
TECK RESOURCES LTD(TECK)048,713+48,71302,5210.51%+2,521
BROOKFIELD RENEWABLE ENERGY(Call)
PARTNERSHIP UNIT
100,100159,200+59,1002,7005,196+2,497
OVINTIV INC(OVV)(Put)055,600+55,60003,300+3,300
FIRST MAJESTIC SILVER CORP(AG)(Call)328,100368,500+40,4005,4667,915+2,449
SPROTT ASSET MANAGEMENT LP(PSLV)(Call)176,300270,800+94,5004,1696,605+2,435
CELESTICA INC(CLS)(Put)067,500+67,500019,013+19,013
MANULIFE FINL CORP(MFC)0467,903+467,903016,1153.23%+16,115
TRANSALTA CORP(TAC)0322,752+322,75204,2280.85%+4,228
MDA SPACE LTD(MDA)086,769+86,76902,1970.44%+2,197
ALAMOS GOLD INC(Put)060,400+60,40002,684+2,684
BROOKFIELD ASSET MANAGMT LTD(BAM)(Put)0151,400+151,40006,730+6,730
FRANCO NEV CORP(FNV)(Call)118,700107,700-11,00024,60426,607+2,003
ENERGY FUELS INC(UUUU)(Call)0163,200+163,20002,978+2,978
CANADIAN PACIFIC KANSAS CITY(CP)037,755+37,75502,9700.60%+2,970
FIRST MAJESTIC SILVER CORP(AG)(Put)310,000330,500+20,5005,1657,099+1,935
ENERFLEX LTD(EFXT)(Call)087,600+87,60001,833+1,833
PAN AMERN SILVER CORP(PAAS)(Put)0104,900+104,90005,731+5,731
SHOPIFY INC(SHOP)(Put)0100,400+100,400011,909+11,909
OPEN TEXT CORP(OTEX)(Put)078,400+78,40001,744+1,744
FRANCO NEV CORP(FNV)(Put)020,600+20,60005,089+5,089
IAMGOLD CORP(IAG)78,889159,391+80,5021,3013,0000.60%+1,699
MAGNA INTL INC(MGA)(Call)0235,100+235,100013,121+13,121
PRECISION DRILLING CORP(PDS)(Call)050,800+50,80004,999+4,999
SUN LIFE FINANCIAL INC.(SLF)(Call)0580,200+580,200036,297+36,297
SPROTT ASSET MANAGEMENT LP(PHYS)(Call)039,900+39,90001,414+1,414
CANADIAN PACIFIC KANSAS CITY(CP)(Call)251,000252,900+1,90018,48119,893+1,412
FRANCO NEV CORP(FNV)05,659+5,65901,3980.28%+1,398
BAYTEX ENERGY CORP(BTE)(Call)0441,100+441,10001,972+1,972
BROOKFIELD RENEWABLE CORP(BEPC)(Call)034,500+34,50001,374+1,374
SPROTT ASSET MANAGEMENT LP(PHYS)038,651+38,65101,3700.27%+1,370
BROOKFIELD CORP(BN)(Put)0189,800+189,80007,681+7,681
WASTE CONNECTIONS INC(WCN)(Put)017,200+17,20002,794+2,794
TRANSFORCE INC(TFII)(Call)33,80043,800+10,0003,4934,758+1,265
BROOKFIELD INFRASTRUCTURE PA(Put)
LP INT UNIT
0799,900+799,900028,892+28,892
GILDAN ACTIVEWEAR INC(GIL)(Put)35,20061,000+25,8002,1993,395+1,196
VERMILION ENERGY INC(VET)(Call)0140,300+140,30001,933+1,933
MAGNA INTL INC(MGA)(Put)108,200124,400+16,2005,7676,943+1,176
SPROTT ASSET MANAGEMENT LP(PSLV)(Put)76,800122,500+45,7001,8162,988+1,171
RB GLOBAL INC(RBA)(Put)10,30023,200+12,9001,0602,224+1,164
ROGERS COMMUNICATIONS INC(RCI)(Call)1,996,5001,988,700-7,80075,32876,466+1,138
TRIPLE FLAG PRECIOUS METAL(TFPM)030,929+30,92901,0740.22%+1,074
SHOPIFY INC(SHOP)15,16329,413+14,2502,4413,4890.70%+1,048
SILVERCORP METALS INC(SVM)(Call)0147,900+147,90001,588+1,588
HUDBAY MINERALS INC(HBM)(Call)331,400361,600+30,2006,5787,557+979
GFL ENVIRONMENTAL INC(GFL)044,624+44,62401,8620.37%+1,862
NEXGEN ENERGY LTD(NXE)(Call)0301,100+301,10003,493+3,493
OR ROYALTIES INC.(OR)(Call)067,500+67,50002,566+2,566
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