Fund HoldingsCanoe Financial LP

Total Portfolio Value
$5.10B
Total Bought
$2.40B
Total Sold
$837.17M
Net Transaction
+$1.56B
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
TOURMALINE OIL CORP(TRMLF)05,763,856+5,763,8560259,2125.09%+259,212
ARC RESOURCES LTD015,075,420+15,075,4200223,7914.39%+223,791
PRAIRIESKY ROYALTY LTD09,330,880+9,330,8800163,3723.21%+163,372
SECURE ENERGY SERVICES INC021,196,586+21,196,5860150,8502.96%+150,850
PARAMOUNT RESOURCES LTD05,969,639+5,969,6390116,8202.29%+116,820
INTACT FINANCIAL CORP0606,984+606,984093,3851.83%+93,385
HEADWATER EXPLORATION INC018,936,270+18,936,270089,3191.75%+89,319
TOPAZ ENERGY CORP05,623,554+5,623,554082,2491.61%+82,249
LOWE'S COS INC(LOW)0351,734+351,734078,2781.54%+78,278
TRICAN WELL SERVICE LTD024,902,928+24,902,928077,4311.52%+77,431
DISCOVER FINANCIAL SERVICES0642,930+642,930072,2651.42%+72,265
AMERICAN EXPRESS CO(AXP)495,380887,649+392,269100,382166,2923.26%+65,910
ANALOG DEVICES INC(ADI)0330,723+330,723065,6681.29%+65,668
WSP GLOBAL INC0460,964+460,964064,6161.27%+64,616
MEG ENERGY CORP03,379,588+3,379,588060,3711.18%+60,371
CREW ENERGY INC015,988,100+15,988,100054,7801.08%+54,780
PAREX RESOURCES INC02,853,500+2,853,500053,7301.05%+53,730
DEFINITY FINANCIAL CORP01,772,103+1,772,103050,2050.99%+50,205
FIFTH THIRD BANCORP(FITB)01,116,398+1,116,398038,5050.76%+38,505
EMPIRE CO LTD01,389,272+1,389,272036,7490.72%+36,749
VALERO ENERGY CORP(VLO)0266,000+266,000034,5800.68%+34,580
TOROMONT INDUSTRIES LTD(TMTNF)0387,229+387,229033,9290.67%+33,929
MARATHON PETROLEUM CORP(MPC)0226,500+226,500033,6040.66%+33,604
ALTIUS RENEWABLE ROYALTIES04,197,000+4,197,000024,9590.49%+24,959
KELT EXPLORATION LTD04,963,100+4,963,100021,4250.42%+21,425
RESTAURANT BRANDS INTL INC(QSR)1,966,4681,910,610-55,858130,953149,2822.93%+18,329
WHEATON PRECIOUS METALS CORP(WPM)1,788,4711,840,845+52,37472,57990,8161.78%+18,237
WHITECAP RESOURCES INC(WCPRF)02,712,693+2,712,693018,1590.36%+18,159
AGNICO EAGLE MINES LIMITED(AEM)2,177,0522,128,001-49,05198,927116,6742.29%+17,747
DOLLARAMA INC(DLMAF)0241,405+241,405017,3970.34%+17,397
ROYAL BANK OF CANADA(RY)1,354,1791,310,603-43,576118,344132,5392.60%+14,195
WELLS FARGO & CO(WFC)2,390,1522,972,722+582,570132,649146,3172.87%+13,668
RB GLOBAL INC(RBA)909,8651,043,571+133,70656,96769,8341.37%+12,867
PHX ENERGY SERVICES CORP02,074,200+2,074,200012,6800.25%+12,680
BARRICK GOLD CORP4,862,5114,549,897-312,61470,63382,2041.61%+11,571
EQT CORP(EQT)0212,700+212,70008,2230.16%+8,223
IA FINANCIAL CORP INC0115,997+115,99707,9080.16%+7,908
BOYD GROUP SERVICES INC(BGSI)037,016+37,01607,7800.15%+7,780
ROGERS COMMUNICATIONS INC(RCI)948,911903,262-45,64936,43342,2850.83%+5,851
EQB INC087,801+87,80105,7800.11%+5,780
ANDLAUER HEALTHCARE GROUP INC0176,155+176,15505,4480.11%+5,448
RICHELIEU HARDWARE LTD0145,226+145,22605,2590.10%+5,259
QUEBECOR INC0218,065+218,06505,1870.10%+5,187
MAGNA INTL INC(MGA)1,308,5471,270,735-37,81270,12675,0811.47%+4,955
ELEMENT FLEET MANAGEMENT CORP(ELEEF)0299,442+299,44204,8720.10%+4,872
SOUTHWESTERN ENERGY CO0730,000+730,00004,7820.09%+4,782
SNC-LAVALIN GROUP INC0148,064+148,06404,7670.09%+4,767
ALTAGAS LTD0224,527+224,52704,7140.09%+4,714
TORONTO DOMINION BANK(TD)2,004,7281,937,625-67,103120,778125,2022.46%+4,424
STORAGEVAULT CANADA INC01,108,894+1,108,89404,3770.09%+4,377
STELLA-JONES INC074,944+74,94404,3620.09%+4,362
MONDELEZ INTERNATIONAL INC(MDLZ)1,071,0301,449,918+378,888100,958105,0182.06%+4,060
FINNING INTERNATIONAL INC(FINGF)0137,225+137,22503,9690.08%+3,969
BMO LADDERED PFD SH INDEX ETF0541,700+541,70003,7280.07%+3,728
SAVARIA CORP0298,240+298,24003,4140.07%+3,414
SLEEP COUNTRY CDA HOLDINGS INC0171,232+171,23203,3100.06%+3,310
CANADIAN WESTERN BANK0140,174+140,17403,2660.06%+3,266
MULLEN GROUP LTD0307,107+307,10703,2540.06%+3,254
CANADIAN APARTMENT PPTYS REIT086,800+86,80003,1970.06%+3,197
TWC ENTERPRISES LTD0254,383+254,38303,1580.06%+3,158
NATIONAL BANK OF CANADA038,615+38,61502,9430.06%+2,943
CAMECO CORP(CCJ)1,223,3681,190,185-33,18348,53851,3151.01%+2,777
CCL INDUSTRIES INC060,361+60,36102,7150.05%+2,715
KEYERA CORP0112,000+112,00002,7070.05%+2,707
SECURE ENERGY SERVICES INC026,000+26,00002,5510.05%+2,551
CALIAN GROUP LTD054,507+54,50702,3570.05%+2,357
CANADIAN PACIFIC KANSAS CITY LTD(CP)911,668885,482-26,18667,76570,0611.37%+2,296
SPIN MASTER CORP087,023+87,02302,2890.04%+2,289
GDI INTEGRATED FAC SVCS INC070,789+70,78901,9540.04%+1,954
SUPERIOR PLUS CORP0262,400+262,40001,9070.04%+1,907
SPDR S&P 500 ETF Trust(SPY)06,350+6,35001,9030.04%+1,903
VANECK JUNIOR GOLD MINERS
JUNIOR GOLD MINE
049,115+49,11501,8620.04%+1,862
LYCOS ENERGY INC0738,767+738,76701,8400.04%+1,840
CONSTELLATION SOFTWARE INC0720+72001,7850.04%+1,785
FIRSTSERVICE CORP21,70129,512+7,8113,1564,7810.09%+1,624
AG GROWTH INTERNATIONAL INC038,500+38,50001,4680.03%+1,468
LINAMAR CORP030,029+30,02901,4510.03%+1,451
CARGOJET INC015,493+15,49301,3930.03%+1,393
ARITZIA INC065,609+65,60901,3620.03%+1,362
BORALEX INC052,000+52,00001,3220.03%+1,322
K-BRO LINEN INC047,575+47,57501,1850.02%+1,185
DESCARTES SYS GROUP INC(DSGX)61,24967,379+6,1304,4955,6610.11%+1,166
GRANITE REIT58,11973,242+15,1233,0844,2160.08%+1,132
STANTEC INC(STN)118,579109,608-8,9717,6948,8000.17%+1,106
VANECK OIL SERVICES ETF
OIL SERVICES ETF
02,525+2,52501,0890.02%+1,089
LUNDIN MINING CORP0118,311+118,31109680.02%+968
CENOVUS ENERGY INC(CVE)08,500+8,50009140.02%+914
PARK LAWN CORP060,354+60,35408990.02%+899
PREMIUM BRANDS HOLDINGS CORP010,233+10,23307260.01%+726
JAMIESON WELLNESS INC026,562+26,56206360.01%+636
SUN LIFE FINANCIAL INC(SLF)566,378544,790-21,58827,63428,2540.55%+620
SHAWCOR LTD054,079+54,07906190.01%+619
TRISURA GROUP LTD023,239+23,23905960.01%+596
BROOKFIELD CORPORATION(BN)81,84578,545-3,3002,5593,1510.06%+591
PARKLAND CORP013,859+13,85904470.01%+447
TC Energy Corp(TRP)79,86079,86002,7463,1200.06%+373
ALAMOS GOLD INC NEW223,319212,074-11,2452,5192,8520.06%+333
TFI INTERNATIONAL INC(TFII)23,63124,549+9183,0353,3390.07%+304
BANK OF MONTREAL35,10532,605-2,5002,9613,2260.06%+265
KINROSS GOLD CORP(KGC)91,847103,190+11,3434196250.01%+206
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