Fund HoldingsTriasima Portfolio Management inc.

Total Portfolio Value
$508.22M
Total Bought
$101.74M
Total Sold
$120.94M
Net Transaction
-$19.20M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BANK MONTREAL QUE2,115143,072+140,95720513,6612.69%+13,455
NUTRIEN LTD(NTR)0152,242+152,24207,5551.49%+7,555
SHOPIFY INC(SHOP)77,445156,799+79,3548,23814,9152.93%+6,676
ALAMOS GOLD INC NEW0583,564+583,564015,5903.07%+15,590
ENBRIDGE INC(ENB)132,811229,066+96,2555,63410,1371.99%+4,503
WELLTOWER INC(WELL)12,00037,108+25,1081,5125,6851.12%+4,173
BROOKFIELD BUSINESS PARTNERS0170,685+170,68503,9970.79%+3,997
FORTIS INC(FTS)0113,060+113,06005,1491.01%+5,149
GFL ENVIRONMENTAL INC(GFL)066,776+66,77603,2250.63%+3,225
UNUM GROUP(UNM)037,485+37,48503,0540.60%+3,054
RB GLOBAL INC(RBA)53,82377,250+23,4274,8557,7521.53%+2,897
XPENG INC(XPEV)0130,070+130,07002,6950.53%+2,695
KYNDRYL HLDGS INC(KD)080,900+80,90002,5400.50%+2,540
GILDAN ACTIVEWEAR INC(GIL)45,390101,765+56,3752,1354,4980.89%+2,363
GATX CORP(GATX)014,486+14,48602,2490.44%+2,249
META PLATFORMS INC(META)3,3627,300+3,9381,9684,2070.83%+2,239
CRH PLC
ORD
024,960+24,96002,1960.43%+2,196
SOUTH BOW CORP(SOBO)34,055116,885+82,8308032,9850.59%+2,182
WABTEC(WAB)010,867+10,86701,9710.39%+1,971
AERCAP HOLDINGS NV(AER)23,71041,210+17,5002,2694,2100.83%+1,941
BANCOLOMBIA S A043,975+43,97501,7680.35%+1,768
VERTIV HOLDINGS CO(VRT)022,825+22,82501,6480.32%+1,648
WHEATON PRECIOUS METALS CORP(WPM)047,500+47,50003,6850.73%+3,685
KINROSS GOLD CORP(KGC)01,213,632+1,213,632015,2883.01%+15,288
PAN AMERN SILVER CORP(PAAS)143,975163,510+19,5352,9114,2230.83%+1,312
AGNICO EAGLE MINES LTD(AEM)55,10051,600-3,5004,3095,5901.10%+1,281
REPUBLIC SVCS INC(RSG)16,15118,235+2,0843,2494,4160.87%+1,167
SUN LIFE FINANCIAL INC.(SLF)47,90070,030+22,1302,8434,0070.79%+1,165
GALLAGHER ARTHUR J & CO(AJG)016,219+16,21905,5991.10%+5,599
ALIBABA GROUP HLDG LTD(BABA)020,710+20,71002,7380.54%+2,738
GE HEALTHCARE TECHNOLOGIES I(GEHC)036,665+36,66502,9590.58%+2,959
PERPETUA RESOURCES CORP(PPTA)080,994+80,99408640.17%+864
BOSTON SCIENTIFIC CORP(BSX)41,01044,569+3,5593,6634,4960.88%+833
MERCADOLIBRE INC(MELI)2,8702,925+554,8805,7061.12%+826
MARSH & MCLENNAN COS INC(MRSH)25,33325,393+605,3816,1971.22%+816
BOWHEAD SPECIALTY HLDGS INC(BOW)019,875+19,87508080.16%+808
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)03,725+3,72507720.15%+772
EZCORP INC(EZPW)050,020+50,02007360.14%+736
OTIS WORLDWIDE CORP(OTIS)7,82013,969+6,1497241,4420.28%+717
VEEVA SYS INC(VEEV)02,902+2,90206720.13%+672
VISA INC(V)12,92913,480+5514,0864,7240.93%+638
PEMBINA PIPELINE CORP(PBA)0266,919+266,919010,6752.10%+10,675
THOMSON REUTERS CORP054,205+54,20509,3531.84%+9,353
WALMART INC(WMT)06,445+6,44505660.11%+566
MOSAIC CO NEW(MOS)020,755+20,75505610.11%+561
MR COOPER GROUP INC20,45020,45001,9632,4460.48%+482
INTUITIVE SURGICAL INC5101,485+9752667350.14%+469
DENISON MINES CORP(DNN)0348,688+348,68804550.09%+455
WASTE CONNECTIONS INC(WCN)032,729+32,72906,7401.33%+6,740
GILEAD SCIENCES INC(GILD)03,695+3,69504140.08%+414
SPROUTS FMRS MKT INC(SFM)14,81814,81801,8832,2620.45%+379
SERVICENOW INC(NOW)3,7935,487+1,6944,0214,3680.86%+347
STRYKER CORPORATION(SYK)3,1903,996+8061,1491,4880.29%+339
AUTOZONE INC(AZO)079+7903010.06%+301
VNET GROUP INC(VNET)035,825+35,82502940.06%+294
AMERICAN TOWER CORP NEW(AMT)010,370+10,37002,2570.44%+2,257
BANCO DE CHILE17,19023,645+6,4553906260.12%+236
UBER TECHNOLOGIES INC(UBER)4,8227,231+2,4092915270.10%+236
RELX PLC(RELX)043,710+43,71002,2030.43%+2,203
ROPER TECHNOLOGIES INC(ROP)0392+39202310.05%+231
ICICI BANK LIMITED(IBN)134,895134,89504,0284,2520.84%+224
JPMORGAN CHASE & CO.(JPM)23,06423,358+2945,5295,7301.13%+201
THE REALREAL INC(REAL)033,400+33,40001800.04%+180
OREILLY AUTOMOTIVE INC(ORLY)200290+902374150.08%+178
EASTMAN KODAK CO025,555+25,55501620.03%+162
MAKEMYTRIP LIMITED MAURITIUS
SHS
20,12224,423+4,3012,2592,3930.47%+134
TAIWAN SEMICONDUCTOR MFG LTD(TSM)12,24015,272+3,0322,4172,5350.50%+118
SSR MINING IN(SSRM)011,700+11,70001170.02%+117
TJX COS INC NEW(TJX)47,14147,701+5605,6955,8101.14%+115
ISHARES TR018,699+18,69901,5280.30%+1,528
ECOLAB INC(ECL)4,6004,60001,0781,1660.23%+88
LINCOLN NATL CORP IND(LNC)17,22417,22405466190.12%+72
PROCTER AND GAMBLE CO(PG)019,991+19,99103,4070.67%+3,407
CISCO SYS INC(CSCO)15,27215,27209049420.19%+38
ACCENTURE PLC IRELAND
SHS CLASS A
2,1872,587+4007698070.16%+38
ROLLINS INC(ROL)4,5254,485-402102420.05%+33
NEW GOLD INC CDA0423,772+423,77201,5660.31%+1,566
MID-AMER APT CMNTYS INC(MAA)1,8001,80002783020.06%+23
TECHNIPFMC PLC(FTI)8,1508,15002362580.05%+22
ANNALY CAPITAL MANAGEMENT IN10,00010,00001832030.04%+20
MASTERCARD INCORPORATED(MA)816804-124304410.09%+11
JAPAN SMALLER CAPITALIZATION011,900+11,90001000.02%+100
NU HLDGS LTD(NU)0316,356+316,35603,2390.64%+3,239
GRUPO FINANCIERO GALICIA S.A(GGAL)6,3107,320+1,0103933990.08%+5
C H ROBINSON WORLDWIDE INC(CHRW)32,38032,645+2653,3463,3430.66%-3
FERRARI N V
COM
021,611+21,61109,2471.82%+9,247
NEXTERA ENERGY INC(NEE)9,7409,74006986900.14%-8
APPLE INC(AAPL)97097002432150.04%-27
CITIZENS FINL GROUP INC(CFG)10,00410,00404384100.08%-28
CURTISS WRIGHT CORP(CW)85085003022700.05%-32
COSTCO WHSL CORP NEW(COST)3,5383,389-1493,2423,2050.63%-37
COLGATE PALMOLIVE CO(CL)023,870+23,87002,2370.44%+2,237
NOVARTIS AG(NVS)017,465+17,46501,9470.38%+1,947
BROOKFIELD ASSET MANAGMT LTD(BAM)9,7289,72805274710.09%-56
ASML HOLDING N V
N Y REGISTRY SHS
1,9661,963-31,3631,3010.26%-62
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
033,164+33,16409860.19%+986
POWELL INDS INC(POWL)1,5541,55403442650.05%-80
ALGONQUIN PWR UTILS CORP000000
NVENT ELECTRIC PLC(NVT)5,6225,62203832950.06%-88
BLUE OWL CAPITAL INC(OBDC)39,24938,993-2569137810.15%-132
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