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Onex Canada Asset Management Inc.

Q2 2024 · 13F-HR

Onex Canada Asset Management Inc.holdings as filed

Filed 2024-08-14 · accession 0001104659-24-089400

$877.7M
Reported value
110
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
03769M106APOAPOLLO GLOBAL MGMT INC$42.4M4.84%359,407CommonSOLE
594918104MSFTMICROSOFT CORP$32.8M3.74%73,465CommonSOLE
G0403H108AONAON PLC$28.5M3.25%97,241CommonSOLE
037833100AAPLAPPLE INC$26.5M3.02%125,792CommonSOLE
30303M102METAMETA PLATFORMS INC$25.9M2.95%51,392CommonSOLE
78409V104SPGIS&P GLOBAL INC$25.1M2.86%56,275CommonSOLE
02079K305GOOGLALPHABET INC$24.6M2.80%134,982CommonSOLE
03852U106ARMKARAMARK$23.3M2.66%686,267CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$22.7M2.59%107,963CommonSOLE
023135106AMZNAMAZON COM INC$21.6M2.46%111,723CommonSOLE
67066G104NVDANVIDIA CORPORATION$21.5M2.45%174,328CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$20.3M2.32%39,899CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$19.9M2.27%273,580CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$18.4M2.09%30CommonSOLE
48242W106KBRKBR INC$18.0M2.05%281,155CommonSOLE
74935Q107RBARB GLOBAL INC$17.8M2.03%233,694CommonSOLE
02079K107GOOGALPHABET INC$17.3M1.97%94,288CommonSOLE
G17977110BURBURFORD CAP LTD$17.0M1.94%1,302,198CommonSOLE
29250N105ENBENBRIDGE INC$13.0M1.48%351,414CommonSOLE
780087102RYROYAL BK CDA$11.6M1.32%103,349CommonSOLE
11271J107BNBROOKFIELD CORP$10.8M1.24%246,764CommonSOLE
56501R106MFCMANULIFE FINL CORP$10.5M1.20%380,248CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$10.4M1.18%51,397CommonSOLE
11135F101AVGOBROADCOM INC$10.1M1.15%6,269CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$9.9M1.13%261,411CommonSOLE
891160509TDTORONTO DOMINION BK ONT$9.9M1.13%170,032CommonSOLE
30231G102XOMEXXON MOBIL CORP$9.1M1.04%79,020CommonSOLE
05534B760BCEBCE INC$9.0M1.03%268,218CommonSOLE
060505104BACBANK AMERICA CORP$8.9M1.02%224,795CommonSOLE
82509L107SHOPSHOPIFY INC$8.8M1.01%126,525CommonSOLE
907818108UNPUNION PAC CORP$7.9M0.90%35,005CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$7.8M0.89%194,680CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$7.5M0.86%34,475CommonSOLE
780259305SHELSHELL PLC$7.4M0.85%206,293CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7.4M0.84%16,698CommonSOLE
81762P102NOWSERVICENOW INC$7.3M0.84%9,343CommonSOLE
063671101BMOBANK MONTREAL QUE$7.3M0.83%83,650CommonSOLE
532457108LLYELI LILLY & CO$6.7M0.76%7,364CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$6.6M0.75%35,552CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$6.5M0.74%11,754CommonSOLE
92826C839VVISA INC$6.3M0.72%24,149CommonSOLE
742718109PGPROCTER AND GAMBLE CO$6.0M0.68%36,389CommonSOLE
701094104PHPARKER-HANNIFIN CORP$5.7M0.64%11,186CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$5.6M0.63%66,978CommonSOLE
683715106OTEXOPEN TEXT CORP$5.6M0.63%175,448CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$5.5M0.63%192,960CommonSOLE
64110L106NFLXNETFLIX INC$5.4M0.62%7,999CommonSOLE
046353108AZNNASTRAZENECA PLC$5.1M0.58%32,840CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$5.0M0.57%31,130CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM TO$4.8M0.55%99,682CommonSOLE
075887109BDXBECTON DICKINSON & CO$4.8M0.55%20,582CommonSOLE
235851102DHRDANAHER CORPORATION$4.8M0.55%19,222CommonSOLE
015857105AQNALGONQUIN PWR UTILS CORP$4.8M0.55%785,491CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$4.8M0.54%15,920CommonSOLE
12572Q105CMECME GROUP INC$4.7M0.53%23,853CommonSOLE
191216100KOCOCA COLA CO$4.7M0.53%73,646CommonSOLE
00724F101ADBEADOBE INC$4.6M0.53%8,340CommonSOLE
166764100CVXCHEVRON CORP NEW$4.6M0.52%29,424CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$4.5M0.52%87,638CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$4.4M0.50%4,182CommonSOLE
05577W200DOOBRP INC$4.3M0.49%64,798CommonSOLE
12504L109CBRECBRE GROUP INC$4.3M0.48%47,764CommonSOLE
87971M103TUTELUS CORPORATION$4.2M0.48%273,476CommonSOLE
580135101MCDMCDONALDS CORP$4.2M0.47%16,332CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$4.1M0.46%54,684CommonSOLE
461202103INTUINTUIT$4.0M0.46%6,131CommonSOLE
670100205NVONOVO-NORDISK A S$4.0M0.46%27,790CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$3.9M0.45%83,772CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$3.9M0.44%102,832CommonSOLE
923725105VETVERMILION ENERGY INC$3.9M0.44%333,694CommonSOLE
067901108ABXBARRICK GOLD CORP$3.9M0.44%220,251CommonSOLE
N3168P101FERFERROVIAL SE$3.9M0.44%99,400CommonSOLE
11777Q209BTGB2GOLD CORP$3.8M0.43%1,343,904CommonSOLE
66987V109NVSNOVARTIS AG$3.8M0.43%35,733CommonSOLE
872540109TJXTJX COS INC NEW$3.8M0.43%34,551CommonSOLE
N07059210ASMLASML HOLDING N V$3.7M0.42%3,628CommonSOLE
971378104WSCWILLSCOT MOBIL MINI HLDNG CO$3.7M0.42%97,488CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$3.7M0.42%31,055CommonSOLE
882508104TXNTEXAS INSTRS INC$3.6M0.41%18,616CommonSOLE
136375102CNICANADIAN NATL RY CO$3.5M0.40%28,322CommonSOLE
002824100ABTABBOTT LABS$3.5M0.40%33,981CommonSOLE
872590104TMUST-MOBILE US INC$3.5M0.40%19,786CommonSOLE
149123101CATCATERPILLAR INC$3.4M0.39%10,325CommonSOLE
369604301GEGE AEROSPACE$3.4M0.39%21,606CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.4M0.38%20,756CommonSOLE
437076102HDHOME DEPOT INC$3.3M0.38%9,670CommonSOLE
58933Y105MRKMERCK & CO INC$3.3M0.38%26,652CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.2M0.37%24,368CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3.2M0.36%9,839CommonSOLE
87807B107TRPTC ENERGY CORP$3.1M0.35%79,966CommonSOLE
23331A109DHID R HORTON INC$2.9M0.33%20,803CommonSOLE
21240E105VLRSCONTROLADORA VUELA COMP DE A$2.9M0.33%449,540CommonSOLE
126408103CSXCSX CORP$2.8M0.32%85,146CommonSOLE
036752103ELVELEVANCE HEALTH INC$2.7M0.31%5,027CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.7M0.31%18,556CommonSOLE
01626W101ALITALIGHT INC$2.7M0.31%364,791CommonSOLE
37733W204GSKGSK PLC$2.7M0.30%137,680CommonSOLE
67077M108NTRNUTRIEN LTD$2.6M0.30%49,153CommonSOLE
00287Y109ABBVABBVIE INC$2.6M0.30%15,282CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2.3M0.27%2,234CommonSOLE
254687106DISDISNEY WALT CO$2.3M0.27%23,574CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$2.1M0.24%51,959CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$2.1M0.24%17,822CommonSOLE
559222401MGAMAGNA INTL INC$2.0M0.23%45,111CommonSOLE
693506107PPGPPG INDS INC$2.0M0.22%15,531CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$1.9M0.22%22,145CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$1.9M0.21%17,448CommonSOLE
98978V103ZTSZOETIS INC$1.7M0.20%9,954CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$1.6M0.19%12,911CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$1.3M0.15%50,917CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.