EdgeMarket › What Onex Canada Asset Management Inc. reported owning

What Onex Canada Asset Management Inc. reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

601.1M

Positions

78

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
APO
Apollo Global Management, Inc.
33.3M5.5%299.2K132.69-2.0%
NVDA
NVIDIA CORP
30.8M5.1%176.3K214.72+22.4%
AON
Aon plc
29.9M5.0%92.5K355.11-5.1%
MSFT
MICROSOFT CORP
29.9M5.0%80.7K483.24-4.4%
GOOGL
Alphabet Inc.
28.3M4.7%98.4K344.82+73.0%
AAPL
Apple Inc.
27.0M4.5%106.5K309.35+36.9%
AMZN
AMAZON COM INC
21.8M3.6%104.8K258.63+15.6%
UBER
Uber Technologies, Inc
19.5M3.3%271.4K78.80-15.9%
META
Meta Platforms, Inc.
17.6M2.9%30.8K549.90-26.5%
SPGI
S&P Global Inc.
16.8M2.8%39.5K431.29-22.6%
W
Wayfair Inc.
15.6M2.6%208.0K101.52+27.0%
ARMK
Aramark
14.9M2.5%366.8K59.77+49.2%
AVGO
Broadcom Inc.
14.6M2.4%47.2K368.45+26.5%
unmapped CUSIP 08467010813.6M2.3%19
RBA
RB GLOBAL INC.
12.9M2.1%134.1K87.02-24.4%
FA
FIRST ADVANTAGE CORP
10.4M1.7%885.8K20.90+26.6%
ENSG
ENSIGN GROUP, INC
10.4M1.7%51.4K179.48+6.2%
SHC
Sotera Health Co
10.3M1.7%715.2K19.57+20.1%
XOM
ExxonMobil Holdings Corp
10.1M1.7%59.3K165.11+52.1%
PH
Parker-Hannifin Corp
9.4M1.6%10.5K1,001.74+34.8%
GOOG
Alphabet Inc.
8.9M1.5%31.0K341.75+70.7%
JPM
JPMORGAN CHASE & CO
8.9M1.5%30.2K351.58+20.3%
GIL
Gildan Activewear Inc.
8.3M1.4%149.5K56.17+2.9%
UNP
UNION PACIFIC CORP
7.8M1.3%32.1K308.05+36.5%
BAC
BANK OF AMERICA CORP /DE/
7.3M1.2%149.9K61.69+27.6%
MA
Mastercard Inc
6.9M1.1%13.8K580.63-2.0%
CAT
CATERPILLAR INC
6.7M1.1%9.5K827.90+96.8%
NFLX
NETFLIX INC
6.3M1.1%66.0K79.59-34.4%
SWIM
Latham Group, Inc.
6.0M1.0%1.1M7.03-6.9%
TMO
THERMO FISHER SCIENTIFIC INC.
6.0M1.0%12.3K629.27+27.2%
V
VISA INC.
6.0M1.0%20.0K371.04+7.9%
LLY
ELI LILLY & Co
6.0M1.0%6.5K1,255.40+78.0%
HLT
Hilton Worldwide Holdings Inc.
6.0M1.0%19.6K326.63+21.0%
KO
COCA COLA CO
5.9M1.0%77.1K91.10+28.9%
CME
CME GROUP INC.
5.8M1.0%19.6K274.98+0.1%
MU
MICRON TECHNOLOGY INC
5.6M0.9%16.6K966.78+724.8%
CBRE
CBRE GROUP, INC.
5.1M0.8%37.7K152.10-5.4%
TXN
TEXAS INSTRUMENTS INC
4.9M0.8%25.3K264.36+31.7%
CVX
CHEVRON CORP
4.8M0.8%23.4K205.27+34.0%
TJX
TJX COMPANIES INC /DE/
4.8M0.8%30.2K140.53+1.6%
PG
PROCTER & GAMBLE Co
4.8M0.8%33.1K144.68-9.3%
GE
GENERAL ELECTRIC CO
4.7M0.8%16.6K348.37+30.7%
MRSH
MARSH & MCLENNAN COMPANIES, INC.
4.6M0.8%26.5K192.01-9.1%
MCD
MCDONALDS CORP
4.5M0.7%14.5K270.95-13.5%
NOW
ServiceNow, Inc.
4.4M0.7%42.0K128.48-27.8%
SHW
SHERWIN WILLIAMS CO
4.3M0.7%13.5K346.59-5.6%
ABT
ABBOTT LABORATORIES
4.2M0.7%41.3K116.64-11.9%
ORLY
O REILLY AUTOMOTIVE INC
4.2M0.7%45.2K89.11-14.3%
DHR
DANAHER CORP /DE/
4.1M0.7%21.4K218.85+3.5%
BDX
BECTON DICKINSON & CO
3.8M0.6%24.2K192.00-3.6%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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