EdgeMarket › What 1832 Asset Management L.P. reported owning
What 1832 Asset Management L.P. 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
108.8BPositions
647Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TD TORONTO DOMINION BANK | 2.8B | 2.6% | 30.3M | 117.15 | +58.9% |
| RY ROYAL BANK OF CANADA | 2.7B | 2.5% | 16.5M | 205.23 | +50.4% |
| MSFT MICROSOFT CORP | 2.3B | 2.2% | 6.3M | 483.24 | -4.4% |
| CNI CANADIAN NATIONAL RAILWAY CO | 1.9B | 1.8% | 18.7M | 129.84 | +38.4% |
| AMZN AMAZON COM INC | 1.7B | 1.6% | 8.3M | 258.63 | +15.6% |
| BN BROOKFIELD Corp /ON/ | 1.7B | 1.6% | 42.9M | 41.69 | -2.4% |
| NVDA NVIDIA CORP | 1.7B | 1.5% | 9.5M | 214.72 | +22.4% |
| ENB ENBRIDGE INC | 1.6B | 1.4% | 29.1M | 50.46 | +5.1% |
| TRP TC ENERGY CORP | 1.4B | 1.3% | 22.0M | 62.02 | +19.6% |
| CNQ CANADIAN NATURAL RESOURCES Ltd | 1.4B | 1.3% | 27.9M | 51.40 | +73.5% |
| BMO BANK OF MONTREAL /CAN/ | 1.3B | 1.2% | 9.6M | 174.43 | +54.7% |
| AAPL Apple Inc. | 1.3B | 1.2% | 5.1M | 309.35 | +36.9% |
| BNS BANK OF NOVA SCOTIA | 1.3B | 1.2% | 18.3M | 87.57 | +54.4% |
| SHOP SHOPIFY INC. | 1.2B | 1.1% | 10.2M | 149.25 | +8.7% |
| WCN Waste Connections, Inc. | 1.2B | 1.1% | 7.1M | 169.40 | -8.8% |
| CP CANADIAN PACIFIC KANSAS CITY LTD/CN | 1.1B | 1.0% | 14.1M | 96.69 | +30.2% |
| GOOGL Alphabet Inc. | 1.1B | 1.0% | 3.8M | 344.82 | +73.0% |
| SU SUNCOR ENERGY INC | 1.1B | 1.0% | 16.2M | 68.42 | +77.3% |
| MFC MANULIFE FINANCIAL CORP | 972.9M | 0.9% | 28.2M | 42.51 | +41.3% |
| TMO THERMO FISHER SCIENTIFIC INC. | 968.1M | 0.9% | 2.0M | 629.27 | +27.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 884.4M | 0.8% | 2.6M | 418.95 | +83.3% |
| GOOG Alphabet Inc. | 875.8M | 0.8% | 3.1M | 341.75 | +70.7% |
| V VISA INC. | 854.7M | 0.8% | 2.8M | 371.04 | +7.9% |
| AEM AGNICO EAGLE MINES LTD | 795.3M | 0.7% | 3.9M | 216.06 | +60.4% |
| TJX TJX COMPANIES INC /DE/ | 780.4M | 0.7% | 4.9M | 140.53 | +1.6% |
| TRI THOMSON REUTERS CORP /CAN/ | 651.0M | 0.6% | 7.2M | 105.53 | -40.9% |
| FNV FRANCO NEVADA Corp | 644.8M | 0.6% | 2.6M | 265.74 | +49.0% |
| OTEX OPEN TEXT CORP | 605.8M | 0.6% | 27.2M | 24.66 | -23.0% |
| JPM JPMORGAN CHASE & CO | 589.9M | 0.5% | 2.0M | 351.58 | +20.3% |
| SLF SUN LIFE FINANCIAL INC | 567.0M | 0.5% | 9.1M | 78.98 | +34.9% |
| HD HOME DEPOT, INC. | 566.5M | 0.5% | 1.7M | 335.61 | -16.5% |
| JNJ JOHNSON & JOHNSON | 535.4M | 0.5% | 2.2M | 270.24 | +51.1% |
| PBA PEMBINA PIPELINE CORP | 524.9M | 0.5% | 11.7M | 48.73 | +29.6% |
| SHW SHERWIN WILLIAMS CO | 512.2M | 0.5% | 1.6M | 346.59 | -5.6% |
| IVV iShares Core S&P 500 ETF | 504.4M | 0.5% | 772.2K | 769.31 | +20.0% |
| NTR Nutrien Ltd. | 483.2M | 0.4% | 6.4M | 75.27 | +32.0% |
| MCD MCDONALDS CORP | 478.1M | 0.4% | 1.5M | 270.95 | -13.5% |
| COST COSTCO WHOLESALE CORP /NEW | 469.3M | 0.4% | 471.0K | 947.74 | -4.7% |
| BSX BOSTON SCIENTIFIC CORP | 455.1M | 0.4% | 7.3M | 50.37 | -52.5% |
| MA Mastercard Inc | 452.7M | 0.4% | 905.9K | 580.63 | -2.0% |
| NFLX NETFLIX INC | 445.7M | 0.4% | 4.6M | 79.59 | -34.4% |
| DHR DANAHER CORP /DE/ | 442.6M | 0.4% | 2.3M | 218.85 | +3.5% |
| TFII TFI International Inc. | 432.4M | 0.4% | 4.0M | 141.35 | +56.5% |
| XOM ExxonMobil Holdings Corp | 430.3M | 0.4% | 2.5M | 165.11 | +52.1% |
| CAE CAE INC | 427.1M | 0.4% | 16.4M | 24.91 | -7.0% |
| CSCO CISCO SYSTEMS, INC. | 422.6M | 0.4% | 5.4M | 111.04 | +65.5% |
| FTS Fortis Inc. | 421.8M | 0.4% | 7.6M | 54.90 | +8.0% |
| ETN Eaton Corp plc | 381.5M | 0.4% | 1.1M | 419.20 | +21.1% |
| KGC KINROSS GOLD CORP | 380.1M | 0.3% | 12.5M | 32.76 | +71.7% |
| META Meta Platforms, Inc. | 378.1M | 0.3% | 660.8K | 549.90 | -26.5% |
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 →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →