EdgeMarket › What Addenda Capital Inc. reported owning

What Addenda Capital 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

3.6B

Positions

129

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
AEM
AGNICO EAGLE MINES LTD
177.6M5.0%628.8K216.06+60.4%
TD
TORONTO DOMINION BANK
169.0M4.8%1.3M117.15+58.9%
RY
ROYAL BANK OF CANADA
167.7M4.7%745.8K205.23+50.4%
BMO
BANK OF MONTREAL /CAN/
127.0M3.6%674.1K174.43+54.7%
CNQ
CANADIAN NATURAL RESOURCES Ltd
124.1M3.5%1.8M51.40+73.5%
AGI
ALAMOS GOLD INC
123.0M3.5%2.0M37.86+42.8%
BN
BROOKFIELD Corp /ON/
122.2M3.4%2.2M41.69-2.4%
SHOP
SHOPIFY INC.
118.4M3.3%717.2K149.25+8.7%
WPM
Wheaton Precious Metals Corp.
112.9M3.2%617.3K157.78+69.2%
ENB
ENBRIDGE INC
106.1M3.0%1.4M50.46+5.1%
BNS
BANK OF NOVA SCOTIA
103.6M2.9%1.1M87.57+54.4%
CCJ
CAMECO CORP
83.3M2.3%550.8K102.51+45.5%
TRP
TC ENERGY CORP
80.0M2.3%908.8K62.02+19.6%
CP
CANADIAN PACIFIC KANSAS CITY LTD/CN
76.8M2.2%699.6K96.69+30.2%
FNV
FRANCO NEVADA Corp
76.4M2.2%221.8K265.74+49.0%
SU
SUNCOR ENERGY INC
68.7M1.9%747.1K68.42+77.3%
CNI
CANADIAN NATIONAL RAILWAY CO
65.9M1.9%460.0K129.84+38.4%
KGC
KINROSS GOLD CORP
58.2M1.6%1.4M32.76+71.7%
AAPL
Apple Inc.
57.8M1.6%227.6K309.35+36.9%
GOOG
Alphabet Inc.
52.9M1.5%184.5K341.75+70.7%
AVGO
Broadcom Inc.
51.8M1.5%167.2K368.45+26.5%
WCN
Waste Connections, Inc.
49.4M1.4%218.6K169.40-8.8%
MSFT
MICROSOFT CORP
48.3M1.4%130.5K483.24-4.4%
NVDA
NVIDIA CORP
46.3M1.3%265.6K214.72+22.4%
CM
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/
41.9M1.2%315.2K116.49+59.3%
BIP
Brookfield Infrastructure Partners L.P.
38.7M1.1%771.9K38.95+29.1%
PBA
PEMBINA PIPELINE CORP
37.7M1.1%605.5K48.73+29.6%
MFC
MANULIFE FINANCIAL CORP
36.6M1.0%764.5K42.51+41.3%
AMZN
AMAZON COM INC
34.3M1.0%164.7K258.63+15.6%
QSR
Restaurant Brands International Inc.
32.2M0.9%310.2K80.86+26.8%
EMA
EMERA INC
30.4M0.9%421.5K50.08+4.4%
V
VISA INC.
29.7M0.8%98.4K371.04+7.9%
JPM
JPMORGAN CHASE & CO
26.0M0.7%88.5K351.58+20.3%
TJX
TJX COMPANIES INC /DE/
25.6M0.7%160.2K140.53+1.6%
WAB
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
24.9M0.7%99.5K297.57+54.3%
CIGI
Colliers International Group Inc.
24.7M0.7%166.3K107.06-34.2%
APH
AMPHENOL CORP /DE/
24.5M0.7%193.8K157.01+44.5%
CVE
CENOVUS ENERGY INC.
23.7M0.7%642.6K32.93+119.8%
FFIV
F5, INC.
21.1M0.6%73.0K384.63+21.8%
TFII
TFI International Inc.
20.6M0.6%135.3K141.35+56.5%
BKNG
Booking Holdings Inc.
19.6M0.6%4.6K209.62-7.1%
TMO
THERMO FISHER SCIENTIFIC INC.
19.4M0.5%39.5K629.27+27.2%
SCHW
SCHWAB CHARLES CORP
19.2M0.5%204.7K112.30+17.6%
LIN
LINDE PLC
19.0M0.5%38.3K487.57+1.1%
HBM
Hudbay Minerals Inc.
18.0M0.5%617.2K30.06+173.5%
RMD
RESMED INC
17.6M0.5%78.4K231.52-19.9%
COST
COSTCO WHOLESALE CORP /NEW
17.4M0.5%17.5K947.74-4.7%
LOW
LOWES COMPANIES INC
16.9M0.5%71.4K216.09-16.0%
BCE
BCE INC
16.7M0.5%471.3K23.71-7.9%
SPGI
S&P Global Inc.
16.2M0.5%38.2K431.29-22.6%

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 →

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 →