BAROMETER CAPITAL MANAGEMENT INC.
114 holdingsFiling period: 2026-03-31Current AUM: $299.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SU | Suncor Energy Inc | 151.0K | $13.9M | $14.1M | 4.72% | -- | 2026-03-31 |
| 2 | AGI | Alamos Gold Inc | 221.4K | $13.7M | $8.6M | 2.86% | +217.4K | 2026-03-31 |
| 3 | NTR | Nutrien Ltd | 125.3K | $13.2M | $12.0M | 4.02% | -- | 2026-03-31 |
| 4 | CP | Canadian Pacific Kansas City Ltd | 115.0K | $12.6M | $14.2M | 4.75% | -- | 2026-03-31 |
| 5 | IMO | Imperial Oil Ltd | 65.9K | $12.0M | $11.9M | 3.97% | +8.5K | 2026-03-31 |
| 6 | CAT | Caterpillar Inc | 16.5K | $11.7M | $13.4M | 4.49% | -52,968 | 2026-03-31 |
| 7 | HWM | Howmet Aerospace Inc | 49.5K | $11.4M | $14.0M | 4.67% | -2,569 | 2026-03-31 |
| 8 | CM | Canadian Imperial Bank of Commerce | 72.7K | $9.6M | $12.0M | 4.00% | +15.8K | 2026-03-31 |
| 9 | AEM | Agnico Eagle Mines Ltd | 33.0K | $9.3M | $6.7M | 2.23% | -135,200 | 2026-03-31 |
| 10 | — | Bunge Global SA | 70.7K | $9.0M | $9.0M | 3.00% | -- | 2026-03-31 |
| 11 | CNQ | Canadian Natural Resources Ltd | 127.2K | $8.6M | $8.4M | 2.82% | -- | 2026-03-31 |
| 12 | BMO | Bank of Montreal | 44.5K | $8.3M | $11.0M | 3.68% | +1.5K | 2026-03-31 |
| 13 | RTX | RTX Corp | 41.4K | $8.0M | $8.9M | 2.97% | +27.3K | 2026-03-31 |
| 14 | ENB | Enbridge Inc | 97.8K | $7.4M | $7.4M | 2.47% | +89.4K | 2026-03-31 |
| 15 | GDS | GDS Holdings Ltd | 158.5K | $6.4M | $5.2M | 1.73% | +152.0K | 2026-03-31 |
| 16 | TLK | Telkom Indonesia Persero Tbk PT | 341.8K | $6.4M | $5.0M | 1.67% | -- | 2026-03-31 |
| 17 | NVDA | NVIDIA Corp | 35.5K | $6.2M | $7.1M | 2.38% | +9.3K | 2026-03-31 |
| 18 | KGC | Kinross Gold Corp | 132.6K | $5.6M | $4.3M | 1.42% | +126.9K | 2026-03-31 |
| 19 | GD | General Dynamics Corp | 13.5K | $4.6M | $5.2M | 1.72% | -- | 2026-03-31 |
| 20 | GEV | GE Vernova Inc | 5.0K | $4.4M | $5.0M | 1.67% | -9,449 | 2026-03-31 |
| 21 | CDDRF | Headwater Exploration Inc | 328.2K | $4.2M | $4.2M | 1.41% | -- | 2026-03-31 |
| 22 | MFC | Manulife Financial Corp | 73.7K | $3.5M | $4.6M | 1.52% | -- | 2026-03-31 |
| 23 | YPF | YPF SA | 75.1K | $3.5M | $3.9M | 1.32% | -- | 2026-03-31 |
| 24 | ASX | ASE Technology Holding Co Ltd | 138.5K | $3.0M | $4.9M | 1.63% | -- | 2026-03-31 |
| 25 | BWXT | BWX Technologies Inc | 13.8K | $2.8M | $2.3M | 0.78% | -- | 2026-03-31 |
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