AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Waratah Capital Advisors Ltd.
1. Portfolio Overview
Waratah Capital Advisors Ltd. has undergone a significant transformation in its portfolio composition during the quarter ending September 30, 2025. The total portfolio value contracted sharply by 31.5%, decreasing from $3.76 billion to $2.57 billion. This reduction in assets under management (AUM) is driven not only by market movements but by a substantial reallocation of capital. The firm ma...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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