Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BAROMETER CAPITAL MANAGEMENT INC. (CIK 1536890) reported $292.2M across 114 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SU ($13.9M, 4.76%), AGI ($13.7M, 4.69%), NTR ($13.2M, 4.50%), CP ($12.6M, 4.31%), IMO ($12.0M, 4.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SU | Suncor Energy Inc | $13.9M | 4.76% | 151,020 | New |
| 2 | AGI | Alamos Gold Inc | $13.7M | 4.69% | 221,400 | Added |
| 3 | NTR | Nutrien Ltd | $13.2M | 4.50% | 125,300 | New |
| 4 | CP | Canadian Pacific Kansas City Ltd | $12.6M | 4.31% | 115,000 | New |
| 5 | IMO | Imperial Oil Ltd | $12.0M | 4.11% | 65,870 | Added |
| 6 | CAT | Caterpillar Inc | $11.7M | 4.00% | 16,532 | Trimmed |
| 7 | HWM | Howmet Aerospace Inc | $11.4M | 3.91% | 49,531 | Trimmed |
| 8 | CM | Canadian Imperial Bank of Commerce | $9.6M | 3.28% | 72,660 | Added |
| 9 | AEM | Agnico Eagle Mines Ltd | $9.3M | 3.19% | 33,000 | Trimmed |
| 10 | BG | Bunge Global SA | $9.0M | 3.08% | 70,700 | New |
| 11 | CNQ | Canadian Natural Resources Ltd | $8.6M | 2.95% | 127,200 | New |
| 12 | BMO | Bank of Montreal | $8.3M | 2.85% | 44,500 | Added |
| 13 | RTX | RTX Corp | $8.0M | 2.73% | 41,390 | Added |
| 14 | ENB | Enbridge Inc | $7.4M | 2.52% | 97,800 | Added |
| 15 | TLK | Telkom Indonesia Persero Tbk PT | $6.4M | 2.19% | 341,800 | New |
| 16 | GDS | GDS Holdings Ltd | $6.4M | 2.19% | 158,500 | Added |
| 17 | NVDA | NVIDIA Corp | $6.2M | 2.12% | 35,500 | Added |
| 18 | KGC | Kinross Gold Corp | $5.6M | 1.93% | 132,600 | Added |
| 19 | GD | General Dynamics Corp | $4.6M | 1.58% | 13,497 | New |
| 20 | GEV | GE Vernova Inc | $4.4M | 1.51% | 5,050 | Trimmed |
| 21 | CDDRF | Headwater Exploration Inc | $4.2M | 1.44% | 328,200 | New |
| 22 | MFC | Manulife Financial Corp | $3.5M | 1.21% | 73,700 | New |
| 23 | YPF | YPF SA | $3.5M | 1.19% | 75,100 | New |
| 24 | ASX | ASE Technology Holding Co Ltd | $3.0M | 1.03% | 138,500 | New |
| 25 | BWXT | BWX Technologies Inc | $2.8M | 0.97% | 13,800 | New |
Source: SEC Form 13F filings · as of 2026-03-31