Filed: 11/13/2025ACC: 0001104659-25-111067
📋 What this filing means
BAROMETER CAPITAL MANAGEMENT INC. filed this quarterly 13F‑HR report disclosing 173 equity positions with a total reported market value of $437.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
173
Positions
$437.33M
Total AUM (reported)
9.10M
Total Shares
Allocation by class
COMMON$420.90M96.2%
ETP$16.44M3.8%
Portfolio Concentration
Top 3$54.53M12.5%
4–10$103.19M23.6%
11–25$140.08M32.0%
Rest$139.53M31.9%
Top 3 weight
12.5%
Top 10 weight
36.1%
Voting Authority Distribution
Total shares with voting rights: 9.10M
Sole
Full voting authority
9.10M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole173
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings173
Rows:
Agnico Eagle Mines Ltd
SOLEShares82.33K
TypeSH
Market value$19.30M
4.41%
Sole
82.33K
Shared
0.00
None
0.00
Bank of Montreal
SOLEShares99.52K
TypeSH
Market value$17.86M
4.08%
Sole
99.52K
Shared
0.00
None
0.00
Cameco Corp
SOLEShares148.70K
TypeSH
Market value$17.37M
3.97%
Sole
148.70K
Shared
0.00
None
0.00
Banco Santander SA
SOLEShares1.67M
TypeSH
Market value$17.30M
3.95%
Sole
1.67M
Shared
0.00
None
0.00
Imperial Oil Ltd
SOLEShares125.89K
TypeSH
Market value$15.89M
3.63%
Sole
125.89K
Shared
0.00
None
0.00
Alamos Gold Inc
SOLEShares301K
TypeSH
Market value$14.60M
3.34%
Sole
301K
Shared
0.00
None
0.00
GE Vernova Inc
SOLEShares22.89K
TypeSH
Market value$14.07M
3.22%
Sole
22.89K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares74.72K
TypeSH
Market value$13.94M
3.19%
Sole
74.72K
Shared
0.00
None
0.00
Howmet Aerospace Inc
SOLEShares70.63K
TypeSH
Market value$13.85M
3.17%
Sole
70.63K
Shared
0.00
None
0.00
Hudbay Minerals Inc
SOLEShares642.85K
TypeSH
Market value$13.55M
3.10%
Sole
642.85K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares54.12K
TypeSH
Market value$13.16M
3.01%
Sole
54.12K
Shared
0.00
None
0.00
Wheaton Precious Metals Corp
SOLEShares84.15K
TypeSH
Market value$13.11M
3.00%
Sole
84.15K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares41.28K
TypeSH
Market value$12.96M
2.96%
Sole
41.28K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares15.56K
TypeSH
Market value$11.42M
2.61%
Sole
15.56K
Shared
0.00
None
0.00
General Electric Co
SOLEShares34.54K
TypeSH
Market value$10.39M
2.38%
Sole
34.54K
Shared
0.00
None
0.00
Royal Bank of Canada
SOLEShares48.64K
TypeSH
Market value$9.90M
2.26%
Sole
48.64K
Shared
0.00
None
0.00
Suncor Energy Inc
SOLEShares159.14K
TypeSH
Market value$9.27M
2.12%
Sole
159.14K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares17.33K
TypeSH
Market value$8.98M
2.05%
Sole
17.33K
Shared
0.00
None
0.00
Morgan Stanley
SOLEShares53.45K
TypeSH
Market value$8.44M
1.93%
Sole
53.45K
Shared
0.00
None
0.00
Celestica Inc
SOLEShares23.96K
TypeSH
Market value$8.21M
1.88%
Sole
23.96K
Shared
0.00
None
0.00
Cheniere Energy Inc
SOLEShares30.33K
TypeSH
Market value$7.11M
1.63%
Sole
30.33K
Shared
0.00
None
0.00
RTX Corp
SOLEShares42.48K
TypeSH
Market value$7.11M
1.63%
Sole
42.48K
Shared
0.00
None
0.00
Pan American Silver Corp
SOLEShares131.30K
TypeSH
Market value$7.08M
1.62%
Sole
131.30K
Shared
0.00
None
0.00
Stantec Inc
SOLEShares46.99K
TypeSH
Market value$7.05M
1.61%
Sole
46.99K
Shared
0.00
None
0.00
Caterpillar Inc
SOLEShares12.40K
TypeSH
Market value$5.90M
1.35%
Sole
12.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Agnico Eagle Mines LtdSOLE | Common | 82.33K | SH | $19.30M 4.41% | 82.33K | 0.00 | 0.00 |
Bank of MontrealSOLE | Common | 99.52K | SH | $17.86M 4.08% | 99.52K | 0.00 | 0.00 |
Cameco CorpSOLE | Common | 148.70K | SH | $17.37M 3.97% | 148.70K | 0.00 | 0.00 |
Banco Santander SASOLE | Common | 1.67M | SH | $17.30M 3.95% | 1.67M | 0.00 | 0.00 |
Imperial Oil LtdSOLE | Common | 125.89K | SH | $15.89M 3.63% | 125.89K | 0.00 | 0.00 |
Alamos Gold IncSOLE | Common | 301K | SH | $14.60M 3.34% | 301K | 0.00 | 0.00 |
GE Vernova IncSOLE | Common | 22.89K | SH | $14.07M 3.22% | 22.89K | 0.00 | 0.00 |
NVIDIA CorpSOLE | Common | 74.72K | SH | $13.94M 3.19% | 74.72K | 0.00 | 0.00 |
Howmet Aerospace IncSOLE | Common | 70.63K | SH | $13.85M 3.17% | 70.63K | 0.00 | 0.00 |
Hudbay Minerals IncSOLE | Common | 642.85K | SH | $13.55M 3.10% | 642.85K | 0.00 | 0.00 |
Alphabet IncSOLE | Common | 54.12K | SH | $13.16M 3.01% | 54.12K | 0.00 | 0.00 |
Wheaton Precious Metals CorpSOLE | Common | 84.15K | SH | $13.11M 3.00% | 84.15K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Common | 41.28K | SH | $12.96M 2.96% | 41.28K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Common | 15.56K | SH | $11.42M 2.61% | 15.56K | 0.00 | 0.00 |
General Electric CoSOLE | Common | 34.54K | SH | $10.39M 2.38% | 34.54K | 0.00 | 0.00 |
Royal Bank of CanadaSOLE | Common | 48.64K | SH | $9.90M 2.26% | 48.64K | 0.00 | 0.00 |
Suncor Energy IncSOLE | Common | 159.14K | SH | $9.27M 2.12% | 159.14K | 0.00 | 0.00 |
Microsoft CorpSOLE | Common | 17.33K | SH | $8.98M 2.05% | 17.33K | 0.00 | 0.00 |
Morgan StanleySOLE | Common | 53.45K | SH | $8.44M 1.93% | 53.45K | 0.00 | 0.00 |
Celestica IncSOLE | Common | 23.96K | SH | $8.21M 1.88% | 23.96K | 0.00 | 0.00 |
Cheniere Energy IncSOLE | Common | 30.33K | SH | $7.11M 1.63% | 30.33K | 0.00 | 0.00 |
RTX CorpSOLE | Common | 42.48K | SH | $7.11M 1.63% | 42.48K | 0.00 | 0.00 |
Pan American Silver CorpSOLE | Common | 131.30K | SH | $7.08M 1.62% | 131.30K | 0.00 | 0.00 |
Stantec IncSOLE | Common | 46.99K | SH | $7.05M 1.61% | 46.99K | 0.00 | 0.00 |
Caterpillar IncSOLE | Common | 12.40K | SH | $5.90M 1.35% | 12.40K | 0.00 | 0.00 |
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