CANOE FINANCIAL LP

PrivateCIK: 1908219
Location

CALGARY, A0

119
Positions
$8.07B
Total AUM (reported)
88.20M
Total Shares

Allocation by class

TOTAL AUM$8.07B119 positions
COMMON STOCK$7.70B95.4%
ADR$350.55M4.3%
OPTIONS$15.87M0.2%
ETP$5.55M0.1%

Portfolio Concentration

Top 313.7%4–1019.6%11–2530.2%Rest36.4%TOP 1033.3%0%100%
Top 3$1.11B13.7%
4–10$1.58B19.6%
11–25$2.44B30.2%
Rest$2.94B36.4%

Top 3 weight

13.7%

Top 10 weight

33.3%

Voting Authority Distribution

Total shares with voting rights: 88.20M

Sole

Full voting authority

88.20M

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)

Sole119
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings119
Rows:

CANADIAN NATIONAL RAILWAY CO

SOLE
Common Stock
Shares3.41M
TypeSH
Market value$406.27M
5.03%
Sole
3.41M
Shared
0.00
None
0.00

SCHLUMBERGER LTD

SOLE
Common Stock
Shares7.72M
TypeSH
Market value$358.92M
4.45%
Sole
7.72M
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFACTU

SOLE
ADR
Shares720.57K
TypeSH
Market value$344.12M
4.26%
Sole
720.57K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
Common Stock
Shares721.11K
TypeSH
Market value$257.70M
3.19%
Sole
721.11K
Shared
0.00
None
0.00

RESTAURANT BRANDS INTL INC

SOLE
Common Stock
Shares3.35M
TypeSH
Market value$243.10M
3.01%
Sole
3.35M
Shared
0.00
None
0.00

VISA INC COM CL A

SOLE
Common Stock
Shares663.32K
TypeSH
Market value$227.58M
2.82%
Sole
663.32K
Shared
0.00
None
0.00

CVS HEALTH CORP

SOLE
Common Stock
Shares2.19M
TypeSH
Market value$226.95M
2.81%
Sole
2.19M
Shared
0.00
None
0.00

OTIS WORLDWIDE CORP

SOLE
Common Stock
Shares3.04M
TypeSH
Market value$217.97M
2.70%
Sole
3.04M
Shared
0.00
None
0.00

EQT CORP

SOLE
Common Stock
Shares4.01M
TypeSH
Market value$213.38M
2.64%
Sole
4.01M
Shared
0.00
None
0.00

HALLIBURTON CO

SOLE
Common Stock
Shares5.79M
TypeSH
Market value$196.55M
2.43%
Sole
5.79M
Shared
0.00
None
0.00

CANADIAN PACIFIC KANSAS CITY LTD

SOLE
Common Stock
Shares2.23M
TypeSH
Market value$192.87M
2.39%
Sole
2.23M
Shared
0.00
None
0.00

PHILIP MORRIS INTERNATIONAL IN

SOLE
Common Stock
Shares1.02M
TypeSH
Market value$183.83M
2.28%
Sole
1.02M
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
Common Stock
Shares716.24K
TypeSH
Market value$181.90M
2.25%
Sole
716.24K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
Common Stock
Shares465.89K
TypeSH
Market value$173.79M
2.15%
Sole
465.89K
Shared
0.00
None
0.00

ROSS STORES INC

SOLE
Common Stock
Shares800.49K
TypeSH
Market value$170.38M
2.11%
Sole
800.49K
Shared
0.00
None
0.00

MOODY'S CORP

SOLE
Common Stock
Shares373.12K
TypeSH
Market value$168.99M
2.09%
Sole
373.12K
Shared
0.00
None
0.00

RB GLOBAL INC

SOLE
Common Stock
Shares1.40M
TypeSH
Market value$162.92M
2.02%
Sole
1.40M
Shared
0.00
None
0.00

CORTEVA INC

SOLE
Common Stock
Shares1.87M
TypeSH
Market value$158.14M
1.96%
Sole
1.87M
Shared
0.00
None
0.00

INTERCONTINENTAL HOTELS GROUP PLC

SOLE
Common Stock
Shares902.65K
TypeSH
Market value$155.48M
1.93%
Sole
902.65K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
Common Stock
Shares309.99K
TypeSH
Market value$155.42M
1.92%
Sole
309.99K
Shared
0.00
None
0.00

DEERE & CO

SOLE
Common Stock
Shares239.93K
TypeSH
Market value$152.20M
1.88%
Sole
239.93K
Shared
0.00
None
0.00

MASTERCARD INC

SOLE
Common Stock
Shares295K
TypeSH
Market value$151.51M
1.88%
Sole
295K
Shared
0.00
None
0.00

TEXAS INSTRUMENTS INC

SOLE
Common Stock
Shares498.76K
TypeSH
Market value$148.66M
1.84%
Sole
498.76K
Shared
0.00
None
0.00

ROYAL BANK OF CANADA

SOLE
Common Stock
Shares698.84K
TypeSH
Market value$144.57M
1.79%
Sole
698.84K
Shared
0.00
None
0.00

ELEVANCE HEALTH INC

SOLE
Common Stock
Shares363.50K
TypeSH
Market value$140.58M
1.74%
Sole
363.50K
Shared
0.00
None
0.00
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