BAROMETER CAPITAL MANAGEMENT INC.

Est. AUM

$292.2M

13F long equity, this entity only

Positions

114

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Suncor Energy Inc	Common	$13.9M	151020	4.76%	SOLE
2	Alamos Gold Inc	Common	$13.7M	221400	4.69%	SOLE
3	Nutrien Ltd	Common	$13.2M	125300	4.50%	SOLE
4	Canadian Pacific Kansas City Ltd	Common	$12.6M	115000	4.31%	SOLE
5	Imperial Oil Ltd	Common	$12.0M	65870	4.11%	SOLE
6	Caterpillar Inc	Common	$11.7M	16532	4.00%	SOLE
7	Howmet Aerospace Inc	Common	$11.4M	49531	3.91%	SOLE
8	Canadian Imperial Bank of Commerce	Common	$9.6M	72660	3.28%	SOLE
9	Agnico Eagle Mines Ltd	Common	$9.3M	33000	3.19%	SOLE
10	Bunge Global SA	Common	$9.0M	70700	3.08%	SOLE
11	Canadian Natural Resources Ltd	Common	$8.6M	127200	2.95%	SOLE
12	Bank of Montreal	Common	$8.3M	44500	2.85%	SOLE
13	RTX Corp	Common	$8.0M	41390	2.73%	SOLE
14	Enbridge Inc	Common	$7.4M	97800	2.52%	SOLE
15	GDS Holdings Ltd	Common	$6.4M	158500	2.19%	SOLE
16	Telkom Indonesia Persero Tbk PT	Common	$6.4M	341800	2.19%	SOLE
17	NVIDIA Corp	Common	$6.2M	35500	2.12%	SOLE
18	Kinross Gold Corp	Common	$5.6M	132600	1.93%	SOLE
19	General Dynamics Corp	Common	$4.6M	13497	1.58%	SOLE
20	GE Vernova Inc	Common	$4.4M	5050	1.51%	SOLE
21	Headwater Exploration Inc	Common	$4.2M	328200	1.44%	SOLE
22	Manulife Financial Corp	Common	$3.5M	73700	1.21%	SOLE
23	YPF SA	Common	$3.5M	75100	1.19%	SOLE
24	ASE Technology Holding Co Ltd	Common	$3.0M	138500	1.03%	SOLE
25	BWX Technologies Inc	Common	$2.8M	13800	0.97%	SOLE
26	Cia de Minas Buenaventura SAA	Common	$2.6M	74200	0.89%	SOLE
27	Sumitomo Mitsui Financial Group Inc	Common	$2.5M	126900	0.86%	SOLE
28	Banco Santander SA	Common	$2.4M	216600	0.83%	SOLE
29	Anglogold Ashanti Plc	Common	$2.3M	24100	0.80%	SOLE
30	Teva Pharmaceutical Industries Ltd	Common	$2.3M	77800	0.80%	SOLE
31	Banco Macro SA	Common	$2.1M	27200	0.72%	SOLE
32	Sociedad Quimica y Minera de Chile SA	Common	$2.1M	25800	0.71%	SOLE
33	Rio Tinto PLC	Common	$2.0M	21600	0.69%	SOLE
34	Banco Bradesco SA	Common	$2.0M	560900	0.69%	SOLE
35	Gold Fields Ltd	Common	$2.0M	43300	0.67%	SOLE
36	Cameco Corp	Common	$1.9M	12800	0.66%	SOLE
37	Barclays PLC	Common	$1.8M	86500	0.63%	SOLE
38	Harmony Gold Mining Co Ltd	Common	$1.8M	117000	0.60%	SOLE
39	STMicroelectronics NV	Common	$1.7M	50400	0.60%	SOLE
40	Grupo Cibest SA	Common	$1.7M	23900	0.60%	SOLE
41	Vodafone Group PLC	Common	$1.7M	114800	0.59%	SOLE
42	Banco Bilbao Vizcaya Argentaria SA	Common	$1.7M	78600	0.57%	SOLE
43	Woodside Energy Group Ltd	Common	$1.6M	66800	0.55%	SOLE
44	Ecopetrol SA	Common	$1.6M	109000	0.53%	SOLE
45	Li Auto Inc	Common	$1.5M	86800	0.53%	SOLE
46	Vale SA	Common	$1.5M	97200	0.53%	SOLE
47	Baidu Inc	Common	$1.5M	13625	0.52%	SOLE
48	Taiwan Semiconductor Manufacturing Co Ltd	Common	$1.5M	4490	0.52%	SOLE
49	Mitsubishi UFJ Financial Group Inc	Common	$1.5M	88700	0.52%	SOLE
50	Sea Ltd	Common	$1.5M	18100	0.51%	SOLE

1–50 of 114

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.