Addenda Capital Inc.

Est. AUM

$3.55B

13F long equity, this entity only

Positions

129

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AGNICO EAGLE MINES LTD	COM	$177.6M	628844	5.00%	SOLE
2	TORONTO DOMINION BK ONT	COM NEW	$169.0M	1300447	4.76%	SOLE
3	ROYAL BK CDA	COM	$167.7M	745760	4.72%	SOLE
4	BANK MONTREAL MEDIUM	COM	$127.0M	674068	3.58%	SOLE
5	CANADIAN NAT RES LTD MED TER	COM	$124.1M	1812408	3.49%	SOLE
6	ALAMOS GOLD INC	COM CL A	$123.0M	1987059	3.46%	SOLE
7	BROOKFIELD CORP	CL A LTD VT SH	$122.2M	2168691	3.44%	SOLE
8	SHOPIFY INC	CL A SUB VTG SHS	$118.4M	717191	3.33%	SOLE
9	WHEATON PRECIOUS METALS CORP	COM	$112.9M	617307	3.18%	SOLE
10	ENBRIDGE INC	COM	$106.1M	1406938	2.99%	SOLE
11	BANK NOVA SCOTIA B C	COM	$103.6M	1073598	2.92%	SOLE
12	CAMECO CORP	COM	$83.3M	550763	2.35%	SOLE
13	TC ENERGY CORP	COM	$80.0M	908833	2.25%	SOLE
14	CANADIAN PACIFIC KANSAS CITY	COM	$76.8M	699650	2.16%	SOLE
15	FRANCO NEV CORP	COM	$76.4M	221821	2.15%	SOLE
16	SUNCOR ENERGY INC NEW	COM	$68.7M	747066	1.94%	SOLE
17	CANADIAN NATL RY CO	COM	$65.9M	460005	1.85%	SOLE
18	KINROSS GOLD CORP	COM	$58.2M	1367420	1.64%	SOLE
19	APPLE INC	COM	$57.8M	227617	1.63%	SOLE
20	ALPHABET INC	CAP STK CL C	$52.9M	184479	1.49%	SOLE
21	BROADCOM INC	COM	$51.8M	167214	1.46%	SOLE
22	WASTE CONNECTIONS INC	COM	$49.4M	218580	1.39%	SOLE
23	MICROSOFT CORP	COM	$48.3M	130541	1.36%	SOLE
24	NVIDIA CORPORATION	COM	$46.3M	265591	1.30%	SOLE
25	CANADIAN IMPERIAL BANK OF CO	COM	$41.9M	315186	1.18%	SOLE
26	BROOKFIELD INFRASTRUCTURE PA	LP INT UNIT	$38.7M	771858	1.09%	SOLE
27	PEMBINA PIPELINE CORP	COM	$37.7M	605547	1.06%	SOLE
28	MANULIFE FINL CORP	COM	$36.6M	764467	1.03%	SOLE
29	AMAZON COM INC	COM	$34.3M	164656	0.97%	SOLE
30	RESTAURANT BRANDS INTL INC	COM	$32.2M	310216	0.91%	SOLE
31	EMERA INC	COM	$30.4M	421545	0.86%	SOLE
32	VISA INC	COM CL A	$29.7M	98427	0.84%	SOLE
33	JPMORGAN CHASE & CO	COM	$26.0M	88510	0.73%	SOLE
34	TJX COS INC NEW	COM	$25.6M	160221	0.72%	SOLE
35	WABTEC	COM	$24.9M	99535	0.70%	SOLE
36	COLLIERS INTL GROUP INC	SUB VTG SHS	$24.7M	166288	0.70%	SOLE
37	AMPHENOL CORP	CL A	$24.5M	193786	0.69%	SOLE
38	CENOVUS ENERGY INC	COM	$23.7M	642604	0.67%	SOLE
39	F5 INC	COM	$21.1M	72999	0.59%	SOLE
40	TRANSFORCE INC	COM	$20.6M	135340	0.58%	SOLE
41	BOOKING HOLDINGS INC	COM	$19.6M	4644	0.55%	SOLE
42	THERMO FISHER SCIENTIFIC INC	COM	$19.4M	39454	0.55%	SOLE
43	SCHWAB CHARLES CORP	COM	$19.2M	204698	0.54%	SOLE
44	LINDE PLC	SHS	$19.0M	38263	0.53%	SOLE
45	HUDBAY MINERALS INC	COM	$18.0M	617158	0.51%	SOLE
46	RESMED INC	COM	$17.6M	78355	0.50%	SOLE
47	COSTCO WHOLESALE CORPORATION	COM	$17.4M	17500	0.49%	SOLE
48	LOWES COS INC	COM	$16.9M	71421	0.48%	SOLE
49	BCE INC	COM NEW	$16.7M	471327	0.47%	SOLE
50	S&P GLOBAL INC	COM	$16.2M	38159	0.46%	SOLE

1–50 of 129

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