BANK OF MONTREAL /CAN/

TORONTO, A6 · CIK 927971 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityBank of Montréal (CA)

Other 13F filers in this group: BMO CAPITAL MARKETS CORP. files a notice, BMO Family Office, LLC files a notice, BMO NESBITT BURNS INC. files a notice, BMO PRIVATE INVESTMENT COUNSEL INC. files a notice

$275.2bn reported value +13.1% vs Q1 2026

3,335positions

25.7%in top 10

308 new 1,701 added 951 reduced 193 sold out vs Q1 2026

Options: 210 call positions ($9.4bn notional), 286 put positions ($19.0bn notional) – listed below, not included above.

This report includes the holdings of 12 other managers that share the investment decisions:

BMO Asset Management Inc. – reports through this filing
BMO Bank N.A. – reports through this filing
BMO CAPITAL MARKETS CORP. – reports through this filing
BMO Capital Markets Ltd – reports through this filing
BMO Delaware Trust Co – reports through this filing
BMO Family Office, LLC – reports through this filing
BMO NESBITT BURNS INC. – reports through this filing
BMO NESBITT BURNS SECURITIES LTD. – reports through this filing

4 more

BMO PRIVATE INVESTMENT COUNSEL INC. – reports through this filing
Bank of Montreal Europe Plc – reports through this filing
Burgundy Asset Management Ltd. – reports through this filing
Stoker Ostler Wealth Advisors, Inc. – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ROYAL BK CDA COM RY	RY	60,568,915	$12.5bn4.55%	4.55%	Reduced -1.6m	-1,589,484 -2.6%
2	NVIDIA CORPORATION COM NVDA	NVDA	50,415,330	$10.1bn3.67%	3.67%	Reduced -5.4m	-5,369,352 -9.6%
3	APPLE INC COM AAPL	AAPL	26,736,492	$7.7bn2.81%	2.81%	Reduced -548.6k	-548,569 -2.0%
4	TORONTO DOMINION BK ONT COM NEW TD	TD	62,731,681	$7.6bn2.77%	2.77%	Reduced -12.6m	-12,604,783 -16.7%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	19,231,162	$6.9bn2.50%	2.50%	Reduced -226.4k	-226,405 -1.2%
6	AMAZON COM INC COM AMZN	AMZN	23,358,338	$5.6bn2.02%	2.02%	Reduced -1.3m	-1,282,658 -5.2%
7	MICROSOFT CORP COM MSFT	MSFT	14,621,788	$5.5bn1.98%	1.98%	Reduced -395.1k	-395,148 -2.6%
8	BANK MONTREAL QUE COM BMO	BMO	28,128,121	$5.0bn1.80%	1.80%	Added +130.8k	+130,783 0.5%
9	BURFORD CAP LTD ORD SHS BUR	BUR	5,240,892	$4.9bn1.78%	1.78%	Reduced -2.1m	-2,125,959 -28.9%
10	CANADIAN IMPERIAL BANK OF CO COM CM	CM	42,547,730	$4.9bn1.78%	1.78%	Added +1.6m	+1,614,870 4.0%
11	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	6,446,804	$4.8bn1.75%	1.75%	Added +482.5k	+482,497 8.1%
12	BANK NOVA SCOTIA HALIFAX COM BNS	BNS	51,924,070	$4.5bn1.64%	1.64%	Reduced -4.1m	-4,145,336 -7.4%
13	BROADCOM INC COM AVGO	AVGO	11,734,582	$4.4bn1.61%	1.61%	Added +1.9m	+1,857,440 18.8%
14	ALPHABET INC CAP STK CL C GOOG	GOOG	10,525,956	$3.7bn1.35%	1.35%	Added +646.6k	+646,643 6.5%
15	ENBRIDGE INC COM ENB	ENB	61,486,532	$3.3bn1.21%	1.21%	Added +4.3m	+4,282,342 7.5%
16	META PLATFORMS INC CL A META	META	5,491,437	$3.1bn1.12%	1.12%	Reduced -424.9k	-424,923 -7.2%
17	TESLA INC COM TSLA	TSLA	7,023,233	$3.0bn1.07%	1.07%	Added +372.2k	+372,178 5.6%
18	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,967,357	$2.9bn1.05%	1.05%	Reduced -164.1k	-164,131 -3.2%
19	CANADIAN NAT RES LTD COM CNQ	CNQ	64,790,046	$2.6bn0.93%	0.93%	Added +886.9k	+886,881 1.4%
20	MICRON TECHNOLOGY INC COM MU	MU	2,194,001	$2.5bn0.92%	0.92%	Reduced -734.5k	-734,536 -25.1%
21	TC ENERGY CORP COM TRP	TRP	37,261,213	$2.5bn0.90%	0.90%	Reduced -17.1m	-17,057,962 -31.4%
22	BROOKFIELD CORP CL A LTD VT SH BN	BN	56,708,514	$2.4bn0.88%	0.88%	Added +1.9m	+1,921,584 3.5%
23	MANULIFE FINL CORP COM MFC	MFC	56,769,350	$2.3bn0.84%	0.84%	Reduced -527.3k	-527,337 -0.9%
24	SUNCOR ENERGY INC NEW COM SU	SU	42,583,631	$2.3bn0.83%	0.83%	Added +6.1m	+6,108,073 16.8%
25	NETFLIX INC COM NFLX	NFLX	30,878,034	$2.2bn0.80%	0.80%	Added +4.3m	+4,299,780 16.2%
26	ELI LILLY & CO COM LLY	LLY	1,724,702	$2.1bn0.75%	0.75%	Added +217.3k	+217,333 14.4%
27	JPMORGAN CHASE & CO COM JPM	JPM	5,811,029	$1.9bn0.69%	0.69%	Added +255.3k	+255,311 4.6%
28	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	24,332,431	$1.8bn0.67%	0.67%	Added +1.8m	+1,757,348 7.8%
29	AGNICO EAGLE MINES LTD COM AEM	AEM	11,598,339	$1.8bn0.65%	0.65%	Added +1.2m	+1,228,556 11.8%
30	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,403,363	$1.8bn0.64%	0.64%	Added +919.0k	+919,042 61.9%
31	CANADIAN NATL RY CO COM CNI	CNI	14,841,305	$1.8bn0.64%	0.64%	Added +845.5k	+845,548 6.0%
32	VISA INC COM CL A V	V	5,072,479	$1.7bn0.63%	0.63%	Reduced -1.1m	-1,079,254 -17.5%
33	ISHARES TR CORE S&P500 ETF IVV	IVV	2,320,347	$1.7bn0.63%	0.63%	Reduced -430.5k	-430,514 -15.7%
34	CANADIAN PACIFIC KANSAS CITY COM CP	CP	19,886,289	$1.7bn0.63%	0.63%	Added +206.6k	+206,615 1.1%
35	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	13,770,055	$1.6bn0.57%	0.57%	Added +716.3k	+716,344 5.5%
36	WASTE CONNECTIONS INC COM WCN	WCN	8,665,651	$1.4bn0.52%	0.52%	Added +530.0k	+530,018 6.5%
37	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	24,488,508	$1.4bn0.52%	0.52%	Added +278.7k	+278,739 1.1%
38	ISHARES TR 20 YR TR BD ETF TLT	TLT	16,438,341	$1.4bn0.52%	0.52%	Added +765.0k	+765,014 4.9%
39	FORTIS INC COM FTS	FTS	24,632,401	$1.4bn0.51%	0.51%	Reduced -151.6k	-151,568 -0.6%
40	WALMART INC COM WMT	WMT	12,397,848	$1.4bn0.51%	0.51%	Added +27.5k	+27,517 0.2%
41	COSTCO WHSL CORP NEW COM COST	COST	1,434,743	$1.3bn0.49%	0.49%	Added +64.8k	+64,815 4.7%
42	ISHARES TR RUSSELL 2000 ETF IWM	IWM	4,406,597	$1.3bn0.48%	0.48%	Added +931.9k	+931,949 26.8%
43	BARRICK MNG CORP COM SHS B	B	35,751,217	$1.3bn0.48%	0.48%	Added +2.0m	+1,980,250 5.9%
44	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,612,621	$1.3bn0.48%	0.48%	Added +111.8k	+111,767 4.5%
45	MORGAN STANLEY COM NEW MS	MS	6,125,821	$1.3bn0.47%	0.47%	Reduced -537.5k	-537,471 -8.1%
46	JOHNSON & JOHNSON COM JNJ	JNJ	4,646,972	$1.2bn0.43%	0.43%	Added +132.9k	+132,866 2.9%
47	ISHARES TR CORE MSCI EAFE IEFA	IEFA	12,139,091	$1.2bn0.43%	0.43%	Reduced -4.4m	-4,375,108 -26.5%
48	BANK AMERICA CORP COM BAC	BAC	19,984,898	$1.1bn0.41%	0.41%	Reduced -623.4k	-623,440 -3.0%
49	FRANCO NEV CORP COM FNV	FNV	5,361,688	$1.1bn0.41%	0.41%	Added +253.5k	+253,491 5.0%
50	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,447,499	$1.1bn0.40%	0.40%	Reduced -96.8k	-96,769 -6.3%
51	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	9,454,670	$1.1bn0.40%	0.40%	Added +1.6m	+1,615,107 20.6%
52	MASTERCARD INCORPORATED CL A MA	MA	2,117,873	$1.1bn0.40%	0.40%	Added +207.7k	+207,693 10.9%
53	INTEL CORP COM INTC	INTC	7,749,654	$1.1bn0.39%	0.39%	Added +260.8k	+260,753 3.5%
54	LAM RESEARCH CORP COM NEW LRCX	LRCX	2,447,595	$1.1bn0.39%	0.39%	Added +425.6k	+425,619 21.1%
55	WESTERN DIGITAL CORP COM WDC	WDC	1,634,675	$1.0bn0.38%	0.38%	Added +229.6k	+229,633 16.3%
56	PALO ALTO NETWORKS INC COM PANW	PANW	2,971,233	$1.0bn0.37%	0.37%	Reduced -15.9k	-15,940 -0.5%
57	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,469,667	$1.0bn0.37%	0.37%	Added +120.1k	+120,082 8.9%
58	WHEATON PRECIOUS METALS CORP COM WPM	WPM	8,971,640	$1.0bn0.37%	0.37%	Added +375.3k	+375,347 4.4%
59	PEMBINA PIPELINE CORP COM PBA	PBA	21,611,518	$998.9m0.36%	0.36%	Added +532.8k	+532,831 2.5%
60	GOLDMAN SACHS GROUP INC COM GS	GS	973,106	$984.2m0.36%	0.36%	Reduced -189.7k	-189,731 -16.3%
61	BROOKFIELD INFRAST PARTNERS LP INT UNIT BIP	BIP	26,790,302	$977.6m0.36%	0.36%	Added +380.3k	+380,292 1.4%
62	EMERA INC COM EMA	EMA	18,233,933	$966.2m0.35%	0.35%	Added +379.1k	+379,129 2.1%
63	SUN LIFE FINANCIAL INC. COM SLF	SLF	12,232,736	$959.5m0.35%	0.35%	Added +1.8m	+1,848,886 17.8%
64	CISCO SYS INC COM CSCO	CSCO	7,544,247	$886.1m0.32%	0.32%	Added +604.7k	+604,687 8.7%
65	ABBVIE INC COM ABBV	ABBV	3,470,007	$873.2m0.32%	0.32%	Added +391.5k	+391,512 12.7%
66	NUTRIEN LTD COM NTR	NTR	13,797,719	$868.4m0.32%	0.32%	Added +913.0k	+912,993 7.1%
67	BCE INC COM NEW BCE	BCE	39,617,898	$852.5m0.31%	0.31%	Added +3.6m	+3,637,447 10.1%
68	ISHARES INC CORE MSCI EMKT IEMG	IEMG	10,117,805	$838.2m0.30%	0.30%	Added +1.1m	+1,097,207 12.2%
69	RESTAURANT BRANDS INTL INC COM QSR	QSR	11,295,632	$818.5m0.30%	0.30%	Added +2.3m	+2,283,680 25.3%
70	CENOVUS ENERGY INC COM CVE	CVE	32,921,767	$816.0m0.30%	0.30%	Added +9.5m	+9,523,481 40.7%
71	ROGERS COMMUNICATIONS INC CL B RCI	RCI	24,593,817	$799.3m0.29%	0.29%	Added +1.0m	+1,009,111 4.3%
72	CITIGROUP INC COM NEW C	C	5,618,362	$786.3m0.29%	0.29%	Reduced -1.1m	-1,082,287 -16.1%
73	APPLIED MATLS INC COM AMAT	AMAT	1,059,621	$766.1m0.28%	0.28%	Added +138.4k	+138,364 15.0%
74	CATERPILLAR INC COM CAT	CAT	714,120	$760.5m0.28%	0.28%	Reduced -3.7k	-3,719 -0.5%
75	CAMECO CORP COM CCJ	CCJ	7,363,367	$749.8m0.27%	0.27%	Added +1.4m	+1,354,382 22.5%
76	UNITEDHEALTH GROUP INC COM UNH	UNH	1,773,763	$737.2m0.27%	0.27%	Added +238.6k	+238,558 15.5%
77	EXXON MOBIL CORP COM XOM	XOM	5,337,394	$729.7m0.27%	0.27%	Added +250.8k	+250,799 4.9%
78	MERCK & CO INC COM MRK	MRK	5,565,728	$715.2m0.26%	0.26%	Added +734.6k	+734,567 15.2%
79	WESTERN DIGITAL CORP NOTE 3.000%11/1 · principal WDC 3 11.15.28 · principal	WDC 3 11.15.28	38,807,000	$655.9m0.24%	0.24%	Added +7.4m	+7,400,000 23.6%
80	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	658,813	$635.8m0.23%	0.23%	Reduced -349.7k	-349,678 -34.7%
81	TELUS CORPORATION COM TU	TU	60,099,611	$635.0m0.23%	0.23%	Added +198.0k	+197,987 0.3%
82	GE VERNOVA INC COM GEV	GEV	538,022	$632.1m0.23%	0.23%	Added +74.2k	+74,162 16.0%
83	LUMENTUM HLDGS INC COM LITE	LITE	723,041	$620.4m0.23%	0.23%	Added +455.0k	+455,016 169.8%
84	KLA CORP COM NEW KLAC	KLAC	2,016,482	$608.4m0.22%	0.22%	Added +221.5k	+221,522 12.3%
85	SNOWFLAKE INC CL A SNOW	SNOW	2,381,901	$606.2m0.22%	0.22%	Reduced -62.0k	-62,013 -2.5%
86	PROCTER AND GAMBLE CO COM PG	PG	4,130,633	$605.7m0.22%	0.22%	Added +102.1k	+102,093 2.5%
87	HOME DEPOT INC COM HD	HD	1,688,244	$595.4m0.22%	0.22%	Added +94.0k	+94,033 5.9%
88	ORACLE CORP COM ORCL	ORCL	4,058,532	$594.8m0.22%	0.22%	Reduced -300.8k	-300,789 -6.9%
89	ISHARES TR CORE S&P SCP ETF IJR	IJR	3,996,639	$592.7m0.22%	0.22%	Added +2.3m	+2,305,774 136.4%
90	PARKER-HANNIFIN CORP COM PH	PH	589,356	$576.5m0.21%	0.21%	Added +22.7k	+22,707 4.0%
91	LINDE PLC SHS LIN	LIN	1,109,685	$575.9m0.21%	0.21%	Added +68.9k	+68,895 6.6%
92	GENERAL DYNAMICS CORP COM GD	GD	1,609,653	$570.2m0.21%	0.21%	Added +157.5k	+157,493 10.8%
93	CELESTICA INC COM CLS	CLS	1,497,067	$545.4m0.20%	0.20%	Added +91.7k	+91,726 6.5%
94	VANECK ETF TRUST JUNIOR GOLD MINE GDXJ	GDXJ	5,246,794	$515.5m0.19%	0.19%	Reduced -740.8k	-740,757 -12.4%
95	ISHARES TR CORE S&P MCP ETF IJH	IJH	6,634,431	$511.6m0.19%	0.19%	Reduced -49.2k	-49,176 -0.7%
96	COCA COLA CO COM KO	KO	6,260,246	$508.8m0.18%	0.18%	Added +265.2k	+265,170 4.4%
97	PHILIP MORRIS INTL INC COM PM	PM	2,766,833	$500.5m0.18%	0.18%	Added +256.0k	+256,047 10.2%
98	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	5,606,004	$492.7m0.18%	0.18%	Added +5.3m	+5,315,522 1829.9%
99	TECK RESOURCES LTD CL B TECK	TECK	8,206,284	$488.3m0.18%	0.18%	Added +819.9k	+819,947 11.1%
100	ISHARES TR MSCI EAFE ETF EFA	EFA	4,674,517	$485.6m0.18%	0.18%	Added +5.6k	+5,569 0.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
THOMSON REUTERS CORP		5,323,269	$480.6m5.3m shares
HONEYWELL INTL INC		460,763	$208.3m460.8k shares
SEAGATE HDD CAYMAN STX 3.5 06.01.28	STX 3.5 06.01.28	39,818,000	$178.8m39.8m shares
BLOOM ENERGY CORP BE 3 06.01.28	BE 3 06.01.28	13,626,000	$96.3m13.6m shares
LUMENTUM HLDGS INC LITE 0.5 12.15.26	LITE 0.5 12.15.26	11,901,000	$82.2m11.9m shares
DUPONT DE NEMOURS INC DWDP	DWDP	399,148	$54.8m399.1k shares
CARNIVAL PLC CUK	CUK	2,057,736	$53.0m2.1m shares
SUPER MICRO COMPUTER INC SMCI 3.5 03.01.29	SMCI 3.5 03.01.29	50,000,000	$40.2m50.0m shares
COTERRA ENERGY INC CTRA	CTRA	918,110	$32.3m918.1k shares
AKAMAI TECHNOLOGIES INC AKAM 0.375 09.01.27	AKAM 0.375 09.01.27	25,000,000	$29.0m25.0m shares
DRIVEN BRANDS HLDGS INC DRVN	DRVN	2,076,351	$26.2m2.1m shares
JOHN BEAN TECHNOLOGIES CORP JBTM 0.25 05.15.26	JBTM 0.25 05.15.26	26,100,000	$26.0m26.1m shares
TASEKO MINES LTD		3,507,879	$22.7m3.5m shares
CARNIVAL CORP		836,747	$21.7m836.7k shares
STARZ ENTERTAINMENT CORP. STRZ	STRZ	1,803,950	$20.7m1.8m shares
MICROCHIP TECHNOLOGY INC. MCHP 0.75 06.01.30	MCHP 0.75 06.01.30	20,000,000	$19.8m20.0m shares
HOLOGIC INC HOLX	HOLX	261,228	$19.7m261.2k shares
CNX RES CORP CNX 2.25 05.01.26	CNX 2.25 05.01.26	6,269,000	$18.8m6.3m shares
SEABRIDGE GOLD INC		555,289	$15.8m555.3k shares
BLOOM ENERGY CORP BE 3 06.01.29	BE 3 06.01.29	15,634,000	$15.5m15.6m shares
VENTAS RLTY LTD PARTNERSHIP VTR 3.75 06.01.26	VTR 3.75 06.01.26	6,500,000	$9.8m6.5m shares
OKTA INC OKTA 0.375 06.15.26	OKTA 0.375 06.15.26	9,650,000	$9.6m9.7m shares
APELLIS PHARMACEUTICALS INC APLS	APLS	215,041	$8.7m215.0k shares
MIRUM PHARMACEUTICALS INC MIRM 4 05.01.29	MIRM 4 05.01.29	2,000,000	$6.0m2.0m shares
MIRUM PHARMACEUTICALS INC MIRM	MIRM	56,386	$5.2m56.4k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
SPDR S&P 500 ETF TR SPY · Put	SPY	Put	4,378,100	$3.3bn4.4m shares	Added
INVESCO QQQ TR QQQ · Put	QQQ	Put	3,873,500	$2.9bn3.9m shares	New
ISHARES TR IWM · Put	IWM	Put	9,306,300	$2.8bn9.3m shares	Added
SPDR S&P 500 ETF TR SPY · Call	SPY	Call	2,587,500	$1.9bn2.6m shares	Reduced
NVIDIA CORPORATION NVDA · Put	NVDA	Put	9,201,600	$1.8bn9.2m shares	Reduced
VANECK ETF TRUST SMH · Put	SMH	Put	2,220,300	$1.5bn2.2m shares	Added
NVIDIA CORPORATION NVDA · Call	NVDA	Call	6,202,800	$1.2bn6.2m shares	Added
ISHARES TR TLT · Put	TLT	Put	14,316,300	$1.2bn14.3m shares	Added
INVESCO QQQ TR QQQ · Call	QQQ	Call	1,444,500	$1.1bn1.4m shares	New
ADVANCED MICRO DEVICES INC AMD · Call	AMD	Call	1,361,900	$791.1m1.4m shares	Added
ADVANCED MICRO DEVICES INC AMD · Put	AMD	Put	1,063,500	$617.8m1.1m shares	Reduced
ISHARES TR IWM · Call	IWM	Call	1,917,000	$576.0m1.9m shares	Reduced
GLOBAL X FDS COPX · Call	COPX	Call	5,778,200	$444.7m5.8m shares	New
SELECT SECTOR SPDR TR XLB · Call	XLB	Call	8,700,500	$442.2m8.7m shares	Unchanged
SPDR SER TR KRE · Call	KRE	Call	5,624,800	$421.0m5.6m shares	Reduced
ISHARES TR MTUM · Put	MTUM	Put	900,000	$308.5m900.0k shares	New
SPDR GOLD TR GLD · Put	GLD	Put	834,600	$307.4m834.6k shares	New
ISHARES TR HYG · Put	HYG	Put	2,999,000	$239.8m3.0m shares	Reduced
SPDR SER TR KBE · Put	KBE	Put	3,500,000	$238.8m3.5m shares	Reduced
TESLA INC TSLA · Put	TSLA	Put	553,700	$232.9m553.7k shares	Reduced
SPDR GOLD TR GLD · Call	GLD	Call	614,700	$226.4m614.7k shares	New
ISHARES TR TLT · Call	TLT	Call	2,528,100	$218.5m2.5m shares	Added
APPLE INC AAPL · Call	AAPL	Call	752,300	$217.7m752.3k shares	Added
NETFLIX INC NFLX · Put	NFLX	Put	2,910,100	$207.8m2.9m shares	Reduced
AMAZON COM INC AMZN · Put	AMZN	Put	867,400	$206.7m867.4k shares	Reduced

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
CABLE ONE INC CABO · 13G · filed 2026-02-12	CABO	8.3%≈ $25.0m	new	13G	2026-02-12
GRANITE REAL ESTATE INVT TR GRTUF · 13G · filed 2025-08-06	GRTUF	7.2%		13G	2025-08-06
ALARM COM HLDGS INC ALRM · 13G · filed 2026-08-12	ALRM	7.0%≈ $161.4m	+1.6 pts	13G	2026-08-12
CBIZ INC CBZ · 13G · filed 2026-05-13	CBZ	6.4%≈ $112.5m	new	13G	2026-05-13
STRATEGIC ED INC STRA · 13G · filed 2026-02-12	STRA	6.3%≈ $113.2m	new	13G	2026-02-12
TRANSALTA CORP TAC · 13G · filed 2026-05-13	TAC	6.0%≈ $245.6m	new	13G	2026-05-13
EURONET WORLDWIDE INC EEFT · 13G · filed 2026-08-12	EEFT	5.8%≈ $162.1m	new	13G	2026-08-12
AKARI THERAPEUTICS PLC AKTX · 13G · filed 2026-08-12	AKTX	5.7%	new	13G	2026-08-12
HILLMAN SOLUTIONS CORP HLMN · 13G · filed 2026-02-12	HLMN	5.5%≈ $91.6m	new	13G	2026-02-12
EMERA INC EMA · 13G · filed 2025-08-06	EMA	5.3%≈ $837.0m	new	13G	2025-08-06
BOYD GROUP SERVICES INC BGSI · 13G · filed 2026-05-13	BGSI	5.2%≈ $136.2m	new	13G	2026-05-13
NORTH AMERN CONSTR GROUP LTD NOA · 13G · filed 2026-08-12	NOA	5.0%≈ $19.0m	-4.7 pts	13G	2026-08-12