Onex Canada Asset Management Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Onex Canada Asset Management Inc. reported 80 stock positions worth $649.3 million. Its top holding was Nvidia (NVDA) at 5.6% of the portfolio, followed by Microsoft (MSFT, 5.4%) and Alphabet Class A (GOOGL, 5.0%). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 17 and reduced 30. The biggest buy was Wayfair Class A (W, shares +18%) and the biggest sale Ensign (ENSG, shares −64%).

Most Recent 13F
Q2 2026
Location
TORONTO, A6
CIK
0000905790
Portfolio Value
$649.3M (Q2 2026)
SEC Filing
0001104659-26-096434 ↗ filed Aug 14, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.0B Q1 2024 Q2 2024: $877.7M Q2 2024 Q3 2024: $854.6M Q3 2024 Q4 2024: $834.2M Q4 2024 Q1 2025: $776.2M Q1 2025 Q2 2025: $820.0M Q2 2025 Q3 2025: $791.6M Q3 2025 Q4 2025: $720.5M Q4 2025 Q1 2026: $601.1M Q1 2026 Q2 2026: $649.3M $649.3M Q2 2026

Holdings 80 stocks · $649.3M
NVDA Nvidia Corp. 5.63% 182,657 $36.5M Add +3.6%
MSFT Microsoft Corp. 5.43% 94,569 $35.3M Add +17.3%
GOOGL Alphabet Inc. Class A 5.04% 91,630 $32.7M Reduce -6.9%
AAPL Apple Inc. 4.75% 106,485 $30.8M No change
APO Apollo Global Management Inc. 4.45% 244,075 $28.9M Reduce -18.4%
AON Aon PLC Class A 3.77% 73,720 $24.5M Reduce -20.3%
AMZN Amazon.com Inc. 3.52% 95,897 $22.9M Reduce -8.5%
W Wayfair Inc. Class A 3.48% 244,785 $22.6M Add +17.7%
UBER Uber Technologies Inc. 2.63% 236,789 $17.1M Reduce -12.8%
META Meta Platforms Inc. Class A 2.53% 29,208 $16.5M Reduce -5.1%
AVGO Broadcom Inc. 2.42% 41,522 $15.7M Reduce -12.1%
ARMK Aramark 2.31% 263,054 $15.0M Reduce -28.3%
SPGI S&P Global Inc. 2.23% 35,478 $14.4M Reduce -10.2%
BRK.A Berkshire Hathaway Inc. Class A 2.19% 19 $14.2M No change
RBA RB Global Inc. 2.12% 118,133 $13.8M Reduce -11.9%
MU Micron Technology Inc. 2.09% 11,768 $13.6M Reduce -29.1%
SHC Sotera Health Co. 1.99% 729,212 $12.9M Add +2.0%
FA First Advantage Corp. 1.92% 692,378 $12.5M Reduce -21.8%
AMD Advanced Micro Devices 1.65% 18,459 $10.7M No change
PH Parker Hannifin Corp. 1.58% 10,472 $10.2M No change
CAT Caterpillar Inc. 1.55% 9,475 $10.1M No change
JPM JPMorgan Chase & Co. 1.52% 30,235 $9.9M No change
XOM Exxon Mobil Corp. 1.37% 65,064 $8.9M Add +9.7%
UNP Union Pacific Corp. 1.35% 32,144 $8.7M No change
BAC Bank of America Corp. 1.32% 149,901 $8.5M No change
GOOG Alphabet Inc. Class C 1.21% 22,177 $7.8M Reduce -28.5%
LLY Eli Lilly & Co. 1.20% 6,492 $7.8M No change
SWIM Latham Group Inc. 1.17% 1,172,434 $7.6M Add +4.2%
TXN Texas Instruments Inc. 1.16% 25,284 $7.5M No change
CARR Carrier Global Corp. 1.04% 92,487 $6.8M Add +158.3%
MA Mastercard Inc. Class A 1.02% 12,873 $6.6M Reduce -6.7%
V Visa Inc. Class A 1.00% 18,842 $6.5M Reduce -5.9%
KO The Coca-Cola Co. 0.96% 77,056 $6.3M No change
GE General Electric filed as GE AEROSPACE 0.95% 16,591 $6.2M No change
TMO Thermo Fisher Scientific Inc. 0.95% 12,268 $6.2M No change
GIL Gildan Activewear Inc. 0.94% 118,186 $6.1M Reduce -20.9%
TDUP Thredup Inc. Class A 0.83% 784,231 $5.4M Reduce -9.1%
AMAT Applied Materials Inc. 0.77% 6,941 $5.0M Add +123.0%
UNH Unitedhealth Group Inc. 0.73% 11,436 $4.8M Reduce -10.3%
CBRE CBRE Group Inc. Class A 0.72% 34,715 $4.7M Reduce -8.0%
HLT Hilton Worldwide Holdings Inc. 0.72% 14,105 $4.7M Reduce -28.1%
SHW The Sherwin-Williams Co. 0.71% 13,468 $4.6M No change
PG The Procter & Gamble Co. 0.71% 31,329 $4.6M Reduce -5.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.70% 30,189 $4.6M No change
CVX Chevron Corp. 0.69% 26,858 $4.5M Add +14.9%
CME Cme Group Inc. 0.67% 19,621 $4.3M No change
DHR Danaher Corp. 0.67% 22,710 $4.3M Add +5.9%
HD Home Depot Inc. 0.66% 12,164 $4.3M Add +10.3%
NFLX Netflix Inc. 0.66% 59,772 $4.3M Reduce -9.5%
MRSH Marsh & McLennan Cos 0.65% 25,391 $4.2M Reduce -4.2%
ORLY O'reilly Automotive Inc. 0.64% 45,243 $4.2M No change
NOW ServiceNow Inc. 0.64% 41,964 $4.2M No change
STX Seagate Technology Holdings 0.62% 4,147 $4.0M Add +63.1%
MCD McDonald's Corp. 0.60% 14,480 $3.9M No change
BDX Becton Dickinson and Co. 0.58% 24,853 $3.8M Add +2.7%
ABT Abbott Laboratories 0.58% 41,275 $3.7M No change
NEE Nextera Energy Inc. 0.57% 42,381 $3.7M Add +9.5%
AEP American Electric Power 0.57% 26,835 $3.7M No change
VST Vistra Corp. 0.48% 19,513 $3.1M Add +37.5%
ENSG The Ensign Group Inc. 0.45% 18,313 $2.9M Reduce -64.4%
CSX CSX Corp. 0.43% 59,033 $2.8M Reduce -4.8%
PWR Quanta Services Inc. 0.37% 3,311 $2.4M Add +4.4%
ABBV Abbvie Inc. 0.37% 9,470 $2.4M No change
JNJ Johnson & Johnson 0.33% 8,541 $2.2M No change
SNDK Sandisk Corp. 0.26% 754 $1.7M New
PPG PPG Industries Inc. 0.22% 12,007 $1.5M No change
LHX L3HARRIS Technologies Inc. 0.21% 4,735 $1.4M No change
ELV Elevance Health Inc. 0.21% 3,553 $1.4M No change
TMUS T-Mobile US Inc. 0.20% 7,601 $1.3M Reduce -14.7%
MRK Merck & Co. Inc. 0.18% 9,303 $1.2M Add +27.5%
EXPE Expedia Group Inc. 0.18% 4,510 $1.2M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.15% 10,450 $1.0M No change
OXY Occidental Petroleum Corp. 0.13% 17,897 $869K New
WAT Waters Corp. 0.13% 2,235 $838K Reduce -34.0%
RCL Royal Caribbean Cruises Ltd. 0.10% 2,136 $678K New
INTU Intuit Inc. 0.10% 2,535 $662K Reduce -47.6%
ADBE Adobe Inc. 0.10% 3,170 $650K Reduce -58.6%
RTX RTX Corp. 0.10% 3,302 $626K No change
ACN Accenture PLC Class A 0.10% 4,963 $618K No change
HCA HCA Healthcare Inc. 0.06% 1,012 $395K Reduce -24.3%

Portfolio Sells Q1 2026 → Q2 2026
ENSG The Ensign Group Inc. Reduce -64.4% 0.45% −1.27
AON Aon PLC Class A Reduce -20.3% 3.77% −1.20
APO Apollo Global Management Inc. Reduce -18.4% 4.45% −1.10
UBER Uber Technologies Inc. Reduce -12.8% 2.63% −0.62
SPGI S&P Global Inc. Reduce -10.2% 2.23% −0.57
GIL Gildan Activewear Inc. Reduce -20.9% 0.94% −0.44
NFLX Netflix Inc. Reduce -9.5% 0.66% −0.40
META Meta Platforms Inc. Class A Reduce -5.1% 2.53% −0.40
HLT Hilton Worldwide Holdings Inc. Reduce -28.1% 0.72% −0.27
GOOG Alphabet Inc. Class C Reduce -28.5% 1.21% −0.27
INTU Intuit Inc. Reduce -47.6% 0.10% −0.25
ADBE Adobe Inc. Reduce -58.6% 0.10% −0.21
PRMB Primo Brands Corp. Sold out 0.00% −0.18
ARMK Aramark Reduce -28.3% 2.31% −0.17
CBRE CBRE Group Inc. Class A Reduce -8.0% 0.72% −0.13
MA Mastercard Inc. Class A Reduce -6.7% 1.02% −0.12
TMUS T-Mobile US Inc. Reduce -14.7% 0.20% −0.11
MRSH Marsh & McLennan Cos Reduce -4.2% 0.65% −0.11
AMZN Amazon.com Inc. Reduce -8.5% 3.52% −0.11
PG The Procter & Gamble Co. Reduce -5.3% 0.71% −0.08
HCA HCA Healthcare Inc. Reduce -24.3% 0.06% −0.04
WAT Waters Corp. Reduce -34.0% 0.13% −0.04
RBA RB Global Inc. Reduce -11.9% 2.12% −0.02
AVGO Broadcom Inc. Reduce -12.1% 2.42% −0.02
V Visa Inc. Class A Reduce -5.9% 1.00% −0.00
CSX CSX Corp. Reduce -4.8% 0.43% +0.01
UNH Unitedhealth Group Inc. Reduce -10.3% 0.73% +0.16
FA First Advantage Corp. Reduce -21.8% 1.92% +0.19
GOOGL Alphabet Inc. Class A Reduce -6.9% 5.04% +0.34
TDUP Thredup Inc. Class A Reduce -9.1% 0.83% +0.36
MU Micron Technology Inc. Reduce -29.1% 2.09% +1.16

Portfolio Buys Q1 2026 → Q2 2026
W Wayfair Inc. Class A Add +17.7% 3.48% +0.88
CARR Carrier Global Corp. Add +158.3% 1.04% +0.71
AMAT Applied Materials Inc. Add +123.0% 0.77% +0.60
NVDA Nvidia Corp. Add +3.6% 5.63% +0.51
MSFT Microsoft Corp. Add +17.3% 5.43% +0.47
STX Seagate Technology Holdings Add +63.1% 0.62% +0.45
SHC Sotera Health Co. Add +2.0% 1.99% +0.29
SNDK Sandisk Corp. New 0.26% +0.26
SWIM Latham Group Inc. Add +4.2% 1.17% +0.16
OXY Occidental Petroleum Corp. New 0.13% +0.13
VST Vistra Corp. Add +37.5% 0.48% +0.12
RCL Royal Caribbean Cruises Ltd. New 0.10% +0.10
PWR Quanta Services Inc. Add +4.4% 0.37% +0.08
HD Home Depot Inc. Add +10.3% 0.66% +0.06
MRK Merck & Co. Inc. Add +27.5% 0.18% +0.04
DHR Danaher Corp. Add +5.9% 0.67% −0.01
NEE Nextera Energy Inc. Add +9.5% 0.57% −0.03
BDX Becton Dickinson and Co. Add +2.7% 0.58% −0.05
CVX Chevron Corp. Add +14.9% 0.69% −0.12
XOM Exxon Mobil Corp. Add +9.7% 1.37% −0.30

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 80$649.3MNVDA, MSFT, GOOGL, AAPL, APO
Q1 2026 78$601.1MAPO, NVDA, AON, MSFT, GOOGL
Q4 2025 72$720.5MAPO, AON, GOOGL, MSFT, NVDA
Q3 2025 70$791.6MAON, APO, MSFT, NVDA, GOOGL
Q2 2025 118$820.0MAON, APO, MSFT, UBER, NVDA
Q1 2025 116$776.2MAON, APO, MSFT, SPGI, UBER
Q4 2024 111$834.2MAON, APO, MSFT, AAPL, SPGI
Q3 2024 110$854.6MAON, APO, MSFT, AAPL, META
Q2 2024 110$877.7MAPO, MSFT, AON, AAPL, META
Q1 2024 114$1.0BAPO, AON, MSFT, META, MRSH