Onex Canada Asset Management Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Onex Canada Asset Management Inc. reported 110 stock positions worth $877.7 million. Its top holding was Apollo Global Management (APO) at 4.8% of the portfolio, followed by Microsoft (MSFT, 3.7%) and Aon Class A (AON, 3.3%). Compared with Q1 2024, it opened 1 new position, sold out of 5, added to 22 and reduced 87. The biggest buy was Aramark (ARMK, shares +27%) and the biggest sale Open Text (OTEX, shares −64%).

Most Recent 13F
Q2 2026
Location
TORONTO, A6
CIK
0000905790
Portfolio Value
$877.7M (Q2 2024)
SEC Filing
0001104659-24-089400 ↗ filed Aug 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.0B Q1 2024 Q2 2024: $877.7M $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 Q2 2026

Holdings 110 stocks · $877.7M
APO Apollo Global Management Inc. 4.84% 359,407 $42.4M Reduce -15.0%
MSFT Microsoft Corp. 3.74% 73,465 $32.8M Reduce -0.7%
AON Aon PLC Class A 3.25% 97,241 $28.5M Reduce -20.7%
AAPL Apple Inc. 3.02% 125,792 $26.5M Reduce -3.3%
META Meta Platforms Inc. Class A 2.95% 51,392 $25.9M Reduce -18.6%
SPGI S&P Global Inc. 2.86% 56,275 $25.1M Add +4.8%
GOOGL Alphabet Inc. Class A 2.80% 134,982 $24.6M Add +0.6%
ARMK Aramark 2.66% 686,267 $23.3M Add +26.6%
MRSH Marsh & McLennan Cos 2.59% 107,963 $22.7M Reduce -8.8%
AMZN Amazon.com Inc. 2.46% 111,723 $21.6M Reduce -0.1%
NVDA Nvidia Corp. 2.45% 174,328 $21.5M Reduce -3.1%
UNH Unitedhealth Group Inc. 2.32% 39,899 $20.3M Add +12.3%
UBER Uber Technologies Inc. 2.27% 273,580 $19.9M Add +17.8%
BRK.A Berkshire Hathaway Inc. Class A 2.09% 30 $18.4M Reduce -6.3%
KBR KBR Inc. 2.05% 281,155 $18.0M Reduce -11.0%
RBA RB Global Inc. 2.03% 233,694 $17.8M Reduce -20.7%
GOOG Alphabet Inc. Class C 1.97% 94,288 $17.3M Reduce -16.9%
BUR Burford Capital Ltd. 1.94% 1,302,198 $17.0M Add +3.5%
ENB Enbridge Inc. 1.48% 351,414 $13.0M Reduce -38.8%
RY Royal Bank of Canada 1.32% 103,349 $11.6M Reduce -16.1%
BN Brookfield Corp. 1.24% 246,764 $10.8M Reduce -16.1%
MFC Manulife Financial Corp. 1.20% 380,248 $10.5M Reduce -30.1%
JPM JPMorgan Chase & Co. 1.18% 51,397 $10.4M Reduce -1.1%
AVGO Broadcom Inc. 1.15% 6,269 $10.1M Reduce -7.1%
GIL Gildan Activewear Inc. 1.13% 261,411 $9.9M Add +20.0%
TD Toronto-Dominion Bank 1.13% 170,032 $9.9M Reduce -16.1%
XOM Exxon Mobil Corp. 1.04% 79,020 $9.1M Reduce -9.5%
BCE Bce Inc. 1.03% 268,218 $9.0M Reduce -35.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.02% 224,795 $8.9M Reduce -1.1%
SHOP Shopify Inc. Class A 1.01% 126,525 $8.8M Reduce -16.1%
UNP Union Pacific Corp. 0.90% 35,005 $7.9M Reduce -1.0%
SU Suncor Energy Inc. 0.89% 194,680 $7.8M Reduce -16.1%
HLT Hilton Worldwide Holdings Inc. 0.86% 34,475 $7.5M Reduce -0.1%
SHEL Shell PLC-ADR 0.85% 206,293 $7.4M Reduce -13.1%
MA Mastercard Inc. Class A 0.84% 16,698 $7.4M Reduce -0.1%
NOW ServiceNow Inc. 0.84% 9,343 $7.3M Reduce -4.0%
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.83% 83,650 $7.3M Reduce -42.9%
LLY Eli Lilly & Co. 0.76% 7,364 $6.7M Reduce -15.4%
WCN Waste Connections Inc. 0.75% 35,552 $6.6M Reduce -16.1%
TMO Thermo Fisher Scientific Inc. 0.74% 11,754 $6.5M Add +0.7%
V Visa Inc. Class A 0.72% 24,149 $6.3M Reduce -1.1%
PG The Procter & Gamble Co. 0.68% 36,389 $6.0M Add +4.3%
PH Parker Hannifin Corp. 0.64% 11,186 $5.7M Reduce -1.1%
CP Canadian Pacific Kansas City 0.63% 66,978 $5.6M Reduce -16.1%
OTEX Open Text Corp. 0.63% 175,448 $5.6M Reduce -64.5%
BIP Brookfield Infrastructure Pa 0.63% 192,960 $5.5M Reduce -35.8%
NFLX Netflix Inc. 0.62% 7,999 $5.4M Add +7.9%
AZN Astrazeneca PLC-Spons ADR 0.58% 32,840 $5.1M Add +10.1%
FSV Firstservice Corp. 0.57% 31,130 $5.0M Reduce -16.2%
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM TO 0.55% 99,682 $4.8M Reduce -54.5%
BDX Becton Dickinson and Co. 0.55% 20,582 $4.8M Add +15.6%
DHR Danaher Corp. 0.55% 19,222 $4.8M Add +0.7%
AQN Algonquin Power & Utilities 0.55% 785,491 $4.8M Reduce -39.2%
SHW The Sherwin-Williams Co. 0.54% 15,920 $4.8M Reduce -1.1%
CME Cme Group Inc. 0.53% 23,853 $4.7M Add +0.7%
KO The Coca-Cola Co. 0.53% 73,646 $4.7M Add +0.9%
ADBE Adobe Inc. 0.53% 8,340 $4.6M Reduce -0.1%
CVX Chevron Corp. 0.52% 29,424 $4.6M Reduce -11.2%
SLF Sun Life Financial Inc. 0.52% 87,638 $4.5M Reduce -16.2%
ORLY O'reilly Automotive Inc. 0.50% 4,182 $4.4M Reduce -1.0%
DOO BRP Inc./Ca- Sub Voting 0.49% 64,798 $4.3M Reduce -16.6%
CBRE CBRE Group Inc. Class A 0.48% 47,764 $4.3M Reduce -1.1%
TU Telus Corp. 0.48% 273,476 $4.2M Reduce -9.1%
MCD McDonald's Corp. 0.47% 16,332 $4.2M Add +0.9%
QSR Restaurant Brands Intern 0.46% 54,684 $4.1M Reduce -16.1%
INTU Intuit Inc. 0.46% 6,131 $4.0M Reduce -7.2%
NVO Novo-Nordisk A/S-Spons ADR 0.46% 27,790 $4.0M Add +3.7%
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX 0.45% 83,772 $3.9M Reduce -54.5%
PBA Pembina Pipeline Corp. 0.44% 102,832 $3.9M Reduce -54.5%
VET Vermilion Energy Inc. 0.44% 333,694 $3.9M Reduce -16.5%
B Barrick Gold Corp. 0.44% 220,251 $3.9M Add +23.4%
FER Ferrovial NV 0.44% 99,400 $3.9M New
BTG B2GOLD Corp. 0.43% 1,343,904 $3.8M Add +40.2%
NVS Novartis AG-Sponsored ADR 0.43% 35,733 $3.8M Reduce -18.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.43% 34,551 $3.8M Reduce -1.1%
ASML ASML Holding NV-NY Reg SHS 0.42% 3,628 $3.7M Reduce -34.4%
WSC Willscot Holdings Corp. 0.42% 97,488 $3.7M Reduce -2.0%
CIGI Colliers Intl GR-Subord Vot 0.42% 31,055 $3.7M Reduce -16.2%
TXN Texas Instruments Inc. 0.41% 18,616 $3.6M Add +15.5%
CNI Canadian Natl Railway Co. 0.40% 28,322 $3.5M Reduce -16.1%
ABT Abbott Laboratories 0.40% 33,981 $3.5M Add +1.6%
TMUS T-Mobile US Inc. 0.40% 19,786 $3.5M Reduce -12.0%
CAT Caterpillar Inc. 0.39% 10,325 $3.4M Reduce -0.1%
GE General Electric filed as GE AEROSPACE 0.39% 21,606 $3.4M Reduce -60.7%
AMD Advanced Micro Devices 0.38% 20,756 $3.4M Reduce -6.5%
HD Home Depot Inc. 0.38% 9,670 $3.3M Reduce -0.0%
MRK Merck & Co. Inc. 0.38% 26,652 $3.3M Reduce -0.1%
MU Micron Technology Inc. 0.37% 24,368 $3.2M Reduce -14.0%
HCA HCA Healthcare Inc. 0.36% 9,839 $3.2M Reduce -5.7%
TRP TC Energy Corp. 0.35% 79,966 $3.1M Reduce -54.6%
DHI D.R. Horton Inc. 0.33% 20,803 $2.9M Reduce -0.1%
VLRS Controladora Vuela Cia-ADR 0.33% 449,540 $2.9M Reduce -40.1%
CSX CSX Corp. 0.32% 85,146 $2.8M Reduce -1.1%
ELV Elevance Health Inc. 0.31% 5,027 $2.7M Reduce -1.0%
JNJ Johnson & Johnson 0.31% 18,556 $2.7M Reduce -0.1%
ALIT Alight Inc. Class A 0.31% 364,791 $2.7M Reduce -47.5%
GSK GSK PLC-Spon ADR 0.30% 137,680 $2.7M Reduce -48.6%
NTR Nutrien Ltd. 0.30% 49,153 $2.6M Reduce -16.2%
ABBV Abbvie Inc. 0.30% 15,282 $2.6M Reduce -0.0%
REGN Regeneron Pharmaceuticals 0.27% 2,234 $2.3M Add +0.2%

Show all 110 holdings

Portfolio Sells Q1 2024 → Q2 2024
OTEX Open Text Corp. Reduce -64.5% 0.63% −1.28
AON Aon PLC Class A Reduce -20.7% 3.25% −0.84
BMO Bank of Montreal Reduce -42.9% 0.83% −0.60
ENB Enbridge Inc. Reduce -38.8% 1.48% −0.59
GE General Electric Reduce -60.7% 0.39% −0.57
CM Can Imperial BK of Commerce Reduce -54.5% 0.55% −0.56
BNS Bank of Nova Scotia Reduce -54.5% 0.45% −0.51
TFII Tfi International Inc. Sold out 0.00% −0.44
BCE Bce Inc. Reduce -35.8% 1.03% −0.39
ALIT Alight Inc. Class A Reduce -47.5% 0.31% −0.38
TRP TC Energy Corp. Reduce -54.6% 0.35% −0.35
PBA Pembina Pipeline Corp. Reduce -54.5% 0.44% −0.35
BIP Brookfield Infrastructure Pa Reduce -35.8% 0.63% −0.31
GSK GSK PLC-Spon ADR Reduce -48.6% 0.30% −0.27
AQN Algonquin Power & Utilities Reduce -39.2% 0.55% −0.27
YUM Yum! Brands Inc. Sold out 0.00% −0.25
VLRS Controladora Vuela Cia-ADR Reduce -40.1% 0.33% −0.23
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.23
RBA RB Global Inc. Reduce -20.7% 2.03% −0.21
CMCSA Comcast Corp. Class A Sold out 0.00% −0.19
BA The Boeing Co. Sold out 0.00% −0.16
SHOP Shopify Inc. Class A Reduce -16.1% 1.01% −0.16
MFC Manulife Financial Corp. Reduce -30.1% 1.20% −0.16
BEP Brookfield Renewable Partner Reduce -54.5% 0.15% −0.11
ASML ASML Holding NV-NY Reg SHS Reduce -34.4% 0.42% −0.11
META Meta Platforms Inc. Class A Reduce -18.6% 2.95% −0.11
RYAAY Ryanair Holdings PLC-SP ADR Reduce -23.9% 0.24% −0.10
TD Toronto-Dominion Bank Reduce -16.1% 1.13% −0.10
CP Canadian Pacific Kansas City Reduce -16.1% 0.63% −0.07
MGA Magna International Inc. Reduce -16.1% 0.23% −0.07
VET Vermilion Energy Inc. Reduce -16.5% 0.44% −0.05
SLF Sun Life Financial Inc. Reduce -16.2% 0.52% −0.05
QSR Restaurant Brands Intern Reduce -16.1% 0.46% −0.05
FSV Firstservice Corp. Reduce -16.2% 0.57% −0.05
WSC Willscot Holdings Corp. Reduce -2.0% 0.42% −0.04
CNI Canadian Natl Railway Co. Reduce -16.1% 0.40% −0.04
CIGI Colliers Intl GR-Subord Vot Reduce -16.2% 0.42% −0.04
FMX Fomento Economico Mex-SP ADR Reduce -7.9% 0.21% −0.03
DOO BRP Inc./Ca- Sub Voting Reduce -16.6% 0.49% −0.03
DIS The Walt Disney Co. Reduce -1.2% 0.27% −0.02
BAM Brookfield Asset Mgmt-A Reduce -16.2% 0.24% −0.02
NTR Nutrien Ltd. Reduce -16.2% 0.30% −0.02
SHW The Sherwin-Williams Co. Reduce -1.1% 0.54% −0.02
AMD Advanced Micro Devices Reduce -6.5% 0.38% −0.02
DHI D.R. Horton Inc. Reduce -0.1% 0.33% −0.01
KOF Coca-Cola Femsa Sab-SP ADR Reduce -4.3% 0.22% −0.01
PPG PPG Industries Inc. Reduce -0.1% 0.22% −0.00
TU Telus Corp. Reduce -9.1% 0.48% +0.00
CVX Chevron Corp. Reduce -11.2% 0.52% +0.00
EXPE Expedia Group Inc. Reduce -2.6% 0.19% +0.00

Portfolio Buys Q1 2024 → Q2 2024
ARMK Aramark Add +26.6% 2.66% +0.90
GOOGL Alphabet Inc. Class A Add +0.6% 2.80% +0.78
SPGI S&P Global Inc. Add +4.8% 2.86% +0.58
UNH Unitedhealth Group Inc. Add +12.3% 2.32% +0.56
UBER Uber Technologies Inc. Add +17.8% 2.27% +0.48
FER Ferrovial NV New 0.44% +0.44
GIL Gildan Activewear Inc. Add +20.0% 1.13% +0.32
BTG B2GOLD Corp. Add +40.2% 0.43% +0.18
AZN Astrazeneca PLC-Spons ADR Add +10.1% 0.58% +0.18
NFLX Netflix Inc. Add +7.9% 0.62% +0.17
B Barrick Gold Corp. Add +23.4% 0.44% +0.15
TXN Texas Instruments Inc. Add +15.5% 0.41% +0.13
PG The Procter & Gamble Co. Add +4.3% 0.68% +0.12
NVO Novo-Nordisk A/S-Spons ADR Add +3.7% 0.46% +0.12
BDX Becton Dickinson and Co. Add +15.6% 0.55% +0.11
KO The Coca-Cola Co. Add +0.9% 0.53% +0.09
DHR Danaher Corp. Add +0.7% 0.55% +0.07
TMO Thermo Fisher Scientific Inc. Add +0.7% 0.74% +0.06
REGN Regeneron Pharmaceuticals Add +0.2% 0.27% +0.05
CME Cme Group Inc. Add +0.7% 0.53% +0.02
ABT Abbott Laboratories Add +1.6% 0.40% +0.02
MCD McDonald's Corp. Add +0.9% 0.47% +0.02
BUR Burford Capital Ltd. Add +3.5% 1.94% −0.07

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