Onex Canada Asset Management Inc.

Name: Onex Canada Asset Management Inc. 13F holdings, Q2 2024
Creator: Onex Canada Asset Management Inc.
Published: 2024-08-14

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024

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

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%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.27%	23,574	$2.3M	Reduce -1.2%
BAM Brookfield Asset Mgmt-A	0.24%	51,959	$2.1M	Reduce -16.2%
RYAAY Ryanair Holdings PLC-SP ADR	0.24%	17,822	$2.1M	Reduce -23.9%
MGA Magna International Inc.	0.23%	45,111	$2.0M	Reduce -16.1%
PPG PPG Industries Inc.	0.22%	15,531	$2.0M	Reduce -0.1%
KOF Coca-Cola Femsa Sab-SP ADR	0.22%	22,145	$1.9M	Reduce -4.3%
FMX Fomento Economico Mex-SP ADR	0.21%	17,448	$1.9M	Reduce -7.9%
ZTS Zoetis Inc.	0.20%	9,954	$1.7M	Reduce -1.1%
EXPE Expedia Group Inc.	0.19%	12,911	$1.6M	Reduce -2.6%
BEP Brookfield Renewable Partner	0.15%	50,917	$1.3M	Reduce -54.5%

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

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	80	$649.3M	NVDA, MSFT, GOOGL, AAPL, APO
Q1 2026	78	$601.1M	APO, NVDA, AON, MSFT, GOOGL
Q4 2025	72	$720.5M	APO, AON, GOOGL, MSFT, NVDA
Q3 2025	70	$791.6M	AON, APO, MSFT, NVDA, GOOGL
Q2 2025	118	$820.0M	AON, APO, MSFT, UBER, NVDA
Q1 2025	116	$776.2M	AON, APO, MSFT, SPGI, UBER
Q4 2024	111	$834.2M	AON, APO, MSFT, AAPL, SPGI
Q3 2024	110	$854.6M	AON, APO, MSFT, AAPL, META
Q2 2024	110	$877.7M	APO, MSFT, AON, AAPL, META
Q1 2024	114	$1.0B	APO, AON, MSFT, META, MRSH