Onex Canada Asset Management Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Onex Canada Asset Management Inc. reported 70 stock positions worth $791.6 million. Its top holding was Aon Class A (AON) at 7.6% of the portfolio, followed by Apollo Global Management (APO, 6.4%) and Microsoft (MSFT, 5.0%). Compared with Q2 2025, it sold out of 48, added to 19 and reduced 50. The biggest buy was Wayfair Class A (W, shares +25%) and the biggest sale an exit from iShares MSCI Eafe ETF (EFA).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0000905790
- Portfolio Value
- $791.6M (Q3 2025)
- SEC Filing
- 0001104659-25-111825 ↗ filed Nov 14, 2025
Holdings Value
Holdings 70 stocks · $791.6M
| AON Aon PLC Class A | 7.65% | 169,774 | $60.5M | Add +7.9% |
| APO Apollo Global Management Inc. | 6.39% | 379,431 | $50.6M | Add +13.9% |
| MSFT Microsoft Corp. | 5.04% | 77,063 | $39.9M | Reduce -1.2% |
| NVDA Nvidia Corp. | 4.33% | 183,861 | $34.3M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 4.28% | 139,221 | $33.8M | Reduce -1.4% |
| UBER Uber Technologies Inc. | 4.01% | 324,318 | $31.8M | Reduce -5.7% |
| AAPL Apple Inc. | 3.71% | 115,428 | $29.4M | Reduce -1.9% |
| SPGI S&P Global Inc. | 3.41% | 55,478 | $27.0M | Add +3.2% |
| AMZN Amazon.com Inc. | 3.17% | 114,324 | $25.1M | Reduce -1.4% |
| META Meta Platforms Inc. Class A | 2.95% | 31,777 | $23.3M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 2.72% | 88,291 | $21.5M | Add +11.6% |
| ARMK Aramark | 2.44% | 503,932 | $19.4M | Reduce -1.9% |
| RBA RB Global Inc. | 2.36% | 172,648 | $18.7M | Add +3.4% |
| AVGO Broadcom Inc. | 2.36% | 56,553 | $18.7M | Reduce -1.3% |
| GIL Gildan Activewear Inc. | 2.34% | 320,094 | $18.5M | Reduce -0.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.10% | 22 | $16.6M | No change |
| BUR Burford Capital Ltd. | 1.97% | 1,306,902 | $15.6M | Add +15.2% |
| W Wayfair Inc. Class A | 1.96% | 173,706 | $15.5M | Add +24.5% |
| ENSG The Ensign Group Inc. | 1.67% | 76,483 | $13.2M | Add +30.7% |
| FA First Advantage Corp. | 1.50% | 772,147 | $11.9M | Add +45.4% |
| JPM JPMorgan Chase & Co. | 1.50% | 37,652 | $11.9M | Reduce -8.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.17% | 179,277 | $9.2M | Reduce -1.0% |
| SWIM Latham Group Inc. | 1.16% | 1,209,713 | $9.2M | Add +10.0% |
| GPK Graphic Packaging Holding Co. | 1.15% | 463,169 | $9.1M | Add +23.2% |
| MA Mastercard Inc. Class A | 1.13% | 15,781 | $9.0M | Reduce -2.2% |
| PH Parker Hannifin Corp. | 1.08% | 11,309 | $8.6M | Reduce -0.9% |
| SHC Sotera Health Co. | 1.08% | 544,771 | $8.6M | Add +31.6% |
| UNP Union Pacific Corp. | 1.07% | 35,702 | $8.4M | Reduce -1.3% |
| UNH Unitedhealth Group Inc. | 1.05% | 23,993 | $8.3M | Add +2.0% |
| NOW ServiceNow Inc. | 1.01% | 8,714 | $8.0M | Reduce -0.9% |
| V Visa Inc. Class A | 0.99% | 22,889 | $7.8M | Reduce -2.2% |
| NFLX Netflix Inc. | 0.99% | 6,514 | $7.8M | Reduce -1.6% |
| MRSH Marsh & McLennan Cos | 0.97% | 37,938 | $7.6M | Reduce -0.9% |
| GE General Electric filed as GE AEROSPACE | 0.96% | 25,353 | $7.6M | Reduce -2.6% |
| HLT Hilton Worldwide Holdings Inc. | 0.95% | 28,953 | $7.5M | Reduce -4.8% |
| XOM Exxon Mobil Corp. | 0.92% | 64,757 | $7.3M | Reduce -2.5% |
| CBRE CBRE Group Inc. Class A | 0.91% | 45,543 | $7.2M | Reduce -3.7% |
| ORLY O'reilly Automotive Inc. | 0.78% | 56,963 | $6.1M | Reduce -6.2% |
| ABT Abbott Laboratories | 0.77% | 45,665 | $6.1M | Reduce -2.5% |
| TMO Thermo Fisher Scientific Inc. | 0.77% | 12,547 | $6.1M | Add +0.8% |
| CME Cme Group Inc. | 0.73% | 21,342 | $5.8M | Reduce -7.4% |
| PG The Procter & Gamble Co. | 0.72% | 37,163 | $5.7M | Reduce -2.4% |
| KO The Coca-Cola Co. | 0.71% | 84,167 | $5.6M | Reduce -3.0% |
| LLY Eli Lilly & Co. | 0.70% | 7,223 | $5.5M | Reduce -2.2% |
| SHW The Sherwin-Williams Co. | 0.69% | 15,704 | $5.4M | Reduce -1.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.65% | 35,332 | $5.1M | Reduce -4.9% |
| BDX Becton Dickinson and Co. | 0.62% | 26,039 | $4.9M | Reduce -0.9% |
| CAT Caterpillar Inc. | 0.61% | 10,195 | $4.9M | Reduce -1.0% |
| MCD McDonald's Corp. | 0.61% | 15,905 | $4.8M | Reduce -1.0% |
| TXN Texas Instruments Inc. | 0.58% | 25,015 | $4.6M | Reduce -1.9% |
| HD Home Depot Inc. | 0.57% | 11,088 | $4.5M | Reduce -0.9% |
| DHR Danaher Corp. | 0.54% | 21,734 | $4.3M | Reduce -0.2% |
| MASI Masimo Corp. | 0.52% | 27,923 | $4.1M | Add +239.5% |
| CVX Chevron Corp. | 0.49% | 25,149 | $3.9M | Reduce -1.0% |
| INTU Intuit Inc. | 0.45% | 5,202 | $3.6M | Reduce -0.9% |
| HAYW Hayward Holdings Inc. | 0.43% | 223,994 | $3.4M | Add +35.3% |
| MU Micron Technology Inc. | 0.43% | 20,188 | $3.4M | Reduce -1.1% |
| AMD Advanced Micro Devices | 0.41% | 19,884 | $3.2M | Reduce -0.9% |
| ADBE Adobe Inc. | 0.37% | 8,241 | $2.9M | Reduce -1.0% |
| CSX CSX Corp. | 0.34% | 75,804 | $2.7M | Reduce -11.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 21,127 | $2.4M | Reduce -2.4% |
| TMUS T-Mobile US Inc. | 0.30% | 9,760 | $2.3M | Reduce -25.7% |
| ABBV Abbvie Inc. | 0.29% | 10,076 | $2.3M | Reduce -4.0% |
| JNJ Johnson & Johnson | 0.23% | 9,658 | $1.8M | Reduce -22.8% |
| PPG PPG Industries Inc. | 0.21% | 15,486 | $1.6M | Reduce -0.9% |
| HCA HCA Healthcare Inc. | 0.17% | 3,072 | $1.3M | Reduce -19.4% |
| ELV Elevance Health Inc. | 0.16% | 3,814 | $1.2M | Reduce -4.6% |
| ACN Accenture PLC Class A | 0.15% | 4,903 | $1.2M | Add +15.0% |
| PRMB Primo Brands Corp. | 0.14% | 50,790 | $1.1M | Add +15.5% |
| EXPE Expedia Group Inc. | 0.14% | 5,242 | $1.1M | Reduce -6.9% |
Portfolio Sells Q2 2025 → Q3 2025
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −3.22 |
| TD Toronto-Dominion Bank | Sold out | 0.00% | −0.54 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.51 |
| BN Brookfield Corp. | Sold out | 0.00% | −0.47 |
| RY Royal Bank of Canada | Sold out | 0.00% | −0.42 |
| FER Ferrovial NV | Sold out | 0.00% | −0.35 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.32 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.29 |
| MFC Manulife Financial Corp. | Sold out | 0.00% | −0.27 |
| BCE Bce Inc. | Sold out | 0.00% | −0.24 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.23 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.23 |
| SU Suncor Energy Inc. | Sold out | 0.00% | −0.23 |
| BUD Anheuser-Busch Inbev-SPN ADR | Sold out | 0.00% | −0.21 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −0.21 |
| WCN Waste Connections Inc. | Sold out | 0.00% | −0.20 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.19 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.19 |
| SLF Sun Life Financial Inc. | Sold out | 0.00% | −0.18 |
| ARMK Aramark | Reduce -1.9% | 2.44% | −0.18 |
| FSV Firstservice Corp. | Sold out | 0.00% | −0.17 |
| OTEX Open Text Corp. | Sold out | 0.00% | −0.16 |
| BTG B2GOLD Corp. | Sold out | 0.00% | −0.15 |
| BIP Brookfield Infrastructure Pa | Sold out | 0.00% | −0.15 |
| CIGI Colliers Intl GR-Subord Vot | Sold out | 0.00% | −0.13 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −0.13 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.12 |
| QSR Restaurant Brands Intern | Sold out | 0.00% | −0.11 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −0.11 |
| BHP BHP Group Ltd.-Spon ADR | Sold out | 0.00% | −0.11 |
| DOO BRP Inc./Ca- Sub Voting | Sold out | 0.00% | −0.10 |
| FMX Fomento Economico Mex-SP ADR | Sold out | 0.00% | −0.10 |
| TCOM Trip.com Group Ltd.-ADR | Sold out | 0.00% | −0.10 |
| KOF Coca-Cola Femsa Sab-SP ADR | Sold out | 0.00% | −0.10 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.10 |
| NFLX Netflix Inc. | Reduce -1.6% | 0.99% | −0.09 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.09 |
| AQN Algonquin Power & Utilities | Sold out | 0.00% | −0.09 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.09 |
| NTR Nutrien Ltd. | Sold out | 0.00% | −0.09 |
| NOW ServiceNow Inc. | Reduce -0.9% | 1.01% | −0.09 |
| TMUS T-Mobile US Inc. | Reduce -25.7% | 0.30% | −0.09 |
| BAM Brookfield Asset Mgmt-A | Sold out | 0.00% | −0.09 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.08 |
| MGA Magna International Inc. | Sold out | 0.00% | −0.08 |
| ATS Ats Corp. | Sold out | 0.00% | −0.07 |
| VET Vermilion Energy Inc. | Sold out | 0.00% | −0.07 |
| TXN Texas Instruments Inc. | Reduce -1.9% | 0.58% | −0.06 |
| CNQ Canadian Natural Resources | Sold out | 0.00% | −0.06 |
| INTU Intuit Inc. | Reduce -0.9% | 0.45% | −0.06 |
Portfolio Buys Q2 2025 → Q3 2025
| W Wayfair Inc. Class A | Add +24.5% | 1.96% | +1.09 |
| GOOG Alphabet Inc. Class C | Add +11.6% | 2.72% | +1.01 |
| AON Aon PLC Class A | Add +7.9% | 7.65% | +0.80 |
| APO Apollo Global Management Inc. | Add +13.9% | 6.39% | +0.63 |
| ENSG The Ensign Group Inc. | Add +30.7% | 1.67% | +0.57 |
| SHC Sotera Health Co. | Add +31.6% | 1.08% | +0.52 |
| FA First Advantage Corp. | Add +45.4% | 1.50% | +0.43 |
| MASI Masimo Corp. | Add +239.5% | 0.52% | +0.35 |
| SWIM Latham Group Inc. | Add +10.0% | 1.16% | +0.31 |
| RBA RB Global Inc. | Add +3.4% | 2.36% | +0.20 |
| GPK Graphic Packaging Holding Co. | Add +23.2% | 1.15% | +0.18 |
| TMO Thermo Fisher Scientific Inc. | Add +0.8% | 0.77% | +0.15 |
| UNH Unitedhealth Group Inc. | Add +2.0% | 1.05% | +0.15 |
| HAYW Hayward Holdings Inc. | Add +35.3% | 0.43% | +0.15 |
| META Meta Platforms Inc. Class A | Add +0.4% | 2.95% | +0.10 |
| BUR Burford Capital Ltd. | Add +15.2% | 1.97% | +0.00 |
| ACN Accenture PLC Class A | Add +15.0% | 0.15% | −0.00 |
| PRMB Primo Brands Corp. | Add +15.5% | 0.14% | −0.02 |
| SPGI S&P Global Inc. | Add +3.2% | 3.41% | −0.05 |
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 |