Onex Canada Asset Management Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Onex Canada Asset Management Inc. reported 78 stock positions worth $601.1 million. Its top holding was Apollo Global Management (APO) at 5.5% of the portfolio, followed by Nvidia (NVDA, 5.1%) and Aon Class A (AON, 5.0%). Compared with Q4 2025, it opened 10 new positions, sold out of 4, added to 14 and reduced 51. The biggest buy was a new position in Nextera Energy (NEE) and the biggest sale Apollo Global Management (APO, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0000905790
- Portfolio Value
- $601.1M (Q1 2026)
- SEC Filing
- 0001104659-26-061855 ↗ filed May 15, 2026
Holdings Value
Holdings 78 stocks · $601.1M
| APO Apollo Global Management Inc. | 5.55% | 299,232 | $33.3M | Reduce -8.6% |
| NVDA Nvidia Corp. | 5.12% | 176,344 | $30.8M | Reduce -0.6% |
| AON Aon PLC Class A | 4.97% | 92,519 | $29.9M | Reduce -22.7% |
| MSFT Microsoft Corp. | 4.97% | 80,654 | $29.9M | Add +8.8% |
| GOOGL Alphabet Inc. Class A | 4.71% | 98,399 | $28.3M | Reduce -23.8% |
| AAPL Apple Inc. | 4.50% | 106,485 | $27.0M | Reduce -4.1% |
| AMZN Amazon.com Inc. | 3.63% | 104,820 | $21.8M | Reduce -5.6% |
| UBER Uber Technologies Inc. | 3.25% | 271,445 | $19.5M | Reduce -5.6% |
| META Meta Platforms Inc. Class A | 2.93% | 30,791 | $17.6M | Add +1.6% |
| SPGI S&P Global Inc. | 2.80% | 39,508 | $16.8M | Reduce -12.6% |
| W Wayfair Inc. Class A | 2.60% | 207,993 | $15.6M | Add +31.8% |
| ARMK Aramark | 2.47% | 366,785 | $14.9M | Reduce -8.3% |
| AVGO Broadcom Inc. | 2.43% | 47,220 | $14.6M | Reduce -13.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.27% | 19 | $13.6M | Reduce -9.5% |
| RBA RB Global Inc. | 2.14% | 134,149 | $12.9M | Add +4.1% |
| FA First Advantage Corp. | 1.73% | 885,773 | $10.4M | Reduce -7.9% |
| ENSG The Ensign Group Inc. | 1.72% | 51,394 | $10.4M | Reduce -16.9% |
| SHC Sotera Health Co. | 1.71% | 715,161 | $10.3M | Add +32.3% |
| XOM Exxon Mobil Corp. | 1.67% | 59,298 | $10.1M | Reduce -3.4% |
| PH Parker Hannifin Corp. | 1.56% | 10,472 | $9.4M | Reduce -3.7% |
| GOOG Alphabet Inc. Class C | 1.48% | 31,001 | $8.9M | Reduce -44.0% |
| JPM JPMorgan Chase & Co. | 1.47% | 30,235 | $8.9M | Reduce -15.4% |
| GIL Gildan Activewear Inc. | 1.38% | 149,491 | $8.3M | Reduce -36.6% |
| UNP Union Pacific Corp. | 1.30% | 32,144 | $7.8M | Reduce -6.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.22% | 149,901 | $7.3M | Reduce -13.1% |
| MA Mastercard Inc. Class A | 1.14% | 13,790 | $6.9M | Reduce -9.2% |
| CAT Caterpillar Inc. | 1.12% | 9,475 | $6.7M | Reduce -3.4% |
| NFLX Netflix Inc. | 1.06% | 66,017 | $6.3M | Add +4.1% |
| SWIM Latham Group Inc. | 1.00% | 1,124,926 | $6.0M | Reduce -1.7% |
| TMO Thermo Fisher Scientific Inc. | 1.00% | 12,268 | $6.0M | Add +1.6% |
| V Visa Inc. Class A | 1.00% | 20,030 | $6.0M | Reduce -9.0% |
| LLY Eli Lilly & Co. | 0.99% | 6,492 | $6.0M | Reduce -5.6% |
| HLT Hilton Worldwide Holdings Inc. | 0.99% | 19,618 | $6.0M | Reduce -29.6% |
| KO The Coca-Cola Co. | 0.97% | 77,056 | $5.9M | Reduce -4.5% |
| CME Cme Group Inc. | 0.96% | 19,621 | $5.8M | Reduce -4.5% |
| MU Micron Technology Inc. | 0.93% | 16,589 | $5.6M | Reduce -14.5% |
| CBRE CBRE Group Inc. Class A | 0.85% | 37,712 | $5.1M | Reduce -11.5% |
| TXN Texas Instruments Inc. | 0.82% | 25,284 | $4.9M | Add +2.4% |
| CVX Chevron Corp. | 0.80% | 23,368 | $4.8M | Reduce -3.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.80% | 30,189 | $4.8M | Reduce -9.3% |
| PG The Procter & Gamble Co. | 0.79% | 33,095 | $4.8M | Reduce -6.6% |
| GE General Electric filed as GE AEROSPACE | 0.78% | 16,591 | $4.7M | Reduce -28.1% |
| MRSH Marsh & McLennan Cos | 0.76% | 26,497 | $4.6M | Reduce -25.6% |
| MCD McDonald's Corp. | 0.75% | 14,480 | $4.5M | Reduce -3.4% |
| NOW ServiceNow Inc. | 0.73% | 41,964 | $4.4M | Add +0.1% |
| SHW The Sherwin-Williams Co. | 0.72% | 13,468 | $4.3M | Reduce -10.7% |
| ABT Abbott Laboratories | 0.70% | 41,275 | $4.2M | Reduce -4.0% |
| ORLY O'reilly Automotive Inc. | 0.69% | 45,243 | $4.2M | Reduce -16.7% |
| DHR Danaher Corp. | 0.68% | 21,438 | $4.1M | Add +1.6% |
| BDX Becton Dickinson and Co. | 0.63% | 24,194 | $3.8M | Reduce -3.4% |
| AMD Advanced Micro Devices | 0.62% | 18,459 | $3.8M | Reduce -3.4% |
| HD Home Depot Inc. | 0.60% | 11,033 | $3.6M | Reduce -3.4% |
| NEE Nextera Energy Inc. | 0.60% | 38,712 | $3.6M | New |
| AEP American Electric Power | 0.59% | 26,835 | $3.5M | New |
| UNH Unitedhealth Group Inc. | 0.57% | 12,751 | $3.5M | Reduce -39.4% |
| TDUP Thredup Inc. Class A | 0.47% | 862,482 | $2.8M | Add +86.2% |
| CSX CSX Corp. | 0.42% | 62,024 | $2.5M | Reduce -8.7% |
| VST Vistra Corp. | 0.35% | 14,193 | $2.1M | New |
| INTU Intuit Inc. | 0.35% | 4,834 | $2.1M | Reduce -3.4% |
| JNJ Johnson & Johnson | 0.35% | 8,541 | $2.1M | No change |
| ABBV Abbvie Inc. | 0.34% | 9,470 | $2.1M | No change |
| CARR Carrier Global Corp. | 0.34% | 35,800 | $2.0M | New |
| TMUS T-Mobile US Inc. | 0.31% | 8,910 | $1.9M | Reduce -2.0% |
| ADBE Adobe Inc. | 0.31% | 7,655 | $1.9M | Reduce -3.4% |
| PWR Quanta Services Inc. | 0.29% | 3,171 | $1.7M | New |
| LHX L3HARRIS Technologies Inc. | 0.27% | 4,735 | $1.6M | New |
| PPG PPG Industries Inc. | 0.21% | 12,007 | $1.3M | No change |
| PRMB Primo Brands Corp. | 0.18% | 59,012 | $1.1M | Add +30.9% |
| AMAT Applied Materials Inc. | 0.18% | 3,113 | $1.1M | New |
| EXPE Expedia Group Inc. | 0.17% | 4,510 | $1.0M | Reduce -3.4% |
| ELV Elevance Health Inc. | 0.17% | 3,553 | $1.0M | Reduce -3.4% |
| WAT Waters Corp. | 0.17% | 3,388 | $1.0M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 10,450 | $1.0M | Reduce -3.4% |
| STX Seagate Technology Holdings | 0.17% | 2,543 | $996K | Add +27.0% |
| ACN Accenture PLC Class A | 0.16% | 4,963 | $984K | Add +5.3% |
| MRK Merck & Co. Inc. | 0.15% | 7,295 | $878K | New |
| RTX RTX Corp. | 0.11% | 3,302 | $637K | New |
| HCA HCA Healthcare Inc. | 0.11% | 1,336 | $632K | Reduce -54.8% |
Portfolio Sells Q4 2025 → Q1 2026
| APO Apollo Global Management Inc. | Reduce -8.6% | 5.55% | −1.03 |
| BUR Burford Capital Ltd. | Sold out | 0.00% | −0.94 |
| GOOG Alphabet Inc. Class C | Reduce -44.0% | 1.48% | −0.93 |
| GOOGL Alphabet Inc. Class A | Reduce -23.8% | 4.71% | −0.91 |
| AON Aon PLC Class A | Reduce -22.7% | 4.97% | −0.89 |
| GIL Gildan Activewear Inc. | Reduce -36.6% | 1.38% | −0.66 |
| GPK Graphic Packaging Holding Co. | Sold out | 0.00% | −0.64 |
| SPGI S&P Global Inc. | Reduce -12.6% | 2.80% | −0.48 |
| MASI Masimo Corp. | Sold out | 0.00% | −0.47 |
| UNH Unitedhealth Group Inc. | Reduce -39.4% | 0.57% | −0.39 |
| HAYW Hayward Holdings Inc. | Sold out | 0.00% | −0.38 |
| FA First Advantage Corp. | Reduce -7.9% | 1.73% | −0.21 |
| GE General Electric | Reduce -28.1% | 0.78% | −0.20 |
| AVGO Broadcom Inc. | Reduce -13.3% | 2.43% | −0.18 |
| MRSH Marsh & McLennan Cos | Reduce -25.6% | 0.76% | −0.15 |
| JPM JPMorgan Chase & Co. | Reduce -15.4% | 1.47% | −0.13 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -29.6% | 0.99% | −0.12 |
| INTU Intuit Inc. | Reduce -3.4% | 0.35% | −0.11 |
| CBRE CBRE Group Inc. Class A | Reduce -11.5% | 0.85% | −0.10 |
| BAC Bank of America Corp. | Reduce -13.1% | 1.22% | −0.10 |
| HCA HCA Healthcare Inc. | Reduce -54.8% | 0.11% | −0.09 |
| ADBE Adobe Inc. | Reduce -3.4% | 0.31% | −0.08 |
| V Visa Inc. Class A | Reduce -9.0% | 1.00% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -9.2% | 1.14% | −0.06 |
| ABT Abbott Laboratories | Reduce -4.0% | 0.70% | −0.04 |
| BDX Becton Dickinson and Co. | Reduce -3.4% | 0.63% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -5.6% | 0.99% | −0.03 |
| EXPE Expedia Group Inc. | Reduce -3.4% | 0.17% | −0.01 |
| UBER Uber Technologies Inc. | Reduce -5.6% | 3.25% | −0.01 |
| ELV Elevance Health Inc. | Reduce -3.4% | 0.17% | −0.01 |
| SWIM Latham Group Inc. | Reduce -1.7% | 1.00% | −0.00 |
| DIS The Walt Disney Co. | Reduce -3.4% | 0.17% | −0.00 |
| ORLY O'reilly Automotive Inc. | Reduce -16.7% | 0.69% | +0.01 |
| SHW The Sherwin-Williams Co. | Reduce -10.7% | 0.72% | +0.04 |
| TMUS T-Mobile US Inc. | Reduce -2.0% | 0.31% | +0.06 |
| AMD Advanced Micro Devices | Reduce -3.4% | 0.62% | +0.06 |
| HD Home Depot Inc. | Reduce -3.4% | 0.60% | +0.06 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -9.5% | 2.27% | +0.07 |
| AMZN Amazon.com Inc. | Reduce -5.6% | 3.63% | +0.07 |
| CSX CSX Corp. | Reduce -8.7% | 0.42% | +0.08 |
| PG The Procter & Gamble Co. | Reduce -6.6% | 0.79% | +0.09 |
| TJX TJX Companies Inc. | Reduce -9.3% | 0.80% | +0.09 |
| MCD McDonald's Corp. | Reduce -3.4% | 0.75% | +0.11 |
| MU Micron Technology Inc. | Reduce -14.5% | 0.93% | +0.16 |
| CME Cme Group Inc. | Reduce -4.5% | 0.96% | +0.19 |
| KO The Coca-Cola Co. | Reduce -4.5% | 0.97% | +0.19 |
| UNP Union Pacific Corp. | Reduce -6.4% | 1.30% | +0.19 |
| ENSG The Ensign Group Inc. | Reduce -16.9% | 1.72% | +0.23 |
| PH Parker Hannifin Corp. | Reduce -3.7% | 1.56% | +0.23 |
| CVX Chevron Corp. | Reduce -3.4% | 0.80% | +0.29 |
Portfolio Buys Q4 2025 → Q1 2026
| NEE Nextera Energy Inc. | New | 0.60% | +0.60 |
| AEP American Electric Power | New | 0.59% | +0.59 |
| W Wayfair Inc. Class A | Add +31.8% | 2.60% | +0.40 |
| SHC Sotera Health Co. | Add +32.3% | 1.71% | +0.38 |
| VST Vistra Corp. | New | 0.35% | +0.35 |
| CARR Carrier Global Corp. | New | 0.34% | +0.34 |
| RBA RB Global Inc. | Add +4.1% | 2.14% | +0.30 |
| PWR Quanta Services Inc. | New | 0.29% | +0.29 |
| LHX L3HARRIS Technologies Inc. | New | 0.27% | +0.27 |
| NFLX Netflix Inc. | Add +4.1% | 1.06% | +0.23 |
| TXN Texas Instruments Inc. | Add +2.4% | 0.82% | +0.22 |
| AMAT Applied Materials Inc. | New | 0.18% | +0.18 |
| WAT Waters Corp. | New | 0.17% | +0.17 |
| META Meta Platforms Inc. Class A | Add +1.6% | 2.93% | +0.15 |
| MRK Merck & Co. Inc. | New | 0.15% | +0.15 |
| RTX RTX Corp. | New | 0.11% | +0.11 |
| STX Seagate Technology Holdings | Add +27.0% | 0.17% | +0.09 |
| PRMB Primo Brands Corp. | Add +30.9% | 0.18% | +0.08 |
| TDUP Thredup Inc. Class A | Add +86.2% | 0.47% | +0.06 |
| TMO Thermo Fisher Scientific Inc. | Add +1.6% | 1.00% | +0.03 |
| DHR Danaher Corp. | Add +1.6% | 0.68% | +0.01 |
| MSFT Microsoft Corp. | Add +8.8% | 4.97% | −0.01 |
| ACN Accenture PLC Class A | Add +5.3% | 0.16% | −0.01 |
| NOW ServiceNow Inc. | Add +0.1% | 0.73% | −0.16 |
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 |