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Onex Canada Asset Management Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000905790

$649.3M

disclosed book value

80

positions

5.6%

largest position share

Positions, as of 2026-06-30

top 80 of 80 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION182,657$36.5M5.6%
2MSFTMICROSOFT CORP94,569$35.3M5.4%
3GOOGLALPHABET INC91,630$32.7M5%
4AAPLAPPLE INC106,485$30.8M4.7%
5APOAPOLLO GLOBAL MGMT INC244,075$28.9M4.4%
6AONAON PLC73,720$24.5M3.8%
7AMZNAMAZON COM INC95,897$22.9M3.5%
8WWAYFAIR INC244,785$22.6M3.5%
9UBERUBER TECHNOLOGIES INC236,789$17.1M2.6%
10METAMETA PLATFORMS INC29,208$16.5M2.5%
11AVGOBROADCOM INC41,522$15.7M2.4%
12ARMKARAMARK263,054$15.0M2.3%
13SPGIS&P GLOBAL INC35,478$14.4M2.2%
14BRK/ABERKSHIRE HATHAWAY INC DEL19$14.2M2.2%
15RBARB GLOBAL INC118,133$13.8M2.1%
16MUMICRON TECHNOLOGY INC11,768$13.6M2.1%
17SHCSOTERA HEALTH CO729,212$12.9M2%
18FAFIRST ADVANTAGE CORP NEW692,378$12.5M1.9%
19AMDADVANCED MICRO DEVICES INC18,459$10.7M1.7%
20PHPARKER-HANNIFIN CORP10,472$10.2M1.6%
21CATCATERPILLAR INC9,475$10.1M1.6%
22JPMJPMORGAN CHASE & CO30,235$9.9M1.5%
23XOMEXXON MOBIL CORP65,064$8.9M1.4%
24UNPUNION PAC CORP32,144$8.7M1.3%
25BACBANK OF AMER CORP149,901$8.5M1.3%
26GOOGALPHABET INC22,177$7.8M1.2%
27LLYELI LILLY & CO6,492$7.8M1.2%
28SWIMLATHAM GROUP INC1.2M$7.6M1.2%
29TXNTEXAS INSTRS INC25,284$7.5M1.2%
30CARRCARRIER GLOBAL CORPORATION92,487$6.8M1%
31MAMASTERCARD INCORPORATED12,873$6.6M1%
32VVISA INC18,842$6.5M1%
33KOCOCA COLA CO77,056$6.3M1%
34GEGE AEROSPACE16,591$6.2M1%
35TMOTHERMO FISHER SCIENTIFIC INC12,268$6.2M0.9%
36GILGILDAN ACTIVEWEAR INC118,186$6.1M0.9%
37TDUPTHREDUP INC784,231$5.4M0.8%
38AMATAPPLIED MATLS INC6,941$5.0M0.8%
39UNHUNITEDHEALTH GROUP INC11,436$4.8M0.7%
40CBRECBRE GROUP INC34,715$4.7M0.7%
41HLTHILTON WORLDWIDE HLDGS INC14,105$4.7M0.7%
42SHWSHERWIN WILLIAMS CO13,468$4.6M0.7%
43PGPROCTER & GAMBLE CO31,329$4.6M0.7%
44TJXTJX COS INC NEW30,189$4.6M0.7%
45CVXCHEVRON CORPORATION26,858$4.5M0.7%
46CMECME GROUP INC19,621$4.3M0.7%
47DHRDANAHER CORP DEL22,710$4.3M0.7%
48HDHOME DEPOT INC12,164$4.3M0.7%
49NFLXNETFLIX INC.59,772$4.3M0.7%
50MRSHMARSH & MCLENNAN COS INC25,391$4.2M0.7%
51ORLYOREILLY AUTOMOTIVE INC45,243$4.2M0.6%
52NOWSERVICENOW INC41,964$4.2M0.6%
53STXSEAGATE TECHNOLOGY HLDNGS PL4,147$4.0M0.6%
54MCDMCDONALDS CORP14,480$3.9M0.6%
55BDXBECTON DICKINSON & CO24,853$3.8M0.6%
56ABTABBOTT LABORATORIES41,275$3.7M0.6%
57NEENEXTERA ENERGY INC42,381$3.7M0.6%
58AEPAMERICAN ELEC PWR CO INC26,835$3.7M0.6%
59VSTVISTRA CORP19,513$3.1M0.5%
60ENSGENSIGN GROUP INC18,313$2.9M0.5%
61CSXCSX CORP59,033$2.8M0.4%
62PWRQUANTA SVCS INC3,311$2.4M0.4%
63ABBVABBVIE INC9,470$2.4M0.4%
64JNJJOHNSON & JOHNSON8,541$2.2M0.3%
65SNDKSANDISK CORP754$1.7M0.3%
66PPGPPG INDS INC12,007$1.5M0.2%
67LHXL3HARRIS TECHNOLOGIES INC4,735$1.4M0.2%
68ELVELEVANCE HEALTH INC FORMERLY3,553$1.4M0.2%
69TMUST-MOBILE US INC7,601$1.3M0.2%
70MRKMERCK & CO INC9,303$1.2M0.2%
71EXPEEXPEDIA GROUP INC4,510$1.2M0.2%
72DISDISNEY WALT CO10,450$1.0M0.2%
73OXYOCCIDENTAL PETE CORP17,897$869,2570.1%
74WATWATERS CORP2,235$838,2140.1%
75RCLROYAL CARIBBEAN GROUP2,136$678,2440.1%
76INTUINTUIT2,535$661,6350.1%
77ADBEADOBE INC3,170$649,9130.1%
78RTXRTX CORPORATION3,302$626,4880.1%
79ACNACCENTURE PLC IRELAND4,963$617,5960.1%
80HCAHCA HEALTHCARE INC1,012$394,5690.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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