Gluskin Sheff + Associates

Onex Canada Asset Management as of Sept. 30, 2025

Portfolio Holdings for Onex Canada Asset Management

Onex Canada Asset Management holds 70 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Aon Shs Cl A (AON) 7.6 $61M 170k 356.59
Apollo Global Mgmt (APO) 6.4 $51M 379k 133.27
Microsoft Corporation (MSFT) 5.0 $40M 77k 517.95
NVIDIA Corporation (NVDA) 4.3 $34M 184k 186.58
Alphabet Cap Stk Cl A (GOOGL) 4.3 $34M 139k 243.10
Uber Technologies (UBER) 4.0 $32M 324k 97.97
Apple (AAPL) 3.7 $29M 115k 254.63
S&p Global (SPGI) 3.4 $27M 56k 486.71
Amazon (AMZN) 3.2 $25M 114k 219.57
Meta Platforms Cl A (META) 2.9 $23M 32k 734.38
Alphabet Cap Stk Cl C (GOOG) 2.7 $22M 88k 243.55
Aramark Hldgs (ARMK) 2.4 $19M 504k 38.40
Rb Global (RBA) 2.4 $19M 173k 108.36
Broadcom (AVGO) 2.4 $19M 57k 329.91
Gildan Activewear Inc Com Cad (GIL) 2.3 $19M 320k 57.80
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.1 $17M 22.00 754200.00
Burford Cap Ord Shs (BUR) 2.0 $16M 1.3M 11.96
Wayfair Cl A (W) 2.0 $16M 174k 89.33
Ensign (ENSG) 1.7 $13M 77k 172.77
First Advantage Corp (FA) 1.5 $12M 772k 15.39
JPMorgan Chase & Co. (JPM) 1.5 $12M 38k 315.43
Bank of America Corporation (BAC) 1.2 $9.2M 179k 51.59
Latham Group (SWIM) 1.2 $9.2M 1.2M 7.61
Graphic Packaging Holding Company (GPK) 1.1 $9.1M 463k 19.57
Mastercard Incorporated Cl A (MA) 1.1 $9.0M 16k 568.81
Parker-Hannifin Corporation (PH) 1.1 $8.6M 11k 758.15
Sotera Health (SHC) 1.1 $8.6M 545k 15.73
Union Pacific Corporation (UNP) 1.1 $8.4M 36k 236.37
UnitedHealth (UNH) 1.0 $8.3M 24k 345.30
Servicenow (NOW) 1.0 $8.0M 8.7k 920.28
Visa Com Cl A (V) 1.0 $7.8M 23k 341.38
Netflix (NFLX) 1.0 $7.8M 6.5k 1198.92
Marsh & McLennan Companies (MMC) 1.0 $7.6M 38k 201.53
Ge Aerospace Com New (GE) 1.0 $7.6M 25k 300.82
Hilton Worldwide Holdings (HLT) 0.9 $7.5M 29k 259.44
Exxon Mobil Corporation (XOM) 0.9 $7.3M 65k 112.75
Cbre Group Cl A (CBRE) 0.9 $7.2M 46k 157.56
O'reilly Automotive (ORLY) 0.8 $6.1M 57k 107.81
Abbott Laboratories (ABT) 0.8 $6.1M 46k 133.94
Thermo Fisher Scientific (TMO) 0.8 $6.1M 13k 485.02
Cme (CME) 0.7 $5.8M 21k 270.19
Procter & Gamble Company (PG) 0.7 $5.7M 37k 153.65
Coca-Cola Company (KO) 0.7 $5.6M 84k 66.32
Eli Lilly & Co. (LLY) 0.7 $5.5M 7.2k 763.00
Sherwin-Williams Company (SHW) 0.7 $5.4M 16k 346.26
TJX Companies (TJX) 0.6 $5.1M 35k 144.54
Becton, Dickinson and (BDX) 0.6 $4.9M 26k 187.17
Caterpillar (CAT) 0.6 $4.9M 10k 477.15
McDonald's Corporation (MCD) 0.6 $4.8M 16k 303.89
Texas Instruments Incorporated (TXN) 0.6 $4.6M 25k 183.73
Home Depot (HD) 0.6 $4.5M 11k 405.19
Danaher Corporation (DHR) 0.5 $4.3M 22k 198.26
Masimo Corporation (MASI) 0.5 $4.1M 28k 147.55
Chevron Corporation (CVX) 0.5 $3.9M 25k 155.29
Intuit (INTU) 0.4 $3.6M 5.2k 682.91
Hayward Hldgs (HAYW) 0.4 $3.4M 224k 15.12
Micron Technology (MU) 0.4 $3.4M 20k 167.32
Advanced Micro Devices (AMD) 0.4 $3.2M 20k 161.79
Adobe Systems Incorporated (ADBE) 0.4 $2.9M 8.2k 352.75
CSX Corporation (CSX) 0.3 $2.7M 76k 35.51
Walt Disney Company (DIS) 0.3 $2.4M 21k 114.50
Metropcs Communications (TMUS) 0.3 $2.3M 9.8k 239.38
Abbvie (ABBV) 0.3 $2.3M 10k 231.54
Johnson & Johnson (JNJ) 0.2 $1.8M 9.7k 185.42
PPG Industries (PPG) 0.2 $1.6M 16k 105.11
Hca Holdings (HCA) 0.2 $1.3M 3.1k 426.20
Anthem (ELV) 0.2 $1.2M 3.8k 323.12
Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.2M 4.9k 246.60
Primo Brands Corporation Class A Com Shs (PRMB) 0.1 $1.1M 51k 22.10
Expedia Group Com New (EXPE) 0.1 $1.1M 5.2k 213.75