Gluskin Sheff + Associates

Onex Canada Asset Management as of Dec. 31, 2025

Portfolio Holdings for Onex Canada Asset Management

Onex Canada Asset Management holds 72 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apollo Global Mgmt (APO) 6.6 $47M 327k 144.76
Aon Shs Cl A (AON) 5.9 $42M 120k 352.88
Alphabet Cap Stk Cl A (GOOGL) 5.6 $40M 129k 313.00
Microsoft Corporation (MSFT) 5.0 $36M 74k 483.62
NVIDIA Corporation (NVDA) 4.6 $33M 177k 186.50
Apple (AAPL) 4.2 $30M 111k 271.86
Amazon (AMZN) 3.6 $26M 111k 230.82
S&p Global (SPGI) 3.3 $24M 45k 522.59
Uber Technologies (UBER) 3.3 $24M 288k 81.71
Meta Platforms Cl A (META) 2.8 $20M 30k 660.09
Broadcom (AVGO) 2.6 $19M 54k 346.10
Alphabet Cap Stk Cl C (GOOG) 2.4 $17M 55k 313.80
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.2 $16M 21.00 754800.00
Wayfair Cl A (W) 2.2 $16M 158k 100.41
Aramark Hldgs (ARMK) 2.0 $15M 400k 36.86
Gildan Activewear Inc Com Cad (GIL) 2.0 $15M 236k 62.46
First Advantage Corp (FA) 1.9 $14M 962k 14.53
Rb Global (RBA) 1.8 $13M 129k 102.87
JPMorgan Chase & Co. (JPM) 1.6 $12M 36k 322.22
Ensign (ENSG) 1.5 $11M 62k 174.20
Parker-Hannifin Corporation (PH) 1.3 $9.6M 11k 878.96
Sotera Health (SHC) 1.3 $9.5M 541k 17.64
Bank of America Corporation (BAC) 1.3 $9.5M 172k 55.00
Mastercard Incorporated Cl A (MA) 1.2 $8.7M 15k 570.88
Hilton Worldwide Holdings (HLT) 1.1 $8.0M 28k 287.25
Union Pacific Corporation (UNP) 1.1 $7.9M 34k 231.32
Visa Com Cl A (V) 1.1 $7.7M 22k 350.71
Eli Lilly & Co. (LLY) 1.0 $7.4M 6.9k 1074.68
Exxon Mobil Corporation (XOM) 1.0 $7.4M 61k 120.34
Latham Group (SWIM) 1.0 $7.3M 1.1M 6.35
Ge Aerospace Com New (GE) 1.0 $7.1M 23k 308.03
Thermo Fisher Scientific (TMO) 1.0 $7.0M 12k 579.45
UnitedHealth (UNH) 1.0 $6.9M 21k 330.11
Cbre Group Cl A (CBRE) 1.0 $6.9M 43k 160.79
Burford Cap Ord Shs (BUR) 0.9 $6.8M 763k 8.92
Marsh & McLennan Companies 0.9 $6.6M 36k 185.52
Servicenow (NOW) 0.9 $6.4M 42k 153.19
Netflix (NFLX) 0.8 $5.9M 63k 93.76
Coca-Cola Company (KO) 0.8 $5.6M 81k 69.91
Caterpillar (CAT) 0.8 $5.6M 9.8k 572.87
Cme (CME) 0.8 $5.6M 21k 273.08
Micron Technology (MU) 0.8 $5.5M 19k 285.41
Abbott Laboratories (ABT) 0.7 $5.4M 43k 125.29
TJX Companies (TJX) 0.7 $5.1M 33k 153.61
Procter & Gamble Company (PG) 0.7 $5.1M 35k 143.31
O'reilly Automotive (ORLY) 0.7 $5.0M 54k 91.21
Sherwin-Williams Company (SHW) 0.7 $4.9M 15k 324.03
Becton, Dickinson and (BDX) 0.7 $4.9M 25k 194.07
Danaher Corporation (DHR) 0.7 $4.8M 21k 228.92
Graphic Packaging Holding Company (GPK) 0.6 $4.6M 306k 15.06
McDonald's Corporation (MCD) 0.6 $4.6M 15k 305.63
Texas Instruments Incorporated (TXN) 0.6 $4.3M 25k 173.49
Advanced Micro Devices (AMD) 0.6 $4.1M 19k 214.16
Home Depot (HD) 0.5 $3.9M 11k 344.10
Chevron Corporation (CVX) 0.5 $3.7M 24k 152.41
Masimo Corporation (MASI) 0.5 $3.4M 26k 130.06
Intuit (INTU) 0.5 $3.3M 5.0k 662.42
Thredup Cl A (TDUP) 0.4 $3.0M 463k 6.39
Adobe Systems Incorporated (ADBE) 0.4 $2.8M 7.9k 349.99
Hayward Hldgs (HAYW) 0.4 $2.7M 175k 15.45
CSX Corporation (CSX) 0.3 $2.5M 68k 36.25
Abbvie (ABBV) 0.3 $2.2M 9.5k 228.49
Metropcs Communications (TMUS) 0.3 $1.8M 9.1k 203.04
Johnson & Johnson (JNJ) 0.2 $1.8M 8.5k 206.95
Hca Holdings (HCA) 0.2 $1.4M 3.0k 466.86
Expedia Group Com New (EXPE) 0.2 $1.3M 4.7k 283.31
Anthem (ELV) 0.2 $1.3M 3.7k 350.55
Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.3M 4.7k 268.30
Walt Disney Company (DIS) 0.2 $1.2M 11k 113.77
PPG Industries (PPG) 0.2 $1.2M 12k 102.46
Primo Brands Corporation Class A Com Shs (PRMB) 0.1 $737k 45k 16.35
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $551k 2.0k 275.39