1832 Asset Management L.P.

13F filer · CIK 0000944388

Reported Aug 13, 2026

13F portfolio value$199.4BU.S. long equity reported on 13F

Positions543Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight10.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 2026543 positions
RYRoyal Bank of Canada	$3.53B	1.77%	1.22%	+3.2%	Q2 2013
TDToronto Dominion Bank	$3.41B	1.71%	1.66%	-7.5%	Q2 2013
MSFTMicrosoft Corp	$2.46B	1.23%	0.09%	+4.2%	Q2 2013
CNICanadian National Railway Co	$1.97B	0.99%	2.69%	-11.6%	Q2 2013
NVDANvidia Corp	$1.89B	0.95%	0.04%	-0.3%	Q2 2016
BNBROOKFIELD Corp	$1.81B	0.91%	Not reported	-1.0%	Q4 2022
AMZNAmazon Com Inc	$1.71B	0.86%	0.07%	-14.0%	Q2 2013
GOOGLAlphabet Inc.	$1.7B	0.85%	0.04%	+23.5%	Q4 2015
BMOBank of Montreal	$1.64B	0.82%	1.31%	-3.1%	Q2 2013
ENBEnbridge Inc	$1.55B	0.78%	1.31%	-1.6%	Q2 2013
AAPLApple Inc.	$1.44B	0.72%	0.03%	-2.1%	Q2 2013
BNSBank of Nova Scotia	$1.41B	0.71%	1.31%	-11.0%	Q2 2013
TRPTC Energy Corp	$1.36B	0.68%	Not reported	-7.0%	Q2 2019
WCNWaste Connections, Inc.	$1.24B	0.62%	2.96%	+4.8%	Q2 2016
CPCanadian Pacific Kansas City Ltd	$1.22B	0.61%	1.59%	-0.4%	Q4 2013
CNQCANADIAN NATURAL RESOURCES Ltd	$1.11B	0.56%	1.35%	+0.7%	Q2 2013
VVisa Inc.	$1.08B	0.54%	0.17%	+11.3%	Q2 2013
MFCManulife Financial Corp	$1.04B	0.52%	Not reported	-8.7%	Q2 2013
SHOPShopify Inc.	$1.04B	0.52%	2.31%	-10.9%	Q2 2015
GOOGAlphabet Inc.	$954M	0.48%	Not reported	-11.6%	Q4 2015
SUSuncor Energy Inc	$921M	0.46%	1.44%	+5.9%	Q2 2013
JPMJPMorgan Chase & Co	$899M	0.45%	0.10%	+36.9%	Q2 2013
TMOThermo Fisher Scientific Inc.	$863M	0.43%	0.47%	-12.6%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$846M	0.42%	0.01%	-32.3%	Q3 2014
AVGOBroadcom Inc.	$657M	0.33%	0.04%	+48.1%	Q1 2016
TRIThomson Reuters Corp	$627M	0.31%	1.64%	+6.0%	Q2 2013
SLFSun Life Financial Inc	$625M	0.31%	Not reported	-12.1%	Q2 2013
AEMAgnico Eagle Mines Ltd	$624M	0.31%	0.80%	+2.6%	Q2 2013
KLACKla Corp	$595M	0.30%	0.15%	-0.6%	Q2 2013
ASMLAsml Holding NV	$594M	0.30%	0.08%	+6.9%	Q4 2016
TJXTJX Companies Inc	$586M	0.29%	0.35%	-20.8%	Q2 2013
OTEXOpen Text Corp	$555M	0.28%	10.34%	-8.1%	Q2 2013
AMDAdvanced Micro Devices Inc	$553M	0.28%	0.06%	+29.0%	Q2 2014
JNJJohnson & Johnson	$549M	0.28%	0.09%	-1.3%	Q2 2013
UNHUnitedhealth Group Inc	$538M	0.27%	0.14%	+18.0%	Q4 2013
FNVFRANCO NEVADA Corp	$536M	0.27%	1.33%	-1.6%	Q2 2013
ETNEaton Corp plc	$498M	0.25%	0.30%	+9.5%	Q2 2013
CAECae Inc	$490M	0.25%	6.08%	+19.3%	Q2 2013
LLYELI LILLY & Co	$476M	0.24%	0.04%	+293.2%	Q1 2014
MAMastercard Inc	$473M	0.24%	0.08%	+1.7%	Q2 2013
PBAPembina Pipeline Corp	$460M	0.23%	1.71%	-15.1%	Q2 2013
MCDMcdonalds Corp	$454M	0.23%	0.24%	+9.1%	Q2 2013
NTRNutrien Ltd.	$452M	0.23%	1.26%	+12.2%	Q1 2018
CSCOCisco Systems, Inc.	$440M	0.22%	0.09%	-31.3%	Q2 2013
METAMeta Platforms, Inc.	$424M	0.21%	Not reported	+14.0%	Q3 2013
FTSFortis Inc.	$420M	0.21%	1.45%	-2.9%	Q4 2016
RBARB Global Inc.	$390M	0.20%	1.81%	-3.5%	Q2 2023
COSTCostco Wholesale Corp	$388M	0.19%	0.09%	-12.0%	Q2 2013
IBKRInteractive Brokers Group, Inc.	$378M	0.19%	1.70%	-2.5%	Q1 2014
AMATApplied Materials Inc	$375M	0.19%	0.07%	-35.7%	Q2 2014

Q1 2026Reported May 14, 2026550 positions
TDToronto Dominion Bank	$2.83B	2.60%	1.80%	-6.0%	Q2 2013
RYRoyal Bank of Canada	$2.67B	2.45%	1.18%	-2.1%	Q2 2013
MSFTMicrosoft Corp	$2.34B	2.15%	0.09%	+12.0%	Q2 2013
CNICanadian National Railway Co	$1.92B	1.77%	3.05%	-0.3%	Q2 2013
AMZNAmazon Com Inc	$1.74B	1.60%	0.08%	+7.4%	Q2 2013
BNBROOKFIELD Corp	$1.74B	1.60%	Not reported	-5.7%	Q4 2022
NVDANvidia Corp	$1.65B	1.52%	0.04%	+32.8%	Q2 2016
ENBEnbridge Inc	$1.57B	1.45%	1.33%	-4.9%	Q2 2013
TRPTC Energy Corp	$1.38B	1.27%	Not reported	-10.1%	Q2 2019
CNQCANADIAN NATURAL RESOURCES Ltd	$1.36B	1.25%	1.34%	-11.3%	Q2 2013
BMOBank of Montreal	$1.3B	1.19%	1.35%	-7.9%	Q2 2013
AAPLApple Inc.	$1.29B	1.18%	0.03%	+15.3%	Q2 2013
BNSBank of Nova Scotia	$1.27B	1.16%	1.48%	-2.7%	Q2 2013
SHOPShopify Inc.	$1.21B	1.11%	2.59%	+30.4%	Q2 2015
WCNWaste Connections, Inc.	$1.16B	1.06%	2.80%	+25.9%	Q2 2016
CPCanadian Pacific Kansas City Ltd	$1.11B	1.02%	1.58%	-1.3%	Q4 2013
GOOGLAlphabet Inc.	$1.11B	1.02%	0.03%	-30.7%	Q4 2015
SUSuncor Energy Inc	$1.07B	0.98%	1.36%	-9.0%	Q2 2013
MFCManulife Financial Corp	$973M	0.89%	Not reported	-1.2%	Q2 2013
TMOThermo Fisher Scientific Inc.	$968M	0.89%	0.53%	+58.3%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$884M	0.81%	0.01%	-7.1%	Q3 2014
GOOGAlphabet Inc.	$876M	0.81%	Not reported	+20.7%	Q4 2015
VVisa Inc.	$855M	0.79%	0.15%	+4.0%	Q2 2013
AEMAgnico Eagle Mines Ltd	$795M	0.73%	0.78%	+5.6%	Q2 2013
TJXTJX Companies Inc	$780M	0.72%	0.44%	-9.1%	Q2 2013
TRIThomson Reuters Corp	$651M	0.60%	1.55%	+37.7%	Q2 2013
FNVFRANCO NEVADA Corp	$645M	0.59%	1.35%	+0.3%	Q2 2013
OTEXOpen Text Corp	$606M	0.56%	11.24%	+15.5%	Q2 2013
JPMJPMorgan Chase & Co	$590M	0.54%	0.07%	-8.2%	Q2 2013
SLFSun Life Financial Inc	$567M	0.52%	Not reported	-11.2%	Q2 2013
HDHome Depot, Inc.	$567M	0.52%	0.17%	+8.4%	Q2 2013
JNJJohnson & Johnson	$535M	0.49%	0.09%	-13.4%	Q2 2013
PBAPembina Pipeline Corp	$525M	0.48%	2.02%	-0.4%	Q2 2013
SHWSherwin Williams Co	$512M	0.47%	0.65%	-5.0%	Q1 2014
NTRNutrien Ltd.	$483M	0.44%	1.12%	-18.2%	Q1 2018
MCDMcdonalds Corp	$478M	0.44%	0.22%	+4.9%	Q2 2013
COSTCostco Wholesale Corp	$469M	0.43%	0.11%	+43.7%	Q2 2013
BSXBoston Scientific Corp	$455M	0.42%	0.49%	+229.4%	Q3 2016
MAMastercard Inc	$453M	0.42%	0.07%	-3.0%	Q2 2013
NFLXNetflix Inc	$446M	0.41%	0.11%	+32.2%	Q4 2013
DHRDanaher Corp	$443M	0.41%	0.33%	+62.6%	Q2 2013
TFIITFI International Inc.	$432M	0.40%	4.72%	-13.8%	Q1 2020
XOMExxonMobil Holdings Corp	$430M	0.40%	0.06%	+162.3%	Q2 2013
CAECae Inc	$427M	0.39%	5.10%	-26.2%	Q2 2013
CSCOCisco Systems, Inc.	$423M	0.39%	0.14%	-29.9%	Q2 2013
FTSFortis Inc.	$422M	0.39%	1.49%	-10.1%	Q4 2016
ETNEaton Corp plc	$381M	0.35%	0.27%	-16.1%	Q2 2013
KGCKinross Gold Corp	$380M	0.35%	1.04%	+78.1%	Q1 2014
METAMeta Platforms, Inc.	$378M	0.35%	Not reported	-2.7%	Q3 2013
LINLinde PLC	$374M	0.34%	0.16%	+59.9%	Q1 2019

Q4 2025Reported Feb 13, 2026581 positions
TDToronto Dominion Bank	$3.04B	2.32%	1.91%	+46.2%	Q2 2013
RYRoyal Bank of Canada	$2.87B	2.19%	1.20%	+7.6%	Q2 2013
MSFTMicrosoft Corp	$2.73B	2.08%	0.08%	+23.1%	Q2 2013
BNBROOKFIELD Corp	$2.09B	1.59%	Not reported	+86.2%	Q4 2022
CNICanadian National Railway Co	$1.85B	1.41%	3.06%	+98.3%	Q2 2013
AMZNAmazon Com Inc	$1.79B	1.37%	0.07%	+30.0%	Q2 2013
GOOGLAlphabet Inc.	$1.74B	1.32%	0.05%	+15.9%	Q4 2015
ENBEnbridge Inc	$1.46B	1.11%	1.40%	+3.2%	Q2 2013
BNSBank of Nova Scotia	$1.38B	1.05%	1.52%	+4.6%	Q2 2013
BMOBank of Montreal	$1.35B	1.03%	1.47%	+64.4%	Q2 2013
TRPTC Energy Corp	$1.35B	1.03%	Not reported	+75.4%	Q2 2019
NVDANvidia Corp	$1.33B	1.01%	0.03%	-7.6%	Q2 2016
SHOPShopify Inc.	$1.26B	0.96%	1.99%	+127.1%	Q2 2015
AAPLApple Inc.	$1.2B	0.91%	0.03%	-0.2%	Q2 2013
CNQCANADIAN NATURAL RESOURCES Ltd	$1.07B	0.81%	1.51%	+1.8%	Q2 2013
CPCanadian Pacific Kansas City Ltd	$1.06B	0.80%	1.60%	+0.4%	Q4 2013
MFCManulife Financial Corp	$1.04B	0.79%	Not reported	+12.7%	Q2 2013
WCNWaste Connections, Inc.	$991M	0.75%	2.21%	+31.5%	Q2 2016
VVisa Inc.	$953M	0.73%	0.14%	-0.6%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$856M	0.65%	0.01%	+7.1%	Q3 2014
TJXTJX Companies Inc	$826M	0.63%	0.48%	+15.7%	Q2 2013
GOOGAlphabet Inc.	$794M	0.60%	Not reported	+61.0%	Q4 2015
SUSuncor Energy Inc	$789M	0.60%	1.49%	-4.0%	Q2 2013
OTEXOpen Text Corp	$769M	0.59%	9.37%	+547.4%	Q2 2013
TMOThermo Fisher Scientific Inc.	$721M	0.55%	0.33%	+0.3%	Q2 2013
JPMJPMorgan Chase & Co	$704M	0.54%	0.08%	+6.6%	Q2 2013
TRIThomson Reuters Corp	$693M	0.53%	1.12%	+191.9%	Q2 2013
CAECae Inc	$675M	0.51%	6.93%	+1343.8%	Q2 2013
SLFSun Life Financial Inc	$637M	0.49%	Not reported	+0.3%	Q2 2013
AEMAgnico Eagle Mines Ltd	$629M	0.48%	0.74%	+118.5%	Q2 2013
CSCOCisco Systems, Inc.	$599M	0.46%	0.20%	+110.5%	Q2 2013
AVGOBroadcom Inc.	$575M	0.44%	0.04%	-6.4%	Q1 2016
HDHome Depot, Inc.	$547M	0.42%	0.16%	+9.8%	Q2 2013
SHWSherwin Williams Co	$545M	0.42%	0.68%	+1.8%	Q1 2014
FNVFRANCO NEVADA Corp	$539M	0.41%	1.35%	+182.5%	Q2 2013
MAMastercard Inc	$533M	0.41%	0.08%	+103.6%	Q2 2013
LLYELI LILLY & Co	$525M	0.40%	0.05%	+380.0%	Q1 2014
JNJJohnson & Johnson	$523M	0.40%	0.11%	+147.0%	Q2 2013
ORCLOracle Corp	$498M	0.38%	0.09%	+54.7%	Q2 2013
GIBCgi Inc	$494M	0.38%	Not reported	+351.3%	Q2 2013
NTRNutrien Ltd.	$483M	0.37%	1.38%	-2.4%	Q1 2018
TFIITFI International Inc.	$477M	0.36%	5.47%	+331.7%	Q1 2020
EMREmerson Electric Co	$453M	0.35%	0.61%	+20.3%	Q2 2013
METAMeta Platforms, Inc.	$448M	0.34%	Not reported	-33.6%	Q3 2013
MCDMcdonalds Corp	$448M	0.34%	0.21%	+0.4%	Q2 2013
PBAPembina Pipeline Corp	$448M	0.34%	2.03%	+591.8%	Q2 2013
FTSFortis Inc.	$437M	0.33%	1.66%	-0.7%	Q4 2016
TUTelus Corp	$435M	0.33%	2.13%	-14.6%	Q2 2013
UNHUnitedhealth Group Inc	$432M	0.33%	0.14%	+96.5%	Q4 2013
GILGildan Activewear Inc.	$423M	0.32%	3.66%	+5501.7%	Q2 2013

Q3 2025Reported Nov 14, 2025564 positions
MSFTMicrosoft Corp	$2.38B	1.87%	0.06%	-8.3%	Q2 2013
RYRoyal Bank of Canada	$2.31B	1.82%	1.11%	-4.9%	Q2 2013
TDToronto Dominion Bank	$1.77B	1.39%	1.26%	-2.0%	Q2 2013
ENBEnbridge Inc	$1.5B	1.18%	1.36%	-4.7%	Q2 2013
NVDANvidia Corp	$1.44B	1.14%	0.03%	-26.2%	Q2 2016
AMZNAmazon Com Inc	$1.31B	1.04%	0.06%	-12.2%	Q2 2013
GOOGLAlphabet Inc.	$1.16B	0.92%	0.04%	+57.5%	Q4 2015
BNSBank of Nova Scotia	$1.16B	0.92%	1.44%	+5.4%	Q2 2013
AAPLApple Inc.	$1.12B	0.89%	0.03%	+70.6%	Q2 2013
BNBROOKFIELD Corp	$1.12B	0.88%	Not reported	-11.5%	Q4 2022
CPCanadian Pacific Kansas City Ltd	$1.06B	0.84%	1.55%	-3.0%	Q4 2013
CNQCANADIAN NATURAL RESOURCES Ltd	$988M	0.78%	1.47%	-1.3%	Q2 2013
VVisa Inc.	$933M	0.74%	0.15%	-4.4%	Q2 2013
CNICanadian National Railway Co	$891M	0.70%	1.51%	-11.0%	Q2 2013
BMOBank of Montreal	$825M	0.65%	0.87%	-7.6%	Q2 2013
MFCManulife Financial Corp	$790M	0.62%	Not reported	+0.9%	Q2 2013
SUSuncor Energy Inc	$775M	0.61%	1.49%	-3.8%	Q2 2013
TRPTC Energy Corp	$760M	0.60%	Not reported	-1.8%	Q2 2019
WCNWaste Connections, Inc.	$756M	0.60%	1.68%	+7.6%	Q2 2016
METAMeta Platforms, Inc.	$750M	0.59%	Not reported	-34.1%	Q3 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$735M	0.58%	0.01%	+5.9%	Q3 2014
TJXTJX Companies Inc	$671M	0.53%	0.42%	+23.2%	Q2 2013
JPMJPMorgan Chase & Co	$646M	0.51%	0.08%	-0.5%	Q2 2013
SLFSun Life Financial Inc	$611M	0.48%	Not reported	+0.4%	Q2 2013
TUTelus Corp	$610M	0.48%	2.57%	-3.5%	Q2 2013
TMOThermo Fisher Scientific Inc.	$602M	0.47%	0.33%	+8.8%	Q2 2013
HDHome Depot, Inc.	$586M	0.46%	0.15%	+99.7%	Q2 2013
AVGOBroadcom Inc.	$586M	0.46%	0.04%	-3.1%	Q1 2016
SHWSherwin Williams Co	$572M	0.45%	0.67%	+110.8%	Q1 2014
SHOPShopify Inc.	$511M	0.40%	0.88%	+10.7%	Q2 2015
ETNEaton Corp plc	$482M	0.38%	0.33%	+3.3%	Q2 2013
NTRNutrien Ltd.	$471M	0.37%	1.41%	-3.6%	Q1 2018
ORCLOracle Corp	$464M	0.37%	0.06%	-46.2%	Q2 2013
MCDMcdonalds Corp	$444M	0.35%	0.21%	+8.7%	Q2 2013
FTSFortis Inc.	$430M	0.34%	1.68%	+0.8%	Q4 2016
EXEEXPAND ENERGY Corp	$410M	0.32%	1.62%	+36.8%	Q2 2022
GOOGAlphabet Inc.	$383M	0.30%	Not reported	-2.3%	Q4 2015
DASHDoorDash, Inc.	$375M	0.30%	Not reported	+108.9%	Q3 2021
EMREmerson Electric Co	$372M	0.29%	0.50%	+109.3%	Q2 2013
BIPBrookfield Infrastructure Partners L.P.	$360M	0.28%	Not reported	-29.0%	Q2 2013
VRTVertiv Holdings Co	$357M	0.28%	0.62%	+10.8%	Q3 2023
CRHCRH Public Ltd Co	$351M	0.28%	0.41%	+52.6%	Q1 2023
PGRProgressive Corp	$317M	0.25%	0.22%	+77.4%	Q1 2015
APPAppLovin Corp	$303M	0.24%	0.12%	-10.6%	Q4 2021
RCIRogers Communications Inc	$298M	0.24%	Not reported	+26.1%	Q2 2013
WFCWells Fargo & Company	$288M	0.23%	0.11%	-12.6%	Q2 2013
AEMAgnico Eagle Mines Ltd	$286M	0.23%	0.34%	+33.9%	Q2 2013
NETCloudflare, Inc.	$284M	0.22%	Not reported	-32.0%	Q3 2020
TECKTeck Resources Ltd	$283M	0.22%	Not reported	+12.3%	Q2 2013
TRIThomson Reuters Corp	$280M	0.22%	0.38%	-2.1%	Q2 2013

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