Lincluden Management LTD Purchases and Sells in Q2 2025

Lincluden Management LTD

$905 Million
Q2 2025

Top Buys

Incresed Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CNQ	635K + 562.75%	$25.14 - $34.01 $16M - $21.6M	748K $23.5M
QSR	208K + 81.31%	$60.03 - $72.0 $12.5M - $14.9M	463K $30.7M
MGA	62.7K + 9.52%	$30.82 - $38.61 $1.93M - $2.42M	721K $27.9M
CNI	8.87K + 2.17%	$92.66 - $108.13 $821K - $959K	417K $43.4M
PBA	100K + 13.23%	$35.16 - $40.88 $3.53M - $4.11M	860K $32.3M
GRANITE REAL ESTATE INVT TR	10.8K + 10.63%	N/A	112K $5.69M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NTR	592K New	$46.88 - $62.89 $27.8M - $37.2M	592K $34.5M
TMO	13.6K New	$390.26 - $489.06 $5.32M - $6.66M	13.6K $5.53M
JACOBS SOLUTIONS INC.	37K New	N/A	37K $4.86M
ULTA	7.39K New	$328.01 - $475.68 $2.42M - $3.52M	7.39K $3.46M
SUI	22.5K New	$114.62 - $132.25 $2.58M - $2.97M	22.5K $2.84M

Top Sells

Reduced Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TRP	-125K - 12.32%	$44.48 - $51.4 $5.55M - $6.41M	888K $43.3M
KR	-56.3K - 64.79%	$64.62 - $74.0 $3.64M - $4.17M	30.6K $2.2M
BCE	-39.4K - 2.08%	$20.87 - $22.95 $822K - $904K	1.86M $41.2M
COLD	-61K - 44.12%	$16.31 - $21.47 $995K - $1.31M	77.2K $1.29M
SU	-12.7K - 2.05%	$31.54 - $41.04 $400K - $520K	606K $22.7M
BXP	-17.4K - 45.06%	$56.86 - $74.12 $991K - $1.29M	21.2K $1.43M

Activity Summary All Purchases 15 New Holdings 5 Increased Positions 10 All Sells 59 Reductions 59 Sold out 0 Calls 0 Puts 0

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