Triasima Portfolio Management Inc. Incresed Positions in Q3 2025

Triasima Portfolio Management Inc.

  • $568 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TD
Toronto Dominion Bank

Financial Services
112K
+ 97.09%
$72.55 - $79.95 $8.15M - $8.98M
228K $18.2M
SHOP
Shopify Inc.

Technology
30.1K
+ 22.39%
$112.11 - $157.12 $3.37M - $4.72M
164K $24.4M
TIGO
Millicom International Cellular Sa

Communication Services
112K
+ 122.3%
$37.04 - $50.28 $4.15M - $5.63M
203K $9.87M
MSFT
Microsoft Corp

Technology
8.88K
+ 47.81%
$491.09 - $535.64 $4.36M - $4.76M
27.5K $14.2M
CM
Canadian Imperial Bank Of Commerce

Financial Services
36K
+ 18.73%
$71.11 - $81.68 $2.56M - $2.94M
228K $18.2M
RY
Royal Bank Of Canada

Financial Services
8.12K
+ 3.75%
$128.46 - $148.6 $1.04M - $1.21M
225K $33.1M
AVGO
Broadcom Inc.

Technology
7.23K
+ 21.18%
$264.74 - $369.57 $1.91M - $2.67M
41.3K $13.6M
PAAS
Pan American Silver Corp

Basic Materials
31K
+ 14.69%
$27.02 - $38.81 $837K - $1.2M
242K $9.37M
BNS
Bank Of Nova Scotia

Financial Services
41.7K
+ 64.95%
$54.5 - $64.93 $2.27M - $2.71M
106K $6.85M
GOOGL
Alphabet Inc.

Communication Services
55
+ 0.11%
$174.36 - $254.72 $9.59K - $14K
48.6K $11.8M
NGD
New Gold Inc.

Basic Materials
248K
+ 41.18%
$4.13 - $7.18 $1.02M - $1.78M
850K $6.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6.55K
+ 29.63%
$224.68 - $282.71 $1.47M - $1.85M
28.6K $8M
CSCO
Cisco Systems, Inc.

Technology
33.9K
+ 132.65%
$66.2 - $71.79 $2.25M - $2.44M
59.5K $4.07M
EZPW
Ezcorp Inc

Financial Services
76.8K
+ 80.67%
$13.13 - $19.15 $1.01M - $1.47M
172K $3.27M
FTS
Fortis Inc.

Utilities
23.3K
+ 11.09%
$46.83 - $50.85 $1.09M - $1.18M
233K $11.8M
WELL
Welltower Inc.

Real Estate
3.76K
+ 8.86%
$150.71 - $178.14 $567K - $670K
46.2K $8.23M
PBI
Pitney Bowes Inc

Industrials
146K
+ 300.33%
$10.92 - $12.79 $1.59M - $1.86M
194K $2.22M
HLI
Houlihan Lokey, Inc.

Financial Services
5.3K
+ 24.63%
$181.55 - $209.19 $961K - $1.11M
26.8K $5.5M
META
Meta Platforms, Inc.

Communication Services
2.2K
+ 25.97%
$695.21 - $791.73 $1.53M - $1.74M
10.7K $7.82M
ABT
Abbott Laboratories

Healthcare
10.6K
+ 65.03%
$120.51 - $136.62 $1.28M - $1.45M
26.9K $3.6M
SPOT
Spotify Technology S.A.

Communication Services
2.69K
+ 35.77%
$620.01 - $738.53 $1.67M - $1.99M
10.2K $7.13M
ECL
Ecolab Inc.

Basic Materials
4.62K
+ 91.14%
$259.39 - $285.47 $1.2M - $1.32M
9.69K $2.65M
AMZN
Amazon Com Inc

Consumer Cyclical
5.71K
+ 51.89%
$211.65 - $238.24 $1.21M - $1.36M
16.7K $3.67M
CAE
Cae Inc

Industrials
39.6K
+ 25.08%
$26.19 - $29.96 $1.04M - $1.19M
198K $5.85M
JPM
Jpmorgan Chase & CO

Financial Services
1.34K
+ 4.93%
$282.78 - $316.06 $378K - $423K
28.5K $8.99M
MA
Mastercard Inc

Financial Services
1.66K
+ 206.35%
$550.18 - $598.96 $912K - $992K
2.46K $1.4M
CCJ
Cameco Corp

Energy
5.35K
+ 15.57%
$70.47 - $86.89 $377K - $465K
39.7K $3.33M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
280
+ 0.72%
$89.32 - $107.82 $25K - $30.2K
39K $4.2M
COST
Costco Wholesale Corp

Consumer Defensive
984
+ 25.86%
$915.95 - $994.57 $901K - $979K
4.79K $4.43M
PFGC
Performance Food Group CO

Consumer Defensive
5.97K
+ 210.84%
$88.19 - $102.08 $527K - $610K
8.81K $864K
GILD
Gilead Sciences, Inc.

Healthcare
4.45K
+ 12.82%
$108.22 - $120.47 $481K - $535K
39.1K $4.34M
STN
Stantec Inc

Industrials
2.98K
+ 8.68%
$105.75 - $112.26 $315K - $335K
37.3K $4.02M
AXON
Axon Enterprise, Inc.

Industrials
1.58K
+ 20.32%
$698.02 - $870.97 $1.1M - $1.37M
9.34K $6.7M
UBER
Uber Technologies, Inc

Technology
1.82K
+ 9.83%
$86.91 - $99.57 $158K - $181K
20.3K $1.99M
VEEV
Veeva Systems Inc

Healthcare
614
+ 20.76%
$269.2 - $297.91 $165K - $183K
3.57K $1.06M
VNET
Vnet Group, Inc.

Technology
8.23K
+ 26.28%
$6.61 - $11.13 $54.4K - $91.5K
39.5K $408K
AER
Aer Cap Holdings N.V.

Industrials
65
+ 0.15%
$107.25 - $124.42 $6.97K - $8.09K
42.6K $5.15M
NVS
Novartis Ag

Healthcare
90
+ 0.52%
$113.5 - $129.73 $10.2K - $11.7K
17.6K $2.25M
WMT
Walmart Inc.

Consumer Defensive
700
+ 11.03%
$94.4 - $104.27 $66.1K - $73K
7.05K $726K
TTWO
Take Two Interactive Software Inc

Communication Services
60
+ 1.42%
$217.37 - $259.96 $13K - $15.6K
4.28K $1.11M
CW
Curtiss Wright Corp

Industrials
15
+ 1.76%
$472.43 - $542.94 $7.09K - $8.14K
865 $469K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
3.9K
+ 32.77%
$9.53 - $10.94 $37.2K - $42.7K
15.8K $166K
FTI
Technip Fmc PLC

Energy
190
+ 2.33%
$32.19 - $40.89 $6.12K - $7.77K
8.34K $329K
CEG
Constellation Energy Corp

Utilities
12
+ 0.33%
$298.82 - $354.89 $3.59K - $4.26K
3.61K $1.19M
Aris Mng Corp
2.75K
+ 1.57%
N/A
178K $0
Vizsla Silver Corp
1.72K
+ 0.33%
N/A
527K $0
Tko Group Holdings Inc
8.64K
+ 258.11%
N/A
12K $0
Rb Global Inc
35.7K
+ 47.13%
N/A
111K $0
Ferrovial Se
78K
+ 178.88%
N/A
122K $0
Activity Summary
Buys All Purchases 111 New Holdings 52 Increased Positions 59 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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