Investor
BAROMETER CAPITAL MANAGEMENT INC.
CIK 0001536890 · filed 2026-05-12 · SEC filing
13F book
$292.2M
Positions
114
54 new · 71 sold
Largest name
4.8%
Suncor Energy Inc New
Est. mark
−$11.1M
Price effect on 60 names still held. Flow −$112M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Suncor Energy Inc New | — | 151K | $13.9M | 4.8% | — | New |
| Alamos Gold Inc New | AGI | 221.4K | $13.7M | 4.7% | −$461.8K | Added$13M |
| Nutrien Ltd. | NTR | 125.3K | $13.2M | 4.5% | — | New |
| Canadian Pacific Kansas City | — | 115K | $12.6M | 4.3% | — | New |
| Imperial Oil Ltd | IMO | 65.9K | $12M | 4.1% | $9.51M | Added$11.1M |
| Caterpillar Inc | CAT | 16.5K | $11.7M | 4.0% | $11.3M | Cut$9.92M |
| Howmet Aerospace Inc. | HWM | 49.5K | $11.4M | 3.9% | $10.9M | Cut$10.8M |
| Canadian Imperial Bank Of Co | — | 72.7K | $9.58M | 3.3% | $6.18M | Added$8.25M |
| Agnico Eagle Mines Ltd | AEM | 33K | $9.32M | 3.2% | $7.57M | Cut$403.6K |
| Bunge Global Sa | BG | 70.7K | $8.99M | 3.1% | — | New |
| Canadian Nat Res Ltd | — | 127.2K | $8.63M | 3.0% | — | New |
| Bank Montreal Que | — | 44.5K | $8.32M | 2.8% | −$3.65M | Added−$3.37M |
| RTX Corp | RTX | 41.4K | $7.98M | 2.7% | $1.89M | Added$7.16M |
| Enbridge Inc | — | 97.8K | $7.37M | 2.5% | $173.4K | Added$6.91M |
| Gds Hldgs Ltd | — | 158.5K | $6.39M | 2.2% | −$805.5K | Added$5.32M |
| P T Telekomunikasi Indonesia | — | 341.8K | $6.38M | 2.2% | — | New |
| Nvidia Corp | NVDA | 35.5K | $6.19M | 2.1% | $3.36M | Added$4.98M |
| Kinross Gold Corp | — | 132.6K | $5.64M | 1.9% | −$233.6K | Added$5.16M |
| General Dynamics Corp | GD | 13.5K | $4.61M | 1.6% | — | New |
| GE Vernova Inc. | GEV | 5.05K | $4.41M | 1.5% | $2.71M | Cut−$453.2K |
| Headwater Exploration Inc | — | 328.2K | $4.22M | 1.4% | — | New |
| Manulife Finl Corp | — | 73.7K | $3.53M | 1.2% | — | New |
| Ypf Sociedad Anonima | YPF | 75.1K | $3.47M | 1.2% | — | New |
| Ase Technology Hldg Co Ltd | — | 138.5K | $3M | 1.0% | — | New |
| BWX Technologies, Inc. | BWXT | 13.8K | $2.82M | 1.0% | — | New |
| Compania De Minas Buenaventu | — | 74.2K | $2.6M | 0.9% | −$12.8M | Added−$11M |
| Sumitomo Mitsui Finl Group I | — | 126.9K | $2.51M | 0.9% | — | New |
| Banco Santander Sa | — | 216.6K | $2.41M | 0.8% | −$10.7M | Added−$9.11M |
| Anglogold Ashanti Plc | AU | 24.1K | $2.35M | 0.8% | −$652.4K | Cut−$9.99M |
| Teva Pharmaceutical Inds Ltd | — | 77.8K | $2.34M | 0.8% | — | New |
| Banco Macro Sa | — | 27.2K | $2.09M | 0.7% | $437K | Cut−$4.9M |
| Sociedad Quimica Y Minera De | — | 25.8K | $2.09M | 0.7% | — | New |
| Rio Tinto Plc | — | 21.6K | $2.02M | 0.7% | — | New |
| Banco Bradesco S A | — | 560.9K | $2.01M | 0.7% | −$379.2K | Added$1.59M |
| Gold Fields Ltd | — | 43.3K | $1.97M | 0.7% | −$11.6M | Cut−$12.9M |
| Cameco Corp | CCJ | 12.8K | $1.93M | 0.7% | $1.89M | Cut$586.8K |
| Barclays Plc | — | 86.5K | $1.83M | 0.6% | −$288K | Added$1.46M |
| Harmony Gold Mining Co Ltd | — | 117K | $1.76M | 0.6% | −$315.8K | Added$1.3M |
| Stmicroelectronics N V | — | 50.4K | $1.74M | 0.6% | — | New |
| Grupo Cibest Sa | — | 23.9K | $1.74M | 0.6% | −$330.3K | Added$1.18M |
| Vodafone Group Plc New | — | 114.8K | $1.72M | 0.6% | — | New |
| Banco Bilbao Vizcaya Argenta | — | 78.6K | $1.65M | 0.6% | −$14.7M | Added−$14.5M |
| Woodside Energy Group Ltd | — | 66.8K | $1.6M | 0.5% | — | New |
| Ecopetrol S.A. | EC | 109K | $1.56M | 0.5% | −$506.5K | Added$995.7K |
| Li Auto Inc | — | 86.8K | $1.55M | 0.5% | — | New |
| Vale S.A. | VALE | 97.2K | $1.55M | 0.5% | — | New |
| Baidu Inc | — | 13.6K | $1.52M | 0.5% | $548.5K | Cut−$3.51M |
| Taiwan Semiconductor Mfg Ltd | — | 4.49K | $1.52M | 0.5% | — | New |
| Mitsubishi Ufj Finl Group In | — | 88.7K | $1.51M | 0.5% | −$33.4K | Added$458.7K |
| Sea Ltd | SE | 18.1K | $1.5M | 0.5% | −$93.6K | Added$1.03M |
| Posco Holdings Inc. | PKX | 23.8K | $1.39M | 0.5% | — | New |
| Grupo Televisa S A B | — | 451.9K | $1.32M | 0.4% | −$1.17M | Added$118K |
| Natwest Group Plc | — | 87.5K | $1.3M | 0.4% | −$2.06M | Added−$878.4K |
| Sasol Ltd | — | 99K | $1.28M | 0.4% | −$262.2K | Added$663.1K |
| Telefonica Brasil Sa | — | 80.5K | $1.28M | 0.4% | — | New |
| Zai Lab Ltd | ZLAB | 66.5K | $1.25M | 0.4% | — | New |
| UBS Group AG | UBS | 32.8K | $1.25M | 0.4% | — | New |
| Woori Finl Group Inc | — | 17.6K | $1.17M | 0.4% | — | New |
| Crh Plc | — | 11.1K | $1.16M | 0.4% | $933.8K | Cut$419.6K |
| Kb Finl Group Inc | — | 11.6K | $1.16M | 0.4% | $237.8K | Added$606.8K |
| Galapagos Nv | — | 38.1K | $1.14M | 0.4% | $229.3K | Added$259.3K |
| Daqo New Energy Corp. | DQ | 53.5K | $1.14M | 0.4% | $799.8K | Cut$598.8K |
| Genmab A/S | — | 42.4K | $1.14M | 0.4% | −$391.3K | Added$625.6K |
| Argenx SE | ARGX | 1.55K | $1.13M | 0.4% | — | New |
| Embraer S.A. | EMBJ | 18.9K | $1.12M | 0.4% | $78K | Added$125.5K |
| Futu Hldgs Ltd | — | 8K | $1.08M | 0.4% | $539.4K | Cut$492.4K |
| Fresenius Medical Care Ag | — | 46.2K | $1.04M | 0.4% | −$286.6K | Added$600K |
| Korea Elec Pwr Corp | — | 71.6K | $1.02M | 0.3% | −$232.2K | Added$541.6K |
| Lufax Holding Ltd | LU | 534.7K | $999.9K | 0.3% | −$652.5K | Added$334.3K |
| Alibaba Group Hldg Ltd | — | 7.9K | $991.1K | 0.3% | $200K | Cut−$155.9K |
| Hudbay Minerals Inc. | HBM | 33.8K | $983.1K | 0.3% | −$535K | Added$174.4K |
| Ascendis Pharma A/S | ASND | 4.17K | $953.8K | 0.3% | $459.3K | Cut−$9.88M |
| Jd.Com Inc | — | 30.5K | $870.8K | 0.3% | $143.4K | Cut−$67.2K |
| Criteo S.A. | CRTO | 44.9K | $805.1K | 0.3% | $627.7K | Cut$260.7K |
| Tencent Music Entmt Group | — | 82.4K | $744.7K | 0.3% | — | New |
| Cosan S.A. | CSAN | 171.6K | $707K | 0.2% | −$1.07M | Added−$397.5K |
| Sprott Asset Management Lp | — | 19K | $673.4K | 0.2% | — | New |
| Sprott Etf Trust | — | 8.7K | $656.8K | 0.2% | — | New |
| Pacer Fds Tr | — | 14K | $647.4K | 0.2% | — | New |
| Vaneck Etf Trust | — | 1.6K | $646.7K | 0.2% | — | New |
| Amplify Etf Tr | — | 21.3K | $633K | 0.2% | — | New |
| Global X Fds | — | 7K | $630.6K | 0.2% | $401.7K | Cut−$275.2K |
| Vaneck Etf Trust | — | 7.4K | $625.3K | 0.2% | — | New |
| Sprott Asset Management Lp | — | 25.4K | $619.5K | 0.2% | — | New |
| Global X Fds | — | 8.1K | $618.4K | 0.2% | −$1.88M | Cut−$9.61M |
| Wisdomtree Tr | — | 3.8K | $602.6K | 0.2% | — | New |
| Invesco Exch Traded Fd Tr Ii | — | 23.1K | $601.3K | 0.2% | — | New |
| Pacer Fds Tr | — | 14.1K | $598.4K | 0.2% | — | New |
| Spdr Series Trust | — | 5.1K | $593.3K | 0.2% | — | New |
| Relx Plc | — | 17.8K | $590.1K | 0.2% | $354.9K | Cut−$511.6K |
| Wpp Plc New | — | 34.4K | $534.9K | 0.2% | — | New |
| Sap Se | — | 3.05K | $513.3K | 0.2% | $504.8K | Cut$3.73K |
| Ishares Inc | — | 9K | $488.8K | 0.2% | −$231.5K | Cut−$11.1M |
| Wipro Ltd | WIT | 227.8K | $482.9K | 0.2% | — | New |
| Invesco Exch Traded Fd Tr Ii | — | 8.6K | $479.1K | 0.2% | — | New |
| Endava Plc | DAVA | 106.3K | $469.8K | 0.2% | −$4.81M | Added−$4.69M |
| Companhia Siderurgica Nacion | — | 374.8K | $464.8K | 0.2% | −$566.9K | Added−$120.7K |
| Dbx Etf Tr | — | 13.9K | $453.7K | 0.2% | — | New |
| Ishares Tr | — | 12K | $426.2K | 0.1% | $216.2K | Cut−$679.8K |
| Ishares Inc | — | 11.1K | $426.1K | 0.1% | — | New |
| Spdr Series Trust | — | 3.2K | $408.7K | 0.1% | — | New |
| Ishares Inc | — | 4.4K | $371.5K | 0.1% | −$204K | Added−$1.32K |
| Vaneck Etf Trust | — | 3K | $360.1K | 0.1% | — | New |
| First Tr Exchange Traded Fd | — | 2.2K | $359.9K | 0.1% | — | New |
| Invesco Exchange Traded Fd T | — | 2.4K | $348K | 0.1% | — | New |
| Nu Hldgs Ltd | — | 21.6K | $310.4K | 0.1% | — | New |
| Companhia De Saneamento Basi | — | 48.6K | $296.8K | 0.1% | −$1.1M | Added−$924.6K |
| Vanguard World Fd | — | 800 | $249.8K | 0.1% | — | New |
| Spdr Series Trust | — | 4K | $238.2K | 0.1% | — | New |
| First Tr Exchange Traded Fd | — | 3.1K | $236.3K | 0.1% | — | New |
| Ishares Tr | — | 4.1K | $232.8K | 0.1% | −$130.1K | Cut−$820.4K |
| Ishares Inc | — | 2.5K | $177.3K | 0.1% | −$281.2K | Cut−$8.74M |
| Vaneck Etf Trust | — | 1.7K | $149.6K | 0.1% | — | New |
| Lam Research Corp | LRCX | 690 | $147.4K | 0.1% | $88.9K | Cut−$175K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.