GUARDIAN CAPITAL LP

Q4 2024 13F-HR Holdings

Location
Toronto, A6
Holdings as of
12/31/2024
Date filed
2/14/2025
Form type
13F-HR
Num holdings
143
Total value ($000)
$2,690,620
Net value change ($000)
-39,966 (-1.5%)
New positions
7
Sold out positions
7
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2024 Next filing: 5/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MGA 26,793 1174.6%
BIP 21,099 NEW
BMO 13,852 7.1%
GRP-UN 13,350 NEW
BIPC 12,861 NEW
AVGO 12,494 27.6%
BEPC 12,340 NEW
TJX 10,551 821.7%
META 8,251 441.7%
PH 7,938 618.2%
Top Reduces (Value $000, Stocks/ETFs)
TU -28,567 -35.1%
GRP-UN -16,873 -100.0%
OTEX -16,516 -12.7%
BEPC -14,493 -100.0%
BIPC -13,709 -100.0%
WPM -13,278 -34.3%
B -10,779 -56.9%
CP -10,377 -15.2%
RY -8,799 -4.3%
TD -7,616 -14.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,122 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type