GUARDIAN CAPITAL LP

Q4 2024 13F-HR Detailed 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)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 11/12/2024 Next filing: 5/14/2025 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None