Waratah Capital Advisors Ltd. Buys Graphic Packaging Holding Co, NVR Inc, Fiserv Inc, Sells Amazon.com Inc, Danaher Corp, Visa Inc

• New Purchases: GPK, FISV, OSB, CRH, TREX, CNNE, TDY, SSNC, NEM, BAM, GOOGL, CM, EXP, EOG, FCX, CSX, WPF, TD, CCK, CRI, BEPC, STLD, NUE, TREB, TECK, ENB, SNPS, SON, DKS, COP, AMCR, CDK, TAP, MGA, EQIX, ADSK, AR, EQC, OR, DPZ, EAF, WBT, PWR, LVS, REG, WYNN, LYV, TREB.U, ENPC.U, CHNG, ENPH, TDOC, GOOG, DRI, OKE, BURL, RUN, PSTH, TU, CMPS, D, GAN, SEAS, AY, AQN, OSH, SO, NEP, RCM, HBM, SVACU, MSGS, NXE,
• Added Positions: NVR, AVTR, LEN, AEM, VLO, CNQ, CHD, WRK, HCC, LULU, BERY, DIS, SPB, PYPL, JPM, ELS, TMUS, CVE, AZPN, SIX, TMO, ADP, FNV, ROP, STKL, RY, TAC, NEE, ECL, DOOO, VICI, ADBE, PZZA, SUI, MSCI, CP, AQUA, SILV, STE, BRK.B, PG, QSR, XEL, CLVT, DKNG, HES, FSV, RIO, SCI, HAL, DVN, WCN, AME, AWK, APA, WPF.U, MFC, TPIC, SLF, AEO, CMG, LNG, USB, NXST, VRSK, USFD, BLL, OVV, MAT, ROIC, FRC,
• Reduced Positions: AMZN, V, COST, MA, AMT, TRI, KL, BKI, GOLD, PLD, FUN, COLD, MLM, NTR, MAG, CHTR, FIS, VMC, AMH, SHW, PNR, EQT, XEC, HASI, GPS, AZEK, LAD,
• Sold Out: DHR, WPM, SBAC, LOW, AAPL, HD, NVDA, SNOW, BTG, ANSS, CAT, DOCU, CNI, SPGI, ZM, CHWY, TFII, FB, INTU, GOOS, CXO, FIVE, BFAM, WING, OLLI, DG, SBUX, CL, O, CWH, HEI.A, MCD, INFO, KMX, MUSA, DE, GLD, UNP, DTE, HFC, PEG, SWK, CBRL, CZR, BBY, CSGP,

For the details of Waratah Capital Advisors Ltd.'s stock buys and sells, go to https://www.gurufocus.com/guru/waratah+capital+advisors+ltd./current-portfolio/portfolio

1. Cedar Fair LP (FUN) - 2,061,038 shares, 5.67% of the total portfolio. Shares reduced by 4.43%
2. Sun Communities Inc (SUI) - 516,640 shares, 5.49% of the total portfolio. Shares added by 3.64%
3. Graphic Packaging Holding Co (GPK) - 3,562,445 shares, 4.22% of the total portfolio. New Position
4. Warrior Met Coal Inc (HCC) - 2,265,617 shares, 3.38% of the total portfolio. Shares added by 28.39%
5. Equity Lifestyle Properties Inc (ELS) - 746,246 shares, 3.31% of the total portfolio. Shares added by 17.29%

Waratah Capital Advisors Ltd. initiated holding in Graphic Packaging Holding Co. The purchase prices were between $13.25 and $16.95, with an estimated average price of $15.15. The stock is now traded at around $16.425000. The impact to a portfolio due to this purchase was 4.22%. The holding were 3,562,445 shares as of 2020-12-31.

Waratah Capital Advisors Ltd. initiated holding in Fiserv Inc. The purchase prices were between $93.52 and $117.99, with an estimated average price of $107.82. The stock is now traded at around $112.930000. The impact to a portfolio due to this purchase was 1.89%. The holding were 236,753 shares as of 2020-12-31.

Waratah Capital Advisors Ltd. initiated holding in Norbord Inc. The purchase prices were between $30.22 and $44.55, with an estimated average price of $36.68. The stock is now traded at around $43.130000. The impact to a portfolio due to this purchase was 1.86%. The holding were 615,634 shares as of 2020-12-31.

Waratah Capital Advisors Ltd. initiated holding in CRH PLC. The purchase prices were between $33.77 and $42.82, with an estimated average price of $39.38. The stock is now traded at around $43.190000. The impact to a portfolio due to this purchase was 1.48%. The holding were 495,376 shares as of 2020-12-31.

Waratah Capital Advisors Ltd. initiated holding in Trex Co Inc. The purchase prices were between $67.75 and $86.29, with an estimated average price of $76.57. The stock is now traded at around $102.640000. The impact to a portfolio due to this purchase was 1.42%. The holding were 242,902 shares as of 2020-12-31.

Waratah Capital Advisors Ltd. initiated holding in Cannae Holdings Inc. The purchase prices were between $36.58 and $44.56, with an estimated average price of $40.64. The stock is now traded at around $41.190000. The impact to a portfolio due to this purchase was 1.14%. The holding were 368,366 shares as of 2020-12-31.

Waratah Capital Advisors Ltd. added to a holding in NVR Inc by 300.50%. The purchase prices were between $3899.1 and $4446.88, with an estimated average price of $4156.05. The stock is now traded at around $4722.070000. The impact to a portfolio due to this purchase was 2.24%. The holding were 10,437 shares as of 2020-12-31.

Waratah Capital Advisors Ltd. added to a holding in Avantor Inc by 1191.40%. The purchase prices were between $22.9 and $28.15, with an estimated average price of $25.82. The stock is now traded at around $29.810000. The impact to a portfolio due to this purchase was 1.72%. The holding were 947,244 shares as of 2020-12-31.

Waratah Capital Advisors Ltd. added to a holding in Lennar Corp by 144.31%. The purchase prices were between $70.23 and $84.68, with an estimated average price of $77.28. The stock is now traded at around $95.120000. The impact to a portfolio due to this purchase was 1.68%. The holding were 533,773 shares as of 2020-12-31.

Waratah Capital Advisors Ltd. added to a holding in Agnico Eagle Mines Ltd by 94.87%. The purchase prices were between $62.89 and $84.18, with an estimated average price of $74.51. The stock is now traded at around $72.530000. The impact to a portfolio due to this purchase was 1.17%. The holding were 487,805 shares as of 2020-12-31.

Waratah Capital Advisors Ltd. added to a holding in Valero Energy Corp by 4005.58%. The purchase prices were between $36.19 and $61.27, with an estimated average price of $49.2. The stock is now traded at around $64.955000. The impact to a portfolio due to this purchase was 0.82%. The holding were 213,449 shares as of 2020-12-31.

Waratah Capital Advisors Ltd. added to a holding in Church & Dwight Co Inc by 1330.94%. The purchase prices were between $83.65 and $95.18, with an estimated average price of $88.51. The stock is now traded at around $82.120000. The impact to a portfolio due to this purchase was 0.78%. The holding were 138,358 shares as of 2020-12-31.

Waratah Capital Advisors Ltd. sold out a holding in Danaher Corp. The sale prices were between $212.5 and $245.46, with an estimated average price of $226.35.

Waratah Capital Advisors Ltd. sold out a holding in Wheaton Precious Metals Corp. The sale prices were between $38.44 and $51.03, with an estimated average price of $44.57.

Waratah Capital Advisors Ltd. sold out a holding in SBA Communications Corp. The sale prices were between $272.98 and $321.93, with an estimated average price of $293.21.

Waratah Capital Advisors Ltd. sold out a holding in Lowe's Companies Inc. The sale prices were between $146.74 and $177.7, with an estimated average price of $162.36.

Waratah Capital Advisors Ltd. sold out a holding in Apple Inc. The sale prices were between $108.77 and $136.69, with an estimated average price of $120.34.

Waratah Capital Advisors Ltd. sold out a holding in The Home Depot Inc. The sale prices were between $261.72 and $290.36, with an estimated average price of $274.84.