Waratah Capital Advisors Ltd. Buys Cenovus Energy Inc, Teck Resources, Louisiana-Pacific Corp, Sells Amazon.com Inc, West Fraser Timber Co.Ltd, Apple Inc

• New Purchases: TECK, AEM, HES, VMC, O, COOK, SGML, SQM, NTR, PG, FOUR, JCI, ABM, GPN, MLM, ESS, VSCO, REXR, STEM, TWCBU, PRU, DE, CBRL, TRNO, OTIS, PANW, BEPC, WLTW, MDH, SWAGU, LFG, KRBN, WEC, LVS, INCY, FITB, FMC, BAX, PSX, WU, PLNT, WYNN, TTEK, CLX, CNM, CTXS, ATVI, ABT,
• Added Positions: CVE, LPX, LAMR, TMO, FUN, HCC, TDY, KL, CP, TFII, JPM, NEE, CARR, DIS, CHE, AME, MCW, QQQ, CHTR, SPGI, WCN, CNQ, SUI, BAMR, STE, TMUS, FNV, INVH, CHD, FSV, ELS, SII, SNAP, BAM, CSX, DAR, OVV, FISV, NVR, RGLD, LESL, CNVY, CRL, LNG, EXC, GNRC, AQUA, HAYW, ECL, FLS, SO, MSCI, AMTX, SIX, FRC, TREB, ENPC.U, EQD, ENPC, APSG, GPACU, GPACU, TZPSU, AEACU, OCAXU, OEPWU, DNZ.U, SSAAU, TLGA.U, NRACU, AAC.U, JOFFU, TBCPU, KURIU, PMGMU, CPTK.U, LGACU, SPTKU, KIIIU, KAIIU, TWNI.U, SLAMU, HIIIU, WARR.U, EJFAU, ASZ.U, FACT.U, DHBCU, OHPAU, LOKM.U, SNII.U, AMPI.U, ATAQU, TRCA.U, ESM.U, FRXB.U, FRONU, LCAAU, SPKBU, FZT.U, LGV.U, LEGAU, LCAHU, LCAHU, HCNEU, JUGGU, MITAU, DNAD, DNAB, DNAC, DNAA, EOCW.U, THCPU,
• Reduced Positions: AMZN, WFG, BNS, V, LEN, FCX, ADBE, DHR, CHWY, CM, CRH, SLF, ETN, SILV, MA, GOOGL, VLO, TD, FANG, SJR, FB, WOOF, FIS, IDXX, CRWD, CIGI, EXP, CMCSA, MSFT, ADP, ROP, GRP.U, NXE, CROX, TAC, AR, LAD, RUN, ZS, DEN, AVTR, BFAM, TRI, ENPH, GOLD, DVN, TT, NXST, PAYX, RY, TYL, AWK, XYL, PWR, HSKA, ETR, AZEK, PNR, WALDU, ROSS.U,
• Sold Out: AAPL, VICI, BRK.B, STKL, CNI, OSH, SSNC, AMAT, F, OSTK, LRCX, IS, GPS, ARRY, CMS, YETI, HUBS, VST, TWLO, AEO, TAP, PAYO, NGCAU, ATMR.U, MDH.U, AZPN, BLDR, BALY, PYPL, OKE, PLUG, POOL, SCI, NLOK, AGR, SYY, TDOC, TWTR, CZR, SCLEU, IAS, S, S, PSPC.U, ISOS.U, SPGS.U, ABGI, U, APGB.U, DKS, PNTM.U, ROT.U, SEAH, CMPS,

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. S&P 500 ETF TRUST ETF (SPY) - 4,846,500 shares, 31.47% of the total portfolio.
2. iShares Russell 2000 ETF (IWM) - 3,553,200 shares, 11.76% of the total portfolio.
3. PowerShares QQQ Trust Ser 1 (QQQ) - 885,800 shares, 4.80% of the total portfolio.
4. iShares iBoxx USD High Yield Corporate Bond ETF (HYG) - 2,753,300 shares, 3.65% of the total portfolio.
5. iShares U.S. Real Estate ETF (IYR) - 1,508,400 shares, 3.52% of the total portfolio.

Waratah Capital Advisors Ltd. initiated holding in Teck Resources Ltd. The purchase prices were between $19.69 and $26.8, with an estimated average price of $22.94. The stock is now traded at around $27.490000. The impact to a portfolio due to this purchase was 0.75%. The holding were 1,996,957 shares as of 2021-09-30.

Waratah Capital Advisors Ltd. initiated holding in Agnico Eagle Mines Ltd. The purchase prices were between $49.72 and $64.77, with an estimated average price of $58.27. The stock is now traded at around $52.170000. The impact to a portfolio due to this purchase was 0.31%. The holding were 398,860 shares as of 2021-09-30.

Waratah Capital Advisors Ltd. initiated holding in Hess Corp. The purchase prices were between $63.59 and $88.89, with an estimated average price of $73.82. The stock is now traded at around $82.350000. The impact to a portfolio due to this purchase was 0.19%. The holding were 156,925 shares as of 2021-09-30.

Waratah Capital Advisors Ltd. initiated holding in Vulcan Materials Co. The purchase prices were between $169.16 and $193.41, with an estimated average price of $178.97. The stock is now traded at around $195.870000. The impact to a portfolio due to this purchase was 0.18%. The holding were 70,444 shares as of 2021-09-30.

Waratah Capital Advisors Ltd. initiated holding in Realty Income Corp. The purchase prices were between $64.86 and $72.68, with an estimated average price of $69.68. The stock is now traded at around $72.450000. The impact to a portfolio due to this purchase was 0.18%. The holding were 181,295 shares as of 2021-09-30.

Waratah Capital Advisors Ltd. initiated holding in Traeger Inc. The purchase prices were between $20.64 and $31.65, with an estimated average price of $24.99. The stock is now traded at around $20.715000. The impact to a portfolio due to this purchase was 0.16%. The holding were 502,062 shares as of 2021-09-30.

Waratah Capital Advisors Ltd. added to a holding in Cenovus Energy Inc by 115.02%. The purchase prices were between $7.4 and $10.07, with an estimated average price of $8.56. The stock is now traded at around $11.915000. The impact to a portfolio due to this purchase was 0.8%. The holding were 9,809,233 shares as of 2021-09-30.

Waratah Capital Advisors Ltd. added to a holding in Louisiana-Pacific Corp by 154.92%. The purchase prices were between $51.31 and $65.34, with an estimated average price of $59.03. The stock is now traded at around $64.160000. The impact to a portfolio due to this purchase was 0.45%. The holding were 792,159 shares as of 2021-09-30.

Waratah Capital Advisors Ltd. added to a holding in Lamar Advertising Co by 51.34%. The purchase prices were between $100.02 and $118.2, with an estimated average price of $109.51. The stock is now traded at around $117.660000. The impact to a portfolio due to this purchase was 0.37%. The holding were 633,509 shares as of 2021-09-30.

Waratah Capital Advisors Ltd. added to a holding in Thermo Fisher Scientific Inc by 50.66%. The purchase prices were between $509.53 and $609.78, with an estimated average price of $548.6. The stock is now traded at around $636.010000. The impact to a portfolio due to this purchase was 0.32%. The holding were 108,959 shares as of 2021-09-30.

Waratah Capital Advisors Ltd. added to a holding in Cedar Fair LP by 376.41%. The purchase prices were between $40.18 and $46.57, with an estimated average price of $44.1. The stock is now traded at around $47.780000. The impact to a portfolio due to this purchase was 0.28%. The holding were 502,467 shares as of 2021-09-30.

Waratah Capital Advisors Ltd. added to a holding in Warrior Met Coal Inc by 305.08%. The purchase prices were between $16.43 and $26.45, with an estimated average price of $20.25. The stock is now traded at around $25.040000. The impact to a portfolio due to this purchase was 0.23%. The holding were 846,252 shares as of 2021-09-30.

Waratah Capital Advisors Ltd. sold out a holding in Apple Inc. The sale prices were between $137.27 and $156.69, with an estimated average price of $147.22.

Waratah Capital Advisors Ltd. sold out a holding in VICI Properties Inc. The sale prices were between $28.41 and $32.03, with an estimated average price of $30.51.

Waratah Capital Advisors Ltd. sold out a holding in SunOpta Inc. The sale prices were between $8.61 and $12.33, with an estimated average price of $10.13.

Waratah Capital Advisors Ltd. sold out a holding in Berkshire Hathaway Inc. The sale prices were between $272.66 and $291.28, with an estimated average price of $280.85.

Waratah Capital Advisors Ltd. sold out a holding in Canadian National Railway Co. The sale prices were between $101.48 and $127.22, with an estimated average price of $110.76.

Waratah Capital Advisors Ltd. sold out a holding in Oak Street Health Inc. The sale prices were between $42.53 and $64.54, with an estimated average price of $53.75.