Waratah Capital Advisors Ltd. Buys Waste Connections Inc, Franco-Nevada Corp, Chipotle Mexican Grill Inc, Sells Colliers International Group Inc, Berkshire Hathaway Inc, Prologis Inc

• New Purchases: FNV, CMG, AZPN, POOL, CDW, THO, WGO, ANSS, CNQ, TTEK, NBL, FSV, KTOS, KRE, AEM, TDG, MPWR, FSS, CTAS, LHX, TWTR, PAYX, FCN, MRCY, SLV, TRP, RYN, FISV, ECL, PG, SPB, NEE, BERY, INTU, TJX, HCC, MAC, NLY, PZZA, ISRG, FTV, TGT, DXCM, CDNS, RGLD, NXST, AIN, SHW, EPAM, CME, LDOS, BAH, MNST, TTWO, EXPO, HXL, ZNGA, VZ, CDEV, EXPD, CHRW, VLO, BFAM, ADBE, GTN, ROK, CBRL, QLYS, CPRT, CVCO, KAR, FTNT, JBT, AWK, LMT, BPY, AAPL, TDY,
• Added Positions: WCN, ROP, BAM, CMCSA, BKI, PAYC, TYL, AME, PE, FANG, WPX, RY, FND, BNS, SU, CP, WMT, FIVE, TSN, ATUS, PEP, JACK, SBGI, MSFT, WWE, NATH,
• Reduced Positions: BRK.B, SSNC, TMO, LAMR, CCI, LULU, SIX, COST, CPG, JLL, AMT, DIS, SUI, PLNT, ELS, CVE, MFC, COLD, GRP.U, DRE, POST, HES, IDXX, DHR, CHD, MCD, MA, NVR, V, ADP, LYV, QSR, USFD, STE,
• Sold Out: CIGI, PLD, AMZN, COP, SBAC, CLR, MPC, BBU, NOMD, MKC, TWNK, YETI, ERF, DRI, BR, LEG, ULTA, 1GI, CXO, LPX, ARMK, MSG, TRI, TD, CWK, MMI, SMPL, DIN, VAC, WEN, BURL, PK, CDK, SLF, UNP, KL, EPRT, NTR, CAT, FDX, OSB, BCE, KR, TAC, MGLN, LEVI, SITE, ECA,

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. Waste Connections Inc (WCN) - 1,214,194 shares, 11.32% of the total portfolio. Shares added by 5316.16%
2. Roper Technologies Inc (ROP) - 166,262 shares, 6.01% of the total portfolio. Shares added by 56.23%
3. Franco-Nevada Corp (FNV) - 445,585 shares, 4.12% of the total portfolio. New Position
4. Sun Communities Inc (SUI) - 266,676 shares, 4.01% of the total portfolio. Shares reduced by 20.56%
5. Equity Lifestyle Properties Inc (ELS) - 579,468 shares, 3.92% of the total portfolio. Shares reduced by 18.48%

Waratah Capital Advisors Ltd. initiated holding in Franco-Nevada Corp. The purchase prices were between $83.42 and $100.94, with an estimated average price of $91.67. The stock is now traded at around $95.54. The impact to a portfolio due to this purchase was 4.12%. The holding were 445,585 shares as of .

Waratah Capital Advisors Ltd. initiated holding in Chipotle Mexican Grill Inc. The purchase prices were between $723.08 and $843.64, with an estimated average price of $796.93. The stock is now traded at around $789.20. The impact to a portfolio due to this purchase was 2.3%. The holding were 26,937 shares as of .

Waratah Capital Advisors Ltd. initiated holding in Aspen Technology Inc. The purchase prices were between $119.59 and $139.75, with an estimated average price of $130.89. The stock is now traded at around $116.08. The impact to a portfolio due to this purchase was 2.11%. The holding were 169,328 shares as of .

Waratah Capital Advisors Ltd. initiated holding in Pool Corp. The purchase prices were between $182.37 and $202.92, with an estimated average price of $192.83. The stock is now traded at around $200.81. The impact to a portfolio due to this purchase was 2.06%. The holding were 100,576 shares as of .

Waratah Capital Advisors Ltd. initiated holding in CDW Corp. The purchase prices were between $107.53 and $123.4, with an estimated average price of $114.67. The stock is now traded at around $124.69. The impact to a portfolio due to this purchase was 1.54%. The holding were 122,898 shares as of .

Waratah Capital Advisors Ltd. initiated holding in Thor Industries Inc. The purchase prices were between $42.72 and $59.68, with an estimated average price of $52.46. The stock is now traded at around $66.94. The impact to a portfolio due to this purchase was 1.36%. The holding were 236,772 shares as of .

Waratah Capital Advisors Ltd. added to a holding in Waste Connections Inc by 5316.16%. The purchase prices were between $88.47 and $97.74, with an estimated average price of $92.53. The stock is now traded at around $91.36. The impact to a portfolio due to this purchase was 11.11%. The holding were 1,214,194 shares as of .

Waratah Capital Advisors Ltd. added to a holding in Roper Technologies Inc by 56.23%. The purchase prices were between $344.13 and $384.45, with an estimated average price of $363.45. The stock is now traded at around $334.56. The impact to a portfolio due to this purchase was 2.16%. The holding were 166,262 shares as of .

Waratah Capital Advisors Ltd. added to a holding in Brookfield Asset Management Inc by 128.95%. The purchase prices were between $47.75 and $54.16, with an estimated average price of $50.74. The stock is now traded at around $53.83. The impact to a portfolio due to this purchase was 1.76%. The holding were 579,982 shares as of .

Waratah Capital Advisors Ltd. added to a holding in Comcast Corp by 295.07%. The purchase prices were between $41.61 and $46.97, with an estimated average price of $44.29. The stock is now traded at around $45.55. The impact to a portfolio due to this purchase was 1.56%. The holding were 458,153 shares as of .

Waratah Capital Advisors Ltd. added to a holding in Black Knight Inc by 539.16%. The purchase prices were between $58.85 and $64.1, with an estimated average price of $61.98. The stock is now traded at around $62.76. The impact to a portfolio due to this purchase was 1.21%. The holding were 230,193 shares as of .

Waratah Capital Advisors Ltd. added to a holding in Paycom Software Inc by 178.89%. The purchase prices were between $206.4 and $255.1, with an estimated average price of $233.94. The stock is now traded at around $208.36. The impact to a portfolio due to this purchase was 0.81%. The holding were 59,950 shares as of .

Waratah Capital Advisors Ltd. sold out a holding in Colliers International Group Inc. The sale prices were between $65.35 and $77.17, with an estimated average price of $70.88.

Waratah Capital Advisors Ltd. sold out a holding in Prologis Inc. The sale prices were between $78.64 and $86.44, with an estimated average price of $82.74.

Waratah Capital Advisors Ltd. sold out a holding in Amazon.com Inc. The sale prices were between $1725.45 and $2020.99, with an estimated average price of $1854.66.

Waratah Capital Advisors Ltd. sold out a holding in ConocoPhillips. The sale prices were between $50.42 and $62.53, with an estimated average price of $56.89.

Waratah Capital Advisors Ltd. sold out a holding in SBA Communications Corp. The sale prices were between $224.99 and $269.28, with an estimated average price of $247.43.

Waratah Capital Advisors Ltd. sold out a holding in Continental Resources Inc. The sale prices were between $28.08 and $42.43, with an estimated average price of $33.84.