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Waratah Capital Advisors’s Brunswick BC Stock Holding History

Waratah Capital Advisors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.12M Buy
+97,877
New +$7.9M 0.64% 61
2025
Q4 		– Sell
-5,935
Closed -$375K – 161
2025
Q3 		$375K Sell
5,935
-171,833
-97% -$10.7M 0.03% 172
2025
Q2 		$9.82M Buy
+177,768
New +$8.98M 0.67% 74
2016
Q3 		– Sell
-80,180
Closed -$3.63M – 106
2016
Q2 		$3.63M Buy
80,180
+38,450
+92% +$1.82M 0.74% 46
2016
Q1 		$2M Buy
+41,730
New +$1.8M 0.41% 55

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Massachusetts Financial Services
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return