Waratah Capital Advisors’s Franco-Nevada FNV Stock Holding History

Waratah Capital Advisors’s Portfolio FNV Stock Details FNV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-30,000	Closed	-$7.41M	–	158
2026 Q1	$7.41M	Buy	+30,000	New	+$7.42M	0.28%	59
2025 Q1	–	Sell	-8,500	Closed	-$1,000K	–	195
2024 Q4	$1,000K	Sell	8,500 -272,000	-97%	-$33.6M	0.03%	127
2024 Q3	$34.8M	Buy	280,500 +8,500	+3%	+$1.05M	0.69%	24
2024 Q2	$44.1M	Buy	+272,000	New	+$33.1M	1.62%	16

Other funds holding FNV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Waratah Capital Advisors's FNV Position: Q2 2026 in Review

Waratah Capital Advisors reduced its Franco-Nevada (FNV) stake by 36% in Q2 2026, selling an estimated $4.7M and leaving 35,858 shares worth $7.47M. The position accounts for 0.25% of the portfolio, ranked #81.

Waratah Capital Advisors first reported a position in FNV in Q2 2013 and has held it in 35 quarters since. The position peaked at $44.3M in Q2 2020. 664 funds tracked by Wall St. Rank hold FNV as of Q2 2026.

Waratah Capital Advisors held 35,858 shares of Franco-Nevada worth $7.47M as of Q2 2026.
Waratah Capital Advisors sold 20,171 Franco-Nevada shares in Q2 2026, an estimated $4.7M.
Franco-Nevada made up 0.25% of Waratah Capital Advisors's portfolio in Q2 2026, its #81 holding.
Waratah Capital Advisors first reported a position in Franco-Nevada in Q2 2013 and has held it in 35 quarters since.
Waratah Capital Advisors's Franco-Nevada position peaked at $44.3M in Q2 2020.
664 funds tracked by Wall St. Rank held Franco-Nevada as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.