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Waratah Capital Advisors’s FirstService FSV Stock Holding History

Waratah Capital Advisors’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.11M Buy
+50,000
New +$6.94M 0.24% 86

Other funds holding FSV

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

Waratah Capital Advisors increased its FirstService (FSV) stake by 38% in Q2 2026, buying an estimated $1.74M and bringing the position to 45,179 shares worth $6.42M. The position accounts for 0.22% of the portfolio, ranked #89.

Waratah Capital Advisors first reported a position in FSV in Q1 2018 and has held it in 34 quarters since. The position peaked at $29.9M in Q4 2024. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Waratah Capital Advisors held 45,179 shares of FirstService worth $6.42M as of Q2 2026.
  • Waratah Capital Advisors bought 12,508 FirstService shares in Q2 2026, an estimated $1.74M.
  • FirstService made up 0.22% of Waratah Capital Advisors's portfolio in Q2 2026, its #89 holding.
  • Waratah Capital Advisors first reported a position in FirstService in Q1 2018 and has held it in 34 quarters since.
  • Waratah Capital Advisors's FirstService position peaked at $29.9M in Q4 2024.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

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