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Waratah Capital Advisors’s Thomson Reuters TRI Stock Holding History

Waratah Capital Advisors’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-31,634
Closed -$4.99M – 230
2025
Q3 		$4.99M Sell
31,634
-100,093
-76% -$18.7M 0.09% 115
2025
Q2 		$26.9M Sell
131,727
-66,142
-33% -$12.6M 0.72% 24
2025
Q1 		$34.7M Sell
197,869
-38,542
-16% -$6.65M 0.93% 20
2024
Q4 		$38.5M Buy
+236,411
New +$39.8M 1.29% 20
2023
Q3 		– Sell
-8,922
Closed -$1.22M – 185
2023
Q2 		$1.22M Sell
8,922
-68,564
-88% -$9.2M 0.02% 126
2023
Q1 		$10.6M Buy
+77,486
New +$9.88M 0.23% 68
2022
Q2 		– Sell
-69,588
Closed -$7.96M – 224
2022
Q1 		$7.96M Sell
69,588
-14,967
-18% -$1.67M 0.11% 95
2021
Q4 		$10.7M Buy
84,555
+20,031
+31% +$2.49M 0.18% 70
2021
Q3 		$7.51M Sell
64,524
-9,325
-13% -$1.09M 0.11% 92
2021
Q2 		$7.73M Sell
73,849
-30,247
-29% -$3.03M 0.11% 85
2021
Q1 		$9.61M Buy
104,096
+37,408
+56% +$3.33M 0.22% 58
2020
Q4 		$5.75M Sell
66,688
-78,989
-54% -$6.77M 0.4% 61
2020
Q3 		$12.2M Buy
145,677
+53,936
+59% +$4.2M 1.3% 25
2020
Q2 		$6.57M Buy
+91,741
New +$6.64M 0.56% 41
2020
Q1 		– Sell
-264,642
Closed -$19.9M – 166
2019
Q4 		$19.9M Buy
+264,642
New +$19.3M 2.11% 11
2019
Q3 		– Sell
-27,363
Closed -$1.86M – 216
2019
Q2 		$1.86M Sell
27,363
-2,278
-8% -$151K 0.21% 73
2019
Q1 		$1.85M Hold
29,641
– – 0.2% 75
2018
Q4 		$1.52M Buy
+29,641
New +$1.59M 0.19% 67

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Waratah Capital Advisors's TRI Position: Q4 2025 in Review

Waratah Capital Advisors sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 31,634 shares — an estimated $4.99M sold.

Waratah Capital Advisors first reported a position in TRI in Q4 2018 and held it in 18 quarters. The position peaked at $38.5M in Q4 2024. 499 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

  • Waratah Capital Advisors reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
  • Waratah Capital Advisors sold 31,634 Thomson Reuters shares in Q4 2025, an estimated $4.99M.
  • Waratah Capital Advisors first reported a position in Thomson Reuters in Q4 2018 and held it in 18 quarters.
  • Waratah Capital Advisors's Thomson Reuters position peaked at $38.5M in Q4 2024.
  • 499 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on Waratah Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.