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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
2026
Q2 		$6.95M Buy
+85,099
New +$7.43M 0.24% 87
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 $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Waratah Capital Advisors opened a new position in Thomson Reuters (TRI) in Q2 2026: 85,099 shares worth $6.95M. The stake represents 0.24% of the portfolio and ranks #87 among its holdings. This is a return to the name: Waratah Capital Advisors previously reported a position in TRI as recently as Q3 2025.

Waratah Capital Advisors first reported a position in TRI in Q4 2018 and has held it in 19 quarters since. The position peaked at $38.5M in Q4 2024. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Waratah Capital Advisors held 85,099 shares of Thomson Reuters worth $6.95M as of Q2 2026.
  • Thomson Reuters was a new Waratah Capital Advisors position in Q2 2026.
  • Thomson Reuters made up 0.24% of Waratah Capital Advisors's portfolio in Q2 2026, its #87 holding.
  • Waratah Capital Advisors first reported a position in Thomson Reuters in Q4 2018 and has held it in 19 quarters since.
  • Waratah Capital Advisors's Thomson Reuters position peaked at $38.5M in Q4 2024.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

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