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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 		– Sell
-29,537
Closed -$2.7M – 180
2026
Q1 		$2.7M Buy
+29,537
New +$3.12M 0.1% 94

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.