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 Q1	$2.7M	Buy	+29,537	New	+$3.12M	0.1%	94

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 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.