BAROMETER CAPITAL MANAGEMENT INC.

13F filer, CIK 1536890, TORONTO, Ontario, Canada

BAROMETER CAPITAL MANAGEMENT INC. reported $346,684,021 across 161 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-14. Its ten largest share positions make up 40.24% of the portfolio.

Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001104659-24-118549

Period: 2024-09-30
Reported value: $347M
Holdings: 161
Top 10 weight: 40.24%
New: 37
Sold out: 49

Largest buys vs the previous quarter

Security	Shares change	Approx. value
CMnew	+228,567	$19M
TRInew	+63,530	$14.7M
IMOnew	+148,315	$14.1M
AVGOadded	+69,612	$12M
GEnew	+61,255	$11.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
NVDAexited	-102,780	-$12.7M
STNexited	-80,160	-$9.18M
ETNexited	-28,428	-$8.88M
TRPexited	-162,440	-$8.42M
Cexited	-126,800	-$7.97M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001104659-24-118549, largest first. % of portfolio is the value over $346,684,021, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
CMCANADIAN IMPERIAL BANK OF CO	228,567	$19M	5.47%	new	Timeline
AEMAGNICO EAGLE MINES LTD	160,283	$17.5M	5.04%	+21,893	Timeline
TRITHOMSON REUTERS CORP	63,530	$14.7M	4.23%	new	Timeline
IMOIMPERIAL OIL LTD	148,315	$14.1M	4.07%	new	Timeline
AVGOBROADCOM INC	77,194	$13.3M	3.84%	+69,612	Timeline
MSFTMICROSOFT CORP	29,711	$12.8M	3.69%	+2,107	Timeline
LLYELI LILLY & CO	14,292	$12.7M	3.65%	-198	Timeline
COSTCOSTCO WHOLESALE CORPORATION	13,550	$12M	3.46%	+655	Timeline
METAMETA PLATFORMS INC	20,953	$12M	3.46%	+1,008	Timeline
GEGE AEROSPACE	61,255	$11.6M	3.33%	new	Timeline
PGRPROGRESSIVE CORP	45,106	$11.4M	3.3%	+2,318	Timeline
KGCKINROSS GOLD CORP	897,900	$11.4M	3.28%	new	Timeline
PBAPEMBINA PIPELINE CORP	202,440	$11.3M	3.26%	new	Timeline
JPMJPMORGAN CHASE & CO	53,347	$11.2M	3.22%	+2,442	Timeline
AAPLAPPLE INC	47,608	$11.1M	3.2%	+47,016	Timeline
RGAREINSURANCE GROUP AMER INC	43,044	$9.34M	2.69%	+709	Timeline
NEENEXTERA ENERGY INC	94,040	$7.95M	2.29%	-70	Timeline
GDGENERAL DYNAMICS CORP	24,134	$7.26M	2.09%	+6,448	Timeline
SPGSIMON PPTY GROUP INC NEW	35,450	$5.99M	1.73%	+1,600	Timeline
IBMINTERNATIONAL BUSINESS MACHS	25,640	$5.62M	1.62%	new	Timeline
MFCMANULIFE FINL CORP	138,676	$5.54M	1.6%	+13,002	Timeline
HWMHOWMET AEROSPACE INC	52,960	$5.31M	1.53%	+8,770	Timeline
ENBENBRIDGE INC	86,504	$4.75M	1.37%	new	Timeline
BWXTBWX TECHNOLOGIES INC	43,583	$4.74M	1.37%	+2,963	Timeline
MSIMOTOROLA SOLUTIONS INC	9,346	$4.2M	1.21%	+1,449	Timeline
WCNWASTE CONNECTIONS INC	17,391	$4.2M	1.21%	+13,221	Timeline
GSGOLDMAN SACHS GROUP INC	8,042	$3.98M	1.15%	+564	Timeline
ABBVABBVIE INC	20,000	$3.92M	1.13%	new	Timeline
TECKTECK RESOURCES LTD	55,274	$3.9M	1.13%	new	Timeline
UUNITY SOFTWARE INC	158,022	$3.57M	1.03%	0	Timeline
SOSOUTHERN CO	38,830	$3.5M	1.01%	+11,190	Timeline
TAT&T INC	138,340	$3M	0.87%	new	Timeline
VVISA INC	10,315	$2.83M	0.82%	new	Timeline
CPBTHE CAMPBELLS COMPANY	49,740	$2.41M	0.7%	new	Timeline
BACBANK OF AMER CORP	60,700	$2.41M	0.69%	+6,750	Timeline
AGIALAMOS GOLD INC	81,240	$2.19M	0.63%	+74,540	Timeline
PMPHILIP MORRIS INTL INC	17,970	$2.18M	0.63%	new	Timeline
UBERUBER TECHNOLOGIES INC	27,110	$2.04M	0.59%	new	Timeline
ACGLARCH CAP GROUP LTD	17,770	$1.99M	0.57%	new	Timeline
EMBJEMBRAER S.A.	55,800	$1.97M	0.57%	+48,100	Timeline
CRCRANE COMPANY	11,545	$1.83M	0.53%	+385	Timeline
REGNREGENERON PHARMACEUTICALS	1,548	$1.63M	0.47%	new	Timeline
FCXFREEPORT MCMORAN INC	25,200	$1.25M	0.36%	-124,590	Timeline
IBITISHARES BITCOIN TRUST ETF	32,800	$1.19M	0.34%	+4,500	Timeline
PHYSSPROTT ASSET MANAGEMENT LP	58,050	$1.18M	0.34%	+6,200	Timeline
RACEFERRARI N V	2,219	$1.04M	0.3%	new	Timeline
NVSNOVARTIS AG	9,000	$1.04M	0.3%	new	Timeline
COPXGLOBAL X FDS	18,300	$865K	0.25%	+4,600	Timeline
KCESPDR SERIES TRUST	6,750	$843K	0.24%	-700	Timeline
KIESPDR SERIES TRUST	14,330	$813K	0.23%	-1,500	Timeline
PPAINVESCO EXCHANGE TRADED FD T	7,070	$813K	0.23%	-500	Timeline
PSLVSPROTT ASSET MANAGEMENT LP	77,100	$806K	0.23%	-7,800	Timeline
XLBSELECT SECTOR SPDR TR	8,000	$771K	0.22%	+600	Timeline
GDXVANECK ETF TRUST	19,250	$767K	0.22%	-7,200	Timeline
VISVANGUARD WORLD FD	2,895	$753K	0.22%	-400	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	12,420	$735K	0.21%	-2,800	Timeline
XMMOINVESCO EXCHANGE TRADED FD T	6,100	$734K	0.21%	+1,500	Timeline
XMESPDR SERIES TRUST	11,500	$733K	0.21%	-1,400	Timeline
PAVEGLOBAL X FDS	17,450	$718K	0.21%	new	Timeline
GDXJVANECK ETF TRUST	14,600	$713K	0.21%	-3,800	Timeline
EWJISHARES INC	9,870	$706K	0.2%	new	Timeline
SILJAMPLIFY ETF TR	53,400	$688K	0.2%	-10,400	Timeline
EPIWISDOMTREE TR	13,600	$686K	0.2%	-900	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	18,400	$669K	0.19%	-3,400	Timeline
FXRFIRST TR EXCHANGE-TRADED FD	8,700	$659K	0.19%	new	Timeline
GDSGDS HLDGS LTD	29,800	$608K	0.18%	0	Timeline
GGALGRUPO FINANCIERO GALICIA S.A	13,584	$572K	0.16%	0	Timeline
ARGTGLOBAL X FDS	8,300	$550K	0.16%	+1,600	Timeline
URAGLOBAL X FDS	18,000	$515K	0.15%	-4,500	Timeline
BMABANCO MACRO S A	7,971	$506K	0.15%	0	Timeline
FIWFIRST TR EXCHANGE-TRADED FD	4,600	$503K	0.15%	-2,000	Timeline
BNSBANK NOVA SCOTIA B C	6,515	$473K	0.14%	-11,619	Timeline
BABAALIBABA GROUP HLDG LTD	4,304	$457K	0.13%	0	Timeline
EVXVANECK ETF TRUST	2,500	$451K	0.13%	-600	Timeline
HARMONY GOLD MNG LTDHARMONY GOLD MNG LTD	39,819	$403K	0.12%	new
PKWINVESCO EXCHANGE TRADED FD T	3,500	$401K	0.12%	new	Timeline
TCOMTRIP COM GROUP LTD	6,727	$400K	0.12%	-500	Timeline
BILIBILIBILI INC	16,700	$390K	0.11%	0	Timeline
MOMOHELLO GROUP INC	51,204	$390K	0.11%	0	Timeline
CPCANADIAN PACIFIC KANSAS CITY	3,230	$374K	0.11%	new	Timeline
YMMFULL TRUCK ALLIANCE CO LTD	41,417	$373K	0.11%	0	Timeline
SMFGSUMITOMO MITSUI FIN GRP INC	29,054	$367K	0.11%	0	Timeline
MFGMIZUHO FINANCIAL GROUP INC	83,272	$348K	0.1%	0	Timeline
PSOPEARSON PLC	24,811	$337K	0.1%	0	Timeline
UBSUBS GROUP AG	10,889	$337K	0.1%	0	Timeline
VERONA PHARMA PLCVERONA PHARMA PLC	11,400	$328K	0.09%	0
BIDUBAIDU INC	3,065	$323K	0.09%	0	Timeline
BBVABANCO BILBAO VIZCAYA ARGENTA	30,563	$321K	0.09%	0	Timeline
XPEVXPENG INC	25,600	$312K	0.09%	0	Timeline
SESEA LTD	3,300	$311K	0.09%	0	Timeline
PHGKONINKLIJKE PHILIPS N V	9,486	$310K	0.09%	+286	Timeline
LKFTLAKEFRONT BIOTHERAPEUTICS NV	10,717	$309K	0.09%	+1,300	Timeline
JKSJINKOSOLAR HLDG CO LTD	11,376	$305K	0.09%	0	Timeline
ZLABZAI LAB LTD	12,500	$302K	0.09%	0	Timeline
TIMBTIM S A	17,434	$300K	0.09%	0	Timeline
JDJD.COM INC	7,300	$292K	0.08%	0	Timeline
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR	4,489	$290K	0.08%	0
GFIGOLD FIELDS LTD	18,146	$279K	0.08%	0	Timeline
SIDCOMPANHIA SIDERURGICA NACION	114,259	$273K	0.08%	new	Timeline
BNTXBIONTECH SE	2,260	$268K	0.08%	0	Timeline
PAMPAMPA ENERGIA SA	4,300	$258K	0.07%	0	Timeline
QFINQFIN HOLDINGS INC	8,238	$246K	0.07%	0	Timeline
WBWEIBO CORP	24,000	$242K	0.07%	0	Timeline
BBDBANCO BRADESCO S A	87,500	$229K	0.07%	new	Timeline
WITWIPRO LTD	34,900	$226K	0.07%	0	Timeline
VODVODAFONE GROUP PLC	22,300	$223K	0.06%	0	Timeline
FUTUFUTU HLDGS LTD	2,308	$221K	0.06%	0	Timeline
SKMSK TELECOM CO LTD	9,200	$219K	0.06%	0	Timeline
KCKINGSOFT CLOUD HLDGS LTD	70,700	$208K	0.06%	0	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,193	$207K	0.06%	0	Timeline
NWGNATWEST GROUP PLC	21,924	$205K	0.06%	0	Timeline
SBSCOMPANHIA DE SANEAMENTO BASI	12,100	$200K	0.06%	0	Timeline
HIMXHIMAX TECHNOLOGIES INC	36,300	$200K	0.06%	0	Timeline
PUKPRUDENTIAL PLC	10,700	$198K	0.06%	0	Timeline
CRTOCRITEO S A	4,868	$196K	0.06%	0	Timeline
YPFYPF SOCIEDAD ANONIMA	9,200	$195K	0.06%	0	Timeline
KOFCOCA-COLA FEMSA SAB DE CV	2,200	$193K	0.06%	new	Timeline
BCSBARCLAYS PLC	15,765	$192K	0.06%	0	Timeline
MUFGMITSUBISHI UFJ FINANCIAL GRO	18,800	$191K	0.06%	0	Timeline
COMPANHIA PARANAENSE DE ENE…COMPANHIA PARANAENSE DE ENERGI	26,100	$191K	0.06%	0
BRF SABRF SA	43,076	$188K	0.05%	0
KBKB FINL GROUP INC	3,043	$188K	0.05%	0	Timeline
DADA NEXUS LTD NPV ADRDADA NEXUS LTD NPV ADR	98,800	$188K	0.05%	0
CSANYCOSAN S A	19,400	$185K	0.05%	new	Timeline
RLXRLX TECHNOLOGY INC	102,400	$185K	0.05%	0	Timeline
NVONOVO-NORDISK A S	1,530	$182K	0.05%	0	Timeline
EDUNEW ORIENTAL ED & TECHNOLOGY	2,300	$174K	0.05%	0	Timeline
BZKANZHUN LIMITED	10,000	$174K	0.05%	0	Timeline
TEVATEVA PHARMACEUTICAL INDS LTD	9,400	$169K	0.05%	new	Timeline
ASXASE TECHNOLOGY HLDG CO LTD	17,100	$167K	0.05%	0	Timeline
DQDAQO NEW ENERGY CORP	7,700	$157K	0.05%	0	Timeline
LULUFAX HOLDING LTD	44,600	$156K	0.04%	0	Timeline
TVGRUPO TELEVISA S A B	60,500	$155K	0.04%	0	Timeline
ZTOZTO EXPRESS CAYMAN INC	6,114	$151K	0.04%	0	Timeline
MNSOMINISO GROUP HLDG LTD	8,600	$151K	0.04%	new	Timeline
DAVAENDAVA PLC	5,900	$151K	0.04%	0	Timeline
ASNDASCENDIS PHARMA A/S	1,004	$150K	0.04%	0	Timeline
IHGINTERCONTINENTAL HOTELS GROU	1,348	$149K	0.04%	0	Timeline
PDDPDD HOLDINGS INC	1,100	$148K	0.04%	new	Timeline
SANBANCO SANTANDER SA	29,693	$148K	0.04%	0	Timeline
PHIPLDT INC	5,224	$140K	0.04%	0	Timeline
UGPULTRAPAR PARTICIPACOES SA	35,700	$139K	0.04%	0	Timeline
HSBCHSBC HLDGS PLC	3,080	$138K	0.04%	0	Timeline
GSKGSK PLC	3,323	$136K	0.04%	0	Timeline
ASMLASML HLDG NV	162	$135K	0.04%	0	Timeline
KEPKOREA ELEC PWR CORP	17,015	$132K	0.04%	new	Timeline
James Hardie Industries PLCJames Hardie Industries PLC	3,252	$131K	0.04%	0
UMCUNITED MICROELECTRONICS CORP	15,447	$130K	0.04%	0	Timeline
BANCOLOMBIA S ABANCOLOMBIA S A	4,114	$129K	0.04%	0
TMETENCENT MUSIC ENTMT GROUP	10,700	$129K	0.04%	new	Timeline
IQIQIYI INC	44,500	$127K	0.04%	0	Timeline
SIMOSILICON MOTION TECHNOLOGY CO	2,036	$124K	0.04%	0	Timeline
NGNOVAGOLD RESOURCES INC	21,905	$122K	0.04%	-24,500	Timeline
PBRPETROLEO BRASILEIRO S A	7,862	$113K	0.03%	-11,700	Timeline
MTARCELORMITTAL SA LUXEMBOURG	4,269	$111K	0.03%	new	Timeline
EENI SPA	3,653	$111K	0.03%	0	Timeline
BPBP PLC	3,450	$107K	0.03%	0	Timeline
AXIAYAXIA ENERGIA SA	14,325	$104K	0.03%	new	Timeline
ENICENEL CHILE SA	36,302	$101K	0.03%	0	Timeline
WDSWOODSIDE ENERGY GROUP LTD	5,806	$100K	0.03%	0	Timeline
PKXPOSCO HOLDINGS INC	1,295	$90.6K	0.03%	new	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
NVDANVIDIA CORPORATION	102,780	$12.7M	shares
STNSTANTEC INC	80,160	$9.18M	shares
ETNEATON CORP PLC	28,428	$8.88M	shares
TRPTC ENERGY CORP	162,440	$8.42M	shares
CCITIGROUP INC	126,800	$7.97M	shares
SYKSTRYKER CORPORATION	11,865	$4.04M	shares
MCKMCKESSON CORP	6,757	$3.95M	shares
QCOMQUALCOMM INC	18,090	$3.6M	shares
AMZNAMAZON COM INC	17,145	$3.31M	shares
VMCVULCAN MATLS CO	12,097	$3.01M	shares
GOOGLALPHABET INC	15,870	$2.89M	shares
BRBRBELLRING BRANDS INC	50,590	$2.89M	shares
RIORIO TINTO PLC	31,250	$2.06M	shares
VLOVALERO ENERGY CORP	9,250	$1.44M	shares
CCJCAMECO CORP	17,400	$1.17M	shares
AIRRFIRST TR EXCHANGE TRADED FD	11,000	$751K	shares
FEZSPDR INDEX SHS FDS	14,200	$710K	shares
OCOWENS CORNING NEW	4,000	$693K	shares
TDIVFIRST TR EXCHANGE TRADED FD	8,800	$666K	shares
PICKISHARES INC	14,600	$596K	shares
XLFSELECT SECTOR SPDR TR	14,300	$588K	shares
XESSPDR SERIES TRUST	6,100	$554K	shares
FCGFIRST TR EXCHANGE-TRADED FD	20,200	$531K	shares
PNQIINVESCO EXCHANGE TRADED FD T	12,100	$497K	shares
XOPSPDR SERIES TRUST	3,300	$480K	shares
DXJWISDOMTREE TR	4,108	$463K	shares
BLOKAMPLIFY ETF TR	11,600	$411K	shares
XLUSELECT SECTOR SPDR TR	5,800	$395K	shares
HMYHARMONY GOLD MNG LTD	39,819	$365K	shares
AMLPALPS ETF TR	6,620	$318K	shares
GUNRFLEXSHARES TR	7,100	$285K	shares
OMABGRUPO AEROPORTUARIO DEL CENT	3,950	$267K	shares
MCHIISHARES TR	6,100	$257K	shares
SSLSASOL LTD	33,421	$254K	shares
ISRGINTUITIVE SURGICAL INC	480	$214K	shares
NOKNOKIA CORP	55,500	$208K	shares
TKCTURKCELL ILETISIM	24,916	$189K	shares
CRHCRH PLC	2,500	$187K	shares
FMSFRESENIUS MEDICAL CARE AG	9,800	$187K	shares
HCMHUTCHMED CHINA LTD	10,900	$187K	shares
ASRGRUPO AEROPORTUARIO DEL SURE	580	$174K	shares
FMXFOMENTO ECONOMICO MEXICANO S	1,535	$164K	shares
CLSCELESTICA INC	1,900	$149K	shares
TSTENARIS S A	4,700	$143K	shares
AVAVAEROVIRONMENT INC	693	$126K	shares
OLINK HLDG ABOLINK HLDG AB	4,714	$120K	shares
SONYSONY GROUP CORP	1,319	$112K	shares
EQNREQUINOR ASA	3,871	$111K	shares
CCUCOMPANIA CERVECERIAS UNIDAS	9,543	$109K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001104659-24-118549	base		2024-11-14	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC