Guardian Capital LP
Annual return '25
+9.7%
SPY '25
+17.7%
Alpha
-8.0ptsvs SPY
Invested
$3.8B
Holdings
160
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RY
ROYAL BK CDA
Q3 2025: Sold 1.3% (1.60M → 1.58M shares)
7.3%
02
$CNQ
CANADIAN NAT RES LTD MED TER
Q3 2025: Increased +4.8% (2.34M → 2.46M shares)
4.4%
03
$AEM
AGNICO EAGLE MINES LTD
Q3 2025: Sold 6.8% (1.01M → 940.7k shares)
4.4%
04
$TD
TORONTO DOMINION BK ONT
Q3 2025: Sold 1.7% (807.2k → 793.6k shares)
3.2%
05
$SU
SUNCOR ENERGY INC NEW
Q2 2025: Sold 0.7% (1.87M → 1.86M shares)
3.1%
06
$BN
BROOKFIELD CORP
Q2 2025: Increased +4.7% (1.66M → 1.74M shares)
2.9%
07
$GIB
CGI INC
Q3 2025: Increased +14.9% (748.6k → 860.2k shares)
2.7%
08
$OTEX
OPEN TEXT CORP
Q3 2025: Sold 0.8% (4.16M → 4.12M shares)
2.7%
09
$CP
CANADIAN PACIFIC KANSAS CITY
Q3 2025: Sold 3.5% (769.8k → 743.1k shares)
2.5%
10
$BMO
BANK MONTREAL MEDIUM
Q3 2025: Sold 17.6% (2.08M → 1.72M shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:20 UTC.