Onex Canada Asset Management Portfolio Shifts: Q2 2026 Focus on Growth and Energy
Onex Canada Asset Management Inc. reported a portfolio value of $649 million as of June 30, 2026. The firm maintained an active investment strategy with notable changes across various sectors.
Significant Portfolio Adjustments in Q2
As of the quarter ending June 30, 2026, Onex Canada Asset Management Inc.'s portfolio saw considerable shifts. The firm significantly reduced its stake in several holdings while increasing exposure to others.
- APO (Apollo Global Mgmt Inc): Experienced an 18.43% decrease in shares and a corresponding drop of -18.43% in portfolio allocation, indicating a major divestment.
- UBER: Shares decreased by 12.77%, leading to a reduction in its portfolio weighting from the previous period.
- MSFT (Microsoft Corp): Despite a slight increase of +13915 shares (+17.25%) and a small rise in allocation percentage, it remains one of Onex's largest positions.
In contrast to these reductions, the investor demonstrated strong buying activity during Q2. Notably:
- CARR (Carrier Global Corp): Showed an impressive 158.34% increase in shares and a substantial rise of +0.96 percentage points in its portfolio allocation.
- OXY (Occidental Pete Corp): Witnessed a complete buy-in, as the number of shares increased by 100%, adding this energy stock to Onex's holdings for the first time or significantly boosting an existing position.
These adjustments reflect Onex Canada Asset Management Inc.'s dynamic approach. The firm appears focused on capitalizing on growth opportunities, particularly in sectors like Technology and Industrials where significant buying occurred (e.g., CARR). Simultaneously, it strategically reduced exposure to certain stocks that may no longer align with its investment thesis or valuation expectations.
The overall portfolio value stood at $649 million. The investor maintained a diversified approach across sectors including Technology, Financial Services, Industrials, Consumer Cyclical, and Communication Services.
For further details on Onex Canada Asset Management Inc.'s investment strategy or performance, visit their profile here. You can explore individual holdings like Apollo Global Mgmt Inc (APO) and Carrier Global Corporation (CARR) on Insiderset.
Onex Canada Asset Management Inc. continues to actively manage its portfolio, making significant changes in each reporting period as shown by the disclosed data for Q2 2026.