SIG North Trading, ULC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, SIG North Trading, ULC maintained a portfolio of 298 distinct positions. They heavily accumulated shares in CANADIAN IMPERIAL BA, increasing their position by 28.9%. The fund also reduced its exposure to BCE INC by 64.2%.
PCA Score Concentration Risk
Risk ENB
Total Positions
298
Quarter
2026 Q1
Top Holding
RCI (5.4%)
Top 10 Concentration
37.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 298
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
RCI
ROGERS COMMUNIC...
PUT
PUT Option 5.45% 5.56% #1
Prev: #1
4.7 -1,020,200 -12.6%
P
S
7,058,600 $271,403,170 2021 Q4 13F Filing 2026-03-31 2026-05-15
BMO
BANK MONTREAL M...
PUT
PUT Option 4.54% 5.24% #2
Prev: #2
3.3 -542,500 -24.5%
P
S
1,671,900 $226,274,946 2021 Q4 13F Filing 2026-03-31 2026-05-15
CM
CANADIAN IMPERI...
CALL
CALL Option 4.05% 2.73% #3 9
Prev: #12
5.1 478,200 28.9%
P
S
2,131,600 $201,969,100 2021 Q4 13F Filing 2026-03-31 2026-05-15
RY
ROYAL BK CDA
PUT
PUT Option 3.97% 4.36% #4 1
Prev: #3
2.6 -176,500 -12.6%
P
S
1,224,600 $198,115,788 2021 Q4 13F Filing 2026-03-31 2026-05-15
SU
SUNCOR ENERGY I...
PUT
PUT Option 3.94% 2.70% #5 8
Prev: #13
2.6 -358,100 -10.8%
P
S
2,972,600 $196,518,586 2021 Q4 13F Filing 2026-03-31 2026-05-15
RY
ROYAL BK CDA
CALL
CALL Option 3.45% 3.98% #6 2
Prev: #4
1.9 -218,000 -17.0%
P
S
1,062,300 $171,858,894 2021 Q4 13F Filing 2026-03-31 2026-05-15
TU
TELUS CORPORATI...
PUT
PUT Option 3.42% 2.74% #7 4
Prev: #11
3.4 1,896,500 16.6%
P
S
13,305,600 $170,710,848 2021 Q4 13F Filing 2026-03-31 2026-05-15
ENB
ENBRIDGE INC
PUT
PUT Option 3.13% 2.79% #8 1
Prev: #9
1.8 -311,700 -9.8%
P
S
2,883,200 $156,096,448 2021 Q4 13F Filing 2026-03-31 2026-05-15
CNQ
CANADIAN NAT RE...
PUT
PUT Option 2.98% 2.03% #9 8
Prev: #17
1.7 -227,600 -6.9%
P
S
3,052,500 $148,748,325 2021 Q4 13F Filing 2026-03-31 2026-05-15
TRP
TC ENERGY CORP
PUT
PUT Option 2.79% 3.43% #10 3
Prev: #7
1.1 -1,192,800 -35.0%
P
S
2,219,800 $138,959,480 2021 Q4 13F Filing 2026-03-31 2026-05-15
BNS
BANK NOVA SCOTI...
PUT
PUT Option 2.74% 3.52% #11 5
Prev: #6
1.1 -650,100 -24.8%
P
S
1,968,400 $136,429,804 2021 Q4 13F Filing 2026-03-31 2026-05-15
CM
CANADIAN IMPERI...
PUT
PUT Option 2.53% 3.63% #12 7
Prev: #5
1.0 -863,100 -39.3%
P
S
1,332,800 $126,282,800 2021 Q4 13F Filing 2026-03-31 2026-05-15
TD
TORONTO DOMINIO...
PUT
PUT Option 2.45% 3.31% #13 5
Prev: #8
1.0 -617,100 -32.1%
P
S
1,307,900 $122,040,149 2021 Q4 13F Filing 2026-03-31 2026-05-15
BCE
BCE INC
PUT
PUT Option 2.40% 2.21% #14 1
Prev: #15
1.5 -344,000 -6.8%
P
S
4,747,600 $119,829,424 2021 Q4 13F Filing 2026-03-31 2026-05-15
BNS
BANK NOVA SCOTI...
CALL
CALL Option 2.31% 2.75% #15 5
Prev: #10
1.4 -382,400 -18.7%
P
S
1,660,400 $115,082,324 2021 Q4 13F Filing 2026-03-31 2026-05-15
TU
TELUS CORPORATI...
Communication Services 2.22% 1.45% #16 6
Prev: #22
3.4 2,592,790 42.9%
P
S
8,639,446 $110,844,092 2021 Q4 13F Filing 2026-03-31 2026-05-15
ENB
ENBRIDGE INC
CALL
CALL Option 1.55% 1.60% #17 4
Prev: #21
0.6 -402,100 -21.9%
P
S
1,430,800 $77,463,512 2021 Q4 13F Filing 2026-03-31 2026-05-15
RCI
ROGERS COMMUNIC...
CALL
CALL Option 1.53% 1.37% #18 7
Prev: #25
1.1 -7,800 -0.4%
P
S
1,988,700 $76,465,515 2021 Q4 13F Filing 2026-03-31 2026-05-15
MFC
MANULIFE FINL C...
PUT
PUT Option 1.52% 1.82% #19 1
Prev: #18
0.6 -553,600 -20.1%
P
S
2,198,400 $75,712,896 2021 Q4 13F Filing 2026-03-31 2026-05-15
SLF
SUN LIFE FINANC...
PUT
PUT Option 1.42% 1.82% #20 1
Prev: #19
0.6 -463,200 -29.0%
P
S
1,134,200 $70,955,552 2021 Q4 13F Filing 2026-03-31 2026-05-15
CVE
CENOVUS ENERGY ...
PUT
PUT Option 1.34% 0.85% #21 11
Prev: #32
1.0 -238,400 -8.6%
P
S
2,524,900 $66,985,597 2021 Q4 13F Filing 2026-03-31 2026-05-15
BNS
BANK NOVA SCOTI...
Financial Services 1.34% 1.03% #22 6
Prev: #28
3.0 198,961 26.0%
P
S
964,746 $66,866,545 2021 Q4 13F Filing 2026-03-31 2026-05-15
BMO
BANK MONTREAL M...
CALL
CALL Option 1.33% 2.19% #23 7
Prev: #16
0.5 -435,300 -47.0%
P
S
490,000 $66,316,600 2021 Q4 13F Filing 2026-03-31 2026-05-15
CCJ
CAMECO CORP
CALL
CALL Option 1.26% 0.83% #24 10
Prev: #34
2.5 82,700 16.7%
P
S
577,700 $62,743,997 2021 Q4 13F Filing 2026-03-31 2026-05-15
TU
TELUS CORPORATI...
CALL
CALL Option 1.22% 1.39% #25 1
Prev: #24
1.0 -1,052,400 -18.2%
P
S
4,735,500 $60,756,465 2021 Q4 13F Filing 2026-03-31 2026-05-15
TRP
TC ENERGY CORP
CALL
CALL Option 1.13% 0.92% #26 3
Prev: #29
1.0 -14,000 -1.5%
P
S
901,700 $56,446,420 2021 Q4 13F Filing 2026-03-31 2026-05-15
CNQ
CANADIAN NAT RE...
CALL
CALL Option 1.12% 0.73% #27 9
Prev: #36
0.9 -41,700 -3.5%
P
S
1,147,200 $55,903,056 2021 Q4 13F Filing 2026-03-31 2026-05-15
AEM
AGNICO EAGLE MI...
CALL
CALL Option 1.11% 1.12% #28 2
Prev: #26
0.4 -90,700 -24.9%
P
S
272,900 $55,393,242 2021 Q4 13F Filing 2026-03-31 2026-05-15
BCE
BCE INC
CALL
CALL Option 1.07% 2.56% #29 15
Prev: #14
0.4 -3,788,900 -64.2%
P
S
2,109,200 $53,236,208 2021 Q4 13F Filing 2026-03-31 2026-05-15
SU
SUNCOR ENERGY I...
CALL
CALL Option 0.99% 0.34% #30 24
Prev: #54
3.4 323,300 76.1%
P
S
748,200 $49,463,502 2021 Q4 13F Filing 2026-03-31 2026-05-15
AEM
AGNICO EAGLE MI...
PUT
PUT Option 0.85% 0.89% #31
Prev: #31
0.3 -79,900 -27.6%
P
S
209,400 $42,504,012 2021 Q4 13F Filing 2026-03-31 2026-05-15
RCI
ROGERS COMMUNIC...
Communication Services 0.85% 1.12% #32 5
Prev: #27
0.3 -536,166 -32.8%
P
S
1,097,381 $42,194,299 2021 Q4 13F Filing 2026-03-31 2026-05-15
NTR
NUTRIEN LTD
CALL
CALL Option 0.84% 0.41% #33 14
Prev: #47
3.3 189,700 52.1%
P
S
554,000 $41,804,840 2021 Q4 13F Filing 2026-03-31 2026-05-15
PBA
PEMBINA PIPELIN...
PUT
PUT Option 0.83% 1.43% #34 11
Prev: #23
0.3 -1,138,000 -55.2%
P
S
922,300 $41,282,148 2021 Q4 13F Filing 2026-03-31 2026-05-15
BCE
BCE INC
Communication Services 0.75% 0.05% #35 91
Prev: #126
3.3 1,372,822 1186.1%
P
S
1,488,567 $37,571,431 2021 Q4 13F Filing 2026-03-31 2026-05-15
SLF
SUN LIFE FINANC...
CALL
CALL Option 0.73% 0.63% #36 4
Prev: #40
0.8 22,900 4.1%
P
S
580,200 $36,297,312 2021 Q4 13F Filing 2026-03-31 2026-05-15
TD
TORONTO DOMINIO...
CALL
CALL Option 0.72% 1.66% #37 17
Prev: #20
0.3 -580,800 -60.2%
P
S
384,200 $35,849,702 2021 Q4 13F Filing 2026-03-31 2026-05-15
CVE
CENOVUS ENERGY ...
CALL
CALL Option 0.70% 0.51% #38 3
Prev: #41
0.3 -333,400 -20.1%
P
S
1,324,300 $35,133,679 2021 Q4 13F Filing 2026-03-31 2026-05-15
CCJ
CAMECO CORP
PUT
PUT Option 0.70% 0.40% #39 9
Prev: #48
2.8 82,100 34.3%
P
S
321,800 $34,950,698 2021 Q4 13F Filing 2026-03-31 2026-05-15
BN
BROOKFIELD CORP
CALL
CALL Option 0.61% 0.64% #40 1
Prev: #39
0.7 -18,500 -2.4%
P
S
748,000 $30,271,560 2022 Q4 13F Filing 2026-03-31 2026-05-15
BIP
BROOKFIELD INFR...
PUT
PUT Option 0.58% 0.51% #41 1
Prev: #42
0.7 2,800 0.4%
P
S
799,900 $28,892,388 2024 Q3 13F Filing 2026-03-31 2026-05-15
TD
TORONTO DOMINIO...
Financial Services 0.56% 0.18% #42 35
Prev: #77
3.2 190,591 179.3%
P
S
296,897 $27,703,459 2021 Q4 13F Filing 2026-03-31 2026-05-15
PBA
PEMBINA PIPELIN...
CALL
CALL Option 0.54% 0.21% #43 27
Prev: #70
3.2 296,500 96.6%
P
S
603,500 $27,012,660 2021 Q4 13F Filing 2026-03-31 2026-05-15
FNV
FRANCO NEV CORP
CALL
CALL Option 0.53% 0.45% #44
Prev: #44
0.7 -11,000 -9.3%
P
S
107,700 $26,607,285 2021 Q4 13F Filing 2026-03-31 2026-05-15
BEP
BROOKFIELD RENE...
PUT
PUT Option 0.51% 0.35% #45 8
Prev: #53
2.2 70,600 9.9%
P
S
785,500 $25,638,720 2025 Q2 13F Filing 2026-03-31 2026-05-15
BIP
BROOKFIELD INFR...
CALL
CALL Option 0.49% 0.45% #46 1
Prev: #45
0.7 -24,700 -3.5%
P
S
680,700 $24,586,884 2024 Q3 13F Filing 2026-03-31 2026-05-15
CLS
CELESTICA INC
CALL
CALL Option 0.49% 0.38% #47 4
Prev: #51
2.7 16,800 23.9%
P
S
87,100 $24,534,328 2024 Q2 13F Filing 2026-03-31 2026-05-15
TECK
TECK RESOURCES ...
PUT
PUT Option 0.48% 0.27% #48 16
Prev: #64
3.2 154,500 50.1%
P
S
463,000 $23,960,250 2021 Q4 13F Filing 2026-03-31 2026-05-15
SHOP
SHOPIFY INC
CALL
CALL Option 0.48% 0.38% #49 1
Prev: #50
3.2 71,000 54.4%
P
S
201,400 $23,890,068 2021 Q4 13F Filing 2026-03-31 2026-05-15
B
BARRICK MNG COR...
CALL
CALL Option 0.43% 0.74% #50 15
Prev: #35
0.2 -404,900 -43.5%
P
S
525,600 $21,439,224 2025 Q2 13F Filing 2026-03-31 2026-05-15
Showing 1-50 of 298 holdings

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