Investing Like a Pro: Analyzing Claret Asset Management's Q4 2022 vs. Q1 2023 13F Holdings

Claret Asset Management is a renowned investment management firm based in Canada. The firm's portfolio managers help institutional clients and accredited investors create and manage their investment portfolios. Claret Asset Management must submit its Form 13F holdings to the Securities and Exchange Commission (SEC) on a quarterly basis to disclose its equity holdings. This report details Claret Asset Management's Q4 2022 vs. Q1 2023 13F holdings comparison, analyzing the changes in holdings for various companies in their portfolio.

CGI Inc. (GIB-A.TO)

CGI is a leading end-to-end IT service and business consulting company. In Q4 2022, Claret Asset Management held 406,241 shares in CGI, but in Q1 2023, the number decreased to 405,217 shares. The Q4 2022 value was $34,981, but in Q1 2023, the value rose to $39,046, indicating a change of 11.6%. This shows that Claret Asset Management has confidence in the future prospects of CGI, as they increased the value of their holdings in the company.

North American Construction Group Ltd. (NOA)

NOA is an Alberta-based heavy equipment and mining contractor renowned for providing mining and construction services to the resource sector. In Q4 2022, Claret Asset Management held 2,217,987 shares in NOA, but in Q1 2023, the number decreased to 2,198,018 shares. The Q4 2022 value was $29,587, but in Q1 2023, the value increased to $36,652, indicating a change of 23.9%. This shows that Claret Asset Management is optimistic about the future of NOA, as they increased the value of their holdings in the company.

Quipt Home Medical Corp. (QIPT)

Quipt Home Medical Corp. is a home healthcare equipment provider with a diverse range of products and services. In Q4 2022, Claret Asset Management held 4,114,394 shares in QIPT, but in Q1 2023, the number decreased to 4,064,791 shares. The Q4 2022 value was $19,185, but in Q1 2023, the value increased to $28,568, indicating a change of 48.9%. This shows that Claret Asset Management has faith in the future prospects of QIPT, as they increased the value of their holdings in the company.

Conclusion

In conclusion, Claret Asset Management made significant changes in its holdings between Q4 2022 and Q1 2023. The changes in holdings reveal the company's overall outlook on the future potential of each stock in its portfolio. While Claret Asset Management decreased its holdings in some companies, it also increased the value of its holdings in some others. Investors looking to invest in Claret Asset Management's portfolio can analyze these changes in holdings to make better investment decisions.