Forge First Asset Management Inc. — 13F Holdings & Portfolio

CIK 1963062 · latest 13F-HR filed 2025-11-12

Forge First Asset Management Inc. manages $217.9M in 13F-reported U.S. long-equity assets across 38 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are GFL (9.05%), BKLN (9.02%), CWST (7.05%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 21 new positions, exited 19, added to 6, and trimmed 9.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$217.9M

Long-equity book

Holdings

38

Distinct positions

Period

2025-09-30

Filed 2025-11-12

Q/Q Activity

+21 / −19 / ↑6 / ↓9

vs 2025-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • GFL ENVIRONMENTAL INC$5.0M +34.3%
  • ITRON INC$4.0M +145.8%
  • META PLATFORMS INC$3.6M +124.2%
  • AMAZON COM INC$1.7M +22.4%
  • PALO ALTO NETWORKS INC$1.1M +46.6%
Show all 6

Top Trims

  • CANADIAN PACIFIC KANSAS CITY-$25.3M -86.2%
  • NVIDIA CORPORATION-$8.3M -63.7%
  • GILDAN ACTIVEWEAR INC-$7.9M -35.0%
  • ALPHABET INC-$4.7M -74.8%
  • STANTEC INC-$4.0M -43.0%
Show all 9

New Positions

  • CASELLA WASTE SYS INC$15.4M
  • HEWLETT PACKARD ENTERPRISE C$13.2M
  • BRP INC$8.2M
  • B2GOLD CORP$8.2M
  • SKEENA RES LTD NEW$7.4M
Show all 21

Exited Positions

  • JPMORGAN CHASE & CO.$14.9M
  • CANADIAN NATL RY CO$13.7M
  • VIZSLA SILVER CORP$9.7M
  • BROOKFIELD BUSINESS PARTNERS$9.3M
  • MARVELL TECHNOLOGY INC$8.0M
Show all 19
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 GFL ENVIRONMENTAL INC GFL 36168Q104 $19.7M 9.05% 416,100 SH
2 INVESCO EXCH TRADED FD TR II BKLN 46138G508 $19.7M 9.02% 939,600 SH
3 CASELLA WASTE SYS INC CWST 147448104 $15.4M 7.05% 161,722 SH
4 GILDAN ACTIVEWEAR INC GIL 375916103 $14.6M 6.72% 253,500 SH
5 HEWLETT PACKARD ENTERPRISE C HPE 42824C109 $13.2M 6.04% 536,100 SH
6 TAIWAN SEMICONDUCTOR MFG LTD TSM 874039100 $12.3M 5.66% 44,170 SH
7 AMAZON COM INC AMZN 023135106 $9.1M 4.20% 41,650 SH
8 TAKE-TWO INTERACTIVE SOFTWAR TTWO 874054109 $8.5M 3.92% 33,076 SH
9 BRP INC DOO 05577W200 $8.2M 3.76% 134,747 SH
10 B2GOLD CORP BTG 11777Q209 $8.2M 3.75% 1,652,400 SH
11 SKEENA RES LTD NEW SKE 83056P715 $7.4M 3.38% 400,000 SH
12 BROOKFIELD CORP BN 11271J107 $6.9M 3.15% 100,000 SH
13 ITRON INC ITRI 465741106 $6.7M 3.07% 53,625 SH
14 META PLATFORMS INC META 30303M102 $6.5M 2.96% 8,786 SH
15 CAE INC CAE 124765108 $5.7M 2.60% 191,700 SH
16 STANTEC INC STN 85472N109 $5.4M 2.46% 49,679 SH
17 ALAMOS GOLD INC NEW AGI 011532108 $5.3M 2.45% 153,300 SH
18 TOPBUILD CORP BLD 89055F103 $5.3M 2.41% 13,431 SH
19 NVIDIA CORPORATION NVDA 67066G104 $4.7M 2.16% 25,270 SH
20 UNITED AIRLS HLDGS INC UAL 910047109 $4.6M 2.10% 47,400 SH
21 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $4.1M 1.86% 54,411 SH
22 CLEARWATER ANALYTICS HLDGS I CWAN 185123106 $3.9M 1.78% 215,400 SH
23 PALO ALTO NETWORKS INC PANW 697435105 $3.4M 1.54% 16,500 SH
24 I-80 GOLD CORP IAUX.WS 44955L155 $3.1M 1.45% 7,000,000 SH
25 COMFORT SYS USA INC FIX 199908104 $2.9M 1.34% 3,545 SH
26 SPDR S&P 500 ETF TR XCNY 78462F953 $2.3M 1.05% 3,200 SH
27 GALIANO GOLD INC GAU 36352H100 $2.2M 1.00% 1,000,000 SH
28 ALPHABET INC GOOG 02079K107 $1.6M 0.73% 6,565 SH
29 PINTEREST INC PINS 72352L106 $1.6M 0.71% 48,400 SH
30 ORLA MNG LTD NEW ORLA 68634K106 $1.1M 0.50% 100,000 SH
31 POWELL INDS INC POWL 739128106 $933.0K 0.43% 3,061 SH
32 BROADCOM INC AVGO 11135F901 $917.2K 0.42% 750 SH
33 HEWLETT PACKARD ENTERPRISE C HPEPC 42824C909 $736.0K 0.34% 4,000 SH
34 VANECK ETF TRUST GENZ 92189F956 $670.0K 0.31% 1,000 SH
35 GILDAN ACTIVEWEAR INC GIL 375916903 $571.1K 0.26% 2,000 SH
36 INSTALLED BLDG PRODS INC 45780R951 $352.8K 0.16% 300 SH
37 BROOKFIELD CORP BKFAF 11271J907 $259.7K 0.12% 1,500 SH
38 ALPHABET INC GOOGL 02079K907 $235.0K 0.11% 500 SH
Filing History
Period Filed AUM Holdings Accession
2025-09-30 2025-11-12 $217.9M 38 0001214659-25-016242
2025-06-30 2025-08-12 $276.5M 36 0001214659-25-011810