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Trading Activity – August 21, 2025

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Sell: Parkland Corporation (TSE: PKI)

We have trimmed our position in Parkland Corporation (PKI), a large operator of gas stations and convenience stores. This trade has mitigated risk by ensuring the position does not become too large in our portfolio. It also reduced uncertainty related to Sunoco LP’s (SUN-US) planned acquisition of Parkland.

Add: Agnico Eagle Mines (TSE: AEM), Amazon (NAS: AMZN), ASML Holding (NAS: ASML)

We have added to exisiting positions in Parkland Corporation (PKI), a large operator of gas stations and convenience stores. This trade has mitigated risk by ensuring the position does not become too large in our portfolio. It also reduced uncertainty related to Sunoco LP’s (SUN-US) planned acquisition of Parkland.

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