UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
Report for the Calendar Year or Quarter Ended:
03-31-2023
Check here if Amendment: ☐ Amendment Number:
This Amendment (Check only one.):☐ is a restatement.
☐ adds new holdings entries.

Institutional Investment Manager Filing this Report:

Name:
Triasima Portfolio Management inc.
Address:
900 DE MAISONNEUVE BLVD. WEST
SUITE 2520
MONTREAL, A8 H3A 0A8
Form 13F File Number:
028-22571

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.


Person Signing this Report on Behalf of Reporting Manager:
Name:
Mathieu Tanguay
Title:
Chief Compliance Officer
Phone:
514 906-0667


Signature, Place, and Date of Signing:

Mathieu Tanguay
                         [Signature]
Montreal, QUEBEC, CANADA
                 [City, State]
04-28-2023
                           [Date]
                          

Report Type (Check only one.):

☒ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 

☐ 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 

☐ 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)


Form 13F Summary Page

Report Summary:

Number of Other Included Managers:
0
Form 13F Information table Entry Total:
132
Form 13F Information table Value Total:
1209131460
          (thousands)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

  
NONE


UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
INVESCO ACTIVELY MANAGED ETFULTRA SHRT DUR46090A887240,8084,855SHSOLE4,855 0 0
ISHARES TRMSCI EAFE ETF4642874651,707,18223,870SHSOLE23,870 0 0
VANGUARD SCOTTSDALE FDSVNG RUS2000IDX92206C664504,5607,000SHSOLE7,000 0 0
SPDR S&P 500 ETF TRTR UNIT78462F103763,5121,865SHSOLE1,865 0 0
VANGUARD INDEX FDSS&P 500 ETF SHS9229083634,293,96711,418SHSOLE11,418 0 0
CAMECO CORPCOM13321L10827,369,4691,046,598SHSOLE470,598 0 576,000
CANADIAN NAT RES LTDCOM13638510143,311,992783,716SHSOLE221,466 0 562,250
CRESCENT PT ENERGY CORPCOM22576C1011,550,875220,000SHSOLE220,000 0 0
CENOVUS ENERGY INCCOM15135U10919,873,3761,140,570SHSOLE259,570 0 881,000
ENBRIDGE INCCOM29250N1052,879,78575,630SHSOLE75,630 0 0
ENERPLUS CORPCOM2927661023,441,639239,095SHSOLE239,095 0 0
IMPERIAL OIL LTDCOM NEW45303840817,281,686340,278SHSOLE182,278 0 158,000
NORTH AMERN CONSTR GROUP LTDCOM6568111061,891,041113,538SHSOLE54,622 0 58,916
PEMBINA PIPELINE CORPCOM70632710321,713,463671,193SHSOLE226,838 0 444,355
SUNCOR ENERGY INC NEWCOM86722410724,597,495793,322SHSOLE192,322 0 601,000
BP PLCSPONSORED ADR055622104277,5317,315SHSOLE7,315 0 0
DEVON ENERGY CORP NEWCOM25179M103325,1696,425SHSOLE6,425 0 0
MARATHON PETE CORPCOM56585A1022,500,01718,542SHSOLE18,542 0 0
NOBLE CORP PLCORD SHS AG65431127340,4288,625SHSOLE8,625 0 0
SHELL PLCSPON ADS780259305230,4474,005SHSOLE4,005 0 0
VALERO ENERGY CORPCOM91913Y1001,634,01811,705SHSOLE11,705 0 0
EXXON MOBIL CORPCOM30231G102500,3784,563SHSOLE4,563 0 0
AGNICO EAGLE MINES LTDCOM00847410824,273,389476,766SHSOLE136,766 0 340,000
ALAMOS GOLD INC NEWCOM CL A01153210836,960,9513,031,470SHSOLE1,620,470 0 1,411,000
B2GOLD CORPCOM11777Q20915,935,0484,038,371SHSOLE1,255,371 0 2,783,000
FRANCO NEV CORPCOM35185810519,227,931132,000SHSOLE40,500 0 91,500
HUDBAY MINERALS INCCOM4436281022,228,003425,269SHSOLE203,481 0 221,788
I-80 GOLD CORPCOM44955L1061,301,141535,208SHSOLE257,302 0 277,906
METHANEX CORPCOM59151K10812,765,745274,700SHSOLE87,700 0 187,000
ORLA MNG LTD NEWCOM68634K1064,041,246853,201SHSOLE407,411 0 445,790
TECK RESOURCES LTDCL B87874220430,829,327845,417SHSOLE397,417 0 448,000
TRIPLE FLAG PRECIOUS METALCOM89679M1042,816,147189,324SHSOLE90,385 0 98,939
WHEATON PRECIOUS METALS CORPCOM96287910219,537,100406,200SHSOLE122,200 0 284,000
SIGMA LITHIUM CORPORATIONCOM8265991022,074,36655,140SHSOLE55,140 0 0
CANADIAN NATL RY COCOM13637510238,995,499330,925SHSOLE121,850 0 209,075
RITCHIE BROS AUCTIONEERSCOM767744105866,42715,420SHSOLE15,420 0 0
STANTEC INCCOM85472N10918,456,334316,124SHSOLE159,124 0 157,000
TFI INTL INCCOM87241L10914,639,783122,850SHSOLE37,850 0 85,000
THOMSON REUTERS CORP.COM NEW88490370926,477,998203,780SHSOLE59,660 0 144,120
WASTE CONNECTIONS INCCOM94106B10128,568,599205,539SHSOLE98,539 0 107,000
ARRAY TECHNOLOGIES INCCOM SHS04271T100365,17716,690SHSOLE16,690 0 0
GRUPO AEROPORTUARIO DEL SURESPON ADR SER B40051E2024,750,28515,500SHSOLE15,500 0 0
AXON ENTERPRISE INCCOM05464C1011,263,6575,620SHSOLE5,620 0 0
CINTAS CORPCOM172908105253,085547SHSOLE547 0 0
GRIFFON CORPCOM3984331022,569,12280,260SHSOLE80,260 0 0
HEICO CORP NEWCOM4228061091,421,3428,310SHSOLE8,310 0 0
HUBBELL INCCOM4435106076,175,93725,383SHSOLE25,383 0 0
LOCKHEED MARTIN CORPCOM539830109273,237578SHSOLE578 0 0
MSA SAFETY INCCOM553498106200,2501,500SHSOLE1,500 0 0
GRUPO AEROPUERTO DEL PACIFICSPON ADR B400506101589,6223,022SHSOLE3,022 0 0
ROLLINS INCCOM775711104281,8507,510SHSOLE7,510 0 0
REPUBLIC SVCS INCCOM7607591001,956,63314,470SHSOLE14,470 0 0
ENCORE WIRE CORPCOM2925621052,720,64414,680SHSOLE14,680 0 0
WNS HLDGS LTDSPON ADR92932M101579,2376,217SHSOLE6,217 0 0
BRP INCCOM SUN VTG05577W20013,996,612179,100SHSOLE54,100 0 125,000
RESTAURANT BRANDS INTL INCCOM76131D10327,749,984413,910SHSOLE206,910 0 207,000
AUTOZONE INCCOM0533321025,474,3002,227SHSOLE2,227 0 0
GENUINE PARTS COCOM3724601053,552,32521,232SHSOLE21,232 0 0
HYATT HOTELS CORPCOM CL A448579102400,2083,580SHSOLE3,580 0 0
MURPHY USA INCCOM6267551022,011,4997,795SHSOLE7,795 0 0
FERRARI N VCOMN3167Y1033,806,16514,048SHSOLE14,048 0 0
TJX COS INC NEWCOM872540109434,5065,545SHSOLE5,545 0 0
ULTA BEAUTY INCCOM90384S303682,0871,250SHSOLE1,250 0 0
COSTCO WHSL CORP NEWCOM22160K1053,087,5506,214SHSOLE6,214 0 0
DOLLAR TREE INCCOM2567461081,845,33512,855SHSOLE12,855 0 0
GENERAL MLS INCCOM3703341045,057,52259,180SHSOLE59,180 0 0
HERSHEY COCOM4278661085,308,26420,865SHSOLE20,865 0 0
POST HLDGS INCCOM737446104340,1573,785SHSOLE3,785 0 0
VIEMED HEALTHCARE INCCOM92663R1052,681,778277,678SHSOLE205,241 0 72,437
AMERISOURCEBERGEN CORPCOM03073E1054,637,26528,963SHSOLE28,963 0 0
ELEVANCE HEALTH INCCOM0367521031,618,5313,520SHSOLE3,520 0 0
GILEAD SCIENCES INCCOM375558103568,3446,850SHSOLE6,850 0 0
HAEMONETICS CORP MASSCOM405024100350,0324,230SHSOLE4,230 0 0
LILLY ELI & COCOM5324571085,395,81515,712SHSOLE15,712 0 0
MCKESSON CORPCOM58155Q1035,001,79014,048SHSOLE14,048 0 0
NOVO-NORDISK A SADR6701002055,769,14336,252SHSOLE36,252 0 0
UNITEDHEALTH GROUP INCCOM91324P1023,043,4796,440SHSOLE6,440 0 0
VIEMED HEALTHCARE INCCOM92663R1053,042,223314,930SHSOLE242,493 0 72,437
VERTEX PHARMACEUTICALS INCCOM92532F1003,533,82511,216SHSOLE11,216 0 0
BROOKFIELD ASSET MANAGMT LTDCL A LMT VTG SHS11300410523,226,522710,017SHSOLE317,017 0 393,000
BANK MONTREAL QUECOM06367110133,791,883379,885SHSOLE192,958 0 186,927
BROOKFIELD CORPCL A LTD VT SH11271J10712,583,444386,763SHSOLE117,763 0 269,000
BANK NOVA SCOTIA HALIFAXCOM06414910734,098,125677,905SHSOLE285,905 0 392,000
MANULIFE FINL CORPCOM56501R10633,720,6141,840,085SHSOLE888,085 0 952,000
ROYAL BK CDA SUSTAINABLCOM780087102115,230,2951,206,508SHSOLE582,508 0 624,000
SUN LIFE FINANCIAL INC.COM86679610510,868,776232,954SHSOLE232,954 0 0
TORONTO DOMINION BK ONTCOM NEW89116050964,290,7971,074,796SHSOLE494,796 0 580,000
AFLAC INCCOM0010551022,210,13234,255SHSOLE34,255 0 0
CITIGROUP INCCOM NEW1729674242,389,04550,950SHSOLE50,950 0 0
JPMORGAN CHASE & COCOM46625H1003,263,61325,045SHSOLE25,045 0 0
KINSALE CAP GROUP INCCOM49714P1084,576,08615,246SHSOLE15,246 0 0
LPL FINL HLDGS INCCOM50212V1002,348,85211,605SHSOLE11,605 0 0
MIDDLEFIELD BANC CORPCOM NEW596304204790,07928,202SHSOLE28,202 0 0
MARKETAXESS HLDGS INCCOM57060D108333,770853SHSOLE853 0 0
MARSH & MCLENNAN COS INCCOM5717481024,537,48827,244SHSOLE27,244 0 0
MSCI INCCOM55354G1002,608,7154,661SHSOLE4,661 0 0
PAYSIGN INCCOM70451A104553,901152,590SHSOLE152,590 0 0
PROGRESSIVE CORPCOM743315103397,8492,781SHSOLE2,781 0 0
REINSURANCE GRP OF AMERICA ICOM NEW7593516041,857,97613,995SHSOLE13,995 0 0
RAYMOND JAMES FINL INCCOM754730109297,9973,195SHSOLE3,195 0 0
UNUM GROUPCOM91529Y1066,661,112168,380SHSOLE168,380 0 0
BERKLEY W R CORPCOM084423102336,8265,410SHSOLE5,410 0 0
WHITE MTNS INS GROUP LTDCOMG9618E107220,398160SHSOLE160 0 0
ABSOLUTE SOFTWARE CORPCOM00386B1094,219,916540,285SHSOLE425,244 0 115,041
CELESTICA INCSUB VTG SHS15101Q1081,854,370143,977SHSOLE68,429 0 75,548
DOCEBO INCCOM25609L1052,177,62553,562SHSOLE27,241 0 26,321
DESCARTES SYS GROUP INCCOM24990610823,722,663294,315SHSOLE146,815 0 147,500
CGI INCCL A SUB VTG12532H10430,590,896317,840SHSOLE154,840 0 163,000
SHOPIFY INCCL A82509L10741,255,952861,600SHSOLE253,600 0 608,000
APPLE INCCOM037833100676,0904,100SHSOLE4,100 0 0
ASML HOLDING N VN Y REGISTRY SHSN070592101,309,0051,923SHSOLE1,923 0 0
BADGER METER INCCOM0565251083,418,87828,065SHSOLE28,065 0 0
HARMONIC INCCOM4131601027,347,728503,614SHSOLE503,614 0 0
INTUITCOM461202103701,7361,574SHSOLE1,574 0 0
GARTNER INCCOM3666511072,379,4247,304SHSOLE7,304 0 0
MICROCHIP TECHNOLOGY INC.COM5950171041,273,87415,205SHSOLE15,205 0 0
MICROSOFT CORPCOM5949181043,924,52613,567SHSOLE13,567 0 0
MOTOROLA SOLUTIONS INCCOM NEW6200763071,349,9614,718SHSOLE4,718 0 0
NVIDIA CORPORATIONCOM67066G1044,834,86417,406SHSOLE17,406 0 0
PALO ALTO NETWORKS INCCOM6974351052,545,28612,743SHSOLE12,743 0 0
ROPER TECHNOLOGIES INCCOM776696106267,939608SHSOLE608 0 0
SUPER MICRO COMPUTER INCCOM86800U1042,084,65019,565SHSOLE19,565 0 0
SYNOPSYS INCCOM8716071071,670,9174,326SHSOLE4,326 0 0
ROGERS COMMUNICATIONS INCCL B77510920032,602,145704,350SHSOLE330,780 0 373,570
TELUS CORPORATIONCOM87971M10316,707,399842,718SHSOLE290,718 0 552,000
IRIDIUM COMMUNICATIONS INCCOM46269C1021,893,01430,567SHSOLE30,567 0 0
WORLD WRESTLING ENTMT INCCL A98156Q108256,8962,815SHSOLE2,815 0 0
FORTIS INCCOM34955310722,184,241522,575SHSOLE176,575 0 346,000
TRANSALTA CORPCOM89346D1071,825,579209,015SHSOLE99,286 0 109,729
FIRSTSERVICE CORP NEWCOM33767E20224,547,782174,450SHSOLE50,950 0 123,500
WP CAREY INCCOM92936U109204,0802,635SHSOLE2,635 0 0
FORTUNA SILVER MINES INCCOM34991510897,04025,500SHSOLE25,500 0 0