Louisbourg Investments Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$528.8M
Q ending 2026-03-31
Prior quarter
$501.9M
Q ending 2025-12-31
Change
+5.4% QoQ · +43.7% YoY
Positions
216
reported holdings
Largest positions
Top 100 of 216 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Canadian National Railway Co | CNI | Shares | $29.5M | 287K |
| Shopify Inc | SHOP | Shares | $14.6M | 124K |
| Microsoft Corp | MSFT | Shares | $12.8M | 43K |
| Alphabet Inc | GOOG | Shares | $12.2M | 51K |
| Ishares Core S&P 500 Etf | IVV | Shares | $12.0M | 18K |
| Wheaton Precious Metals Corp | WPM | Shares | $11.2M | 86K |
| Tsmc | TSM | Shares | $11.0M | 38K |
| Brookfield Corp | BN | Shares | $10.7M | 265K |
| Teck Resources Ltd | TECK | Shares | $9.1M | 176K |
| Gildan Activewear Inc | GIL | Shares | $8.6M | 156K |
| Ishares Core Msci Eafe Etf | IEFA | Shares | $8.6M | 95K |
| Or Royalties Inc | OR | Shares | $8.4M | 222K |
| Amazon.Com Inc | AMZN | Shares | $8.3M | 49K |
| Vanguard S&P 500 Etf | VOO | Shares | $8.3M | 14K |
| Colliers International Group I | CIGI | Shares | $8.1M | 76K |
| Salesforce Inc | CRM | Shares | $8.0M | 54K |
| Broadcom Inc | AVGO | Shares | $7.6M | 29K |
| T-Mobile Us Inc | TMUS | Shares | $7.4M | 44K |
| Franco-Nevada Corp | FNV | Shares | $7.4M | 30K |
| Meta Platforms Inc | META | Shares | $6.8M | 15K |
| Stantec Inc | STN | Shares | $6.8M | 79K |
| Ssr Mining Inc | SSRM | Shares | $6.6M | 225K |
| Thomson Reuters Corp | TRI4EUR | Shares | $6.6M | 73K |
| Canadian Natural Resources Ltd | CNQ | Shares | $6.5M | 133K |
| Boyd Group Inc | BGSI | Shares | $6.4M | 51K |
| Energy Fuels Inc/Canada | UUUU | Shares | $6.2M | 340K |
| Bank Of Nova Scotia/The | BNS | Shares | $6.2M | 90K |
| Lightspeed Commerce Inc | LSPD | Shares | $6.0M | 673K |
| Kinross Gold Corp | KGC | Shares | $6.0M | 196K |
| First Majestic Silver Corp | AG | Shares | $6.0M | 280K |
| Hudbay Minerals Inc | HBM | Shares | $6.0M | 286K |
| Iamgold Corp | IAG | Shares | $6.0M | 318K |
| Cenovus Energy Inc | CVE | Shares | $6.0M | 225K |
| Pembina Pipeline Corp | PBA | Shares | $5.8M | 129K |
| Cgi Inc | GIB | Shares | $5.8M | 79K |
| Berkshire Hathaway Inc | BRK/A | Shares | $5.7M | 8 |
| Becton Dickinson & Co | BDX | Shares | $5.7M | 46K |
| Descartes Systems Group Inc/Th | DSGX | Shares | $5.7M | 80K |
| Coeur Mining Inc | CDE | Shares | $5.5M | 292K |
| Nutrien Ltd | NTR | Shares | $5.4M | 72K |
| Suncor Energy Inc | SU | Shares | $5.4M | 82K |
| Equinox Gold Corp | EQX | Shares | $5.4M | 376K |
| Costar Group Inc | CSGP | Shares | $5.4M | 175K |
| Otis Worldwide Corp | OTIS | Shares | $5.2M | 84K |
| United Rentals Inc | URI | Shares | $5.1M | 9K |
| Willis Towers Watson Plc | Shares | $5.1M | 22K | |
| Rogers Communications Inc | RCI | Shares | $4.9M | 127K |
| Abbott Laboratories | ABT | Shares | $4.8M | 59K |
| Walt Disney Co/The | DIS | Shares | $4.6M | 59K |
| Conocophillips | COP | Shares | $4.5M | 44K |
| Restaurant Brands Internationa | QSR | Shares | $4.4M | 60K |
| Johnson & Johnson | JNJ | Shares | $4.4M | 21K |
| Toronto-Dominion Bank/The | TD | Shares | $4.4M | 47K |
| Jacobs Solutions Inc | J | Shares | $4.4M | 42K |
| Agilent Technologies Inc | A | Shares | $4.3M | 46K |
| Royal Bank Of Canada | RY | Shares | $4.2M | 26K |
| Firstservice Corp | FSV | Shares | $4.2M | 30K |
| Kkr & Co Inc | KKR | Shares | $4.1M | 57K |
| Vanguard Ftse Emerging Markets | VWO | Shares | $4.0M | 75K |
| Boston Scientific Corp | BSX | Shares | $4.0M | 84K |
| Cognizant Technology Solutions | CTSH | Shares | $3.9M | 78K |
| Dollar Tree Inc | DLTR | Shares | $3.7M | 42K |
| Union Pacific Corp | UNP | Shares | $3.6M | 18K |
| Bank Of New York Mellon Corp/T | BNY | Shares | $3.5M | 38K |
| Netflix Inc | NFLX | Shares | $3.4M | 43K |
| Marsh & Mclennan Cos Inc | MRSH 4.35 01/30/47 | Shares | $3.4M | 25K |
| Sap Se | SAP | Shares | $3.0M | 18K |
| Tetra Tech Inc | TTEK | Shares | $3.0M | 120K |
| Cbre Group Inc | CBRE | Shares | $3.0M | 26K |
| Visa Inc | V | Shares | $3.0M | 13K |
| Danaher Corp | DHR | Shares | $2.9M | 19K |
| Allegion Plc | Shares | $2.9M | 24K | |
| Mcdonald'S Corp | MCD | Shares | $2.8M | 11K |
| Dollar General Corp | DG | Shares | $2.7M | 30K |
| Greenfire Resources Ltd | GFR | Shares | $2.6M | 412K |
| Entegris Inc | ENTG | Shares | $2.5M | 28K |
| Ats Corp | ATS | Shares | $2.4M | 85K |
| Metalla Royalty & Streaming Lt | MTA | Shares | $2.3M | 360K |
| Ulta Beauty Inc | ULTA | Shares | $2.2M | 5K |
| Elemental Royalty Corp | ELE | Shares | $2.2M | 117K |
| Costco Wholesale Corp | COST | Shares | $2.2M | 2K |
| Walmart Inc | WMT | Shares | $2.1M | 17K |
| Sunbelt Rentals Holdings Inc | SUNB | Shares | $2.0M | 33K |
| Accenture Plc | Shares | $2.0M | 12K | |
| Wells Fargo & Co | WFC | Shares | $1.9M | 32K |
| Alphabet Inc | GOOGL | Shares | $1.8M | 6K |
| Tjx Cos Inc/The | TJX | Shares | $1.7M | 11K |
| Docebo Inc | DCBO | Shares | $1.7M | 95K |
| Canadian Pacific Kansas City L | CP | Shares | $1.6M | 21K |
| Centerpoint Energy Inc | CNP | Shares | $1.6M | 47K |
| Shell Plc | SHEL | Shares | $1.3M | 14K |
| Home Depot Inc/The | HD | Shares | $1.3M | 4K |
| Ishares Global Infrastructure | IGF | Shares | $1.3M | 19K |
| Ross Stores Inc | ROST | Shares | $1.2M | 6K |
| Bank Of Montreal | BMO | Shares | $1.1M | 8K |
| Fortis Inc/Canada | FTS | Shares | $1.1M | 19K |
| Rio Tinto Plc | RIO | Shares | $1.0M | 11K |
| Enbridge Inc | ENB | Shares | $972K | 18K |
| Bhp Group Ltd | BHP | Shares | $922K | 13K |
| Mitsubishi Ufj Financial Group | MUFG | Shares | $883K | 52K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.