LOUISBOURG INVESTMENTS INC. — 13F Holdings & Portfolio

CIK 2053050 · latest 13F-HR filed 2026-07-23

LOUISBOURG INVESTMENTS INC. manages $542.1M in 13F-reported U.S. long-equity assets across 210 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CNI (5.53%), SHOP (3.24%), TECK (2.71%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions, exited 18, added to 87, and trimmed 64.

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.

Filer Information
Address
202-230 CHAMPLAIN STREET
DIEPPE, A3 E1A 1P1
Phone
(506) 383-5215
Filing Manager
LOUISBOURG INVESTMENTS INC.
DIEPPE, A3
Signatory
Luc Gaudet
Chief Executive Officer
Loading holdings…
AUM

$542.1M

Long-equity book

Holdings

210

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+12 / −18 / ↑87 / ↓64

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SUNCOR ENERGY INC$7.4M +135.6%
  • MDA SPACE LTD$6.9M +3983.9%
  • CENOVUS ENERGY INC$6.2M +104.0%
  • TECK RESOURCES LTD$5.6M +61.5%
  • METHANEX CORP$5.0M +421830.0%
Show all 87

Top Trims

  • WHEATON PRECIOUS METALS CORP-$3.9M -34.7%
  • OR ROYALTIES INC-$3.1M -36.5%
  • JOHNSON & JOHNSON-$2.1M -47.1%
  • CGI INC-$2.1M -35.9%
  • FRANCO-NEVADA CORP-$1.9M -25.5%
Show all 64

New Positions

  • BLACKBERRY LTD$8.6M
  • THOMSON REUTERS CORP$7.3M
  • DEVON ENERGY CORP$190.1K
  • DOW INC$159.4K
  • ARK SPACE & DEFENSE INNOVATION$66.5K
Show all 12

Exited Positions

  • SSR MINING INC$6.6M
  • THOMSON REUTERS CORP$6.6M
  • ENERGY FUELS INC/CANADA$6.2M
  • KINROSS GOLD CORP$6.0M
  • IAMGOLD CORP$6.0M
Show all 18
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 CANADIAN NATIONAL RAILWAY CO CNI 136375102 $30.0M 5.53% 251,810 SH
2 SHOPIFY INC SHOP 82509L107 $17.5M 3.24% 153,670 SH
3 TECK RESOURCES LTD TECK 878742204 $14.7M 2.71% 247,135 SH
4 ALPHABET INC GOOG 02079K107 $13.3M 2.45% 45,181 SH
5 ISHARES CORE S&P 500 ETF IVV 464287200 $12.9M 2.38% 17,250 SH
6 SUNCOR ENERGY INC SU 867224107 $12.8M 2.36% 238,093 SH
7 TSMC TSM 874039100 $12.6M 2.33% 30,530 SH
8 MICROSOFT CORP MSFT 594918104 $12.4M 2.29% 41,327 SH
9 CENOVUS ENERGY INC CVE 15135U109 $12.2M 2.24% 491,348 SH
10 BROOKFIELD CORP BN 11271J107 $11.5M 2.12% 269,568 SH
11 VANGUARD S&P 500 ETF VOO 922908363 $9.9M 1.82% 14,348 SH
12 ISHARES CORE MSCI EAFE ETF IEFA 46432F842 $9.5M 1.76% 98,511 SH
13 AMAZON.COM INC AMZN 023135106 $9.5M 1.75% 49,875 SH
14 BROADCOM INC AVGO 11135F101 $9.0M 1.66% 28,622 SH
15 BLACKBERRY LTD BB 09228F103 $8.6M 1.58% 679,400 SH
16 SALESFORCE INC CRM 79466L302 $8.4M 1.56% 68,166 SH
17 COLLIERS INTERNATIONAL GROUP I CIGI 194693107 $8.1M 1.50% 86,932 SH
18 GILDAN ACTIVEWEAR INC GIL 375916103 $7.9M 1.46% 153,538 SH
19 NUTRIEN LTD NTR 67077M108 $7.8M 1.43% 123,328 SH
20 META PLATFORMS INC META 30303M102 $7.7M 1.43% 17,224 SH
21 T-MOBILE US INC TMUS 872590104 $7.4M 1.36% 56,392 SH
22 WHEATON PRECIOUS METALS CORP WPM 962879102 $7.3M 1.35% 65,229 SH
23 THOMSON REUTERS CORP TRI 884903881 $7.3M 1.35% 89,435 SH
24 MDA SPACE LTD MDA 55293N109 $7.1M 1.31% 172,125 SH
25 CANADIAN NATURAL RESOURCES LTD CNQ 136385101 $7.0M 1.29% 176,650 SH
26 STANTEC INC STN 85472N109 $7.0M 1.29% 101,252 SH
27 PEMBINA PIPELINE CORP PBA 706327103 $6.5M 1.21% 141,477 SH
28 BOYD GROUP SERVICES INC BGSI 103310108 $6.4M 1.19% 68,068 SH
29 LIGHTSPEED COMMERCE INC LSPD 53229C107 $6.0M 1.11% 577,980 SH
30 BERKSHIRE HATHAWAY INC BRK.A 084670108 $6.0M 1.11% 8 SH
31 BOSTON SCIENTIFIC CORP BSX 101137107 $6.0M 1.10% 182,953 SH
32 OTIS WORLDWIDE CORP OTIS 68902V107 $5.8M 1.07% 103,067 SH
33 DESCARTES SYSTEMS GROUP INC/TH DSGX 249906108 $5.8M 1.06% 83,216 SH
34 BECTON DICKINSON & CO BDX 075887109 $5.6M 1.04% 48,315 SH
35 COSTAR GROUP INC CSGP 22160N109 $5.5M 1.01% 256,336 SH
36 FRANCO-NEVADA CORP FNV 351858105 $5.5M 1.01% 26,363 SH
37 BANK OF NOVA SCOTIA/THE BNS 064149107 $5.4M 1.00% 62,704 SH
38 JACOBS SOLUTIONS INC J 46982L108 $5.4M 1.00% 53,328 SH
39 OR ROYALTIES INC OR 68390D106 $5.4M 0.99% 169,447 SH
40 ROYAL BANK OF CANADA RY 780087102 $5.3M 0.98% 25,705 SH
41 RESTAURANT BRANDS INTERNATIONA QSR 76131D103 $5.2M 0.96% 71,930 SH
42 HUDBAY MINERALS INC HBM 443628102 $5.2M 0.96% 220,100 SH
43 FIRST MAJESTIC SILVER CORP AG 32076V103 $5.2M 0.95% 304,700 SH
44 METHANEX CORP MEOH 59151K108 $5.0M 0.93% 108,820 SH
45 WILLIS TOWERS WATSON PLC WTW G96629103 $5.0M 0.92% 24,991 SH
46 ABBOTT LABORATORIES ABT 002824100 $4.7M 0.87% 67,648 SH
47 VANGUARD FTSE EMERGING MARKETS VWO 922042858 $4.6M 0.85% 77,276 SH
48 TORONTO-DOMINION BANK/THE TD 891160509 $4.6M 0.85% 37,773 SH
49 WALT DISNEY CO/THE DIS 254687106 $4.5M 0.83% 58,773 SH
50 FIRSTSERVICE CORP FSV 33767E202 $4.5M 0.82% 31,490 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $542.1M 210 0002053050-26-000003
2026-03-31 2026-04-22 $528.8M 216 0002053050-26-000002
2025-12-31 2026-01-16 $501.9M 213 0002053050-26-000001