LOUISBOURG INVESTMENTS INC. — 13F Holdings & Portfolio

CIK 2053050 · latest 13F-HR filed 2026-04-22

LOUISBOURG INVESTMENTS INC. manages $528.8M in 13F-reported U.S. long-equity assets across 216 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CNI (5.58%), SHOP (2.77%), MSFT (2.43%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 16 new positions, exited 13, added to 82, and trimmed 79.

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

$528.8M

Long-equity book

Holdings

216

Distinct positions

Period

2026-03-31

Filed 2026-04-22

Q/Q Activity

+16 / −13 / ↑82 / ↓79

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • THOMSON REUTERS CORP$4.7M +261.8%
  • SHOPIFY INC$3.9M +35.8%
  • BOSTON SCIENTIFIC CORP$3.4M +577.8%
  • BROOKFIELD CORP$3.0M +39.4%
  • CENOVUS ENERGY INC$2.9M +94.9%
Show all 82

Top Trims

  • ROGERS COMMUNICATIONS INC-$5.0M -50.8%
  • ROYAL GOLD INC-$3.9M -99.7%
  • INVESCO S&P 500 EQUAL WEIGHT E-$3.4M -96.2%
  • ATS CORP-$3.3M -58.2%
  • PEMBINA PIPELINE CORP-$2.9M -33.3%
Show all 79

New Positions

  • FRANCO-NEVADA CORP$7.4M
  • FIRST MAJESTIC SILVER CORP$6.0M
  • COEUR MINING INC$5.5M
  • MARSH & MCLENNAN COS INC$3.4M
  • TETRA TECH INC$3.0M
Show all 16

Exited Positions

  • NEW GOLD INC$4.9M
  • CELESTICA INC$4.2M
  • ORACLE CORP$2.0M
  • HP INC$143.7K
  • GRANITE REAL ESTATE INVESTMENT$143.1K
Show all 13
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 $29.5M 5.58% 287,395 SH
2 SHOPIFY INC SHOP 82509L107 $14.6M 2.77% 123,616 SH
3 MICROSOFT CORP MSFT 594918104 $12.8M 2.43% 42,820 SH
4 ALPHABET INC GOOG 02079K107 $12.2M 2.31% 51,083 SH
5 ISHARES CORE S&P 500 ETF IVV 464287200 $12.0M 2.28% 18,440 SH
6 WHEATON PRECIOUS METALS CORP WPM 962879102 $11.2M 2.12% 85,578 SH
7 TSMC TSM 874039100 $11.0M 2.08% 37,609 SH
8 BROOKFIELD CORP BN 11271J107 $10.7M 2.03% 264,944 SH
9 TECK RESOURCES LTD TECK 878742204 $9.1M 1.72% 175,850 SH
10 GILDAN ACTIVEWEAR INC GIL 375916103 $8.6M 1.63% 155,548 SH
11 ISHARES CORE MSCI EAFE ETF IEFA 46432F842 $8.6M 1.63% 95,189 SH
12 OR ROYALTIES INC OR 68390D106 $8.4M 1.59% 221,772 SH
13 AMAZON.COM INC AMZN 023135106 $8.3M 1.57% 49,421 SH
14 VANGUARD S&P 500 ETF VOO 922908363 $8.3M 1.57% 13,866 SH
15 COLLIERS INTERNATIONAL GROUP I CIGI 194693107 $8.1M 1.53% 75,882 SH
16 SALESFORCE INC CRM 79466L302 $8.0M 1.51% 54,137 SH
17 BROADCOM INC AVGO 11135F101 $7.6M 1.44% 29,346 SH
18 T-MOBILE US INC TMUS 872590104 $7.4M 1.40% 44,318 SH
19 FRANCO-NEVADA CORP FNV 351858105 $7.4M 1.39% 29,832 SH
20 META PLATFORMS INC META 30303M102 $6.8M 1.28% 14,892 SH
21 STANTEC INC STN 85472N109 $6.8M 1.28% 78,568 SH
22 SSR MINING INC SSRM 784730103 $6.6M 1.25% 225,400 SH
23 THOMSON REUTERS CORP TRI 884903808 $6.6M 1.24% 72,832 SH
24 CANADIAN NATURAL RESOURCES LTD CNQ 136385101 $6.5M 1.22% 132,989 SH
25 BOYD GROUP INC BGSI 103310108 $6.4M 1.21% 51,234 SH
26 ENERGY FUELS INC/CANADA UUUU 292671708 $6.2M 1.17% 339,500 SH
27 BANK OF NOVA SCOTIA/THE BNS 064149107 $6.2M 1.17% 89,518 SH
28 LIGHTSPEED COMMERCE INC LSPD 53229C107 $6.0M 1.14% 672,764 SH
29 KINROSS GOLD CORP KGC 496902404 $6.0M 1.13% 196,100 SH
30 FIRST MAJESTIC SILVER CORP AG 32076V103 $6.0M 1.13% 279,600 SH
31 HUDBAY MINERALS INC HBM 443628102 $6.0M 1.13% 285,900 SH
32 IAMGOLD CORP IAG 450913108 $6.0M 1.13% 318,300 SH
33 CENOVUS ENERGY INC CVE 15135U109 $6.0M 1.13% 225,180 SH
34 PEMBINA PIPELINE CORP PBA 706327103 $5.8M 1.09% 129,498 SH
35 CGI INC GIB 12532H104 $5.8M 1.09% 78,812 SH
36 BERKSHIRE HATHAWAY INC BRK.A 084670108 $5.7M 1.09% 8 SH
37 BECTON DICKINSON & CO BDX 075887109 $5.7M 1.08% 46,164 SH
38 DESCARTES SYSTEMS GROUP INC/TH DSGX 249906108 $5.7M 1.08% 79,704 SH
39 COEUR MINING INC CDE 192108504 $5.5M 1.04% 292,481 SH
40 NUTRIEN LTD NTR 67077M108 $5.4M 1.03% 72,059 SH
41 SUNCOR ENERGY INC SU 867224107 $5.4M 1.03% 82,220 SH
42 EQUINOX GOLD CORP EQX 29446Y502 $5.4M 1.02% 375,900 SH
43 COSTAR GROUP INC CSGP 22160N109 $5.4M 1.02% 175,086 SH
44 OTIS WORLDWIDE CORP OTIS 68902V107 $5.2M 0.98% 83,707 SH
45 UNITED RENTALS INC URI 911363109 $5.1M 0.97% 8,706 SH
46 WILLIS TOWERS WATSON PLC WTW G96629103 $5.1M 0.96% 22,466 SH
47 ROGERS COMMUNICATIONS INC RCI 775109200 $4.9M 0.92% 126,901 SH
48 ABBOTT LABORATORIES ABT 002824100 $4.8M 0.91% 59,288 SH
49 WALT DISNEY CO/THE DIS 254687106 $4.6M 0.87% 59,204 SH
50 CONOCOPHILLIPS COP 20825C104 $4.5M 0.86% 44,113 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-22 $528.8M 216 0002053050-26-000002
2025-12-31 2026-01-16 $501.9M 213 0002053050-26-000001