Galibier Capital Management Ltd.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AGNICO EAGLE MINES LTD(AEM) | 278,610 | 226,197 | -52,413 | 33,126,960 | 38,105,889 | 12.70% | +4,978,929 |
| EQUINOX GOLD CORP(EQX) | 527,019 | 417,019 | -110,000 | 3,035,818 | 4,672,503 | 1.56% | +1,636,685 |
| OSHKOSH CORP.(OSK) | 37,227 | 37,227 | 0 | 4,226,754 | 4,828,342 | 1.61% | +601,588 |
| AUTOZONE INC.(AZO) | 200 | 310 | +110 | 742,446 | 1,329,974 | 0.44% | +587,528 |
| ALPHABET INC CLASS A(GOOG) | 4,200 | 4,200 | 0 | 740,166 | 1,021,020 | 0.34% | +280,854 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 2,432 | 2,432 | 0 | 986,079 | 1,179,569 | 0.39% | +193,490 |
| ASML HOLDLING NV | 700 | 700 | 0 | 560,973 | 677,663 | 0.23% | +116,690 |
| JPMORGAN CHASE & CO(JPM) | 3,760 | 3,760 | 0 | 1,090,062 | 1,186,017 | 0.40% | +95,955 |
| ZIMMER BIOMET HOLDINGS INC(ZBH) | 10,484 | 10,484 | 0 | 956,246 | 1,032,674 | 0.34% | +76,428 |
| ING GROEP NV - ADR(ING) | 50,208 | 44,883 | -5,325 | 1,098,049 | 1,170,549 | 0.39% | +72,500 |
| BERKSHIRE HATHAWAY INC. - CL B | 3,155 | 3,155 | 0 | 1,532,604 | 1,586,145 | 0.53% | +53,541 |
| TC ENERGY CORP(TRP) | 1,816 | 1,816 | 0 | 88,478 | 98,761 | 0.03% | +10,283 |
| SOUTH BOW CORPORATION(SOBO) | 363 | 363 | 0 | 9,410 | 10,274 | 0.00% | +864 |
| NIKE INC(NKE) | 400 | 400 | 0 | 28,416 | 27,892 | 0.01% | -524 |
| CANADIAN NATIONAL RAILWAY CO(CNI) | 2,200 | 2,200 | 0 | 228,771 | 207,509 | 0.07% | -21,262 |
| WABTEC CORP(WAB) | 2,978 | 2,978 | 0 | 623,444 | 597,000 | 0.20% | -26,444 |
| CHUBB LTD | 3,897 | 3,897 | 0 | 1,129,039 | 1,099,928 | 0.37% | -29,111 |
| ENBRIDGE INC(ENB) | 559,017 | 499,597 | -59,420 | 25,298,159 | 25,209,628 | 8.40% | -88,531 |
| DECKERS OUTDOOR CORP(DECK) | 6,100 | 5,100 | -1,000 | 628,727 | 516,987 | 0.17% | -111,740 |
| APPLE INC.(AAPL) | 5,573 | 3,961 | -1,612 | 1,143,412 | 1,008,589 | 0.34% | -134,823 |
| MICROSOFT CORP(MSFT) | 1,808 | 1,449 | -359 | 899,317 | 750,510 | 0.25% | -148,807 |
| COLGATE PALMOLIVE CO(CL) | 14,631 | 14,631 | 0 | 1,329,958 | 1,169,602 | 0.39% | -160,356 |
| HENRY SCHEIN INC.(HSIC) | 41,476 | 41,476 | 0 | 3,029,822 | 2,752,762 | 0.92% | -277,060 |
| GREENBRIER COMPANIES INC(GBX) | 56,799 | 47,799 | -9,000 | 2,615,594 | 2,206,880 | 0.74% | -408,714 |
| CANADIAN NATURAL RESOURCES LTD(CNQ) | 677,413 | 633,545 | -43,868 | 21,248,302 | 20,262,131 | 6.75% | -986,171 |
| ROYAL BANK OF CANADA(RY) | 255,488 | 220,458 | -35,030 | 33,603,871 | 32,499,862 | 10.83% | -1,104,009 |
| HUDBAY MINERALS INC(HBM) | 1,145,239 | 687,008 | -458,231 | 12,128,048 | 10,408,306 | 3.47% | -1,719,742 |
| NUTRIEN LTD(NTR) | 313,057 | 280,633 | -32,424 | 18,205,277 | 16,484,200 | 5.49% | -1,721,077 |
| RESTAURANT BRANDS INTERNATIONAL INC.(QSR) | 209,015 | 188,137 | -20,878 | 13,836,824 | 12,071,911 | 4.02% | -1,764,913 |
| WEST FRASER TIMBER CO LTD(WFG) | 150,298 | 135,552 | -14,746 | 10,999,469 | 9,217,022 | 3.07% | -1,782,447 |
| TELUS CORP(TU) | 902,372 | 786,678 | -115,694 | 14,463,098 | 12,393,250 | 4.13% | -2,069,848 |
| MANULIFE FINANCIAL CORP(MFC) | 710,069 | 635,318 | -74,751 | 22,657,705 | 19,798,308 | 6.60% | -2,859,397 |
| CANADIAN IMPERIAL BANK OF COMMERCE(CM) | 285,273 | 212,022 | -73,251 | 20,208,515 | 16,946,203 | 5.65% | -3,262,312 |
| CANADIAN PACIFIC KANSAS CITY LTD(CP) | 267,908 | 240,014 | -27,894 | 21,240,249 | 17,879,424 | 5.96% | -3,360,825 |
| GILDAN ACTIVEWEAR INC(GIL) | 272,918 | 172,773 | -100,145 | 13,420,900 | 9,983,425 | 3.33% | -3,437,475 |
| ATS CORPORATION(ATS) | 486,375 | 447,446 | -38,929 | 15,480,608 | 11,708,707 | 3.90% | -3,771,901 |
| CGI INC(GIB) | 172,318 | 155,232 | -17,086 | 18,060,260 | 13,829,627 | 4.61% | -4,230,633 |
| CAMECO CORP(CCJ) | 163,961 | 49,899 | -114,062 | 12,151,993 | 4,188,730 | 1.40% | -7,963,263 |