Louisbourg Investments Inc.

Louisbourg Investments Inc. reported 210 holdings worth US$542M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 23, 2026

Louisbourg Investments Inc. reported 210 holdings worth US$542M as of Jun 30, 2026. Largest: Canadian National Railway Company, Shopify Inc. and Alphabet Inc (google) Class C. Filed Jul 23, 2026 (Form 13F).

Holdings
210
Value as reported
US$542M

The filing in full

CompanySharesValue as reported% of portfolio
Canadian National Railway Company252KUS$30M5.5%
Shopify Inc.154KUS$17.5M3.2%
Alphabet Inc (google) Class C50,985US$15.6M2.9%
Teck Resources Limited Class A247KUS$14.7M2.7%
Suncor Energy Inc.238KUS$12.8M2.4%
Taiwan Semiconductor Manufacturing Co., Ltd.30,530US$12.6M2.3%
Microsoft Corp.41,327US$12.4M2.3%
Cenovus Energy Inc.491KUS$12.2M2.2%
Brookfield Corporation270KUS$11.5M2.1%
Amazon.com, Inc.49,875US$9.51M1.8%
Broadcom Inc.28,622US$9.01M1.7%
Blackberry Limited679KUS$8.56M1.6%
Salesforce, Inc.68,166US$8.44M1.6%
Colliers International Group Inc.86,932US$8.14M1.5%
Gildan Activewear Inc.154KUS$7.9M1.5%
Nutrien Ltd.123KUS$7.75M1.4%
Meta Platforms, Inc.17,224US$7.74M1.4%
T-mobile Us, Inc.56,392US$7.36M1.4%
Wheaton Precious Metals Corp65,229US$7.32M1.4%
Thomson Reuters Corporation89,435US$7.29M1.3%
Mda Space Ltd172KUS$7.1M1.3%
Canadian Natural Resources Limited177KUS$6.98M1.3%
Stantec Inc101KUS$6.97M1.3%
Berkshire Hathaway Inc.13,330US$6.67M1.2%
Pembina Pipeline Corporation141KUS$6.53M1.2%
Boyd Group Services Inc68,068US$6.43M1.2%
Lightspeed Commerce Inc578KUS$6.04M1.1%
Boston Scientific Corporation183KUS$5.95M1.1%
Otis Worldwide Corporation103KUS$5.81M1.1%
Descartes Systems Group Inc.83,216US$5.75M1.1%
Becton, Dickinson And Company48,315US$5.64M1.0%
Costar Group, Inc.256KUS$5.5M1.0%
Franco-nevada Corporation26,363US$5.49M1.0%
Bank Of Nova Scotia62,704US$5.44M1.0%
Jacobs Solutions Inc.53,328US$5.43M1.0%
Or Royalties Inc.169KUS$5.36M0.99%
Royal Bank Of Canada25,705US$5.31M0.98%
Restaurant Brands International Inc.71,930US$5.21M0.96%
Hudbay Minerals Inc220KUS$5.19M0.96%
First Majestic Silver Corp.305KUS$5.16M0.95%
Methanex Corporation109KUS$5.02M0.93%
Abbott Laboratories67,648US$4.71M0.87%
Toronto-dominion Bank37,773US$4.58M0.85%
Walt Disney Company (the)58,773US$4.52M0.83%
Firstservice Corp31,490US$4.47M0.82%
Rogers Communications Inc. Class A132KUS$4.28M0.79%
Cbre Group Inc38,605US$4.22M0.78%
Cognizant Technology Solutions Corporation137KUS$4.14M0.76%
Conocophillips50,778US$4.05M0.75%
Dollar Tree, Inc.41,416US$3.99M0.74%
Agilent Technologies, Inc.36,056US$3.96M0.73%
Greenfire Resources Ltd.662KUS$3.74M0.69%
Cgi Inc. Class A57,105US$3.68M0.68%
Elemental Royalty Corporation209KUS$3.66M0.67%
United Rentals, Inc.3,689US$3.63M0.67%
Kkr & Co. Inc.47,424US$3.4M0.63%
Visa Inc.12,869US$3.36M0.62%
Tetra Tech, Inc.147KUS$3.36M0.62%
Sap Se21,680US$3.34M0.62%
The Bank Of New York Mellon Corporation29,885US$3.25M0.60%
Ats Corporation111KUS$3.2M0.59%
Danaher Corporation21,855US$3.11M0.57%
Dollar General Corporation35,364US$3.07M0.57%
Netflix, Inc.52,363US$3.01M0.56%
Docebo, Inc.160KUS$2.86M0.53%
Metalla Royalty & Streaming Ltd.355KUS$2.7M0.50%
Mcdonald's Corporation10,620US$2.43M0.45%
Ulta Beauty, Inc.6,754US$2.33M0.43%
Johnson & Johnson9,986US$2.33M0.43%
Union Pacific Corporation9,551US$2.3M0.42%
Costco Wholesale Corporation2,200US$2.06M0.38%
Wells Fargo & Company32,092US$1.99M0.37%
Sunbelt Rentals Holdings, Inc.27,187US$1.95M0.36%
Walmart Inc.17,000US$1.93M0.36%
Canadian Pacific Kansas City Limited20,754US$1.8M0.33%
Tjx Companies, Inc. (the)10,839US$1.64M0.30%
Bank Of Montreal8,422US$1.49M0.27%
Entegris, Inc.10,203US$1.43M0.26%
Home Depot, Inc. (the)4,000US$1.41M0.26%
Fortis Inc.24,371US$1.39M0.26%
Shell Plc14,490US$1.12M0.21%
Centerpoint Energy, Inc (holding Co)32,334US$1.11M0.20%
Bhp Group Ltd12,680US$1.06M0.19%
Sumitomo Mitsui Financial Group, Inc.44,652US$1.05M0.19%
Rio Tinto Plc11,080US$1.05M0.19%
Mitsubishi Ufj Financial Group, Inc.52,032US$1.03M0.19%
Enbridge Inc.18,783US$1.02M0.19%
Ross Stores, Inc.4,677US$893K0.16%
Nvidia Corporation4,275US$855K0.16%
Tc Energy Corporation11,092US$733K0.14%
Apple Inc2,640US$635K0.12%
Amgen Inc.1,700US$616K0.11%
Goldman Sachs Group, Inc. (the)764US$577K0.11%
Kla Corporation1,820US$522K0.10%
Bp Plc13,280US$491K0.09%
Manulife Financial Corporation11,672US$472K0.09%
Abbvie Inc.1,395US$351K0.06%
Sun Life Financial Inc.4,386US$344K0.06%
Emera Incorporated6,400US$339K0.06%
Barrick Mining Corporation8,145US$299K0.06%

Every holding of Louisbourg Investments Inc.

Source

View original at SEC

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