13F HOLDINGS REPORT
Galibier Capital Management Ltd.
Quarter ended Q4 2024 · Filed January 15, 2025 · Accession 0000945621-25-000060
Total Value
$350.3M
Positions
37
Other Managers
1
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ENBRIDGE INC | ENNPF | 809,045 | $34.3M | 9.80% |
| 2 | AGNICO EAGLE MINES LTD | AEM | 367,446 | $28.7M | 8.20% |
| 3 | BANK OF NOVA SCOTIA | 064149107 | 476,721 | $25.6M | 7.30% |
| 4 | CANADIAN NATURAL RESOURCES LTD | 136385101 | 795,332 | $24.5M | 7.01% |
| 5 | CANADIAN IMPERIAL BANK OF COMMERCE | CNDIF | 387,299 | $24.5M | 6.99% |
| 6 | NUTRIEN LTD | NTR | 541,324 | $24.2M | 6.91% |
| 7 | MANULIFE FINANCIAL CORP | 56501R106 | 781,573 | $24.0M | 6.85% |
| 8 | ATS CORPORATION | ATS | 717,571 | $21.9M | 6.24% |
| 9 | CGI INC | GIB | 197,010 | $21.5M | 6.15% |
| 10 | HUDBAY MINERALS INC | HBM | 2,613,432 | $21.2M | 6.05% |
| 11 | CENOVUS ENERGY INC | CVE | 1,389,304 | $21.0M | 6.01% |
| 12 | CANADIAN PACIFIC KANSAS CITY LTD | CP | 284,791 | $20.6M | 5.88% |
| 13 | RESTAURANT BRANDS INTERNATIONAL INC. | 76131D103 | 287,533 | $18.7M | 5.35% |
| 14 | WEST FRASER TIMBER CO LTD | WFG | 158,544 | $13.7M | 3.92% |
| 15 | OSHKOSH CORP. | OSK | 45,227 | $4.3M | 1.23% |
| 16 | GREENBRIER COMPANIES INC | 393657101 | 60,179 | $3.7M | 1.05% |
| 17 | HENRY SCHEIN INC. | HSIC | 51,476 | $3.6M | 1.02% |
| 18 | BERKSHIRE HATHAWAY INC. - CL B | BRK-A | 3,990 | $1.8M | 0.52% |
| 19 | ING GROEP NV - ADR | INGVF | 106,208 | $1.7M | 0.48% |
| 20 | CHUBB LTD | CB | 5,297 | $1.5M | 0.42% |
| 21 | JPMORGAN CHASE & CO | VYLD | 5,260 | $1.3M | 0.36% |
| 22 | APPLE INC. | AAPL | 4,235 | $1.1M | 0.30% |
| 23 | ZIMMER BIOMET HOLDINGS INC | ZBH | 9,200 | $971,796 | 0.28% |
| 24 | MICROSOFT CORP | MSFT | 2,058 | $867,447 | 0.25% |
| 25 | THERMO FISHER SCIENTIFIC INC | TMO | 1,601 | $832,888 | 0.24% |
| 26 | TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD - ADR | 874039100 | 4,210 | $831,433 | 0.24% |
| 27 | ALPHABET INC CLASS A | GOOG | 4,200 | $795,060 | 0.23% |
| 28 | WABTEC CORP | 929740108 | 3,678 | $697,312 | 0.20% |
| 29 | ROYAL BANK OF CANADA | 780087102 | 3,910 | $471,199 | 0.13% |
| 30 | CENOVUS ENERGY INC - WARRANT | CVE | 39,402 | $417,524 | 0.12% |
| 31 | PRO SHARES ULTRA PRO SHORT ETF | 74347G192 | 9,880 | $307,663 | 0.09% |
| 32 | ALPHABET INC CLASS C | GOOG | 1,225 | $233,289 | 0.07% |
| 33 | CANADIAN NATIONAL RAILWAY CO | 136375102 | 2,200 | $223,288 | 0.06% |
| 34 | COLGATE PALMOLIVE CO | CL | 1,200 | $109,092 | 0.03% |
| 35 | TC ENERGY CORP | TRPRF | 1,816 | $84,587 | 0.02% |
| 36 | NIKE INC | NKE | 400 | $30,268 | 0.01% |
| 37 | SOUTH BOW CORPORATION | SOBO | 363 | $8,561 | 0.00% |