13F HOLDINGS REPORT
Galibier Capital Management Ltd.
Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0000945621-25-000397
Total Value
$320.6M
Positions
37
Other Managers
1
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AGNICO EAGLE MINES LTD | AEM | 316,516 | $34.3M | 10.69% |
| 2 | ENBRIDGE INC | ENNPF | 694,942 | $30.8M | 9.59% |
| 3 | ROYAL BANK OF CANADA | 780087102 | 206,282 | $23.2M | 7.25% |
| 4 | CANADIAN IMPERIAL BANK OF COMMERCE | CNDIF | 385,212 | $21.7M | 6.76% |
| 5 | MANULIFE FINANCIAL CORP | 56501R106 | 695,153 | $21.7M | 6.76% |
| 6 | CANADIAN NATURAL RESOURCES LTD | 136385101 | 696,293 | $21.4M | 6.68% |
| 7 | NUTRIEN LTD | NTR | 406,762 | $20.2M | 6.30% |
| 8 | ATS CORPORATION | ATS | 806,997 | $20.1M | 6.27% |
| 9 | CENOVUS ENERGY INC | CVE | 1,331,784 | $18.5M | 5.77% |
| 10 | HUDBAY MINERALS INC | HBM | 2,424,596 | $18.4M | 5.73% |
| 11 | CGI INC | GIB | 160,720 | $16.0M | 5.00% |
| 12 | CANADIAN PACIFIC KANSAS CITY LTD | CP | 191,818 | $13.5M | 4.20% |
| 13 | WEST FRASER TIMBER CO LTD | WFG | 152,530 | $11.7M | 3.65% |
| 14 | CAMECO CORP | CCJ | 283,159 | $11.7M | 3.64% |
| 15 | RESTAURANT BRANDS INTERNATIONAL INC. | 76131D103 | 161,810 | $10.8M | 3.36% |
| 16 | EQUINOX GOLD CORP | EQX | 570,000 | $3.9M | 1.22% |
| 17 | OSHKOSH CORP. | OSK | 37,227 | $3.5M | 1.09% |
| 18 | GREENBRIER COMPANIES INC | 393657101 | 56,799 | $2.9M | 0.91% |
| 19 | HENRY SCHEIN INC. | HSIC | 41,476 | $2.8M | 0.89% |
| 20 | BERKSHIRE HATHAWAY INC. - CL B | BRK-A | 3,433 | $1.8M | 0.57% |
| 21 | ING GROEP NV - ADR | INGVF | 70,208 | $1.4M | 0.43% |
| 22 | COLGATE PALMOLIVE CO | CL | 14,631 | $1.4M | 0.43% |
| 23 | APPLE INC. | AAPL | 5,573 | $1.2M | 0.39% |
| 24 | ZIMMER BIOMET HOLDINGS INC | ZBH | 10,484 | $1.2M | 0.37% |
| 25 | CHUBB LTD | CB | 3,897 | $1.2M | 0.37% |
| 26 | JPMORGAN CHASE & CO | VYLD | 3,760 | $922,328 | 0.29% |
| 27 | THERMO FISHER SCIENTIFIC INC | TMO | 1,482 | $737,443 | 0.23% |
| 28 | TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD - ADR | 874039100 | 4,210 | $698,860 | 0.22% |
| 29 | MICROSOFT CORP | MSFT | 1,808 | $678,705 | 0.21% |
| 30 | ALPHABET INC CLASS A | GOOG | 4,200 | $649,488 | 0.20% |
| 31 | WABTEC CORP | 929740108 | 2,978 | $540,060 | 0.17% |
| 32 | ASML HOLDLING NV | ASMLF | 700 | $463,841 | 0.14% |
| 33 | CENOVUS ENERGY INC - WARRANT | CVE | 39,402 | $369,588 | 0.12% |
| 34 | CANADIAN NATIONAL RAILWAY CO | 136375102 | 2,200 | $214,063 | 0.07% |
| 35 | TC ENERGY CORP | TRPRF | 1,816 | $85,750 | 0.03% |
| 36 | NIKE INC | NKE | 400 | $25,392 | 0.01% |
| 37 | SOUTH BOW CORPORATION | SOBO | 363 | $9,271 | 0.00% |