13F HOLDINGS REPORT
Galibier Capital Management Ltd.
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0000945621-25-000668
Total Value
$332.9M
Positions
38
Other Managers
1
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 780087102 | 255,488 | $33.6M | 10.10% |
| 2 | AGNICO EAGLE MINES LTD | AEM | 278,610 | $33.1M | 9.95% |
| 3 | ENBRIDGE INC | ENNPF | 559,017 | $25.3M | 7.60% |
| 4 | MANULIFE FINANCIAL CORP | 56501R106 | 710,069 | $22.7M | 6.81% |
| 5 | CANADIAN NATURAL RESOURCES LTD | 136385101 | 677,413 | $21.2M | 6.38% |
| 6 | CANADIAN PACIFIC KANSAS CITY LTD | CP | 267,908 | $21.2M | 6.38% |
| 7 | CANADIAN IMPERIAL BANK OF COMMERCE | CNDIF | 285,273 | $20.2M | 6.07% |
| 8 | NUTRIEN LTD | NTR | 313,057 | $18.2M | 5.47% |
| 9 | CGI INC | GIB | 172,318 | $18.1M | 5.43% |
| 10 | ATS CORPORATION | ATS | 486,375 | $15.5M | 4.65% |
| 11 | TELUS CORP | TU | 902,372 | $14.5M | 4.35% |
| 12 | RESTAURANT BRANDS INTERNATIONAL INC. | 76131D103 | 209,015 | $13.8M | 4.16% |
| 13 | GILDAN ACTIVEWEAR INC | GIL | 272,918 | $13.4M | 4.03% |
| 14 | CAMECO CORP | CCJ | 163,961 | $12.2M | 3.65% |
| 15 | HUDBAY MINERALS INC | HBM | 1,145,239 | $12.1M | 3.64% |
| 16 | WEST FRASER TIMBER CO LTD | WFG | 150,298 | $11.0M | 3.30% |
| 17 | OSHKOSH CORP. | OSK | 37,227 | $4.2M | 1.27% |
| 18 | EQUINOX GOLD CORP | EQX | 527,019 | $3.0M | 0.91% |
| 19 | HENRY SCHEIN INC. | HSIC | 41,476 | $3.0M | 0.91% |
| 20 | GREENBRIER COMPANIES INC | 393657101 | 56,799 | $2.6M | 0.79% |
| 21 | BERKSHIRE HATHAWAY INC. - CL B | BRK-A | 3,155 | $1.5M | 0.46% |
| 22 | COLGATE PALMOLIVE CO | CL | 14,631 | $1.3M | 0.40% |
| 23 | APPLE INC. | AAPL | 5,573 | $1.1M | 0.34% |
| 24 | CHUBB LTD | CB | 3,897 | $1.1M | 0.34% |
| 25 | ING GROEP NV - ADR | INGVF | 50,208 | $1.1M | 0.33% |
| 26 | JPMORGAN CHASE & CO | VYLD | 3,760 | $1.1M | 0.33% |
| 27 | THERMO FISHER SCIENTIFIC INC | TMO | 2,432 | $986,079 | 0.30% |
| 28 | ZIMMER BIOMET HOLDINGS INC | ZBH | 10,484 | $956,246 | 0.29% |
| 29 | MICROSOFT CORP | MSFT | 1,808 | $899,317 | 0.27% |
| 30 | AUTOZONE INC. | AZO | 200 | $742,446 | 0.22% |
| 31 | ALPHABET INC CLASS A | GOOG | 4,200 | $740,166 | 0.22% |
| 32 | DECKERS OUTDOOR CORP | DECK | 6,100 | $628,727 | 0.19% |
| 33 | WABTEC CORP | 929740108 | 2,978 | $623,444 | 0.19% |
| 34 | ASML HOLDLING NV | ASMLF | 700 | $560,973 | 0.17% |
| 35 | CANADIAN NATIONAL RAILWAY CO | 136375102 | 2,200 | $228,771 | 0.07% |
| 36 | TC ENERGY CORP | TRPRF | 1,816 | $88,478 | 0.03% |
| 37 | NIKE INC | NKE | 400 | $28,416 | 0.01% |
| 38 | SOUTH BOW CORPORATION | SOBO | 363 | $9,410 | 0.00% |