Galibier Capital Management as of March 31, 2025
Portfolio Holdings for Galibier Capital Management
Galibier Capital Management holds 37 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Agnico (AEM) | 10.7 | $34M | 317k | 108.33 | |
| Enbridge (ENB) | 9.6 | $31M | 695k | 44.25 | |
| Rbc Cad (RY) | 7.2 | $23M | 206k | 112.63 | |
| Cibc Cad (CM) | 6.8 | $22M | 385k | 56.24 | |
| Manulife Finl Corp (MFC) | 6.8 | $22M | 695k | 31.16 | |
| Canadian Natural Resources (CNQ) | 6.7 | $21M | 696k | 30.77 | |
| Nutrien (NTR) | 6.3 | $20M | 407k | 49.62 | |
| Ats (ATS) | 6.3 | $20M | 807k | 24.92 | |
| Cenovus Energy (CVE) | 5.8 | $19M | 1.3M | 13.90 | |
| HudBay Minerals (HBM) | 5.7 | $18M | 2.4M | 7.58 | |
| Cgi Cl A Sub Vtg (GIB) | 5.0 | $16M | 161k | 99.82 | |
| Canadian Pacific Kansas City (CP) | 4.2 | $14M | 192k | 70.17 | |
| West Fraser Timb (WFG) | 3.7 | $12M | 153k | 76.80 | |
| Cameco Corporation (CCJ) | 3.6 | $12M | 283k | 41.16 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 3.4 | $11M | 162k | 66.65 | |
| Equinox Gold Corp equities (EQX) | 1.2 | $3.9M | 570k | 6.87 | |
| Oshkosh Corporation (OSK) | 1.1 | $3.5M | 37k | 94.08 | |
| Greenbrier Companies (GBX) | 0.9 | $2.9M | 57k | 51.22 | |
| Henry Schein (HSIC) | 0.9 | $2.8M | 42k | 68.49 | |
| Berkshire Hathaway Inc. - Cl B Cl B New (BRK.B) | 0.6 | $1.8M | 3.4k | 532.58 | |
| Ing Groep Nv - Sponsored Adr (ING) | 0.4 | $1.4M | 70k | 19.59 | |
| Colgate-Palmolive Company (CL) | 0.4 | $1.4M | 15k | 93.70 | |
| Apple (AAPL) | 0.4 | $1.2M | 5.6k | 222.13 | |
| Zimmer Holdings (ZBH) | 0.4 | $1.2M | 11k | 113.18 | |
| Chubb (CB) | 0.4 | $1.2M | 3.9k | 301.99 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $922k | 3.8k | 245.30 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $737k | 1.5k | 497.60 | |
| Taiwan Semiconductor Manufacturing Company Ltd - Sponsored Adr (TSM) | 0.2 | $699k | 4.2k | 166.00 | |
| Microsoft Corporation (MSFT) | 0.2 | $679k | 1.8k | 375.39 | |
| Alphabet Inc Class A Cap Stk Cl A (GOOGL) | 0.2 | $650k | 4.2k | 154.64 | |
| Wabtec Corporation (WAB) | 0.2 | $540k | 3.0k | 181.35 | |
| Asml Holding (ASML) | 0.1 | $464k | 700.00 | 662.63 | |
| Cenovus Energy Inc - Warrant *w Exp 01/01/202 (CVE.WS) | 0.1 | $370k | 39k | 9.38 | |
| Canadian Natl Ry (CNI) | 0.1 | $214k | 2.2k | 97.30 | |
| Tc Energy Corp (TRP) | 0.0 | $86k | 1.8k | 47.22 | |
| Nike CL B (NKE) | 0.0 | $25k | 400.00 | 63.48 | |
| South Bow Corp (SOBO) | 0.0 | $9.3k | 363.00 | 25.54 |
