Galibier Capital Management as of June 30, 2025
Portfolio Holdings for Galibier Capital Management
Galibier Capital Management holds 38 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rbc Cad (RY) | 10.1 | $34M | 256k | 131.53 | |
| Agnico (AEM) | 10.0 | $33M | 279k | 118.90 | |
| Enbridge (ENB) | 7.6 | $25M | 559k | 45.25 | |
| Manulife Finl Corp (MFC) | 6.8 | $23M | 710k | 31.91 | |
| Canadian Natural Resources (CNQ) | 6.4 | $21M | 677k | 31.37 | |
| Canadian Pacific Kansas City (CP) | 6.4 | $21M | 268k | 79.28 | |
| Cibc Cad (CM) | 6.1 | $20M | 285k | 70.84 | |
| Nutrien (NTR) | 5.5 | $18M | 313k | 58.15 | |
| Cgi Cl A Sub Vtg (GIB) | 5.4 | $18M | 172k | 104.81 | |
| Ats (ATS) | 4.7 | $16M | 486k | 31.83 | |
| Telus Ord (TU) | 4.3 | $15M | 902k | 16.03 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 4.2 | $14M | 209k | 66.20 | |
| Gildan Activewear Inc Com Cad (GIL) | 4.0 | $13M | 273k | 49.18 | |
| Cameco Corporation (CCJ) | 3.7 | $12M | 164k | 74.12 | |
| HudBay Minerals (HBM) | 3.6 | $12M | 1.1M | 10.59 | |
| West Fraser Timb (WFG) | 3.3 | $11M | 150k | 73.18 | |
| Oshkosh Corporation (OSK) | 1.3 | $4.2M | 37k | 113.54 | |
| Equinox Gold Corp equities (EQX) | 0.9 | $3.0M | 527k | 5.76 | |
| Henry Schein (HSIC) | 0.9 | $3.0M | 42k | 73.05 | |
| Greenbrier Companies (GBX) | 0.8 | $2.6M | 57k | 46.05 | |
| Berkshire Hathaway Inc. - Cl B Cl B New (BRK.B) | 0.5 | $1.5M | 3.2k | 485.77 | |
| Colgate-Palmolive Company (CL) | 0.4 | $1.3M | 15k | 90.90 | |
| Apple (AAPL) | 0.3 | $1.1M | 5.6k | 205.17 | |
| Chubb (CB) | 0.3 | $1.1M | 3.9k | 289.72 | |
| Ing Groep Nv - Sponsored Adr (ING) | 0.3 | $1.1M | 50k | 21.87 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.1M | 3.8k | 289.91 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $986k | 2.4k | 405.46 | |
| Zimmer Holdings (ZBH) | 0.3 | $956k | 11k | 91.21 | |
| Microsoft Corporation (MSFT) | 0.3 | $899k | 1.8k | 497.41 | |
| AutoZone (AZO) | 0.2 | $742k | 200.00 | 3712.23 | |
| Alphabet Inc Class A Cap Stk Cl A (GOOGL) | 0.2 | $740k | 4.2k | 176.23 | |
| Deckers Outdoor Corporation (DECK) | 0.2 | $629k | 6.1k | 103.07 | |
| Wabtec Corporation (WAB) | 0.2 | $623k | 3.0k | 209.35 | |
| Asml Holding (ASML) | 0.2 | $561k | 700.00 | 801.39 | |
| Canadian Natl Ry (CNI) | 0.1 | $229k | 2.2k | 103.99 | |
| Tc Energy Corp (TRP) | 0.0 | $89k | 1.8k | 48.72 | |
| Nike CL B (NKE) | 0.0 | $28k | 400.00 | 71.04 | |
| South Bow Corp (SOBO) | 0.0 | $9.4k | 363.00 | 25.92 |
