Galibier Capital Management as of Sept. 30, 2025
Portfolio Holdings for Galibier Capital Management
Galibier Capital Management holds 38 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Agnico (AEM) | 12.7 | $38M | 226k | 168.46 | |
| Rbc Cad (RY) | 10.8 | $33M | 221k | 147.42 | |
| Enbridge (ENB) | 8.4 | $25M | 500k | 50.46 | |
| Canadian Natural Resources (CNQ) | 6.8 | $20M | 634k | 31.98 | |
| Manulife Finl Corp (MFC) | 6.6 | $20M | 635k | 31.16 | |
| Canadian Pacific Kansas City (CP) | 6.0 | $18M | 240k | 74.49 | |
| Cibc Cad (CM) | 5.6 | $17M | 212k | 79.93 | |
| Nutrien (NTR) | 5.5 | $17M | 281k | 58.74 | |
| Cgi Cl A Sub Vtg (GIB) | 4.6 | $14M | 155k | 89.09 | |
| Telus Ord (TU) | 4.1 | $12M | 787k | 15.75 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 4.0 | $12M | 188k | 64.17 | |
| Ats (ATS) | 3.9 | $12M | 447k | 26.17 | |
| HudBay Minerals (HBM) | 3.5 | $10M | 687k | 15.15 | |
| Gildan Activewear Inc Com Cad (GIL) | 3.3 | $10M | 173k | 57.78 | |
| West Fraser Timb (WFG) | 3.1 | $9.2M | 136k | 68.00 | |
| Oshkosh Corporation (OSK) | 1.6 | $4.8M | 37k | 129.70 | |
| Equinox Gold Corp equities (EQX) | 1.6 | $4.7M | 417k | 11.20 | |
| Cameco Corporation (CCJ) | 1.4 | $4.2M | 50k | 83.94 | |
| Henry Schein (HSIC) | 0.9 | $2.8M | 42k | 66.37 | |
| Greenbrier Companies (GBX) | 0.7 | $2.2M | 48k | 46.17 | |
| Berkshire Hathaway Inc. - Cl B Cl B New (BRK.B) | 0.5 | $1.6M | 3.2k | 502.74 | |
| AutoZone (AZO) | 0.4 | $1.3M | 310.00 | 4290.24 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.2M | 3.8k | 315.43 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $1.2M | 2.4k | 485.02 | |
| Ing Groep Nv - Sponsored Adr (ING) | 0.4 | $1.2M | 45k | 26.08 | |
| Colgate-Palmolive Company (CL) | 0.4 | $1.2M | 15k | 79.94 | |
| Chubb (CB) | 0.4 | $1.1M | 3.9k | 282.25 | |
| Zimmer Holdings (ZBH) | 0.3 | $1.0M | 11k | 98.50 | |
| Alphabet Inc Class A Cap Stk Cl A (GOOGL) | 0.3 | $1.0M | 4.2k | 243.10 | |
| Apple (AAPL) | 0.3 | $1.0M | 4.0k | 254.63 | |
| Microsoft Corporation (MSFT) | 0.3 | $751k | 1.4k | 517.95 | |
| Asml Holding (ASML) | 0.2 | $678k | 700.00 | 968.09 | |
| Wabtec Corporation (WAB) | 0.2 | $597k | 3.0k | 200.47 | |
| Deckers Outdoor Corporation (DECK) | 0.2 | $517k | 5.1k | 101.37 | |
| Canadian Natl Ry (CNI) | 0.1 | $208k | 2.2k | 94.32 | |
| Tc Energy Corp (TRP) | 0.0 | $99k | 1.8k | 54.38 | |
| Nike CL B (NKE) | 0.0 | $28k | 400.00 | 69.73 | |
| South Bow Corp (SOBO) | 0.0 | $10k | 363.00 | 28.30 |
