Funds › Louisbourg Investments Inc.
Louisbourg Investments Inc.
13F for Q3 2026, filed Oct 20, 2026. 209 positions worth $545.3M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 20, 2026
Reported value
$545.3M
+$3.2M (0.6%) vs Q2 2026
Positions
209
210 in Q2 2026
Top 10 share
28.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | CNI Canadian National Railway Company | 225,172 | $26.9M | 4.9% | -10.6% | 13F ↗ |
| 2 | SHOP Shopify Inc. | 120,336 | $17.9M | 3.3% | -21.7% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 41,557 | $17.2M | 3.2% | +0.6% | 13F ↗ |
| 4 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 38,457 | $15.2M | 2.8% | +26.0% | 13F ↗ |
| 5 | CVE Cenovus Energy Inc | 476,223 | $14.8M | 2.7% | -3.1% | 13F ↗ |
| 6 | SU Suncor Energy Inc. | 216,617 | $14.7M | 2.7% | -9.0% | 13F ↗ |
| 7 | iShares Tr Core S&P500 Etf | 16,920 | $13.0M | 2.4% | -1.9% | 13F ↗ |
| 8 | GOOG Alphabet Inc. Class C | 44,870 | $12.7M | 2.3% | -0.7% | 13F ↗ |
| 9 | BN Brookfield Corporation | 310,924 | $11.4M | 2.1% | +15.3% | 13F ↗ |
| 10 | AMZN Amazon.com, Inc. | 52,214 | $10.4M | 1.9% | +4.7% | 13F ↗ |
| 11 | Vanguard Index Fds S&P 500 Etf Shs | 14,417 | $10.1M | 1.9% | +0.5% | 13F ↗ |
| 12 | AVGO Broadcom Inc. | 34,311 | $9.9M | 1.8% | +19.9% | 13F ↗ |
| 13 | WPM Wheaton Precious Metals Corp | 72,610 | $9.7M | 1.8% | +11.3% | 13F ↗ |
| 14 | iShares Tr Core Msci Eafe | 99,389 | $9.6M | 1.8% | +0.9% | 13F ↗ |
| 15 | META Meta Platforms, Inc. | 16,126 | $9.4M | 1.7% | -6.4% | 13F ↗ |
| 16 | CRM Salesforce, Inc. | 48,717 | $9.1M | 1.7% | -28.5% | 13F ↗ |
| 17 | GIL Gildan Activewear, Inc. | 207,050 | $8.8M | 1.6% | +34.9% | 13F ↗ |
| 18 | CIGI Colliers International Group Inc. · Sub Vtg Shs | 94,813 | $8.5M | 1.6% | +9.1% | 13F ↗ |
| 19 | BGSI Boyd Group Services Inc. | 101,197 | $8.0M | 1.5% | +48.7% | 13F ↗ |
| 20 | TECK Teck Resources Ltd | 117,642 | $7.8M | 1.4% | -52.4% | 13F ↗ |
| 21 | TMUS T-Mobile US, Inc. | 60,189 | $7.6M | 1.4% | +6.7% | 13F ↗ |
| 22 | NTR Nutrien Ltd. | 107,929 | $7.6M | 1.4% | -12.5% | 13F ↗ |
| 23 | OR OR Royalties Inc. | 212,505 | $7.3M | 1.3% | +25.4% | 13F ↗ |
| 24 | STN Stantec Inc | 106,435 | $7.2M | 1.3% | +5.1% | 13F ↗ |
| 25 | TRI Thomson Reuters Corp | 70,964 | $6.9M | 1.3% | -20.7% | 13F ↗ |
| 26 | BB BlackBerry Limited | 762,100 | $6.9M | 1.3% | +12.2% | 13F ↗ |
| 27 | OTIS Otis Worldwide Corporation | 133,325 | $6.7M | 1.2% | +29.4% | 13F ↗ |
| 28 | LSPD Lightspeed Commerce Inc. | 676,164 | $6.6M | 1.2% | +17.0% | 13F ↗ |
| 29 | BSX Boston Scientific Corporation | 194,330 | $6.6M | 1.2% | +6.2% | 13F ↗ |
| 30 | MEOH Methanex Corporation | 105,920 | $6.2M | 1.1% | -2.7% | 13F ↗ |
| 31 | BDX Becton, Dickinson and Company | 44,940 | $6.2M | 1.1% | -7.0% | 13F ↗ |
| 32 | CNQ Canadian Natural Resources Limited | 129,628 | $6.1M | 1.1% | -26.6% | 13F ↗ |
| 33 | BRK-A Berkshire Hathaway Inc. Class A | 8 | $6.0M | 1.1% | Unchanged | 13F ↗ |
| 34 | RCI Rogers Communication, Inc. | 179,077 | $5.5M | 1.0% | +35.7% | 13F ↗ |
| 35 | PBA Pembina Pipeline Corp. | 123,229 | $5.5M | 1.0% | -12.9% | 13F ↗ |
| 36 | J Jacobs Solutions Inc. | 49,198 | $5.4M | 1.0% | -7.7% | 13F ↗ |
| 37 | DIS Walt Disney Company | 65,156 | $5.4M | 1.0% | +10.9% | 13F ↗ |
| 38 | BNS Bank Nova Scotia B C | 58,102 | $5.3M | 1.0% | -7.3% | 13F ↗ |
| 39 | CSGP CoStar Group, Inc. | 244,425 | $5.2M | 1.0% | -4.6% | 13F ↗ |
| 40 | COP ConocoPhillips | 51,146 | $4.9M | 0.9% | +0.7% | 13F ↗ |
| 41 | TOST Toast, Inc. | 220,811 | $4.9M | 0.9% | New | 13F ↗ |
| 42 | WTW Willis Towers Watson Public Limited Company | 21,429 | $4.8M | 0.9% | -14.3% | 13F ↗ |
| 43 | RY Royal Bank of Canada | 24,224 | $4.8M | 0.9% | -5.8% | 13F ↗ |
| 44 | URI United Rentals, Inc. | 5,795 | $4.7M | 0.9% | +57.1% | 13F ↗ |
| 45 | DSGX The Descartes Systems Group Inc. | 58,115 | $4.7M | 0.9% | -30.2% | 13F ↗ |
| 46 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 77,261 | $4.6M | 0.8% | Unchanged | 13F ↗ |
| 47 | ABT Abbott Laboratories | 58,775 | $4.5M | 0.8% | -13.1% | 13F ↗ |
| 48 | FNV Franco-Nevada Corporation | 18,885 | $4.5M | 0.8% | -28.4% | 13F ↗ |
| 49 | FSV FirstService Corporation | 33,297 | $4.3M | 0.8% | +5.7% | 13F ↗ |
| 50 | GFR Greenfire Resources Ltd. | 730,816 | $4.1M | 0.8% | +10.4% | 13F ↗ |
Showing the top 50 of 209 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
11 new, 49 added to, 77 trimmed, 12 exited, 72 unchanged. By estimated dollars.
New positions (11)
| TOST Toast, Inc. | 220,811 | New | $4.9M |
| MRSH Marsh & McLennan Companies, Inc. | 25,742 | New | $3.3M |
| MGA Magna International, Inc. | 2,910 | New | $185.9K |
| ITW Illinois Tool Works Inc. | 195 | New | $50.2K |
| BMY Bristol-Myers Squibb Company | 385 | New | $24.0K |
| AVY Avery Dennison Corporation | 140 | New | $23.9K |
| KO Coca-Cola Company | 270 | New | $23.2K |
| CI The Cigna Group | 76 | New | $20.7K |
| HONA Honeywell Aerospace Inc. | 101 | New | $15.7K |
| GEV GE Vernova Inc. | 11 | New | $10.5K |
Added to (49)
| ASML ASML Holding N.V. · Equities | 2,100 | +2000% | $3.6M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 38,457 | +26.0% | $3.1M |
| BGSI Boyd Group Services Inc. | 101,197 | +48.7% | $2.6M |
| GIL Gildan Activewear, Inc. | 207,050 | +34.9% | $2.3M |
| SUNB Sunbelt Rentals Holdings, Inc. | 52,798 | +94.2% | $1.9M |
| URI United Rentals, Inc. | 5,795 | +57.1% | $1.7M |
| AVGO Broadcom Inc. | 34,311 | +19.9% | $1.6M |
| OTIS Otis Worldwide Corporation | 133,325 | +29.4% | $1.5M |
| BN Brookfield Corporation | 310,924 | +15.3% | $1.5M |
| OR OR Royalties Inc. | 212,505 | +25.4% | $1.5M |
Trimmed (77)
| TECK Teck Resources Ltd | 117,642 | -52.4% | -$8.6M |
| SHOP Shopify Inc. | 120,336 | -21.7% | -$5.0M |
| MDA MDA Space Ltd. | 8,100 | -95.3% | -$4.9M |
| CRM Salesforce, Inc. | 48,717 | -28.5% | -$3.6M |
| CNI Canadian National Railway Company | 225,172 | -10.6% | -$3.2M |
| CTSH Cognizant Technology Solutions Corporation | 85,728 | -37.5% | -$2.3M |
| CNQ Canadian Natural Resources Limited | 129,628 | -26.6% | -$2.2M |
| DSGX The Descartes Systems Group Inc. | 58,115 | -30.2% | -$2.0M |
| TRI Thomson Reuters Corp | 70,964 | -20.7% | -$1.8M |
| FNV Franco-Nevada Corporation | 18,885 | -28.4% | -$1.8M |
Exited (12)
| HBM Hudbay Minerals Inc. | 220,100 | Exited | -$5.2M |
| AG First Majestic Silver Corp. · Comm | 304,700 | Exited | -$5.2M |
| Marsh & Mclennan Cos Inc | 25,536 | Exited | -$3.2M |
| CBOE Cboe Global Markets, Inc. | 461 | Exited | -$111.9K |
| COR Cencora, Inc. | 263 | Exited | -$74.4K |
| RPRX Royalty Pharma plc | 502 | Exited | -$28.1K |
| DGX Quest Diagnostics Incorporated | 117 | Exited | -$24.8K |
| GD General Dynamics Corporation | 68 | Exited | -$24.1K |
| L Loews Corporation | 210 | Exited | -$23.8K |
| AZO AutoZone, Inc. | 6 | Exited | -$19.2K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 20, 2026 | 13F-HR | 209 | $545.3M | Current | SEC ↗ |
| Q2 2026 | Jul 23, 2026 | 13F-HR | 210 | $542.1M | Current | SEC ↗ |
| Q1 2026 | Apr 22, 2026 | 13F-HR | 216 | $528.8M | Current | SEC ↗ |
| Q4 2025 | Jan 16, 2026 | 13F-HR | 213 | $501.9M | Current | SEC ↗ |
| Q3 2025 | Oct 9, 2025 | 13F-HR | 208 | $458.2M | Current | SEC ↗ |
| Q2 2025 | Jul 24, 2025 | 13F-HR | 200 | $424.3M | Current | SEC ↗ |
| Q1 2025 | Apr 17, 2025 | 13F-HR | 180 | $368.0M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer