LOUISBOURG INVESTMENTS INC.

CIK: 0002053050Latest portfolio: $501.9M · Q4 2025

Holdings

213

Total Value

$501.9M

New Positions

19

Closed Positions

14

#StockSharesValue% PortfolioChangeType
1
CNRCANADIAN NATIONAL RAILWAY CO
289,946$28.7M5.72%-12,197
2
MSFTMICROSOFT CORP
33,247$13.3M2.65%+2K
3
GOOGALPHABET INC
49,683$13.1M2.60%+2K
4
IVVISHARES CORE S&P 500 ETF
17,880$12.2M2.44%-520
5
WPMWHEATON PRECIOUS METALS CORP
91,770$10.8M2.15%-21,458
6
SHOPSHOPIFY INC
66,870$10.8M2.15%-34,576
7
TSMTSMC
40,369$10.5M2.10%+4K
8
RCI/BROGERS COMMUNICATIONS INC
261,833$9.9M1.97%-19,687
9
GILGILDAN ACTIVEWEAR INC
145,996$9.1M1.82%-33,235
10
PPLPEMBINA PIPELINE CORP
227,338$8.7M1.73%+47K
11
VOOVANGUARD S&P 500 ETF
13,237$8.3M1.65%+579
12
CRMSALESFORCE INC
39,198$8.3M1.65%+2K
13
AMZNAMAZON.COM INC
43,301$8.2M1.63%+4K
14
AQLTISHARES CORE MSCI EAFE ETF
91,057$8.1M1.62%+2K
15
LSPDLIGHTSPEED COMMERCE INC
646,233$7.8M1.56%-5,829
16
OROR ROYALTIES INC
219,271$7.8M1.55%-73,600
17
BNBROOKFIELD CORP
167,148$7.7M1.53%+52K
18
TECK/BTECK RESOURCES LTD
159,462$7.6M1.52%+20K
19
CIGICOLLIERS INTERNATIONAL GROUP I
51,772$7.6M1.52%+5K
20
BYDBOYD GROUP INC
46,456$7.3M1.45%NEW
21
BDXBECTON DICKINSON & CO
46,814$7.2M1.44%+24
22
METAMETA PLATFORMS INC
13,555$7.2M1.43%+3K
23
AVGOBROADCOM INC
23,051$6.9M1.37%-559
24
TMUST-MOBILE US INC
41,923$6.8M1.36%+15K
25
DSGDESCARTES SYSTEMS GROUP INC/TH
71,863$6.3M1.26%+35K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
CSGP90K+75K
GFR597K+64K
BN167K+52K
PPL227K+47K
DSG72K+35K
SU97K+33K
STN42K+21K
TECK/B159K+20K
SSRM208K+20K
OTIS76K+17K

Decreased Positions

NameSharesChange
OR219K-73600
NGD563K-50700
CRC133K-45260
FTS45K-33873
GIL146K-33235
AEM1K-25290
RCI/B262K-19687
AG836K-12946
CNR290K-12197
DCBO102K-10000

Sector Breakdown

Financial Services0.0% ($1.2246830176855704e+100T)
Technology0.0% ($1.3291107821053783e+81T)
Industrials0.0% ($5.7135403474739693e+48T)
Basic Materials0.0% ($1.0804777852465204e+44T)
Consumer Cyclical0.0% ($9.138816272715336e+42T)
Healthcare0.0% ($7.20656693885332e+42T)
Energy0.0% ($2.8717450542923657e+40T)
Unknown0.0% ($9.897814576456313e+37T)
Consumer Defensive0.0% ($5.096389233331898e+25T)
Communication Services0.0% ($1.3056718368064835e+22T)
Utilities0.0% ($86732349219131520.0T)
Real Estate0.0% ($762047443.8T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 16, 2026$501.9M213
Q3 2025Oct 9, 2025$458.2B208
Q2 2025Jul 24, 2025$424.3B200
Q1 2025Apr 17, 2025$368.0B180

Fund Information

CIK0002053050
Most Recent FilingJan 16, 2026
Number of Filings4

LOUISBOURG INVESTMENTS INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $501.9M across 213 holdings. The largest position is CANADIAN NATIONAL RAILWAY CO (CNR), representing 5.7% of the portfolio. Compared to the previous quarter, the fund opened 19 new positions and closed 14 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.