Galibier Capital Management Ltd.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 37Value: $320.6MLatest: 2025Q1

Galibier Capital Management Ltd. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 37 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OSK",
  "NTR",
  "HBM",
  "QSR",
  "SOBO.TO",
  "GOOGL",
  "ASML",
  null,
  "CP.TO",
  null,
  "ING",
  "MSFT",
  "AAPL",
  "ENB",
  "RY",
  "TMO",
  "EQX",
  "TSM",
  "GBX",
  "WAB",
  "HSIC",
  "WFG",
  "CNQ",
  "AEM",
  "MFC",
  "TRP",
  "ZBH",
  "ATS",
  "BRK-B",
  "CCJ",
  "CM",
  "CNI",
  "CVE",
  "CB",
  "CL",
  "NKE",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 37
Total Value: 320599513
Accession Number: 0000945621-25-000397
Form Type: 13F-HR
CIK: galibier-capital-management
Manager Name: Galibier-Capital-Management

Data Enrichment

95% identified

35 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

37 positions • $320.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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AGNICO EAGLE MINES LTD

AEM|008474108

Shares:316.5K

Value:$34.3M

% of Portfolio:10.7% ($34.3M/$320.6M)

ENBRIDGE INC

ENB|29250N105

Shares:694.9K

Value:$30.8M

% of Portfolio:9.6% ($30.8M/$320.6M)

ROYAL BANK OF CANADA

RY|780087102

Shares:206.3K

Value:$23.2M

% of Portfolio:7.2% ($23.2M/$320.6M)

CANADIAN IMPERIAL BANK OF COMMERCE /CAN/

CM|136069101

Shares:385.2K

Value:$21.7M

% of Portfolio:6.8% ($21.7M/$320.6M)

MANULIFE FINANCIAL CORP

MFC|56501R106

Shares:695.2K

Value:$21.7M

% of Portfolio:6.8% ($21.7M/$320.6M)

CANADIAN NATURAL RESOURCES LTD

CNQ|136385101

Shares:696.3K

Value:$21.4M

% of Portfolio:6.7% ($21.4M/$320.6M)

Nutrien Ltd.

NTR|67077M108

Shares:406.8K

Value:$20.2M

% of Portfolio:6.3% ($20.2M/$320.6M)

ATS Corp /ATS

ATS|00217Y104

Shares:807.0K

Value:$20.1M

% of Portfolio:6.3% ($20.1M/$320.6M)

CENOVUS ENERGY INC.

CVE|15135U109

Shares:1.3M

Value:$18.5M

% of Portfolio:5.8% ($18.5M/$320.6M)

Hudbay Minerals Inc.

HBM|443628102

Shares:2.4M

Value:$18.4M

% of Portfolio:5.7% ($18.4M/$320.6M)

12532H104

Shares:160.7K

Value:$16.0M

% of Portfolio:5.0% ($16.0M/$320.6M)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:191.8K

Value:$13.5M

% of Portfolio:4.2% ($13.5M/$320.6M)

WEST FRASER TIMBER CO., LTD

WFG|952845105

Shares:152.5K

Value:$11.7M

% of Portfolio:3.7% ($11.7M/$320.6M)

CAMECO CORP

CCJ|13321L108

Shares:283.2K

Value:$11.7M

% of Portfolio:3.6% ($11.7M/$320.6M)

Restaurant Brands International Inc.

QSR|76131D103

Shares:161.8K

Value:$10.8M

% of Portfolio:3.4% ($10.8M/$320.6M)

Equinox Gold Corp.

EQX|29446Y502

Shares:570.0K

Value:$3.9M

% of Portfolio:1.2% ($3.9M/$320.6M)

OSHKOSH CORP

OSK|688239201

Shares:37.2K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$320.6M)

GREENBRIER COMPANIES INC

GBX|393657101

Shares:56.8K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$320.6M)

HENRY SCHEIN INC

HSIC|806407102

Shares:41.5K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$320.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.4K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$320.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AGNICO EAGLE MINES LTD(AEMcusip008474108)	316.5K	QoQ -13.86% (-50.9K) YoY -35.35% (-173.1K)	All Managers (Combined)	$34.3M	10.7% ($34.3M/$320.6M)	QoQ +19.33% (-$5.6M) YoY +17.33% (-$5.1M)
ENBRIDGE INC(ENBcusip29250N105)	694.9K	QoQ -14.10% (-114.1K) YoY +8.57% (+54.9K)	All Managers (Combined)	$30.8M	9.6% ($30.8M/$320.6M)	QoQ -10.39% (-$3.6M) YoY +32.82% (+$7.6M)
ROYAL BANK OF CANADA(RYcusip780087102)	206.3K	QoQ +5175.75% (+202.4K) YoY -19.50% (-50.0K)	All Managers (Combined)	$23.2M	7.2% ($23.2M/$320.6M)	QoQ +4830.67% (+$22.8M) YoY -10.19% (-$2.6M)
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/(CMcusip136069101)	385.2K	QoQ -0.53% (-2.1K) YoY -22.70% (-113.2K)	All Managers (Combined)	$21.7M	6.8% ($21.7M/$320.6M)	QoQ -11.51% (-$2.8M) YoY -14.33% (-$3.6M)
MANULIFE FINANCIAL CORP(MFCcusip56501R106)	695.2K	QoQ -11.05% (-86.4K) YoY -37.07% (-409.6K)	All Managers (Combined)	$21.7M	6.8% ($21.7M/$320.6M)	QoQ -9.75% (-$2.3M) YoY -21.57% (-$6.0M)
CANADIAN NATURAL RESOURCES LTD(CNQcusip136385101)	696.3K	QoQ -12.45% (-99.0K) YoY +82.11% (-314.0K)	All Managers (Combined)	$21.4M	6.7% ($21.4M/$320.6M)	QoQ -12.71% (-$3.1M) YoY -26.61% (-$7.8M)
Nutrien Ltd.(NTRcusip67077M108)	406.8K	QoQ -24.85% (-134.6K) YoY -8.78% (-39.2K)	All Managers (Combined)	$20.2M	6.3% ($20.2M/$320.6M)	QoQ -16.62% (-$4.0M) YoY -16.76% (-$4.1M)
ATS Corp /ATS(ATScusip00217Y104)	807.0K	QoQ +12.46% (-89.4K) YoY NEW(+807.0K)	All Managers (Combined)	$20.1M	6.3% ($20.1M/$320.6M)	QoQ -8.04% (-$1.8M) YoY NEW(+$20.1M)
CENOVUS ENERGY INC.(CVEcusip15135U109)	1.3M	QoQ -4.14% (-57.5K) YoY -9.01% (-131.9K)	All Managers (Combined)	$18.5M	5.8% ($18.5M/$320.6M)	QoQ -12.07% (-$2.5M) YoY -36.81% (-$10.8M)
Hudbay Minerals Inc.(HBMcusip443628102)	2.4M	QoQ -7.22% (-188.8K) YoY +34.76% (+625.4K)	All Managers (Combined)	$18.4M	5.7% ($18.4M/$320.6M)	QoQ -13.25% (-$2.8M) YoY +45.82% (+$5.8M)
(cusip12532H104)✕	160.7K	QoQ -18.42% (-36.3K) YoY -27.87% (-62.1K)	All Managers (Combined)	$16.0M	5.0% ($16.0M/$320.6M)	QoQ -25.53% (-$5.5M) YoY -34.80% (-$8.6M)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	191.8K	QoQ -32.64% (-93.0K) YoY -42.26% (-140.4K)	All Managers (Combined)	$13.5M	4.2% ($13.5M/$320.6M)	QoQ -34.69% (-$7.2M) YoY -54.09% (-$15.9M)
WEST FRASER TIMBER CO., LTD(WFGcusip952845105)	152.5K	QoQ -3.79% (-6.0K) YoY +37.59% (+41.7K)	All Managers (Combined)	$11.7M	3.7% ($11.7M/$320.6M)	QoQ -14.68% (-$2.0M) YoY +22.26% (+$2.1M)
CAMECO CORP(CCJcusip13321L108)	283.2K	QoQ NEW(+283.2K) YoY NEW(+283.2K)	All Managers (Combined)	$11.7M	3.6% ($11.7M/$320.6M)	QoQ NEW(+$11.7M) YoY NEW(+$11.7M)
Restaurant Brands International Inc.(QSRcusip76131D103)	161.8K	QoQ -43.72% (-125.7K) YoY -50.36% (-164.2K)	All Managers (Combined)	$10.8M	3.4% ($10.8M/$320.6M)	QoQ -42.42% (-$7.9M) YoY -58.38% (-$15.1M)
Equinox Gold Corp.(EQXcusip29446Y502)	570.0K	QoQ NEW(+570.0K) YoY NEW(+570.0K)	All Managers (Combined)	$3.9M	1.2% ($3.9M/$320.6M)	QoQ NEW(+$3.9M) YoY NEW(+$3.9M)
OSHKOSH CORP(OSKcusip688239201)	37.2K	QoQ -17.68% (-8.0K) YoY -23.25% (-11.3K)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$320.6M)	QoQ -18.54% (-$797.4K) YoY -42.10% (-$2.5M)
GREENBRIER COMPANIES INC(GBXcusip393657101)	56.8K	QoQ -5.61% (-3.4K) YoY NEW(+56.8K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$320.6M)	QoQ -20.73% (-$761.1K) YoY NEW(+$2.9M)
HENRY SCHEIN INC(HSICcusip806407102)	41.5K	QoQ -19.42% (-10.0K) YoY -19.42% (-10.0K)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$320.6M)	QoQ -20.25% (-$721.4K) YoY -26.92% (-$1.0M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.4K	QoQ -13.95% (-557) YoY -4.37% (-157)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$320.6M)	QoQ +1.09% (-$19.8K) YoY +21.10% (-$318.7K)