Galibier Capital Management Ltd.

Est. AUM

$300.1M

13F long equity, this entity only

Positions

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AGNICO EAGLE MINES LTD	COM	$38.1M	226197	12.70%	OTR
2	ROYAL BANK OF CANADA	COM	$32.5M	220458	10.83%	OTR
3	ENBRIDGE INC	COM	$25.2M	499597	8.40%	OTR
4	CANADIAN NATURAL RESOURCES LTD	COM	$20.3M	633545	6.75%	OTR
5	MANULIFE FINANCIAL CORP	COM	$19.8M	635318	6.60%	OTR
6	CANADIAN PACIFIC KANSAS CITY LTD	COM	$17.9M	240014	5.96%	OTR
7	CANADIAN IMPERIAL BANK OF COMMERCE	COM	$16.9M	212022	5.65%	OTR
8	NUTRIEN LTD	COM	$16.5M	280633	5.49%	OTR
9	CGI INC	CL A SUB VTG	$13.8M	155232	4.61%	OTR
10	TELUS CORP	COM	$12.4M	786678	4.13%	OTR
11	RESTAURANT BRANDS INTERNATIONAL INC.	COM	$12.1M	188137	4.02%	OTR
12	ATS CORPORATION	COM	$11.7M	447446	3.90%	SOLE
13	HUDBAY MINERALS INC	COM	$10.4M	687008	3.47%	SOLE
14	GILDAN ACTIVEWEAR INC	COM	$10.0M	172773	3.33%	SOLE
15	WEST FRASER TIMBER CO LTD	COM	$9.2M	135552	3.07%	SOLE
16	OSHKOSH CORP.	COM	$4.8M	37227	1.61%	SOLE
17	EQUINOX GOLD CORP	COM	$4.7M	417019	1.56%	SOLE
18	CAMECO CORP	COM	$4.2M	49899	1.40%	OTR
19	HENRY SCHEIN INC.	COM	$2.8M	41476	0.92%	SOLE
20	GREENBRIER COMPANIES INC	COM	$2.2M	47799	0.74%	SOLE
21	BERKSHIRE HATHAWAY INC. - CL B	CL B NEW	$1.6M	3155	0.53%	SOLE
22	AUTOZONE INC.	COM	$1.3M	310	0.44%	SOLE
23	JPMORGAN CHASE & CO	COM	$1.2M	3760	0.40%	SOLE
24	THERMO FISHER SCIENTIFIC INC	COM	$1.2M	2432	0.39%	SOLE
25	ING GROEP NV - ADR	SPONSORED ADR	$1.2M	44883	0.39%	SOLE
26	COLGATE PALMOLIVE CO	COM	$1.2M	14631	0.39%	SOLE
27	CHUBB LTD	COM	$1.1M	3897	0.37%	SOLE
28	ZIMMER BIOMET HOLDINGS INC	COM	$1.0M	10484	0.34%	SOLE
29	ALPHABET INC CLASS A	CAP STK CL A	$1.0M	4200	0.34%	SOLE
30	APPLE INC.	COM	$1.0M	3961	0.34%	SOLE
31	MICROSOFT CORP	COM	$751K	1449	0.25%	SOLE
32	ASML HOLDLING NV	COM	$678K	700	0.23%	SOLE
33	WABTEC CORP	COM	$597K	2978	0.20%	SOLE
34	DECKERS OUTDOOR CORP	COM	$517K	5100	0.17%	SOLE
35	CANADIAN NATIONAL RAILWAY CO	COM	$208K	2200	0.07%	SOLE
36	TC ENERGY CORP	COM	$99K	1816	0.03%	SOLE
37	NIKE INC	CL B	$28K	400	0.01%	SOLE
38	SOUTH BOW CORPORATION	COM	$10K	363	0.00%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.