本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Galibier Capital Management Ltd. (CIK 1765768) reported $300.1M across 38 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: AEM ($38.1M, 12.70%), RY ($32.5M, 10.83%), ENB ($25.2M, 8.40%), CNQ ($20.3M, 6.75%), MFC ($19.8M, 6.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AEM | AGNICO EAGLE MINES LTD | $38.1M | 12.70% | 226,197 | Trimmed |
| 2 | RY | ROYAL BANK OF CANADA | $32.5M | 10.83% | 220,458 | Trimmed |
| 3 | ENB | ENBRIDGE INC | $25.2M | 8.40% | 499,597 | Trimmed |
| 4 | CNQ | CANADIAN NATURAL RESOURCES LTD | $20.3M | 6.75% | 633,545 | Trimmed |
| 5 | MFC | MANULIFE FINANCIAL CORP | $19.8M | 6.60% | 635,318 | Trimmed |
| 6 | CP | CANADIAN PACIFIC KANSAS CITY LTD | $17.9M | 5.96% | 240,014 | Trimmed |
| 7 | CM | CANADIAN IMPERIAL BANK OF COMMERCE | $16.9M | 5.65% | 212,022 | Trimmed |
| 8 | NTR | NUTRIEN LTD | $16.5M | 5.49% | 280,633 | Trimmed |
| 9 | GIB | CGI INC | $13.8M | 4.61% | 155,232 | Trimmed |
| 10 | TU | TELUS CORP | $12.4M | 4.13% | 786,678 | Trimmed |
| 11 | QSR | RESTAURANT BRANDS INTERNATIONAL INC. | $12.1M | 4.02% | 188,137 | Trimmed |
| 12 | ATS | ATS CORPORATION | $11.7M | 3.90% | 447,446 | Trimmed |
| 13 | HBM | HUDBAY MINERALS INC | $10.4M | 3.47% | 687,008 | Trimmed |
| 14 | GIL | GILDAN ACTIVEWEAR INC | $10.0M | 3.33% | 172,773 | Trimmed |
| 15 | WFG | WEST FRASER TIMBER CO LTD | $9.2M | 3.07% | 135,552 | Trimmed |
| 16 | OSK | OSHKOSH CORP. | $4.8M | 1.61% | 37,227 | Hold |
| 17 | EQX | EQUINOX GOLD CORP | $4.7M | 1.56% | 417,019 | Trimmed |
| 18 | CCJ | CAMECO CORP | $4.2M | 1.40% | 49,899 | Trimmed |
| 19 | HSIC | HENRY SCHEIN INC. | $2.8M | 0.92% | 41,476 | Hold |
| 20 | GBX | GREENBRIER COMPANIES INC | $2.2M | 0.74% | 47,799 | Trimmed |
| 21 | BRKB | BERKSHIRE HATHAWAY INC. - CL B | $1.6M | 0.53% | 3,155 | Hold |
| 22 | AZO | AUTOZONE INC. | $1.3M | 0.44% | 310 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $1.2M | 0.40% | 3,760 | Hold |
| 24 | CL | COLGATE PALMOLIVE CO | $1.2M | 0.39% | 14,631 | Hold |
| 25 | ING | ING GROEP NV - ADR | $1.2M | 0.39% | 44,883 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2025-09-30