StockDriftsStockDriftsTop 50 Louisbourg Investments INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CNI | CANADIAN NATIONAL RAILWAY CO | 4.93% | 225.2K | $26.9M | -10.58%(-26.64K) | $115.26(+5.15%) | 2026-09-30 | |
| SHOP | SHOPIFY INC | 3.28% | 120.3K | $17.9M | -21.69%(-33.33K) | $103.20(+68.43%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.16% | 41.6K | $17.2M | +0.56%(+230) | $379.71(+40.24%) | 2026-09-30 | |
| TSM | TSMC | 2.79% | 38.5K | $15.2M | +25.96%(+7.93K) | $203.76(+110.06%) | 2026-09-30 | |
| CVE | CENOVUS ENERGY INC | 2.72% | 476.2K | $14.8M | -3.08%(-15.12K) | $22.12(+49.16%) | 2026-09-30 | |
| SU | SUNCOR ENERGY INC | 2.7% | 216.6K | $14.7M | -9.02%(-21.48K) | $51.99(+50.04%) | 2026-09-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 2.38% | 16.9K | $13.0M | -1.91%(-330) | $466.25(+65.71%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.34% | 44.9K | $12.7M | -0.69%(-311) | $150.98(+122.84%) | 2026-09-30 | |
| BN | BROOKFIELD CORP | 2.09% | 310.9K | $11.4M | +15.34%(+41.36K) | $33.40(+11.76%) | 2026-09-30 | |
| AMZN | AMAZON.COM INC | 1.9% | 52.2K | $10.4M | +4.69%(+2.34K) | $187.25(+40.35%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +38.94% |
| Top 20 Holdings Unweighted | — | — | — | — | +42.19% |
Louisbourg Investments INC reports $545.28M in US-listed equity holdings across 209 positions in its most recent 13F filing. Its largest disclosed positions are CNI (4.9%), SHOP (3.3%) and MSFT (3.2%). The top 20 holdings account for 44.95% of reported assets. Its disclosed equity book has returned +38.94% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Louisbourg Investments INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053050). View Louisbourg Investments INC’s 13F filings on SEC