StockDriftsStockDriftsTop 50 Louisbourg Investments INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CNI | CANADIAN NATIONAL RAILWAY CO | 5.53% | 251.8K | $30.0M | -12.38%(-35.59K) | $115.26(+9.44%) | 2026-06-30 | |
| SHOP | SHOPIFY INC | 3.24% | 153.7K | $17.5M | +24.31%(+30.05K) | $103.20(+47.57%) | 2026-06-30 | |
| TECK | TECK RESOURCES LTD | 2.71% | 247.1K | $14.7M | +40.54%(+71.28K) | $47.08(+41.91%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.45% | 45.2K | $13.3M | -11.55%(-5.90K) | $150.98(+132.14%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 2.38% | 17.3K | $12.9M | -6.45%(-1.19K) | $466.25(+66.72%) | 2026-06-30 | |
| SU | SUNCOR ENERGY INC | 2.36% | 238.1K | $12.8M | +189.58%(+155.87K) | $51.99(+21.94%) | 2026-06-30 | |
| TSM | TSMC | 2.33% | 30.5K | $12.6M | -18.82%(-7.08K) | $135.44(+212.78%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.29% | 41.3K | $12.4M | -3.49%(-1.49K) | $379.36(+32.53%) | 2026-06-30 | |
| CVE | CENOVUS ENERGY INC | 2.24% | 491.3K | $12.2M | +118.20%(+266.17K) | $22.12(+35.03%) | 2026-06-30 | |
| BN | BROOKFIELD CORP | 2.12% | 269.6K | $11.5M | +1.75%(+4.62K) | $32.46(+38.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.93% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.53% |
Louisbourg Investments INC reports $542.06M in US-listed equity holdings across 210 positions in its most recent 13F filing. Its largest disclosed positions are CNI (5.5%), SHOP (3.2%) and TECK (2.7%). The top 20 holdings account for 43.6% of reported assets. Its disclosed equity book has returned +28.93% cumulatively over 10 quarters. Figures reflect the Q2 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