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Louisbourg Investments Inc.

CIK:0002053050
Asset Manager
$2B AUM
208 holdings
Moncton, NB, Canada
Founded:1991
40 employees
Latest filing:Sep 30, 2025

LOUISBOURG INVESTMENTS INC. is a Canadian investment management firm headquartered in Moncton, New Brunswick. Founded in 1991, it specializes in providing professional investment management services primarily to institutional clients such as pension plans, corporations, foundations, and endowments. The firm has a team-oriented approach, employs a diverse staff, and has built a reputation for offering tailored investment solutions across a broad spectrum of asset classes.

Investment Strategy

Louisboug Investments Inc. utilizes fundamental analysis and disciplined portfolio construction techniques with a focus on risk-adjusted returns. The firm offers equity, fixed income, and balanced mandates, emphasizing long-term growth, capital preservation, and responsible investing practices. The investment approach is based on thorough research, diversification, and alignment with clients' objectives.

Latest 13F Filing Activity

Louisbourg Investments Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 206 equity positions with a total 13F market value of $458M. The fund increased holdings in SSR Mining Inc., Danaher Corp., Gildan Activewear Inc. among other positions. Louisbourg Investments Inc. reduced exposure to Iamgold Corp., Franco-nevada Corp., Orla Mining LTD among others.

Top Buys
S
SSRMSSR MINING INC
+$4.6M
D
DHRDANAHER CORP
+$3.3M
G
GILGILDAN ACTIVEWEAR INC
+$3.2M
O
OROR ROYALTIES INC
+$2.8M
S
SHOPSHOPIFY INC
+$2.6M
Top Sells
I
IAGIAMGOLD CORP
-$3.3M
F
FNVFRANCO-NEVADA CORP
-$3.0M
O
ORLAORLA MINING LTD
-$3.0M
O
OTEXOPEN TEXT CORP
-$2.9M
C
CNICANADIAN NATIONAL RAILWAY CO
-$1.9M

Top Holdings

C
CNICANADIAN NATIONAL RAILWAY CO
+6.2%$28.5M
S
SHOPSHOPIFY INC
+3.3%$15.1M
M
MSFTMICROSOFT CORP
+2.9%$13.3M
W
WPMWHEATON PRECIOUS METALS CORP
+2.8%$12.7M
I
IVVISHARES CORE S&P 500 ETF
+2.7%$12.3M

Equity Positions (206)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
CANADIAN NATIONAL RAILWAY CO6.22%$28.5M302,143$120.10$94.30-$1.9M
SHOPIFY INC3.29%$15.1M101,446$75.09$148.61+$2.6M
MICROSOFT CORP2.90%$13.3M31,662$382.71$517.95+$566.8K
WHEATON PRECIOUS METALS CORP2.76%$12.7M113,228$66.06$111.84+$2.3M
ISHARES CORE S&P 500 ETF2.69%$12.3M18,400$483.54$669.30+$294.5K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+12.0%
GOLD AND SILVER ORES
+8.2%
RAILROADS, LINE-HAUL OPERATING
+7.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.9%
SEMICONDUCTORS & RELATED DEVICES
+3.5%