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Louisbourg Investments Inc.
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 Holdings
Equity Positions (206)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CNI | CANADIAN NATIONAL RAILWAY CO | 6.22% | $28.5M | 302,143 | $120.10 | $94.30 | -$1.9M |
S SHOP | SHOPIFY INC | 3.29% | $15.1M | 101,446 | $75.09 | $148.61 | +$2.6M |
M MSFT | MICROSOFT CORP | 2.90% | $13.3M | 31,662 | $382.71 | $517.95 | +$566.8K |
W WPM | WHEATON PRECIOUS METALS CORP | 2.76% | $12.7M | 113,228 | $66.06 | $111.84 | +$2.3M |
I IVV | ISHARES CORE S&P 500 ETF | 2.69% | $12.3M | 18,400 | $483.54 | $669.30 | +$294.5K |
Industry Allocation
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