Galibier Capital Management Ltd. 13F 持仓 · 最近申报 2025年Q3
Galibier Capital Management 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 38 只证券，申报市值合计 3.00 亿美元。前几大持仓：AEM（12.70%）、RY（10.83%）、ENB（8.40%）。本季前 25 大持仓中：增持 1 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AEM | AGNICO EAGLE MINES LTD | $38.1M | 12.70% | 226,197 | 减持 |
| 2 | RY | ROYAL BANK OF CANADA | $32.5M | 10.83% | 220,458 | 减持 |
| 3 | ENB | ENBRIDGE INC | $25.2M | 8.40% | 499,597 | 减持 |
| 4 | CNQ | CANADIAN NATURAL RESOURCES LTD | $20.3M | 6.75% | 633,545 | 减持 |
| 5 | MFC | MANULIFE FINANCIAL CORP | $19.8M | 6.60% | 635,318 | 减持 |
| 6 | CP | CANADIAN PACIFIC KANSAS CITY LTD | $17.9M | 5.96% | 240,014 | 减持 |
| 7 | CM | CANADIAN IMPERIAL BANK OF COMMERCE | $16.9M | 5.65% | 212,022 | 减持 |
| 8 | NTR | NUTRIEN LTD | $16.5M | 5.49% | 280,633 | 减持 |
| 9 | GIB | CGI INC | $13.8M | 4.61% | 155,232 | 减持 |
| 10 | TU | TELUS CORP | $12.4M | 4.13% | 786,678 | 减持 |
| 11 | QSR | RESTAURANT BRANDS INTERNATIONAL INC. | $12.1M | 4.02% | 188,137 | 减持 |
| 12 | ATS | ATS CORPORATION | $11.7M | 3.90% | 447,446 | 减持 |
| 13 | HBM | HUDBAY MINERALS INC | $10.4M | 3.47% | 687,008 | 减持 |
| 14 | GIL | GILDAN ACTIVEWEAR INC | $10.0M | 3.33% | 172,773 | 减持 |
| 15 | WFG | WEST FRASER TIMBER CO LTD | $9.2M | 3.07% | 135,552 | 减持 |
| 16 | OSK | OSHKOSH CORP. | $4.8M | 1.61% | 37,227 | 持平 |
| 17 | EQX | EQUINOX GOLD CORP | $4.7M | 1.56% | 417,019 | 减持 |
| 18 | CCJ | CAMECO CORP | $4.2M | 1.40% | 49,899 | 减持 |
| 19 | HSIC | HENRY SCHEIN INC. | $2.8M | 0.92% | 41,476 | 持平 |
| 20 | GBX | GREENBRIER COMPANIES INC | $2.2M | 0.74% | 47,799 | 减持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC. - CL B | $1.6M | 0.53% | 3,155 | 持平 |
| 22 | AZO | AUTOZONE INC. | $1.3M | 0.44% | 310 | 增持 |
| 23 | JPM | JPMORGAN CHASE & CO | $1.2M | 0.40% | 3,760 | 持平 |
| 24 | CL | COLGATE PALMOLIVE CO | $1.2M | 0.39% | 14,631 | 持平 |
| 25 | ING | ING GROEP NV - ADR | $1.2M | 0.39% | 44,883 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
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