Louisbourg Investments Inc. holds a diversified book of 210 stocks worth $542.1M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Blackberry Ltd and trimmed Canadian Natl Railway Co. Their largest long position is Canadian Natl Railway Co at 6% of the equity book. Cloning the disclosed picks since 2025 would be +19% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2053050/holdings"
Use Arkolith to show LOUISBOURG INVESTMENTS INC.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Louisbourg Investments Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
92% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Louisbourg Investments Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 78 / 80 | $328.6B |
| JPMORGAN CHASE & CO | 78 / 80 | $320.5B |
| ROYAL BANK OF CANADA | 78 / 80 | $155.8B |
| UBS Group AG | 78 / 80 | $88.9B |
| NATIONAL BANK OF CANADA /FI/ | 78 / 80 | $34.0B |
| TD Waterhouse Canada Inc. | 77 / 80 | $15.2B |
| BANK OF AMERICA CORP /DE/ | 76 / 80 | $226.0B |
| GOLDMAN SACHS GROUP INC | 76 / 80 | $150.8B |
Ranked by how many of Louisbourg Investments Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Canadian National Railway Co COM | $30.0M | 251.8K | 5.5% | ▼−12% Reduced · −36K sh | |
| 2 | Shopify Inc COM | $17.5M | 153.7K | 3.2% | ▲+24% Added · +30K sh | |
| 3 | Teck Resources Ltd COM | $14.7M | 247.1K | 2.7% | ▲+41% Added · +71K sh | |
| 4 | Alphabet Inc COM | $13.3M | 45.2K | 2.5% | ▼−12% Reduced · −6K sh | |
| 5 | Ishares Core S&P 500 ETF COM | $12.9M | 17.3K | 2.4% | ▼−6.5% Reduced · −1K sh | |
| 6 | Suncor Energy Inc COM | $12.8M | 238.1K | 2.4% | ▲+190% Added · +156K sh | |
| 7 | TSMC COM | $12.6M | 30.5K | 2.3% | ▼−19% Reduced · −7K sh | |
| 8 | Microsoft Corp COM | $12.4M | 41.3K | 2.3% | ▼−3.5% Reduced · −1K sh | |
| 9 | Cenovus Energy Inc COM | $12.2M | 491.3K | 2.2% | ▲+118% Added · +266K sh | |
| 10 | Brookfield Corp COM | $11.5M | 269.6K | 2.1% | ▲+1.7% Added · +5K sh | |
| 11 | Vanguard S&P 500 ETF COM | $9.9M | 14.3K | 1.8% | ▲+3.5% Added · +482 sh | |
| 12 | Ishares Core Msci Eafe ETF COM | $9.5M | 98.5K | 1.8% | ▲+3.5% Added · +3K sh | |
| 13 | Amazon.com Inc COM | $9.5M | 49.9K | 1.8% | ▲+0.9% Added · +454 sh | |
| 14 | Broadcom Inc COM | $9.0M | 28.6K | 1.7% | ▼−2.5% Reduced · −724 sh | |
| 15 | Blackberry Ltd COM | $8.6M | 679.4K | 1.6% | ▲New New position | |
| 16 | Salesforce Inc COM | $8.4M | 68.2K | 1.6% | ▲+26% Added · +14K sh | |
| 17 | Colliers International Group I COM | $8.1M | 86.9K | 1.5% | ▲+15% Added · +11K sh | |
| 18 | Gildan Activewear Inc COM | $7.9M | 153.5K | 1.5% | ▼−1.3% Reduced · −2K sh | |
| 19 | Nutrien Ltd COM | $7.8M | 123.3K | 1.4% | ▲+71% Added · +51K sh | |
| 20 | Meta Platforms Inc COM | $7.7M | 17.2K | 1.4% | ▲+16% Added · +2K sh | |
| 21 | T-Mobile US Inc COM | $7.4M | 56.4K | 1.4% | ▲+27% Added · +12K sh | |
| 22 | Wheaton Precious Metals Corp COM | $7.3M | 65.2K | 1.4% | ▼−24% Reduced · −20K sh | |
| 23 | Thomson Reuters Corp COM | $7.3M | 89.4K | 1.3% | ▲New New position | |
| 24 | Mda Space Ltd COM | $7.1M | 172.1K | 1.3% | ▲25× Added · +165K sh | |
| 25 | Canadian Natural Resources Ltd COM | $7.0M | 176.7K | 1.3% | ▲+33% Added · +44K sh | |
| 26 | Stantec Inc COM | $7.0M | 101.3K | 1.3% | ▲+29% Added · +23K sh | |
| 27 | Pembina Pipeline Corp COM | $6.5M | 141.5K | 1.2% | ▲+9.3% Added · +12K sh | |
| 28 | Boyd Group Services Inc COM | $6.4M | 68.1K | 1.2% | ▲+33% Added · +17K sh | |
| 29 | Lightspeed Commerce Inc COM | $6.0M | 578.0K | 1.1% | ▼−14% Reduced · −95K sh | |
| 30 | Berkshire Hathaway Inc COM | $6.0M | 8 | 1.1% | —Held | |
| 31 | Boston Scientific Corp COM | $6.0M | 183.0K | 1.1% | ▲+118% Added · +99K sh | |
| 32 | Otis Worldwide Corp COM | $5.8M | 103.1K | 1.1% | ▲+23% Added · +19K sh | |
| 33 | Descartes Systems Group Inc COM | $5.8M | 83.2K | 1.1% | ▲+4.4% Added · +4K sh | |
| 34 | Becton Dickinson & Co COM | $5.6M | 48.3K | 1.0% | ▲+4.7% Added · +2K sh | |
| 35 | Costar Group Inc COM | $5.5M | 256.3K | 1.0% | ▲+46% Added · +81K sh | |
| 36 | Franco-Nevada Corp COM | $5.5M | 26.4K | 1.0% | ▼−12% Reduced · −3K sh | |
| 37 | Bank Of Nova Scotia COM | $5.4M | 62.7K | 1.0% | ▼−30% Reduced · −27K sh | |
| 38 | Jacobs Solutions Inc COM | $5.4M | 53.3K | 1.0% | ▲+27% Added · +11K sh | |
| 39 | Or Royalties Inc COM | $5.4M | 169.4K | 1.0% | ▼−24% Reduced · −52K sh | |
| 40 | Royal Bank Of Canada COM | $5.3M | 25.7K | 1.0% | ▼−2.0% Reduced · −522 sh | |
| 41 | Restaurant Brands Internationa COM | $5.2M | 71.9K | 1.0% | ▲+20% Added · +12K sh | |
| 42 | Hudbay Minerals Inc COM | $5.2M | 220.1K | 1.0% | ▼−23% Reduced · −66K sh | |
| 43 | First Majestic Silver Corp COM | $5.2M | 304.7K | 1.0% | ▲+9.0% Added · +25K sh | |
| 44 | Methanex Corp COM | $5.0M | 108.8K | 0.9% | ▲5k× Added · +109K sh | |
| 45 | Willis Towers Watson PLC COM | $5.0M | 25.0K | 0.9% | ▲+11% Added · +3K sh | |
| 46 | Abbott Laboratories COM | $4.7M | 67.6K | 0.9% | ▲+14% Added · +8K sh | |
| 47 | Vanguard Ftse Emerging Markets COM | $4.6M | 77.3K | 0.9% | ▲+3.5% Added · +3K sh | |
| 48 | Toronto-Dominion Bank COM | $4.6M | 37.8K | 0.8% | ▼−20% Reduced · −9K sh | |
| 49 | Walt Disney Co COM | $4.5M | 58.8K | 0.8% | ▼−0.7% Reduced · −431 sh | |
| 50 | Firstservice Corp COM | $4.5M | 31.5K | 0.8% | ▲+3.6% Added · +1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 210 | $542.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 216 | $528.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 213 | $501.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 208 | $458.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 200 | $424.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 180 | $368.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 169 | $381.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Jan 29, 2025 | 174 | $395.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.