Louisbourg Investments Inc. holds a diversified book of 210 reported positions worth $542.1M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Blackberry Ltd and trimmed Canadian Natl Railway Co. Their largest long position is Canadian Natl Railway Co at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +28% (+16.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Louisbourg Investments Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with 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
+5 sectors below the cut, 10% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Louisbourg Investments Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 32 / 80 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 45 / 80 | $273.6B |
| Emerald Advisors, LLC | 18 / 80 | $628.0M |
| Hikari Tsushin, Inc. | 17 / 80 | $1.2B |
| JBF Capital, Inc. | 8 / 80 | $534.0M |
| Potomac Fund Management Inc | 14 / 80 | $2.7B |
| Barton Investment Management | 13 / 80 | $493.3M |
| Venator Management LLC | 8 / 80 | $284.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Louisbourg Investments Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 210 | $542.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 22d | 216 | $528.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 16d | 213 | $501.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 9d | 208 | $458.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 24d | 200 | $424.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 17d | 180 | $368.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 29d | 169 | $381.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Jan 29, 2025 | 121d | 174 | $395.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.