Galibier Capital Management Ltd. quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Galibier Capital Management Ltd. opened 0 positions, added to 1, reduced 21, sold out of 0 and left 15 unchanged. The largest increase in value was AEM (+$4,978,929); the largest decrease was CCJ (-$7,963,263).
- CCJ: Country of operation —; Class COM; Shares 2025-06-30 163,961; Shares 2025-09-30 49,899.
- AEM: Country of operation —; Class COM; Shares 2025-06-30 278,610; Shares 2025-09-30 226,197.
- GIB: Country of operation —; Class CL A SUB VTG; Shares 2025-06-30 172,318; Shares 2025-09-30 155,232.
- ATS: Country of operation —; Class COM; Shares 2025-06-30 486,375; Shares 2025-09-30 447,446.
Two Form 13F-HR filings compared (SEC CIK 1765768): 2025-06-30 (filed 2025-08-07) and 2025-09-30 (filed 2025-10-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-06-30 | Shares 2025-09-30 | Share change | Value 2025-06-30 | Value 2025-09-30 | Value change |
|---|---|---|---|---|---|---|---|---|
| CCJ CAMECO CORP | COM | 163,961 | 49,899 | -114,062 | $12,151,993 | $4,188,730 | -$7,963,263 | |
| AEM AGNICO EAGLE MINES LTD | COM | 278,610 | 226,197 | -52,413 | $33,126,960 | $38,105,889 | +$4,978,929 | |
| GIB CGI INC | CL A SUB VTG | 172,318 | 155,232 | -17,086 | $18,060,260 | $13,829,627 | -$4,230,633 | |
| ATS ATS CORPORATION | COM | 486,375 | 447,446 | -38,929 | $15,480,608 | $11,708,707 | -$3,771,901 | |
| GIL GILDAN ACTIVEWEAR INC | COM | 272,918 | 172,773 | -100,145 | $13,420,900 | $9,983,425 | -$3,437,475 | |
| CP CANADIAN PACIFIC KANSAS CITY LTD | COM | 267,908 | 240,014 | -27,894 | $21,240,249 | $17,879,424 | -$3,360,825 | |
| CM CANADIAN IMPERIAL BANK OF COMMERCE | COM | 285,273 | 212,022 | -73,251 | $20,208,515 | $16,946,203 | -$3,262,312 | |
| MFC MANULIFE FINANCIAL CORP | COM | 710,069 | 635,318 | -74,751 | $22,657,705 | $19,798,308 | -$2,859,397 | |
| TU TELUS CORP | COM | 902,372 | 786,678 | -115,694 | $14,463,098 | $12,393,250 | -$2,069,848 | |
| WFG WEST FRASER TIMBER CO LTD | COM | 150,298 | 135,552 | -14,746 | $10,999,469 | $9,217,022 | -$1,782,447 | |
| QSR RESTAURANT BRANDS INTERNATIONAL INC. | COM | 209,015 | 188,137 | -20,878 | $13,836,824 | $12,071,911 | -$1,764,913 | |
| NTR NUTRIEN LTD | COM | 313,057 | 280,633 | -32,424 | $18,205,277 | $16,484,200 | -$1,721,077 | |
| HBM HUDBAY MINERALS INC | COM | 1,145,239 | 687,008 | -458,231 | $12,128,048 | $10,408,306 | -$1,719,742 | |
| EQX EQUINOX GOLD CORP | COM | 527,019 | 417,019 | -110,000 | $3,035,818 | $4,672,503 | +$1,636,685 | |
| RY ROYAL BANK OF CANADA | COM | 255,488 | 220,458 | -35,030 | $33,603,871 | $32,499,862 | -$1,104,009 | |
| CNQ CANADIAN NATURAL RESOURCES LTD | COM | 677,413 | 633,545 | -43,868 | $21,248,302 | $20,262,131 | -$986,171 | |
| GBX GREENBRIER COMPANIES INC | United States | COM | 56,799 | 47,799 | -9,000 | $2,615,594 | $2,206,880 | -$408,714 |
| MSFT MICROSOFT CORP | United States | COM | 1,808 | 1,449 | -359 | $899,317 | $750,510 | -$148,807 |
| AAPL APPLE INC. | United States | COM | 5,573 | 3,961 | -1,612 | $1,143,412 | $1,008,589 | -$134,823 |
| DECK DECKERS OUTDOOR CORP | United States | COM | 6,100 | 5,100 | -1,000 | $628,727 | $516,987 | -$111,740 |
| ENB ENBRIDGE INC | COM | 559,017 | 499,597 | -59,420 | $25,298,159 | $25,209,628 | -$88,531 |
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