Galibier Capital Management Ltd. Top Holdings and 13F Report (2023) About Galibier Capital Management Ltd.Investment ActivityGalibier Capital Management Ltd. has $320.60 million in total holdings as of December 31, 2022.Galibier Capital Management Ltd. owns shares of 37 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 13.34% of the portfolio was purchased this quarter.About 23.12% of the portfolio was sold this quarter.This quarter, Galibier Capital Management Ltd. has purchased 37 new stocks and bought additional shares in 5 stocks.Galibier Capital Management Ltd. sold shares of 22 stocks and completely divested from 3 stocks this quarter.Largest Holdings Agnico Eagle Mines $34,287,491Enbridge $30,752,885Royal Bank of Canada $23,233,274Canadian Imperial Bank of Commerce $21,666,199Manulife Financial $21,657,687 Largest New Holdings this Quarter 13321L108 - Cameco $11,654,979 Holding29446Y502 - Equinox Gold $3,916,852 HoldingN07059210 - ASML $463,841 Holding Largest Purchases this Quarter Royal Bank of Canada 202,372 shares (about $22.79M)Cameco 283,159 shares (about $11.65M)Equinox Gold 570,000 shares (about $3.92M)ATS 89,426 shares (about $2.23M)Colgate-Palmolive 13,431 shares (about $1.26M) Largest Sales this Quarter Restaurant Brands International 125,723 shares (about $8.38M)Nutrien 134,562 shares (about $6.68M)Canadian Pacific Kansas City 92,973 shares (about $6.52M)Agnico Eagle Mines 50,930 shares (about $5.52M)Enbridge 114,103 shares (about $5.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGalibier Capital Management Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAEMAgnico Eagle Mines$34,287,491$5,517,136 ▼-13.9%316,51610.7%Basic MaterialsENBEnbridge$30,752,885$5,049,337 ▼-14.1%694,9429.6%EnergyRYRoyal Bank of Canada$23,233,274$22,792,896 ▲5,175.8%206,2827.2%FinanceCMCanadian Imperial Bank of Commerce$21,666,199$117,383 ▼-0.5%385,2126.8%FinanceMFCManulife Financial$21,657,687$2,692,439 ▼-11.1%695,1536.8%FinanceCNQCanadian Natural Resources$21,422,281$3,047,052 ▼-12.5%696,2936.7%EnergyNTRNutrien$20,184,885$6,677,415 ▼-24.9%406,7626.3%Basic MaterialsATSATS$20,112,653$2,228,749 ▲12.5%806,9976.3%IndustrialsCVECenovus Energy$18,506,737$799,309 ▼-4.1%1,331,7845.8%EnergyHBMHudbay Minerals$18,379,352$1,431,448 ▼-7.2%2,424,5965.7%Basic MaterialsGIBCGI$16,042,493$3,622,337 ▼-18.4%160,7205.0%Computer and TechnologyCPCanadian Pacific Kansas City$13,459,651$6,523,810 ▼-32.6%191,8184.2%TransportationWFGWest Fraser Timber$11,713,900$461,859 ▼-3.8%152,5303.7%Basic MaterialsCCJCameco$11,654,979$11,654,979 ▲New Holding283,1593.6%Basic MaterialsQSRRestaurant Brands International$10,785,142$8,379,831 ▼-43.7%161,8103.4%Retail/WholesaleEQXEquinox Gold$3,916,852$3,916,852 ▲New Holding570,0001.2%Basic MaterialsOSKOshkosh$3,502,316$752,640 ▼-17.7%37,2271.1%Auto/Tires/TrucksGBXGreenbrier Companies$2,909,245$173,124 ▼-5.6%56,7990.9%TransportationHSICHenry Schein$2,840,691$684,900 ▼-19.4%41,4760.9%MedicalBRK.BBerkshire Hathaway$1,828,347$296,647 ▼-14.0%3,4330.6%FinanceINGING Groep$1,375,375$705,240 ▼-33.9%70,2080.4%FinanceCLColgate-Palmolive$1,370,925$1,258,485 ▲1,119.3%14,6310.4%Consumer StaplesAAPLApple$1,237,930$297,210 ▲31.6%5,5730.4%Computer and TechnologyZBHZimmer Biomet$1,186,579$145,323 ▲14.0%10,4840.4%MedicalCBChubb$1,176,855$422,786 ▼-26.4%3,8970.4%FinanceJPMJPMorgan Chase & Co.$922,328$367,950 ▼-28.5%3,7600.3%FinanceTMOThermo Fisher Scientific$737,443$59,214 ▼-7.4%1,4820.2%MedicalTSMTaiwan Semiconductor Manufacturing$698,8600.0%4,2100.2%Computer and TechnologyMSFTMicrosoft$678,705$93,847 ▼-12.1%1,8080.2%Computer and TechnologyGOOGLAlphabet$649,4880.0%4,2000.2%Computer and TechnologyWABWestinghouse Air Brake Technologies$540,060$126,945 ▼-19.0%2,9780.2%TransportationASMLASML$463,841$463,841 ▲New Holding7000.1%Computer and TechnologyCENOVUS ENERGY INC - WARRANT$369,5880.0%39,4020.1%*W EXP 01/01/202CNICanadian National Railway$214,0630.0%2,2000.1%TransportationTRPTC Energy$85,7500.0%1,8160.0%EnergyNKENIKE$25,3920.0%4000.0%Consumer DiscretionarySOUTH BOW CORPORATION$9,2710.0%3630.0%COMBNSBank of Nova Scotia$0$25,586,083 ▼-100.0%00.0%FinancePRO SHARES ULTRA PRO SHORT ETF$0$307,663 ▼-100.0%00.0%ULTRAPRO SHT QQQGOOGAlphabet$0$233,289 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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