Louisbourg Investments Inc.
Annual return '25
+17.2%
SPY '25
+17.7%
Alpha
-0.5ptsvs SPY
Invested
$528.8M
Holdings
216
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CNR
CANADIAN NATIONAL RAILWAY CO
Held since at least Q1 2024
5.6%
02
$SHOP
SHOPIFY INC
Held since at least Q1 2024
2.8%
03
$MSFT
MICROSOFT CORP
Q1 2026: Increased +2.2% (39.5k → 40.3k shares)
2.4%
04
$GOOG
ALPHABET INC
Q1 2026: Sold 2.4% (8.5k → 8.3k shares)
2.3%
05
$IVV
ISHARES CORE S&P 500 ETF
Q1 2026: Increased +59.6% (1.2k → 1.9k shares)
2.3%
06
$WPM
WHEATON PRECIOUS METALS CORP
Q1 2026: Sold 43.8% (143.1k → 80.4k shares)
2.1%
07
$TSM
TSMC
Held since at least Q1 2024
2.1%
08
$BN
BROOKFIELD CORP
Held since at least Q1 2024
2.0%
09
$TECK
TECK RESOURCES LTD
Held since at least Q1 2024
1.7%
10
$GIL
GILDAN ACTIVEWEAR INC
Held since at least Q1 2024
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:13 UTC.