Bristol Gate Capital Partners
Bristolgate Canadian Equity Strategy
North America
Sep 2025 → Jun 2026
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 8 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years — follow all of Bristol Gate Capital Partners for every strategy.
What it bought and sold
Transactions During the quarter we exited Thomson Reuters (TRI) and Canadian National Railway (CNR) and initiated positions in Cenovus Energy (CVE) and Cameco (CCO).
Transactions During the quarter we exited Thomson Reuters (TRI) and Canadian National Railway (CNR) and initiated positions in Cenovus Energy (CVE) and Cameco (CCO).
Transactions During the quarter we exited Thomson Reuters (TRI) and Canadian National Railway (CNR) and initiated positions in Cenovus Energy (CVE) and Cameco (CCO).
Transactions During the quarter we exited Thomson Reuters (TRI) and Canadian National Railway (CNR) and initiated positions in Cenovus Energy (CVE) and Cameco (CCO).
Also held
- Jamieson Wellness
- TMX Group
- Pet Valu
- Toromont Industries
- Element Fleet Management
Its investment theses
- CamecoJun 2026Cameco combines high-quality uranium assets with supply discipline, nuclear demand tailwinds, and strong dividend growth potential.
- Loblaw Companies LimitedSep 2025Loblaw is Canada's largest grocery retailer, known for its diverse store formats and integrated approach in food retail, pharmacy, and digital commerce, with strong potential for consistent returns and dividend growth.