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CP: insider buying, 13F holders, analyst moves
Canadian Pacific Kansas City
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SEC Form 13F · Q2 2026
6 of our 100 managers hold CP
Combined reported value $4.34B; 1 sold out since Q1 2026.
Holders among our 100 managers: 6 in Q3 2023, 6 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| TCI Fund Management | $3.93B | 7.44% | Trimmed |
| AKO Capital | $210.2M | 4.90% | Trimmed |
| Alkeon Capital | $173.6M | 0.67% | Unchanged |
| Cantillon Capital | $17.3M | 2.60% | Trimmed |
| Markel Group | $6.3M | 0.05% | Added |
| Lindsell Train | $2.6M | 0.10% | Unchanged |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.