What smart money is saying about Canadian National Railway
CNI
No fund has written a full thesis on Canadian National Railway in our archive, but 3 fund letters report a position in it — most recently Harding Loevner International Equity in June 2026.
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3
Reported positions
0
Bought
2
Sold
3
Letters
Position history
Between Q1 2026 and Q2 2026, 3 fund letters reported a position in Canadian National Railway — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
| Q1 2026 | 1 | 0 | 1 | 0 |
Fund activity · 3 positions · 2 moves
- June 2026
“Returns from Canada benefited from Canadian National Railway, which outperformed even as it reported first- quarter results slightly behind consensus.”
Canadian National Railway - June 2026
“We exited Canadian National Railway (CNI) to redeploy capital into Watsco, where we see a more favorable risk-reward opportunity.”
Canadian National Railway - TrimmedFlexible Equity FundMarch 2026
“ We eliminated Uber Technologies (UBER) and trimmed Canadian National Railway (CNI), reducing the weighting in Industrials.”
Canadian National Railway
Read the letters behind these Canadian National Railway positions
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