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 2 fund letters report a position in it — most recently Harding Loevner International Equity in June 2026.
2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q1 2026 and Q2 2026, 2 fund letters reported a position in Canadian National Railway — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- HoldsHarding Loevner International EquityJune 2026
“Returns from Canada benefited from Canadian National Railway, which outperformed even as it reported first- quarter results slightly behind consensus.”
Read the letterCanadian National Railway - TrimmedFlexible Equity FundMarch 2026
“We eliminated Uber Technologies (UBER) and trimmed Canadian National Railway (CNI), reducing the weighting in Industrials.”
Read the letterCanadian National Railway
Read the letters behind these Canadian National Railway positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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