What smart money is saying about Canadian Pacific Kansas City
1 fund in our archive has pitched Canadian Pacific Kansas City — most recently Pershing Square in March 2025.
Canadian Pacific Kansas City Ltd. engages in the provision of rail freight transportation services. It offers rail services linking Canada, the United States and Mexico. The company was founded on June 22, 2001, and is headquartered in Calgary, Canada.
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Position history
Between Q1 2025 and Q3 2026, 5 fund letters reported a position in Canadian Pacific Kansas City — 1 opened or added to the position, 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 4 | 1 | 2 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 6 positions · 3 moves
- July 2026
Listed in WS Lindsell Train North American Equity Fund’s reported holdings.
Canadian Pacific Kansas City “Canadian Pacific Kansas City (CPKC) We engaged with management of Canadian Pacific Kansas City Limited in advance of the company's annual meeting to discuss its climate strategy and a proposal on climate-related disclosures.”
Canadian Pacific Kansas City- June 2026
“We trimmed our position in CPKC given headline risk from USMCA negotiations.”
Canadian Pacific Kansas City - June 2026
“Our position in CPKC was trimmed given headline risk from USMCA negotiations and Alibaba was trimmed due to government cloud competition concerns.”
Canadian Pacific Kansas City “Sustainability Report 2 Consistent with our proxy voting guidelines and prior voting practices, we determined that the proposal would enhance shareholder rights and elected to support it. Canadian Pacific Kansas City (CPKC) We engaged with management of Canadian Pacific Kansas City Limited in advance of the company's annual meeting to discuss its climate strategy and a proposal on climate-related disclosures.”
Canadian Pacific Kansas City- June 2026
“Philip Morris was added to the portfolio as the company continues to benefit from an increasing percentage of revenue from smoke free products and improved margins. Canadian Pacific Kansas City is a transportation company with the only railway linking the U.S., Canada and Mexico.”
Canadian Pacific Kansas City
Also mentioned · 1
These funds discuss Canadian Pacific Kansas City — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“We engaged with management of Canadian Pacific Kansas City Limited in advance of the company's annual meeting to discuss its climate strategy and a proposal on climate-related disclosures.”
Canadian Pacific Kansas City
Fund coverage · 1 thesis
- Pershing SquareMarch 2025
Canadian Pacific Kansas City (CPKC) is a resilient North American railroad poised for double-digit earnings growth, driven by its unique cross-border network and successful merger synergies.
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