What smart money is saying about Canadian Pacific Kansas City
CP.TO
No fund has written a full thesis on Canadian Pacific Kansas City in our archive, but 2 fund letters report a position in it — most recently Bristol Gate Canadian Equity in March 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Between Q4 2024 and Q1 2026, 2 fund letters reported a position in Canadian Pacific Kansas City — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 1 | 0 | 0 |
| Q4 2024 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- New positionBristol Gate Canadian EquityMarch 2026
“Transactions During the quarter we exited TFI International (TFI) and initiated a position in Canadian Pacific Kansas City (CP) at the end of March.”
Canadian Pacific Kansas City - December 2024
“Other absolute detractors included Canadian National Railway and Canadian Pacific Kansas City, which continue to deal with the effects of labor issues and new concerns over the potential pending impacts of tariffs on cross border trade.”
Canadian Pacific Kansas City
Read the letters behind these Canadian Pacific Kansas City positions
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