What smart money is saying about South Bow
SOBO.TO
No fund has written a full thesis on South Bow in our archive, but 2 fund letters report a position in it — most recently ClearBridge Investments Global Infrastructure Value Strategy in June 2026.
2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Every position in South Bow on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 0 |
Fund activity · 2 positions · 1 move
- New positionClearBridge Investments Global Infrastructure Value StrategyJune 2026
“During the quarter, we initiated a position in Canada-domiciled energy infrastructure company South Bow.”
Read the letterSouth Bow - HoldsClearBridge Investments Global Infrastructure Income StrategyJune 2026
“For the Strategy, on a regional basis, the U.S. and Canada region was the top contributor for the quarter, with Canadian National Railway and Canadian energy infrastructure company South Bow the lead performers.”
Read the letterSouth Bow
Read the letters behind these South Bow 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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