CNI
Canadian Natl Railway CO
7 super-investors hold CNI worth a combined $6.51B. The largest position: Bill & Melinda Gates Foundation Trust at 16.8% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 45 — ranked #74 of 724 scored stocks.
Why super-investors own CNI
The Gates Foundation Trust's $5.3B position — representing 16.8% of its entire portfolio — is the defining fact here, accounting for the vast majority of the cohort's $6.5B combined exposure and making CNI effectively a Gates conviction bet at scale. Beyond that anchor, Chris Hohn holds roughly $1.0B at 2.2% of his book, while the remaining five owners carry negligible weights. Activity in 2026Q1 was minimal: Prem Watsa added modestly to a position worth just $3M. No one entered or exited. The eight-quarter owner-count trend — peaking near 4 and now settled at 3 meaningful holders — suggests broader cohort interest has quietly faded, leaving the thesis concentrated almost entirely in two hands.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill & Melinda Gates Foundation Trust | 16.8% | 40q | $5.33B | 51,826,786 |
| 2 | Chris Hohn | 2.2% | 31q | $1.01B | 9,849,934 |
| 3 | Joel Greenblatt | 0.1% | 38q | $159M | 1,549,725 |
| 4 | Thomas Gayner | <0.1% | 3q | $5M | 53,500 |
| 5 | Prem Watsa | 0.1% | 2q | $3M | 24,800 |
| 6 | Lee Ainslie | <0.1% | 15q | $2M | 18,775 |
| 7 | First Eagle Investment Management | 0.0% | 18q | $247K | 2,400 |
- 1Bill & Melinda Gates Foundation Trustport16.8%val$5.33B51,826,786 sh·40q held
- 2Chris Hohnport2.2%val$1.01B9,849,934 sh·31q held
- 3Joel Greenblattport0.1%val$159M1,549,725 sh·38q held
- 4Thomas Gaynerport<0.1%val$5M53,500 sh·3q held
- 5Prem Watsaport0.1%val$3M24,800 sh·2q held
- 6Lee Ainslieport<0.1%val$2M18,775 sh·15q held
- 7First Eagle Investment Managementport0.0%val$247K2,400 sh·18q held
Owners of CNI also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Prem Watsa | ADD | 0.1% | +25% | $3M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 136375102. Not investment advice.