CP
Canadian Pacific Kansas City
8 super-investors hold CP worth a combined $4.95B. The largest position: Sarah Ketterer at 8.5% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 31 — ranked #353 of 724 scored stocks.
Why super-investors own CP
Conviction here is concentrated in two managers: Chris Hohn holds a $3.7B position representing 8.1% of his portfolio, and Sarah Ketterer has allocated 8.5%—her highest single-stock weight—to a $690M stake, together accounting for the bulk of the cohort's $5.0B combined exposure across eight owners. AKO Capital and William Von Mueffling round out the meaningful holders at 4.2% and 2.3% respectively. Activity in 2026Q1 was entirely flat—no additions, trims, new entrants, or exits—consistent with a pattern of low turnover that has characterized this cohort for two years. Owner count has oscillated narrowly between four and five over the past eight quarters, suggesting interest is stable rather than building, with the thesis resting almost entirely on the sustained high-conviction of Hohn and Ketterer.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chris Hohn | 8.1% | 12q | $3.66B | 46,521,923 |
| 2 | Sarah Ketterer | 8.5% | 11q | $690M | 8,792,381 |
| 3 | William Von Mueffling | 2.3% | 11q | $342M | 4,344,435 |
| 4 | AKO Capital | 4.2% | 3q | $216M | 2,747,795 |
| 5 | Joel Greenblatt | <0.1% | 12q | $36M | 457,648 |
| 6 | Thomas Gayner | <0.1% | 3q | $5M | 59,500 |
| 7 | Lindsell Train | 0.1% | 5q | $2M | 30,000 |
| 8 | First Eagle Investment Management | 0.0% | 12q | $266K | 3,382 |
- 1Chris Hohnport8.1%val$3.66B46,521,923 sh·12q held
- 2Sarah Kettererport8.5%val$690M8,792,381 sh·11q held
- 3William Von Muefflingport2.3%val$342M4,344,435 sh·11q held
- 4AKO Capitalport4.2%val$216M2,747,795 sh·3q held
- 5Joel Greenblattport<0.1%val$36M457,648 sh·12q held
- 6Thomas Gaynerport<0.1%val$5M59,500 sh·3q held
- 7Lindsell Trainport0.1%val$2M30,000 sh·5q held
- 8First Eagle Investment Managementport0.0%val$266K3,382 sh·12q held
Owners of CP also hold
Long US equity 13F-HR filings only. CUSIP 13646K108. Not investment advice.