Cambiar Investors’s Canadian National Railway CNI Stock Holding History

Cambiar Investors’s Portfolio CNI Stock Details CNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.7M	Buy	131,631 +127,646	+3,203%	+$14.5M	0.68%	49
2026 Q1	$410K	Hold	3,985	–	–	0.02%	136
2025 Q4	$394K	Buy	+3,985	New	+$383K	0.02%	136
2023 Q4	–	Sell	-171,910	Closed	-$18.6M	–	154
2023 Q3	$18.6M	Sell	171,910 -14,922	-8%	-$1.71M	0.79%	45
2023 Q2	$22.6M	Sell	186,832 -11,018	-6%	-$1.31M	0.96%	43
2023 Q1	$23.3M	Sell	197,850 -80,431	-29%	-$9.51M	1.01%	45
2022 Q4	$33.1M	Sell	278,281 -39,663	-12%	-$4.74M	1.51%	28
2022 Q3	$34.3M	Sell	317,944 -54,724	-15%	-$6.52M	1.73%	23
2022 Q2	$41.9M	Sell	372,668 -77,931	-17%	-$9.11M	1.87%	20
2022 Q1	$60.4M	Buy	+450,599	New	+$56.3M	2.27%	7

Other funds holding CNI

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Cambiar Investors's CNI Position: Q2 2026 in Review

Cambiar Investors increased its Canadian National Railway (CNI) stake by 3,203% in Q2 2026, buying an estimated $14.5M and bringing the position to 131,631 shares worth $15.7M. The position accounts for 0.68% of the portfolio, ranked #49.

Cambiar Investors first reported a position in CNI in Q1 2022 and has held it in 10 quarters since. The position peaked at $60.4M in Q1 2022. 847 funds tracked by Wall St. Rank hold CNI as of Q2 2026.

Cambiar Investors held 131,631 shares of Canadian National Railway worth $15.7M as of Q2 2026.
Cambiar Investors bought 127,646 Canadian National Railway shares in Q2 2026, an estimated $14.5M.
Canadian National Railway made up 0.68% of Cambiar Investors's portfolio in Q2 2026, its #49 holding.
Cambiar Investors first reported a position in Canadian National Railway in Q1 2022 and has held it in 10 quarters since.
Cambiar Investors's Canadian National Railway position peaked at $60.4M in Q1 2022.
847 funds tracked by Wall St. Rank held Canadian National Railway as of Q2 2026.

Based on Cambiar Investors's 13F filing for Q2 2026, filed 31 Jul 2026.