Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Canadian Pacific Kansas City CP Stock Holding History

Kovitz Investment Group Partners’s Portfolio CP Stock Details CP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-39,105
Closed -$2.91M – 622
2025
Q3 		$2.91M Buy
39,105
+24,517
+168% +$1.87M 0.01% 562
2025
Q2 		$1.16M Sell
14,588
-382
-3% -$29.4K ﹤0.01% 767
2025
Q1 		$1.05M Buy
14,970
+91
+0.6% +$6.92K 0.01% 728
2024
Q4 		$1.08M Buy
14,879
+4,447
+43% +$343K 0.01% 704
2024
Q3 		$588K Buy
10,432
+4,458
+75% +$367K ﹤0.01% 728
2024
Q2 		$470K Buy
5,974
+816
+16% +$66.4K ﹤0.01% 658
2024
Q1 		$455K Buy
+5,158
New +$433K 0.01% 519

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