Otter Creek Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Otter Creek Advisors’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 Q3	–	Sell	-2,934	Closed	-$233K	–	34
2025 Q2	$233K	Sell	2,934 -20,981	-88%	-$1.61M	0.16%	40
2025 Q1	$1.68M	Buy	+23,915	New	+$1.82M	1.01%	38
2024 Q3	–	Sell	-24,800	Closed	-$1.95M	–	36
2024 Q2	$1.95M	Sell	24,800 -24,500	-50%	-$1.99M	1.27%	31
2024 Q1	$4.35M	Sell	49,300 -6,900	-12%	-$579K	2.58%	16
2023 Q4	$4.44M	Buy	56,200 +18,700	+50%	+$1.37M	2.64%	7
2023 Q3	$2.79M	Buy	+37,500	New	+$2.97M	2.14%	20

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Otter Creek Advisors's CP Position: Q3 2025 in Review

Otter Creek Advisors sold out of Canadian Pacific Kansas City (CP) in Q3 2025, closing a stake of 2,934 shares — an estimated $233K sold.

Otter Creek Advisors first reported a position in CP in Q3 2023 and held it in 6 quarters. The position peaked at $4.44M in Q4 2023. 949 funds tracked by Wall St. Rank hold CP as of Q3 2025.

Otter Creek Advisors reported no remaining Canadian Pacific Kansas City position as of Q3 2025 after selling out during the quarter.
Otter Creek Advisors sold 2,934 Canadian Pacific Kansas City shares in Q3 2025, an estimated $233K.
Otter Creek Advisors first reported a position in Canadian Pacific Kansas City in Q3 2023 and held it in 6 quarters.
Otter Creek Advisors's Canadian Pacific Kansas City position peaked at $4.44M in Q4 2023.
949 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2025.

Based on Otter Creek Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.