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Scharf Investments’s Canadian National Railway CNI Stock Holding History

Scharf Investments’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 		$9.29M Sell
77,884
-36,833
-32% -$4.19M 0.31% 38
2026
Q1 		$11.8M Buy
114,717
+30,927
+37% +$3.19M 0.36% 33
2025
Q4 		$8.28M Buy
+83,790
New +$8.06M 0.22% 36
2016
Q3 		– Sell
-33,894
Closed -$2M – 44
2016
Q2 		$2M Sell
33,894
-70
-0.2% -$4.22K 0.05% 35
2016
Q1 		$2.12M Buy
33,964
+15,200
+81% +$852K 0.05% 34
2015
Q4 		$1.05M Buy
18,764
+1,600
+9% +$93.6K 0.03% 45
2015
Q3 		$974K Hold
17,164
– – 0.03% 42
2015
Q2 		$991K Hold
17,164
– – 0.03% 43
2015
Q1 		$1.15M Hold
17,164
– – 0.03% 38
2014
Q4 		$1.18M Hold
17,164
– – 0.04% 38
2014
Q3 		$1.22M Hold
17,164
– – 0.04% 36
2014
Q2 		$1.12M Hold
17,164
– – 0.04% 33
2014
Q1 		$965K Hold
17,164
– – 0.04% 34
2013
Q4 		$979K Sell
17,164
-430
-2% -$23.7K 0.04% 33
2013
Q3 		$892K Hold
17,594
– – 0.04% 33
2013
Q2 		$856K Buy
+17,594
New +$868K 0.05% 33

Other funds holding CNI

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
LI
Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return

Scharf Investments's CNI Position: Q2 2026 in Review

Scharf Investments reduced its Canadian National Railway (CNI) stake by 32% in Q2 2026, selling an estimated $4.19M and leaving 77,884 shares worth $9.29M. The position accounts for 0.31% of the portfolio, ranked #38.

Scharf Investments first reported a position in CNI in Q2 2013 and has held it in 16 quarters since. The position peaked at $11.8M in Q1 2026. 202 funds tracked by Wall St. Rank hold CNI as of Q2 2026.

  • Scharf Investments held 77,884 shares of Canadian National Railway worth $9.29M as of Q2 2026.
  • Scharf Investments sold 36,833 Canadian National Railway shares in Q2 2026, an estimated $4.19M.
  • Canadian National Railway made up 0.31% of Scharf Investments's portfolio in Q2 2026, its #38 holding.
  • Scharf Investments first reported a position in Canadian National Railway in Q2 2013 and has held it in 16 quarters since.
  • Scharf Investments's Canadian National Railway position peaked at $11.8M in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Canadian National Railway as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.