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Waratah Capital Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Waratah Capital 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
2023
Q2 		– Sell
-65,000
Closed -$5M – 161
2023
Q1 		$5M Buy
+65,000
New +$5.02M 0.11% 90

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Waratah Capital Advisors's CP Position: Q1 2026 in Review

Waratah Capital Advisors reduced its Canadian Pacific Kansas City (CP) stake by 68% in Q1 2026, selling an estimated $14.4M and leaving 87,807 shares worth $6.91M. The position accounts for 0.26% of the portfolio, ranked #64.

Waratah Capital Advisors first reported a position in CP in Q2 2014 and has held it in 38 quarters since. The position peaked at $67.1M in Q3 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Waratah Capital Advisors held 87,807 shares of Canadian Pacific Kansas City worth $6.91M as of Q1 2026.
  • Waratah Capital Advisors sold 182,792 Canadian Pacific Kansas City shares in Q1 2026, an estimated $14.4M.
  • Canadian Pacific Kansas City made up 0.26% of Waratah Capital Advisors's portfolio in Q1 2026, its #64 holding.
  • Waratah Capital Advisors first reported a position in Canadian Pacific Kansas City in Q2 2014 and has held it in 38 quarters since.
  • Waratah Capital Advisors's Canadian Pacific Kansas City position peaked at $67.1M in Q3 2024.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Waratah Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.