10
CNI
CANADIAN NATL RY CO · Industrials
Consensus score 10/100 · #48 this quarter · tier-weighted across tracked managers
Holders
4
tracked managers
New this Q
0
opened a position
Avg weight
4.8%
of their portfolios
Combined value
$6.35B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Gates Foundation Trust Concentrated | 16.8% | $5.33B | HOLD |
| TCI Fund Management Quality compounder | 2.2% | $1.01B | HOLD |
| Fairfax Financial Concentrated | 0.1% | $3M | ADD |
| Markel Group Concentrated | 0.0% | $5M | ADD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.