FAIRFAX FINANCIAL HOLDINGS LTD/ CAN CNI — CANADIAN NATIONAL RAILWAY CO

Ownership history in FAIRFAX FINANCIAL HOLDINGS LTD/ CAN  ·  3 quarters on record

AI Ownership Summary

FAIRFAX FINANCIAL HOLDINGS LTD/ CAN reported CANADIAN NATIONAL RAILWAY CO (CNI) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.13% in 2026 Q1. The latest visible filing shows CNI at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CNI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FAIRFAX FINANCIAL HOLDINGS LTD/ CAN's position in CANADIAN NATIONAL RAILWAY CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CNI was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FAIRFAX FINANCIAL HOLDINGS LTD/ CAN held CNI — position size vs. price
% of Fund (quarterly)    CNI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 24,800 — 0% 0.11% $3.0M 2026-08-14 $126.16
2026 Q1 ADDED — — — 24,800 +5,000 +25.3% 0.13% $2.5M 2026-05-15 $110.59
2025 Q4 INITIATED — — — 19,800 — — 0.09% $2.0M 2026-02-17 $106.63

FAQ About FAIRFAX FINANCIAL HOLDINGS LTD/ CAN and CNI

These are the practical questions this page is built to answer before you even open the full history table.

How long has FAIRFAX FINANCIAL HOLDINGS LTD/ CAN reported owning CNI?

FAIRFAX FINANCIAL HOLDINGS LTD/ CAN reported CNI across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported CNI position in FAIRFAX FINANCIAL HOLDINGS LTD/ CAN's portfolio?

The largest reported portfolio weight for CNI was 0.13% in 2026 Q1.

What is the latest reported CNI position on this page?

The most recent filing on this page is 2026 Q2, when FAIRFAX FINANCIAL HOLDINGS LTD/ CAN reported 24,800 shares, equal to 0.11% of portfolio, with an estimated market value of $3.0M.

What does the chart on this CNI ownership page compare?

The chart compares FAIRFAX FINANCIAL HOLDINGS LTD/ CAN's quarterly CNI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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