First Long Island Investors, LLC CNI — CDN NATL RAILWAY CO CAD

Ownership history in First Long Island Investors, LLC  ·  7 quarters on record

AI Ownership Summary

First Long Island Investors, LLC reported CDN NATL RAILWAY CO CAD (CNI) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.53% in 2025 Q2. The latest visible filing shows CNI at 1.25% 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 First Long Island Investors, LLC's position in CDN NATL RAILWAY CO CAD, 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 Q1

CNI was reported at 1.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.53% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

CNI stock page First Long Island Investors, LLC fund profile First Long Island Investors, LLC full holdings
How First Long Island Investors, LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 150,434 +8,948 +6.3% 1.25% $15.5M 2026-05-15 $111.18
2025 Q4 REDUCED 7.0% +4.6% ❌ 141,486 -10,714 -7.0% 1.03% $14.0M 2026-02-13 $106.35
2025 Q3 REDUCED 18.7% +5.5% ❌ 152,200 -35,028 -18.7% 1.07% $14.4M 2025-11-12 $96.73
2025 Q2 ADDED — — — 187,228 +30,218 +19.2% 1.53% $19.5M 2025-08-12 $92.08
2025 Q1 REDUCED — — — 157,010 -4,014 -2.5% 1.26% $15.3M 2025-06-06 $102.37
2024 Q4 ADDED — — — 161,024 +32,825 +25.6% 1.30% $16.3M 2025-02-14 $98.52
2024 Q3 INITIATED — — — 128,199 — — 1.18% $15.0M 2024-11-06 $108.32

🏢 Other funds also holding CNI

As of 2026 Q2 — sorted by position size

LOUISBOURG INVESTMENTS INC. 5.53% QV Investors Inc. 3Y 7Y 5.43% MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 3Y 7Y 5.38% Value Partners Investments Inc. 3Y 5.05% Canoe Financial LP 3Y 5.03% Rempart Asset Management Inc. 3Y 4.51% Cardinal Capital Management, Inc. 3Y 7Y 3.61% INTACT INVESTMENT MANAGEMENT INC. 3Y 7Y 3.24% Ausbil Investment Management Ltd 3Y 3.06% Addenda Capital Inc. 3Y 7Y 2.53%

FAQ About First Long Island Investors, LLC and CNI

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

How long has First Long Island Investors, LLC reported owning CNI?

First Long Island Investors, LLC reported CNI across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported CNI position in First Long Island Investors, LLC's portfolio?

The largest reported portfolio weight for CNI was 1.53% in 2025 Q2.

What is the latest reported CNI position on this page?

The most recent filing on this page is 2026 Q1, when First Long Island Investors, LLC reported 150,434 shares, equal to 1.25% of portfolio, with an estimated market value of $15.5M.

What does the chart on this CNI ownership page compare?

The chart compares First Long Island Investors, LLC'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.

How well did First Long Island Investors, LLC time their CNI position?

Based on 13F filing dates vs. subsequent CNI price moves, First Long Island Investors, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on CNI relative to SPY over the holding period was -13.2%.

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