SEC 13F Intelligence

Night Owl Capital Management, LLC / CP

Night Owl Capital Management, LLC’s Canadian Pacific Kansas City Position

Does Night Owl Capital Management, LLC own Canadian Pacific Kansas City (CP)? Not currently — the last reported position was 175.7K shares worth $15M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$15M
Q1 2024
Shares
175.7K
% of Portfolio
+2.35%
Quarters Held
4
position exited

Position History CP

Reported value by quarter
Q2 ’23: $13MQ2 ’23Q3 ’23: $13MQ3 ’23Q4 ’23: $14MQ4 ’23Q1 ’24: $15MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024175.7K$15M+2.35%
Q4 2023175.5K$14M+2.77%
Q3 2023171.9K$13M+3.17%
Q2 2023159.0K$13M+3.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Night Owl Capital Management, LLC’s full portfolio or all institutional holders of CP.