SEC 13F Intelligence

Thomist Capital Management, LP / CNR

Thomist Capital Management, LP’s Canadian Natl Ry Co Position

Does Thomist Capital Management, LP own Canadian Natl Ry Co (CNR)? Yes — 224.8K shares worth $24M (+6.34% of its 13F portfolio) as of Q1 2026, down from 234.0K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
224.8K
% of Portfolio
+6.34%
Quarters Held
3
currently held

Position History CNR

Reported value by quarter
Q1 ’25: $6MQ1 ’25Q4 ’25: $21MQ4 ’25Q1 ’26: $24MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026224.8K$24M+6.34%
Q4 2025234.0K$21M+4.40%
Q1 202583.5K$6M+2.54%

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