SEC 13F Intelligence

Hudson Value Partners, LLC / CP

Hudson Value Partners, LLC’s Canadian Pacific Kansas City Position

Does Hudson Value Partners, LLC own Canadian Pacific Kansas City (CP)? Yes — 48.4K shares worth $4M (+1.13% of its 13F portfolio) as of Q1 2026, up from 48.3K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
48.4K
% of Portfolio
+1.13%
Quarters Held
12
currently held

Position History CP

Reported value by quarter
Q2 ’23: $937,078Q2 ’23Q3 ’23: $920,947Q4 ’23: $1MQ4 ’23Q1 ’24: $5MQ2 ’24: $4MQ2 ’24Q3 ’24: $5MQ4 ’24: $2MQ4 ’24Q1 ’25: $3MQ2 ’25: $4MQ2 ’25Q3 ’25: $3MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202648.4K$4M+1.13%
Q4 202548.3K$4M+1.07%
Q3 202546.3K$3M+1.07%
Q2 202547.1K$4M+1.29%
Q1 202541.6K$3M+1.10%
Q4 202432.4K$2M+0.87%
Q3 202455.8K$5M+1.86%
Q2 202454.5K$4M+1.82%
Q1 202454.0K$5M+2.02%
Q4 202314.5K$1M+0.53%
Q3 202312.3K$920,947+0.48%
Q2 202311.6K$937,078+0.48%

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