Geopolitics Alpha

Canadian National Railway (CNI): filings, insider buys & geopolitical news

CNI geopolitical news and exposure. CNI appears in 0 Geopolitics Alpha notes. No notes are stored for this page yet.

Government contracts

No federal prime contract obligations are matched to Canadian National Railway in USAspending.gov for the last five years, and no Department of Defense contract announcements name it in the past year. See the largest government contractors.

CNI share price, last 12 months

Close $120.78 on Oct 15, 2026, +26.7% since Oct 24, 2025 (range $90.91 to $127.54, daily closes).

Company facts

Ticker
CNI (NYSE)
Sector
Industrials
Industry (SEC SIC code)
Railroads, Line-Haul Operating (4011)

Industry from the SEC Standard Industrial Classification code on the company's EDGAR filings.

What changed for Canadian National Railway (CNI)

Latest SEC filings

None on record yet.

Latest fund & insider buys and sales

None on record yet.

Held by superinvestors

6 of the tracked billionaire portfolios reported CNI in their latest 13F. 13F data is delayed up to 45 days after quarter end; not advice.

Manager% of portfolioValueChangeQuarter
Bill & Melinda Gates Foundation Trust Gates Foundation Trust17.95%$6.2BNo changeQ2 2026
Chris Hohn TCI Fund Management2.13%$1.1BReduced 4%Q2 2026
Prem Watsa Fairfax Financial Holdings0.11%$3.0MNo changeQ2 2026
Tom Gayner Markel Group0.05%$6.4MNo changeQ2 2026
Lee Ainslie Maverick Capital0.03%$2.8MAdded 25%Q2 2026
First Eagle First Eagle Investment Management0.00%$279.3KReduced 2%Q2 2026

Latest geopolitical & market news

None on record yet.

Peers: Railroads, Line-Haul Operating

CompanyTickerFederal contracts, 12 months
Union PacificUNP–
CsxCSX–
Canadian Pacific Kansas CityCP–
Norfolk SouthernNSC–
FTAI InfrastructureFIP–

Biggest government contractors in Industrials: Lockheed Martin ($52.30B), Rtx ($33.79B), The Boeing ($28.52B), General Dynamics ($28.21B), Northrop Grumman ($13.93B), Huntington Ingalls Industries ($9.32B), Fluor ($8.05B), L3Harris Technologies ($6.68B).

Congressional trades in CNI

Trades in CNI that members of Congress have publicly reported, newest filing first.

No congressional trades are stored for this view yet.

All congressional stock trades →

Geopolitical news for CNI

Everything on CNI, newest first

No original notes are listed on this page yet.

Frequently asked questions

Does Canadian National Railway have government contracts?

No federal prime contract obligations are matched to Canadian National Railway (CNI) in USAspending.gov for the last five years. Subcontracts are not included.

Where does the contract data come from?

USAspending.gov (the official source of U.S. federal spending data) and the Department of Defense's daily contract announcements. Both are public domain and refreshed daily here.

What geopolitical news affects CNI?

This page lists every Geopolitics Alpha note that names CNI as exposed to an event, with the reason it is exposed.

Has Congress traded CNI?

The table above lists trades in CNI that members of Congress have publicly reported, with a link to each official filing.

Is this investment advice?

No. We show news, exposure and past price moves. Nothing here is a recommendation.