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Tom Gayner’s CNI Holdings & Trades

First Buy
Q3 2025
Duration Held
3 Quarters
Largest Add
Q3 2025
+25,000 Shares
Current Position
53,500 Shares
$5.5 M Value

Tom Gayner's CNI Position Overview

Tom Gayner (via Markel Group Inc.) currently holds 53,500 shares of Canadian National Railway Company (CNI) worth $5.5 M, representing 0.05% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 3 quarters.

Based on 13F filings, Tom Gayner has maintained this position in CNI for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 19,500 shares.

Analysis based on 13F filings available since 2013 Q2

Tom Gayner's Canadian National Railway Company (CNI) Holding Value Over Time

Track share changes against reported price movement

Quarterly Canadian National Railway Company (CNI) Trades by Tom Gayner

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +9,000 Add 20.22% 53,500 $102.77
Q4 2025 +19,500 Add 78.00% 44,500 $98.85
Q3 2025 +25,000 New Buy 25,000 $94.30

Tom Gayner's Canadian National Railway Company Investment FAQs

Tom Gayner first purchased Canadian National Railway Company (CNI) in Q3 2025, acquiring 25,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Tom Gayner has held Canadian National Railway Company (CNI) for 3 quarters since Q3 2025.

Tom Gayner's largest addition to Canadian National Railway Company (CNI) was in Q3 2025, adding 25,000 shares worth $2.36 M.

According to the latest 13F filing for Q1 2026, Tom Gayner's firm, Markel Group Inc., owns 53,500 shares of Canadian National Railway Company (CNI), valued at approximately $5.5 M.

As of the Q1 2026 filing, Canadian National Railway Company (CNI) represents approximately 0.05% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.

Tom Gayner's peak holding in Canadian National Railway Company (CNI) was 53,500 shares, as reported at the end of Q1 2026.