Triasima Portfolio Management inc.

Position in CNI — Canadian National Railway Co

CIK 1938757 MONTREAL, A8

Position in CNI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$12,808,760

+$6,647,699 QoQ

Shares Held

107,420

+79.2% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

#167

of 843 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Industrials · as of Jun 30, 2026

Triasima Portfolio Management inc. holds $15,184,537 across 3 Railroads names. CNI ranks #1 (84.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNI	Canadian National Railway Co This page	107,420	$12,808,760
2	CSX	Csx Corp	26,440	$1,256,693
3	CP	Canadian Pacific Kansas City Ltd/Cn	12,915	$1,119,084

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,808,760	107,420	+79.2%	Shares	Sole	2026-07-21
2026-03-31	$6,161,061	59,950	+54.5%	Shares	Sole	2026-04-24
2025-12-31	$3,835,380	38,800	-76.8%	Shares	Sole	2026-02-02
2024-03-31	$21,985,691	166,925	-49.6%	Shares	Sole	2024-04-26
2023-03-31	$39,039,222	330,925	-36.9%	Shares	Sole	2023-04-28
2022-12-31	$62,336,154	524,362	-1.7%	Shares	Sole	2023-02-21
2022-09-30	$57,611,801	533,492	+0.1%	Shares	Sole	2023-03-10
2022-06-30	$59,966,417	533,177	-13.3%	Shares	Sole	2023-03-10
2022-03-31	$82,466,589	614,780	+16294.1%	Shares	Sole	2023-03-10
2021-12-31	$460,725	3,750	0.0%	Shares	Sole	2023-03-10
2021-09-30	$433,687	3,750	-32.9%	Shares	Sole	2023-03-10
2021-06-30	$589,856	5,590	0.0%	Shares	Sole	2023-03-10
2021-03-31	$648,328	5,590	0.0%	Shares	Sole	2023-03-10
2020-12-31	$614,061	5,590	—	Shares	Sole	2023-03-10
No filing history on record for this holder in this stock.