Waverly Advisors, LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1568787 BIRMINGHAM, AL

Position in CP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$935,386

+$104,422 QoQ

Shares Held

10,795

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#463

of 965 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

Waverly Advisors, LLC holds $39,873,040 across 7 Railroads names. CP ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	97,573	$26,539,856
2	NSC	Norfolk Southern Corp	19,581	$6,159,986
3	CSX	Csx Corp	91,594	$4,353,462
4	CP	Canadian Pacific Kansas City Ltd/Cn This page	10,795	$935,386
5	WAB	Westinghouse Air Brake Technologies Corp	3,451	$930,389
6	CNI	Canadian National Railway Co	5,794	$690,876
7	GBX	Greenbrier Companies Inc	5,368	$263,085

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$935,386	10,795	+2.2%	Shares	Sole	2026-08-14
2026-03-31	$830,964	10,564	-11.3%	Shares	Sole	2026-05-15
2025-12-31	$876,786	11,908	-2.4%	Shares	Sole	2026-02-17
2025-09-30	$908,926	12,202	+11.4%	Shares	Sole	2025-11-14
2025-06-30	$868,244	10,953	+1.4%	Shares	Sole	2025-08-14
2025-03-31	$758,548	10,804	+2.6%	Shares	Sole	2025-05-15
2024-12-31	$762,345	10,534	+88.2%	Shares	Sole	2025-02-14
2024-09-30	$478,681	5,596	-25.3%	Shares	Sole	2024-11-14
2024-06-30	$589,608	7,489	+29.0%	Shares	Sole	2024-08-14
2024-03-31	$511,738	5,804	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.