Compound Planning, Inc.
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1978879
NEW YORK, NY
Position in CP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,021,863
+$176,898 QoQ
Shares Held
11,793
+9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#449
of 963 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Compound Planning, Inc. holds $8,445,385 across 6 Railroads names. CP ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
12,944 | $3,520,768 | |
| 2 | CSX |
Csx Corp
|
29,688 | $1,411,070 | |
| 3 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
11,793 | $1,021,863 | |
| 4 | NSC |
Norfolk Southern Corp
|
3,195 | $1,005,114 | |
| 5 | CNI |
Canadian National Railway Co
|
6,281 | $748,945 | |
| 6 | WAB |
Westinghouse Air Brake Technologies Corp
|
2,736 | $737,625 |
All Filings in CP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,021,863 | 11,793 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $844,965 | 10,742 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $518,059 | 7,036 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $556,961 | 7,477 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $524,608 | 6,618 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $402,864 | 5,738 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $339,994 | 4,698 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $566,189 | 6,619 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $330,508 | 4,198 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $360,791 | 4,092 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $273,152 | 3,455 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||