LRI Investments, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 2023325
PALM BEACH GARDENS, FL
Position in CP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$61,434
-$3,931 QoQ
Shares Held
709
-14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#823
of 963 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026LRI Investments, LLC holds $1,596,179 across 7 Railroads names. CP ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
3,774 | $1,026,528 | |
| 2 | CSX |
Csx Corp
|
7,040 | $334,610 | |
| 3 | NSC |
Norfolk Southern Corp
|
383 | $120,487 | |
| 4 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
709 | $61,434 | |
| 5 | WAB |
Westinghouse Air Brake Technologies Corp
|
119 | $32,081 | |
| 6 | CNI |
Canadian National Railway Co
|
175 | $20,867 | |
| 7 | TRN |
Trinity Industries Inc
|
5 | $172 |
All Filings in CP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,434 | 709 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $65,365 | 831 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $46,827 | 636 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $53,557 | 719 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $56,994 | 719 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $35,525 | 506 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $32,492 | 449 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,405 | 449 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $31,019 | 394 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $34,738 | 394 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||