2 hedge funds and family offices disclose a CNI position in their latest SEC 13F filing — combined $8.9M in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Tom Gayner | Markel Group Inc. | 53,500 | $6.4M | 0.05% | 2026-06-30 |
| 2 | Prem Watsa | Fairfax Financial Holdings Ltd | 24,800 | $2.5M | 0.13% | 2026-03-31 |
As of the latest 13F window, 2 tracked superinvestors hold CNI. The largest disclosed position is Tom Gayner at $6.4M (0.0% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying CNI, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
2 hedge funds and family offices disclose a CNI position in their latest SEC 13F filing — combined $8.9M in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Tom Gayner | Markel Group Inc. | 53,500 | $6.4M | 0.05% | 2026-06-30 |
| 2 | Prem Watsa | Fairfax Financial Holdings Ltd | 24,800 | $2.5M | 0.13% | 2026-03-31 |
As of the latest 13F window, 2 tracked superinvestors hold CNI. The largest disclosed position is Tom Gayner at $6.4M (0.0% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying CNI, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
