Canadian Pacific Railway Limited (CP)

Pershing Square, led by Bill Ackman, held stakes in two Magnificent 7 stocks at the end of the second quarter.

On August 14, 2025, the financial markets witnessed a significant sector rotation as investors recalibrated their portfolios, shifting away from the high-flying growth-oriented technology stocks towards more economically sensitive cyclical sectors. This strategic pivot, occurring amidst a broader market rally that saw both the Nasdaq Composite and S&P 500

Berkshire Hathaway has over $300 billion in cash. Warren Buffett may be eyeing the railroad sector to put the cash to work.

Bill Ackman's Pershing Square has a portfolio valued at $11.930 billion, which is concentrated in these four stocks as of the end of Q1.

Trump's statements about potential changes to Panama Canal have raised concerns for companies involved in shipping, logistics and transportation.