Stocks / Transportation

CPTransportation

Canadian Pacific Kansas City Limited
$88.971d -4.0%5d -5.7%settled close · 2026-09-01
Mkt cap $71B (3/25)β 0.1952w $81–97Shares 898.0MInd. Railroads, Line-Haul OperatingNYSE since 1952Emp. 20,000HQ Calgary Alberta, A0cpkcr.com
The tape, with the calls on it

Who said what, and what CP did next

Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.

bullish bearish both sides
Who’s talkingIdea Scout · free

Who’s talking about CP

2 longlatest 2024-02-20
DateVoiceStanceVenueThesis
2024-02-20Bill AckmanCEO, Pershing SquareBullishActivist-driven management transformation turned Canadian Pacific from the worst-run railroad in North…
2023-06-03Bill AckmanCEO, Pershing SquareBullishBill AckmanCP was the worst-run railroad in North America with the lowest margins and cheapest valuation, and replacing…
Idea Scout tracks who’s talking across television, podcasts, and interviews — every stance dated to the appearance it came from. Sign up free →
The options tape

Notable options days

Sessions in the last 120 where CP’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 11 of 120 sessions qualified.

The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
DateCloseRVOL Δ$ flow ($M)Call % LEAPS %+20 sess.
2026-09-01
2026-08-21
2026-08-14
2026-08-05
2026-07-30
2026-07-17
2026-07-16
2026-07-14
2026-07-13
2026-07-08
2026-06-22
+20 sess. = raw price change over the following 20 sessions — not market-adjusted; the tape tells you where to look, not what happens next.
Today’s tape on CP is in this morning’s Brief. Get The Brief — $20/mo →
Play history The Playbook · coming

Has a validated strategy ever fired on CP?

Has a validated strategy ever fired on CP — and how did the trades resolve? Even “never fired” is information.

Fire-by-fire history — play, entry, exit, result — is Playbook member content (coming).
FiredPlayEntry ExitResult
Every play carries a written validation gate, a spec, and a changelog. How plays are validated