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CNI

Canadian National Railway Company

Sector: industrialsRailroadsNYSEMarket Cap: $67.62B

Canadian National Railway Company operates a transcontinental freight rail network across Canada and into the U.S., with its primary political signal being a $20,000 lobbying effort in 2021 targeting four U.S. House members on appropriations, intelligence, and ways & means committees.

Govt Dependence
10/100
Regulatory Density
85/100
Lobbying Intensity
15/100
Political Signal
NEUTRAL

BusinessWhat CNI does

Canadian National Railway is a Class I freight railroad providing integrated transportation services across Canada and mid-America. Its revenue is derived from transporting a diversified mix of goods, including petroleum and chemicals, grain and fertilizers, forest products, metals and minerals, and intermodal containers. The company's network connects to three coasts: the Atlantic, the Pacific, and the Gulf of Mexico.

6 months past · 3 months futureCNI activity timeline

$118$103$88 DecJan '26FebMarAprMayJunJulAug ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · May 18 $114.95 hi $90.91 lo $111.96 CONGRESS 26 INSIDERS 0 13F FUNDS 30 BILLS 16 Two Sigma Investments · OPENED $74M · 2025-12-31Two Sigma Investments · OPENED $52M · 2025-12-31Citadel Advisors · OPENED $46M · 2025-12-31 MARKUP · House Appropriations Subcommittee on Department of Homeland · 2026-05-18MARKUP · Senate Armed Services · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Commerce, Justice, Sci · 2026-05-19MARKUP · House Armed Services · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Departments of Labor, · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Department of Defense · 2026-05-19MARKUP · House Appropriations Subcommittee on Commerce, Justice, Scie · 2026-05-19MARKUP · Senate Armed Services Subcommittee on Emerging Threats and C · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Transportation, Housin · 2026-05-19MARKUP · House Armed Services · 2026-05-20MARKUP · Senate Armed Services Subcommittee on Personnel · 2026-05-20MARKUP · Senate Appropriations Subcommittee on Energy and Water Devel · 2026-05-20MARKUP · Senate Armed Services · 2026-05-20MARKUP · Senate Armed Services · 2026-05-21MARKUP · Senate Appropriations Subcommittee on Department of Defense · 2026-05-21MARKUP · House Appropriations Subcommittee on Departments of Transpor · 2026-05-21
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
109 trading days · 0 congressional trades shown · 0 insider buys · 3 13F filings · 0 past bill actions · 16 upcoming markups

Lifetime Government AwardsCNI federal contracts

CNI doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding CNI

$2.46B
Total CNI held by tracked 13F funds
40
Funds with CNI positions
+40
Funds opened this quarter
D.E. Shaw & Co. $213M opened 2025-03-31
Two Sigma Investments $118M opened 2025-06-30
Two Sigma Investments $118M opened 2025-09-30
Two Sigma Investments $111M opened 2024-09-30
Two Sigma Investments $110M opened 2025-06-30
Two Sigma Investments $107M opened 2025-09-30
Two Sigma Investments $99M opened 2025-03-31
D.E. Shaw & Co. $85M opened 2024-12-31
32 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading CNIMembers of Congress with recent CNI positions

1 politicians traded CNI across 2 disclosed transactions totaling $16K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just CNI). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading CNI

2025-01-15 Jared Moskowitz D-Florida · house sale $1,001 - $15,000
2025-01-15 Jared Moskowitz D-Florida · house Sale $1,001 - $15,000
2021-02-17 (unknown) Sale $15,001 - $50,000
2021-02-17 (unknown) sale $15,001 - $50,000
2020-05-08 Josh Gottheimer D-New Jersey · house Sale $1,001 - $15,000
2020-05-08 Josh Gottheimer D-New Jersey · house sale $1,001 - $15,000
2020-05-12 (unknown) Sale $100,001 - $250,000
2020-05-12 (unknown) sale $100,001 - $250,000
2019-06-24 (unknown) Sale $1,001 - $15,000 308d late
2019-02-15 (unknown) Sale $1,001 - $15,000 437d late
2019-06-24 (unknown) sale $1,001 - $15,000 308d late
2019-02-15 (unknown) sale $1,001 - $15,000 437d late
26+ trades on file · most recent 2025-02-10

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Political ProfileWhere CNI sits in Washington

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STRUCTURAL: Moderate lobbying ($20k) targets 4 House members with jurisdiction over appropriations, intelligence, foreign affairs, and ways & means (get_political_influence.lobbying_patterns). EVIDENTIARY: No federal contracts (get_government_precedent.federal_contracts_summary is null), zero corporate insider buys in 180 days (get_corporate_insider_signal.total_buys: 0), and zero congressional trades in last 12 months (Top congressional traders list is empty). Net: Structural committee access is offset by a lack of transactional evidence.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Heightened regulatory oversight from U.S. House committees on appropriations, intelligence, and foreign affairs.
    U.S. Congress
    "get_political_influence.lobbying_patterns shows lobbying alignment with members of HSAP, HLIG, and HSFA committees."

Regulatory opportunities

  • Potential for favorable infrastructure or trade policy through engagement with House Ways & Means and Appropriations committees.
    U.S. Congress
    "Lobbying patterns show engagement with Rep. Smucker (HSWM) and Rep. Frankel (HSAP) (get_political_influence.lobbying_patterns)."

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

  • No specific congressional critics identified.

LobbyingWho's hired to advocate for CNI

ENVISION STRATEGY, LLC · $20K Railroad Transportation
Member intelligence layer

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Frequently AskedAbout CNI & political exposure

Does Canadian National Railway Company (CNI) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Canadian National Railway Company. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Has Congress traded CNI stock?
26 congressional trades by 8 unique members of Congress, most recently on 2025-01-15. See the Congressional Trading panel for politician-by-politician breakdown.
What is CNI political risk profile?
Government dependence: 10/100. Lobbying intensity: 15/100. Political signal: neutral. Donor party split: R 25% / D 75%.
How does GovGreed track CNI political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. CNI data is updated daily from these official federal sources.