Billionaire Chris Hohn’s 8 Stock Picks with Huge Upside Potential

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1. Canadian Pacific Kansas City Limited (NYSE:CP)

Number of Hedge Fund Holders as of Q4: 74

TCI Fund Management’s Equity Stake: $3.97 Billion 

Upside Potential as of May 6: 25.44%

Canadian Pacific Kansas City Limited (NYSE:CP), based in Calgary, has emerged as a transformative force in North American rail transportation following its 2023 acquisition of Kansas City Southern. The merger created the continent’s first single-line railway connecting Canada, the United States, and Mexico, offering customers a fully integrated logistics corridor across the three largest North American economies. Operating over 20,000 miles of rail with a workforce of approximately 20,000 employees, CP delivers freight transport, logistics, and supply chain solutions.

In the first quarter of 2025, Canadian Pacific Kansas City Limited (NYSE:CP) reported an 8% year-over-year increase in revenue to $3.8 billion. Operational efficiency also improved, with the operating ratio falling by 150 basis points to 62.5%. Safety performance reached new highs, with record improvements in both train accident frequency and personal injury rates. Reflecting its financial strength and shareholder-friendly capital strategy, the company raised its quarterly dividend by 20%.

Investor confidence continues to build. Chris Hohn’s TCI Fund Management held just under 55 million shares at the close of Q4 2024, underscoring long-term conviction in CP’s growth trajectory. Hedge fund interest followed suit, with 74 firms holding positions in the company, up from 52 in the prior quarter.

CP’s unique tri-national network is unlocking cross-border trade opportunities, particularly between Canada and Mexico. With more than $100 million in new revenue streams already realized, Canadian Pacific Kansas City Limited (NYSE:CP) is well-positioned to benefit from shifting trade dynamics, nearshoring trends, and growing demand for resilient supply chains.

With an upside potential of 25.44%, Canadian Pacific Kansas City Limited (NYSE:CP) is one of billionaire Chris Hohn’s stock picks with huge upside potential. Its strategic geographic reach, improving fundamentals, and growing institutional interest make it a compelling opportunity in the North American industrials sector.

Overall, CP ranks first among Billionaire Chris Hohn’s 8 stock picks with huge upside potential. While we acknowledge the potential of these stock picks, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CP but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stock To Buy Now and 30 Best Stocks to Buy Now According to Billionaires

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