Position in CSX
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$685,001
+$77,488 QoQ
Shares Held
16,687
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
All Filings in CSX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $685,001 | 16,687 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $607,513 | 16,759 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $588,010 | 16,559 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $532,456 | 16,318 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $478,472 | 16,258 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,889,698 | 58,559 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,277,840 | 65,967 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,179,681 | 35,267 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,311,759 | 35,386 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,263,998 | 36,458 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,512,007 | 49,171 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,075,257 | 60,858 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $852,481 | 28,473 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $739,398 | 23,867 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $291,573 | 10,945 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $317,945 | 10,941 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $398,393 | 10,638 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $378,218 | 10,059 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $713,016 | 23,975 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $771,747 | 24,057 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $775,698 | 8,045 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $732,987 | 8,077 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $322,097 | 4,147 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||