Position in CSX
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$563,705
+$76,852 QoQ
Shares Held
11,860
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,125
of 1,982 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Derivatives in CSX
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$376,409
PutShares
12,790
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Railroads
Industrials · as of Jun 30, 2026Fulcrum Asset Management LLP holds $2,153,997 across 6 Railroads names. CSX ranks #2 (26.2% of the industry book) .
All Filings in CSX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,705 | 11,860 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $486,853 | 11,860 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $429,925 | 11,860 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $421,148 | 11,860 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $414,205 | 12,694 | Shares | Sole | 2025-11-24 | |
| 2025-03-31 | $376,409 | 12,790 | Put | Sole | 2025-04-24 | |
| 2024-12-31 | $472,594 | 14,645 | Put | Sole | 2025-02-03 | |
| 2024-09-30 | $443,537 | 12,845 | Put | Sole | 2024-10-15 | |
| 2024-06-30 | $395,178 | 11,814 | Put | Sole | 2024-07-15 | |
| 2022-03-31 | $4,297,162 | 114,744 | Principal | Sole | 2022-05-10 | |
| 2021-12-31 | $2,353,271 | 62,587 | Principal | Sole | 2022-03-24 | |
| 2021-09-30 | $1,861,337 | 62,587 | Principal | Sole | 2021-10-19 | |
| 2021-06-30 | $1,956,751 | 60,996 | Principal | Sole | 2021-07-13 | |
| 2021-03-31 | $1,787,241 | 18,536 | Principal | Sole | 2021-04-21 | |
| 2020-12-31 | $609,567 | 6,717 | Principal | Sole | 2021-02-16 | |
| 2020-06-30 | $468,444 | 6,717 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||