Position in CSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$86,909,983
+$16,113,265 QoQ
Shares Held
1,828,529
+6.0% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#103
of 1,982 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Derivatives in CSX
reported options exposure · as of Mar 31, 2026CallValue
$2,257,750
CallShares
55,000
PutValue
$0
PutShares
0
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, 2026LPL Financial LLC holds $641,797,146 across 10 Railroads names. CSX ranks #2 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
1,468,840 | $399,524,480 | |
| 2 | CSX |
Csx Corp
This page
|
1,828,529 | $86,909,983 | |
| 3 | NSC |
Norfolk Southern Corp
|
272,157 | $85,617,870 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
101,824 | $27,451,750 | |
| 5 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
269,673 | $23,367,165 | |
| 6 | CNI |
Canadian National Railway Co
|
116,598 | $13,903,145 | |
| 7 | FSTR |
Foster L B Co
|
44,702 | $2,019,189 | |
| 8 | TRN |
Trinity Industries Inc
|
54,530 | $1,885,647 |
All Filings in CSX
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,909,983 | 1,828,529 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,257,750 | 55,000 | Call | Sole | 2026-05-06 | |
| 2026-03-31 | $70,796,718 | 1,724,646 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $58,730,727 | 1,620,158 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $1,993,750 | 55,000 | Call | Sole | 2026-02-11 | |
| 2025-09-30 | $56,618,635 | 1,594,442 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $1,953,050 | 55,000 | Call | Sole | 2025-11-12 | |
| 2025-06-30 | $54,443,742 | 1,668,518 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $50,772,812 | 1,725,206 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $55,249,854 | 1,712,112 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $54,816,271 | 1,587,497 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $51,313,571 | 1,534,038 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $75,876,618 | 2,046,847 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $67,264,827 | 1,940,145 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $62,788,486 | 2,041,902 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $66,145,236 | 1,939,743 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $53,825,832 | 1,797,790 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $51,350,960 | 1,657,552 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $41,266,239 | 1,549,033 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $43,342,844 | 1,491,495 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $51,544,195 | 1,376,347 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $49,097,478 | 1,305,784 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $35,975,853 | 1,209,679 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $34,212,036 | 1,066,460 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $32,331,072 | 335,315 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $28,358,104 | 312,486 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $20,865,346 | 268,641 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $17,424,494 | 249,849 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $13,432,380 | 234,422 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||