Position in CSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,021,338
+$820,919 QoQ
Shares Held
126,685
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#383
of 1,986 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Wharton Business Group, LLC holds $12,748,170 across 2 Railroads names. CSX ranks #2 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
24,731 | $6,726,832 | |
| 2 | CSX |
Csx Corp
This page
|
126,685 | $6,021,338 |
All Filings in CSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,021,338 | 126,685 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,200,419 | 126,685 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,592,331 | 126,685 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,498,584 | 126,685 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,133,731 | 126,685 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,728,339 | 126,685 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,088,124 | 126,685 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,138,593 | 119,855 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,009,149 | 119,855 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,443,024 | 119,855 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,155,372 | 119,855 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,526,410 | 114,680 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||