Position in CSX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$219,658
+$7,692 QoQ
Shares Held
5,351
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
All Filings in CSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,658 | 5,351 | Shares | Sole | 2026-05-14 | |
| 2024-03-31 | $211,966 | 5,718 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $322,663 | 10,777 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $342,329 | 11,050 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $294,212 | 11,044 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $319,979 | 11,011 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $433,895 | 11,586 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $583,552 | 15,520 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $464,806 | 15,629 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $500,287 | 15,595 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $440,228 | 4,851 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||