Position in CSX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,750,987
+$1,286,075 QoQ
Shares Held
42,655
+199.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 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 Jun 30, 2022CallValue
$444,618
CallShares
15,300
PutValue
$424,276
PutShares
14,600
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.
All Filings in CSX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,750,987 | 42,655 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $464,912 | 14,248 | Shares | Defined | 2025-08-14 | |
| 2023-06-30 | $436,343 | 12,796 | Shares | Defined | 2023-08-04 | |
| 2022-12-31 | $1,106,264 | 35,709 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $886,286 | 33,269 | Shares | Defined | 2022-11-16 | |
| 2022-06-30 | $424,276 | 14,600 | Put | Defined | 2022-08-15 | |
| 2022-06-30 | $444,618 | 15,300 | Call | Defined | 2022-08-15 | |
| 2021-09-30 | $720,570 | 24,229 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $347,875 | 10,844 | Shares | Defined | 2021-08-16 | |
| 2020-12-31 | $7,940,625 | 87,500 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,524,275 | 32,500 | Shares | Defined | 2020-11-13 | |
| 2020-03-31 | $1,272,976 | 22,216 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||