Position in CSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,794,160
+$660,877 QoQ
Shares Held
100,866
+0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#429
of 1,982 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Derivatives in CSX
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$163,125
PutShares
4,500
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, 2026Lido Advisors, LLC holds $28,650,231 across 5 Railroads names. CSX ranks #2 (16.7% of the industry book) .
All Filings in CSX
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,794,160 | 100,866 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $4,133,283 | 100,689 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $163,125 | 4,500 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $3,424,428 | 94,467 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $159,795 | 4,500 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $3,283,217 | 92,459 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,581,423 | 79,112 | Shares | Defined | 2025-08-13 | |
| 2025-06-30 | $146,835 | 4,500 | Put | Sole | 2025-08-13 | |
| 2025-03-31 | $1,869,451 | 63,522 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,761,069 | 54,573 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,848,942 | 53,546 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,874,938 | 56,052 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,863,508 | 50,270 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,698,517 | 48,991 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,351,770 | 43,960 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,399,088 | 41,029 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,002,540 | 33,485 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,795,325 | 90,230 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $422,989 | 15,878 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $456,823 | 15,720 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $582,684 | 15,559 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $503,276 | 13,385 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $362,828 | 12,200 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $267,932 | 8,352 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $294,273 | 3,052 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $334,323 | 3,684 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $276,505 | 3,560 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $204,408 | 2,931 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||