Klingman & Associates, LLC

Position in CSX — Csx Corp

CIK 1662449 New York, NY

Position in CSX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$960,914

+$135,727 QoQ

Shares Held

20,217

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#895

of 1,982 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Klingman & Associates, LLC holds $2,348,733 across 5 Railroads names. CSX ranks #1 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSX	Csx Corp This page	20,217	$960,914
2	NSC	Norfolk Southern Corp	1,851	$582,306
3	UNP	Union Pacific Corp	1,322	$359,584
4	GBX	Greenbrier Companies Inc	4,566	$223,779
5	WAB	Westinghouse Air Brake Technologies Corp	824	$222,150

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$960,914	20,217	+0.6%	Shares	Sole	2026-07-29
2026-03-31	$825,187	20,102	+1.7%	Shares	Sole	2026-05-14
2025-12-31	$716,408	19,763	+1.1%	Shares	Sole	2026-01-29
2025-09-30	$694,113	19,547	+0.7%	Shares	Sole	2025-10-27
2025-06-30	$633,576	19,417	+182.9%	Shares	Sole	2025-07-30
2025-03-31	$201,978	6,863	-7.0%	Shares	Sole	2025-05-13
2024-12-31	$238,055	7,377	+2.1%	Shares	Sole	2025-01-31
2024-09-30	$249,444	7,224	-4.9%	Shares	Sole	2024-11-01
2024-06-30	$254,086	7,596	+2.8%	Shares	Sole	2024-07-30
2024-03-31	$273,984	7,391	+0.8%	Shares	Sole	2024-05-01
2023-12-31	$254,096	7,329	-1.1%	Shares	Sole	2024-01-29
2023-09-30	$227,857	7,410	+0.3%	Shares	Sole	2023-10-30
2023-06-30	$251,862	7,386	-16.9%	Shares	Sole	2023-07-31
2023-03-31	$266,046	8,886	-0.3%	Shares	Sole	2023-05-03
2022-12-31	$276,031	8,910	+3.4%	Shares	Sole	2023-02-03
2022-09-30	$229,476	8,614	-0.4%	Shares	Sole	2022-10-28
2022-06-30	$251,369	8,650	-0.2%	Shares	Sole	2022-07-27
2022-03-31	$324,579	8,667	-9.4%	Shares	Sole	2022-05-06
2021-12-31	$359,531	9,562	+11.3%	Shares	Sole	2022-01-31
2021-09-30	$255,555	8,593	-12.8%	Shares	Sole	2021-11-01
2021-06-30	$315,955	9,849	+208.1%	Shares	Sole	2021-07-27
2021-03-31	$308,254	3,197	-0.0%	Shares	Sole	2021-04-29
2020-12-31	$290,218	3,198	-1.2%	Shares	Sole	2021-02-09
2020-09-30	$251,340	3,236	-16.3%	Shares	Sole	2020-11-03
2020-03-31	$221,464	3,865	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.