Position in CSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$28,217,039
+$4,679,011 QoQ
Shares Held
593,668
+3.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#195
of 1,982 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Derivatives in CSX
reported options exposure · as of Mar 31, 2022CallValue
$93,625,000
CallShares
2,500,000
PutValue
$0
PutShares
0
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, 2026Aptus Capital Advisors, LLC holds $42,106,008 across 4 Railroads names. CSX ranks #1 (67.0% of the industry book) .
All Filings in CSX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,217,039 | 593,668 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $23,538,028 | 573,399 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $21,337,692 | 588,626 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,350,141 | 573,082 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,188,388 | 649,353 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,436,919 | 48,825 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $17,824,075 | 552,342 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,915,797 | 489,887 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $13,494,933 | 403,436 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $11,512,161 | 310,552 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,940,443 | 286,716 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,934,597 | 290,556 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $10,680,153 | 313,201 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $10,081,665 | 336,729 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,175,153 | 231,606 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $421,843 | 15,835 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $228,615 | 7,867 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $93,625,000 | 2,500,000 | Call | Sole | 2022-05-04 | |
| 2022-03-31 | $250,802 | 6,697 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $230,826 | 6,139 | Shares | Sole | 2022-02-02 | |
| 2021-03-31 | $204,121 | 2,117 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||