Summit Trail Advisors, LLC

Position in CSX — Csx Corp

CIK 1698478 NEW YORK, NY

Position in CSX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,664,371

+$1,153,532 QoQ

Shares Held

140,214

+4.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#367

of 1,982 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $19,379,052 across 5 Railroads names. CSX ranks #1 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSX	Csx Corp This page	140,214	$6,664,371
2	UNP	Union Pacific Corp	21,569	$5,866,768
3	NSC	Norfolk Southern Corp	8,419	$2,648,533
4	WAB	Westinghouse Air Brake Technologies Corp	9,282	$2,502,427
5	CP	Canadian Pacific Kansas City Ltd/Cn	19,584	$1,696,953

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,664,371	140,214	+4.4%	Shares	Sole	2026-08-11
2026-03-31	$5,510,839	134,247	+11.3%	Shares	Sole	2026-05-12
2025-12-31	$4,372,221	120,613	-2.2%	Shares	Sole	2026-02-17
2025-09-30	$4,380,300	123,354	+23.4%	Shares	Sole	2025-11-14
2025-06-30	$3,260,781	99,932	+9.5%	Shares	Sole	2025-08-14
2024-09-30	$3,152,347	91,293	+4.5%	Shares	Sole	2024-11-12
2024-06-30	$2,921,255	87,332	+85.6%	Shares	Sole	2024-08-13
2024-03-31	$1,744,662	47,064	+237.1%	Shares	Sole	2024-04-23
2023-12-31	$483,993	13,960	-5.2%	Shares	Sole	2024-02-06
2023-09-30	$452,763	14,724	+2.9%	Shares	Sole	2023-10-30
2023-06-30	$487,868	14,307	+43.1%	Shares	Sole	2023-07-25
2023-03-31	$299,370	9,999	-3.7%	Shares	Sole	2023-05-04
2022-12-31	$321,603	10,381	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.