Position in CSX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$439,367
+$44,138 QoQ
Shares Held
9,244
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,238
of 1,982 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026WILLNER & HELLER, LLC holds $439,367 across 1 Railroads name. CSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
9,244 | $439,367 |
All Filings in CSX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,367 | 9,244 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $395,229 | 9,628 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $357,932 | 9,874 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $349,631 | 9,846 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $320,002 | 9,807 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $278,937 | 9,478 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $280,394 | 8,689 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $287,945 | 8,339 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $257,966 | 7,712 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $284,808 | 7,683 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $265,502 | 7,658 | Shares | Sole | 2024-03-06 | |
| 2022-12-31 | $242,945 | 7,842 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $209,603 | 7,868 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $238,815 | 8,218 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $313,419 | 8,369 | Shares | Sole | 2022-07-05 | |
| 2021-12-31 | $313,922 | 8,349 | Shares | Sole | 2022-06-06 | |
| No filing history on record for this holder in this stock. | ||||||