Position in CSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$96,675
+$38,458 QoQ
Shares Held
2,034
+26.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,743
of 1,982 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $376,896 across 4 Railroads names. CSX ranks #2 (25.7% of the industry book) .
All Filings in CSX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,675 | 2,034 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $58,217 | 1,606 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $8,238 | 232 | Shares | Defined | 2025-12-29 | |
| 2025-06-30 | $37,491 | 1,149 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $33,815 | 1,149 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $37,271 | 1,155 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $38,397 | 1,112 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $35,122 | 1,050 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $38,923 | 1,050 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $36,403 | 1,050 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $32,287 | 1,050 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $35,805 | 1,050 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $31,437 | 1,050 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||