Concurrent Investment Advisors, LLC

Position in CSX — Csx Corp

CIK 2001015 Tampa, FL

Position in CSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,692,193

+$676,967 QoQ

Shares Held

56,642

+15.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#544

of 1,982 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $21,681,190 across 5 Railroads names. CSX ranks #3 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	35,451	$9,642,672
2	NSC	Norfolk Southern Corp	25,468	$8,011,977
3	CSX	Csx Corp This page	56,642	$2,692,193
4	WAB	Westinghouse Air Brake Technologies Corp	2,490	$671,303
5	CP	Canadian Pacific Kansas City Ltd/Cn	7,652	$663,045

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,692,193	56,642	+15.4%	Shares	Sole	2026-07-27
2026-03-31	$2,015,226	49,092	+3.5%	Shares	Sole	2026-04-21
2025-12-31	$1,719,264	47,428	+53.2%	Shares	Sole	2026-01-29
2025-09-30	$1,099,602	30,966	-42.5%	Shares	Sole	2025-10-27
2025-06-30	$1,757,875	53,873	+1.3%	Shares	Sole	2025-07-25
2025-03-31	$1,564,940	53,175	+20.6%	Shares	Sole	2025-04-29
2024-12-31	$1,422,493	44,081	+8.1%	Shares	Sole	2025-02-03
2024-09-30	$1,407,684	40,767	+1.0%	Shares	Sole	2024-10-30
2024-06-30	$1,350,008	40,359	+46.3%	Shares	Sole	2024-07-30
2024-03-31	$1,022,501	27,583	+6.4%	Shares	Sole	2024-05-07
2023-12-31	$899,062	25,932	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.