Position in CSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$91,970
+$88,399 QoQ
Shares Held
1,935
+2124.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,751
of 1,982 holders
Holding Since
Dec 2024
4 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, 2026Synergy Investment Management, LLC holds $175,579 across 6 Railroads names. CSX ranks #1 (52.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
1,935 | $91,970 | |
| 2 | NSC |
Norfolk Southern Corp
|
125 | $39,323 | |
| 3 | UNP |
Union Pacific Corp
|
123 | $33,456 | |
| 4 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
104 | $9,011 | |
| 5 | CNI |
Canadian National Railway Co
|
13 | $1,550 | |
| 6 | WAB |
Westinghouse Air Brake Technologies Corp
|
1 | $269 |
All Filings in CSX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,970 | 1,935 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,571 | 87 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,383 | 81 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,613 | 81 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||