Position in CSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$19,169,894
+$4,311,970 QoQ
Shares Held
403,322
+11.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#238
of 1,978 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $101,100,195 across 9 Railroads names. CSX ranks #3 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
140,118 | $38,112,096 | |
| 2 | NSC |
Norfolk Southern Corp
|
66,808 | $21,017,128 | |
| 3 | CSX |
Csx Corp
This page
|
403,322 | $19,169,894 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
69,904 | $18,846,118 | |
| 5 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
21,649 | $1,875,885 | |
| 6 | CNI |
Canadian National Railway Co
|
11,888 | $1,417,525 | |
| 7 | TRN |
Trinity Industries Inc
|
11,686 | $404,101 | |
| 8 | GBX |
Greenbrier Companies Inc
|
4,159 | $203,832 |
All Filings in CSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,169,894 | 403,322 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $14,857,924 | 361,947 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,283,232 | 366,434 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $11,854,267 | 333,829 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,789,414 | 361,306 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,237,196 | 347,849 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,202,982 | 347,164 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,179,755 | 381,690 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,263,639 | 366,626 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,734,619 | 316,553 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,560,122 | 333,433 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $10,156,786 | 330,302 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $10,412,878 | 305,363 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,262,601 | 275,972 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $7,971,525 | 257,312 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,694,552 | 251,297 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $7,182,847 | 247,173 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $8,821,010 | 235,541 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $8,532,455 | 226,927 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $6,524,509 | 219,385 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,707,190 | 209,077 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,947,474 | 61,683 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $4,980,904 | 54,886 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,309,053 | 55,479 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $4,014,937 | 57,570 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,263,177 | 56,949 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||