Position in CSX
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$4,956,582
+$505,082 QoQ
Shares Held
120,745
-1.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
All Filings in CSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,956,582 | 120,745 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,451,500 | 122,800 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,402,920 | 123,991 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,014,990 | 123,046 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,626,658 | 123,230 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,921,482 | 121,521 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,358,514 | 126,224 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,184,026 | 125,083 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,560,314 | 123,019 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,267,772 | 123,097 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $3,738,923 | 121,591 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,136,773 | 121,313 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,663,967 | 122,377 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,816,395 | 123,189 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,371,185 | 126,546 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,710,177 | 127,673 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $4,996,766 | 133,425 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $4,881,984 | 129,840 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $3,845,233 | 129,295 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $3,955,175 | 123,291 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $3,872,130 | 40,159 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,475,906 | 38,302 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $2,944,236 | 37,907 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,471,519 | 35,439 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,291,542 | 22,540 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||