InvestorLens

CSX — CSX CORP

Industrials · Railroads

Sign in to save7 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying CSX?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong accumulation · 4 buying vs 0 selling last quarter
81
Macro Tailwind
Macro conditions are mixed for this sector
47
Congressional Activity
1 congressional purchase, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their CSX position last quarter, 4 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 47/100 in a Squeeze regime). 1 congressional purchase, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +4 tracked investors added or increased positions last quarter (Paul Tudor Jones, Andreas Halvorsen, Steve Cohen, …)
  • +7 tracked investors reported holding CSX at their latest filing
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About CSX CORP (CSX)

CSX CORP (CSX) appears in the most recent 13F filings of 7 tracked institutional investors. CSX CORP is classified in the Industrials sector (Railroads industry). The largest disclosed position is held by Andreas Halvorsen (Viking Global Investors), valued at $767M. Across recent filings, tracked investors recorded 9 new positions, 0 increased, 0 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CSX

90
/100
Strong Institutional Accumulation
Added / Increased9
Reduced0
Exited1
BearishBullish
Crowded Trade Score™

How many top investors track CSX

47
/100
Moderate Interest
7investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

CSX Ownership Composition

How CSX CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
87% of tracked value
Institutions
7
tracked investors
Total Reported
$1.2B
combined 13F value
Sectors2
  • Other87.2%
  • Hedge Funds12.8%
Other(5)
87.2%
Hedge Funds(2)
12.8%

Tracked investors reporting CSX

  • Andreas HalvorsenMar 31, 2026
    Viking Global Investors
    Shares
    18.7M
    Value
    $766.7M
    % Portfolio
    2.14%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    1.8M
    Value
    $72.4M
    % Portfolio
    0.01%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    3.2M
    Value
    $130M
    % Portfolio
    0.17%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    2.4M
    Value
    $97.5M
    % Portfolio
    0.44%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    1.6M
    Value
    $67.5M
    % Portfolio
    0.03%
  • Daniel LoebDec 31, 2025
    Third Point LLC
    Shares
    500K
    Value
    $18.1M
    % Portfolio
    0.25%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    57.9K
    Value
    $2.4M
    % Portfolio
    0.00%

Recent activity

Frequently asked questions

How many institutional investors hold CSX?
7 tracked institutional investors disclosed a position in CSX (CSX CORP) in their most recent 13F filing.
Who is the largest institutional holder of CSX?
Andreas Halvorsen, Viking Global Investors, holds the largest disclosed position in CSX, valued at $767M.
Did institutional ownership of CSX increase or decrease?
Across recent 13F filings, tracked investors recorded 9 new positions, 0 increased, 0 reduced, and 1 fully exited CSX.
What sector is CSX in?
CSX CORP is classified in the Industrials GICS sector, Railroads industry.
Where does this CSX ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.