InvestorLens

CSX — CSX CORP

Industrials · Railroads

Sign in to save4 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 distribution · 0 buying vs 4 selling last quarter
8
Macro Tailwind
Macro conditions are mixed for this sector
62
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, 0 bought and 4 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 62/100 in a Overheat regime). 1 congressional purchase, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +4 tracked investors reported holding CSX at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Industrialssource
Contradicting evidence — always shown
  • −4 tracked investors reduced or exited last quarter (3 reduced, 1 sold out)
  • −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 9/18/2026.

About CSX CORP (CSX)

CSX CORP (CSX) appears in the most recent 13F filings of 4 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, 12 increased, 18 reduced, and 6 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CSX

47
/100
Mixed Activity
Added / Increased21
Reduced18
Exited6
BearishBullish
Crowded Trade Score™

How many top investors track CSX

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

CSX Ownership Composition

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

Dominant Type
Multi-Strategy / Quant
87% of tracked value
Institutions
4
tracked investors
Total Reported
$786.9M
combined 13F value
Types2
  • Multi-Strategy / Quant86.5%
  • Macro13.5%
Multi-Strategy / Quant(3)
86.5%
Macro(1)
13.5%

Tracked investors currently reporting CSX

4 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    6.4M
    Value
    $306.5M
    % Portfolio
    0.04%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    2.5M
    Value
    $120.1M
    % Portfolio
    0.13%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    5.4M
    Value
    $254.3M
    % Portfolio
    0.09%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    2.2M
    Value
    $106M
    % Portfolio
    0.43%

Previously held CSX

These investors reported CSX in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Andreas HalvorsenViking Global Investors18.7M$766.7MMar 31, 2026
George SorosSoros Fund Management592.8K$19.3MJun 30, 2025
Daniel LoebThird Point LLC500K$18.1MDec 31, 2025
Paul Tudor JonesTudor Investment Corp482.7K$16.7MSep 30, 2024

Recent activity

Frequently asked questions

How many institutional investors hold CSX?
4 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, 12 increased, 18 reduced, and 6 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.