Jeremy Grantham's CSX Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 339.6K shares of CSX Corporation (CSX) worth $12.06 M, representing 0.03% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in CSX, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2017, adding 505.5K shares. Largest reduction occurred in Q1 2024, reducing 1.2M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's CSX Corporation (CSX) Holding Value Over Time
Track share changes against reported price movement
Quarterly CSX Corporation (CSX) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2017 | +880,800 | New Buy | 880,800 | $15.52 |
| Q2 2017 | +505,500 | Add 57.39% | 1.39 M | $18.19 |
| Q3 2017 | -161,400 | Reduce 11.64% | 1.22 M | $18.09 |
| Q4 2017 | -1.22 M | Sold Out | 1.22 M | $0.00 |
| Q1 2024 | +6,204 | New Buy | 6,204 | $37.07 |
| Q2 2024 | +59,124 | Add 953.00% | 65,328 | $33.45 |
| Q3 2024 | +8,275 | Add 12.67% | 73,603 | $34.53 |
| Q4 2024 | -9,471 | Reduce 12.87% | 64,132 | $32.27 |
| Q1 2025 | -14,606 | Reduce 22.77% | 49,526 | $29.43 |
| Q2 2025 | -22,104 | Reduce 44.63% | 27,422 | $32.63 |
| Q3 2025 | +312,210 | Add 1138.54% | 339,632 | $35.51 |
Jeremy Grantham's CSX Corporation Investment FAQs
Jeremy Grantham first purchased CSX Corporation (CSX) in Q1 2017, acquiring 880,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held CSX Corporation (CSX) for 35 quarters since Q1 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to CSX Corporation (CSX) was in Q1 2017, adding 880,800 shares worth $13.67 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 339,632 shares of CSX Corporation (CSX), valued at approximately $12.06 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, CSX Corporation (CSX) represents approximately 0.03% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in CSX Corporation (CSX) was 1,386,300 shares, as reported at the end of Q2 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.