Joel Greenblatt’s CSX Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q3 2016
+1.23 M shares
Current Position
435,899 shares
$15.48 M value

Joel Greenblatt's CSX Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 435.9K shares of CSX Corporation (CSX) worth $15.48 M, representing 0.07% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in CSX, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2016, adding 1.2M shares. Largest reduction occurred in Q4 2016, reducing 1.8M shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's CSX Corporation (CSX) Holding Value Over Time

Track share changes against reported price movement

Quarterly CSX Corporation (CSX) Trades by Joel Greenblatt

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +189,288 Add 0.00% 189,285 $7.73
Q3 2013 +281,460 Add 148.70% 470,745 $8.58
Q4 2013 +492 Add 0.10% 471,237 $9.59
Q1 2014 -442,530 Reduce 93.91% 28,707 $9.65
Q2 2014 -28,707 Sold Out 28,707 $0.00
Q4 2014 +79,161 New Buy 79,161 $12.08
Q1 2015 -5,199 Reduce 6.57% 73,962 $11.05
Q2 2015 -73,962 Sold Out 73,962 $0.00
Q3 2015 +787,158 New Buy 787,158 $8.97
Q4 2015 -787,158 Sold Out 787,158 $0.00
Q1 2016 +49,686 New Buy 49,686 $8.57
Q2 2016 +981,369 Add 1975.14% 1.03 M $8.69
Q3 2016 +1.23 M Add 119.57% 2.26 M $10.17
Q4 2016 -1.84 M Reduce 81.36% 421,887 $11.98
Q1 2017 -15,315 Reduce 3.63% 406,572 $15.52
Q2 2017 -366,771 Reduce 90.21% 39,801 $18.19
Q3 2017 +1.13 M Add 2837.09% 1.17 M $18.09
Q4 2017 -989,715 Reduce 84.66% 179,277 $18.33
Q1 2018 -179,277 Sold Out 179,277 $0.00
Q2 2018 +97,593 New Buy 97,593 $21.26
Q3 2018 +979,581 Add 1003.74% 1.08 M $24.68
Q4 2018 +752,022 Add 69.81% 1.83 M $20.71
Q1 2019 -101,811 Reduce 5.57% 1.73 M $24.94
Q2 2019 +165,726 Add 9.59% 1.89 M $25.79
Q3 2019 -205,758 Reduce 10.87% 1.69 M $23.09
Q4 2019 -579,594 Reduce 34.35% 1.11 M $24.12
Q1 2020 -540,858 Reduce 48.82% 566,901 $19.10
Q2 2020 -194,907 Reduce 34.38% 371,994 $23.25
Q3 2020 -11,955 Reduce 3.21% 360,039 $25.89
Q4 2020 -28,908 Reduce 8.03% 331,131 $30.25
Q1 2021 -203,100 Reduce 61.34% 128,031 $32.14
Q2 2021 +110,879 Add 86.60% 238,910 $32.08
Q3 2021 +105,323 Add 44.08% 344,233 $29.74
Q4 2021 -188,855 Reduce 54.86% 155,378 $37.60
Q1 2022 -22,159 Reduce 14.26% 133,219 $37.45
Q2 2022 +73,121 Add 54.89% 206,340 $29.06
Q3 2022 -86,057 Reduce 41.71% 120,283 $26.64
Q4 2022 -10,266 Reduce 8.53% 110,017 $30.98
Q1 2023 +80,095 Add 72.80% 190,112 $29.94
Q2 2023 -63,565 Reduce 33.44% 126,547 $34.10
Q3 2023 +74,072 Add 58.53% 200,619 $30.75
Q4 2023 -104,018 Reduce 51.85% 96,601 $34.67
Q1 2024 +66,297 Add 68.63% 162,898 $37.07
Q2 2024 +126,212 Add 77.48% 289,110 $33.45
Q3 2024 +94,293 Add 32.61% 383,403 $34.53
Q4 2024 -111,109 Reduce 28.98% 272,294 $32.27
Q1 2025 -154,507 Reduce 56.74% 117,787 $29.43
Q2 2025 +217,556 Add 184.70% 335,343 $32.63
Q3 2025 +100,556 Add 29.99% 435,899 $35.51

Joel Greenblatt's CSX Corporation Investment FAQs

Joel Greenblatt first purchased CSX Corporation (CSX) in Q2 2013, acquiring 189,285 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held CSX Corporation (CSX) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to CSX Corporation (CSX) was in Q3 2016, adding 2,263,902 shares worth $23.02 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 435,899 shares of CSX Corporation (CSX), valued at approximately $15.48 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 0.07% of Joel Greenblatt'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.

Joel Greenblatt's peak holding in CSX Corporation (CSX) was 2,263,902 shares, as reported at the end of Q3 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.