Joel Greenblatt's CSX Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 462,895 shares of CSX Corporation (CSX) worth $16.78 M, representing 0.06% 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 1.23 M shares. Largest reduction occurred in Q4 2016, reducing 1.84 M 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +26,996 | Add 6.19% | 462,895 | $36.25 |
| Q3 2025 | +100,556 | Add 29.99% | 435,899 | $35.51 |
| Q2 2025 | +217,556 | Add 184.70% | 335,343 | $32.63 |
| Q1 2025 | -154,507 | Reduce 56.74% | 117,787 | $29.43 |
| Q4 2024 | -111,109 | Reduce 28.98% | 272,294 | $32.27 |
| Q3 2024 | +94,293 | Add 32.61% | 383,403 | $34.53 |
| Q2 2024 | +126,212 | Add 77.48% | 289,110 | $33.45 |
| Q1 2024 | +66,297 | Add 68.63% | 162,898 | $37.07 |
| Q4 2023 | -104,018 | Reduce 51.85% | 96,601 | $34.67 |
| Q3 2023 | +74,072 | Add 58.53% | 200,619 | $30.75 |
| Q2 2023 | -63,565 | Reduce 33.44% | 126,547 | $34.10 |
| Q1 2023 | +80,095 | Add 72.80% | 190,112 | $29.94 |
| Q4 2022 | -10,266 | Reduce 8.53% | 110,017 | $30.98 |
| Q3 2022 | -86,057 | Reduce 41.71% | 120,283 | $26.64 |
| Q2 2022 | +73,121 | Add 54.89% | 206,340 | $29.06 |
| Q1 2022 | -22,159 | Reduce 14.26% | 133,219 | $37.45 |
| Q4 2021 | -188,855 | Reduce 54.86% | 155,378 | $37.60 |
| Q3 2021 | +105,323 | Add 44.08% | 344,233 | $29.74 |
| Q2 2021 | +110,879 | Add 86.60% | 238,910 | $32.08 |
| Q1 2021 | -203,100 | Reduce 61.34% | 128,031 | $32.14 |
| Q4 2020 | -28,908 | Reduce 8.03% | 331,131 | $30.25 |
| Q3 2020 | -11,955 | Reduce 3.21% | 360,039 | $25.89 |
| Q2 2020 | -194,907 | Reduce 34.38% | 371,994 | $23.25 |
| Q1 2020 | -540,858 | Reduce 48.82% | 566,901 | $19.10 |
| Q4 2019 | -579,594 | Reduce 34.35% | 1.11 M | $24.12 |
| Q3 2019 | -205,758 | Reduce 10.87% | 1.69 M | $23.09 |
| Q2 2019 | +165,726 | Add 9.59% | 1.89 M | $25.79 |
| Q1 2019 | -101,811 | Reduce 5.57% | 1.73 M | $24.94 |
| Q4 2018 | +752,022 | Add 69.81% | 1.83 M | $20.71 |
| Q3 2018 | +979,581 | Add 1003.74% | 1.08 M | $24.68 |
| Q2 2018 | +97,593 | New Buy | 97,593 | $21.26 |
| Q1 2018 | -179,277 | Sold Out | 0 | $0.00 |
| Q4 2017 | -989,715 | Reduce 84.66% | 179,277 | $18.33 |
| Q3 2017 | +1.13 M | Add 2837.09% | 1.17 M | $18.09 |
| Q2 2017 | -366,771 | Reduce 90.21% | 39,801 | $18.19 |
| Q1 2017 | -15,315 | Reduce 3.63% | 406,572 | $15.52 |
| Q4 2016 | -1.84 M | Reduce 81.36% | 421,887 | $11.98 |
| Q3 2016 | +1.23 M | Add 119.57% | 2.26 M | $10.17 |
| Q2 2016 | +981,369 | Add 1975.14% | 1.03 M | $8.69 |
| Q1 2016 | +49,686 | New Buy | 49,686 | $8.57 |
| Q4 2015 | -787,158 | Sold Out | 0 | $0.00 |
| Q3 2015 | +787,158 | New Buy | 787,158 | $8.97 |
| Q2 2015 | -73,962 | Sold Out | 0 | $0.00 |
| Q1 2015 | -5,199 | Reduce 6.57% | 73,962 | $11.05 |
| Q4 2014 | +79,161 | New Buy | 79,161 | $12.08 |
| Q2 2014 | -28,707 | Sold Out | 0 | $0.00 |
| Q1 2014 | -442,530 | Reduce 93.91% | 28,707 | $9.65 |
| Q4 2013 | +492 | Add 0.10% | 471,237 | $9.59 |
| Q3 2013 | +281,460 | Add 148.70% | 470,745 | $8.58 |
| Q2 2013 | +189,285 | Add 0.00% | 189,285 | $7.73 |
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.
Joel Greenblatt's largest addition to CSX Corporation (CSX) was in Q3 2016, adding 2,263,902 shares worth $23.02 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 462,895 shares of CSX Corporation (CSX), valued at approximately $16.78 M.
As of the Q4 2025 filing, CSX Corporation (CSX) represents approximately 0.06% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in CSX Corporation (CSX) was 2,263,902 shares, as reported at the end of Q3 2016.