Tom Gayner's CSX Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 285.0K shares of CSX Corporation (CSX) worth $10.12 M, representing 0.08% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Tom Gayner has maintained a strategic position in CSX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 220.0K shares. Largest reduction occurred in Q2 2025, reducing 355.0K shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's CSX Corporation (CSX) Holding Value Over Time
Track share changes against reported price movement
Quarterly CSX Corporation (CSX) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2015 | +255,000 | New Buy | 255,000 | $8.65 |
| Q1 2016 | +15,000 | Add 5.88% | 270,000 | $8.58 |
| Q2 2016 | +150,000 | Add 55.56% | 420,000 | $8.69 |
| Q1 2017 | -420,000 | Sold Out | 420,000 | $0.00 |
| Q2 2025 | +65,000 | New Buy | 65,000 | $32.63 |
| Q3 2025 | +220,000 | Add 338.46% | 285,000 | $35.51 |
Tom Gayner's CSX Corporation Investment FAQs
Tom Gayner first purchased CSX Corporation (CSX) in Q4 2015, acquiring 255,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner has held CSX Corporation (CSX) for 40 quarters since Q4 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's largest addition to CSX Corporation (CSX) was in Q4 2015, adding 255,000 shares worth $2.21 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Tom Gayner's firm, Markel Group Inc., owns 285,000 shares of CSX Corporation (CSX), valued at approximately $10.12 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 0.08% of Tom Gayner'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.
Tom Gayner's peak holding in CSX Corporation (CSX) was 420,000 shares, as reported at the end of Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.