Tom Gayner’s CSX Holdings & Trades

First Buy
Q4 2015
Duration Held
8 Quarters
Largest Add
Q4 2015
+255,000 Shares
Current Position
285,000 Shares
$10.12 M Value

Tom Gayner's CSX Position Overview

Tom Gayner (via Markel Group Inc.) currently holds 285,000 shares of CSX Corporation (CSX) worth $10.12 M, representing 0.08% of the portfolio. First purchased in 2015-Q4, this short-term holding has been held for 8 quarters.

Based on 13F filings, Tom Gayner has maintained this position in CSX for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 220,000 shares. Largest reduction occurred in Q1 2017, reducing 420,000 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

Report Date 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 0 $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 8 quarters since Q4 2015.

Tom Gayner's largest addition to CSX Corporation (CSX) was in Q4 2015, adding 255,000 shares worth $2.21 M.

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.

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.

Tom Gayner's peak holding in CSX Corporation (CSX) was 420,000 shares, as reported at the end of Q2 2016.