Tom Gayner's CSX Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 440,000 shares of CSX Corporation (CSX) worth $15.95 M, representing 0.13% of the portfolio. First purchased in 2015-Q4, this medium-term investment has been held for 9 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 220,000 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 2025 | +155,000 | Add 54.39% | 440,000 | $36.25 |
| Q3 2025 | +220,000 | Add 338.46% | 285,000 | $35.51 |
| Q2 2025 | +65,000 | New Buy | 65,000 | $32.63 |
| Q1 2017 | -420,000 | Sold Out | 0 | $0.00 |
| Q2 2016 | +150,000 | Add 55.56% | 420,000 | $8.69 |
| Q1 2016 | +15,000 | Add 5.88% | 270,000 | $8.58 |
| Q4 2015 | +255,000 | New Buy | 255,000 | $8.65 |
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 9 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 Q4 2025, Tom Gayner's firm, Markel Group Inc., owns 440,000 shares of CSX Corporation (CSX), valued at approximately $15.95 M.
As of the Q4 2025 filing, CSX Corporation (CSX) represents approximately 0.13% 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 440,000 shares, as reported at the end of Q4 2025.