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CSX Corporation

CSX Industrials
$48.95 $-0.09 (-0.18%)
Market Cap: $90.67 B
Gurus Holding
13
Popularity Rank
#200
% of Shares Held
2.08%
Net Activity (Q2 2026)
-$694.95 M

Guru Ownership Trend

Guru Analysis for CSX Corporation (CSX)

CSX Corporation (CSX), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.89 B.

Top institutional holders include Ken Fisher and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $694.95 M net outflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 375.8%. Conversely, Manning & Napier Group reduced exposure by 99.6%.

Key Holders

Top 5 by Value

$1.33 B
$114.25 M
$112.16 M
$105.99 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$117.05 M
Total Buy Value
New Buys 0
Additions 7
-$812.01 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
7

FAQs for CSX Corporation (CSX)

Major holders include Ken Fisher ($1.33 B), Cliff Asness ($114.25 M), Steven Cohen ($112.16 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 38.58 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $694.95 M, with 7 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited CSX. The total reported sell value was $812.01 M.

Yes, 0 managers opened new positions in CSX, and 7 increased their existing holdings. The total reported buy value was $117.05 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.40% Add 2.9% 28,042,636 $1.33 B Q2 2026
0.04% Add 8.2% 2,408,776 $114.25 M Q2 2026
0.12% Reduce -20.1% 2,359,777 $112.16 M Q2 2026
0.43% Reduce -6.1% 2,229,965 $105.99 M Q2 2026
0.86% Add 349.4% 1,220,553 $58.01 M Q2 2026
0.04% Add 26.1% 634,800 $30.17 M Q2 2026
0.07% Add 6.3% 593,758 $28.22 M Q2 2026
0.21% Add 10.3% 584,500 $27.78 M Q2 2026
0.13% Add 375.8% 400,625 $19.04 M Q2 2026
0.01% Reduce -37.3% 93,882 $4.46 M Q2 2026
0.05% 7,566 $359,612 Q2 2026
0.00% 5,512 $261,985 Q2 2026
0.00% Reduce -99.6% 618 $29,691 Q2 2026
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Transaction
Value
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SEC Form