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CSX Corporation

CSX Industrials
$45.66 $-0.26 (-0.57%)
Market Cap: $84.84 B
Gurus Holding
14
Popularity Rank
#154
% of Shares Held
3.00%
Net Activity (Q1 2026)
+$70.75 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 Q1 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.55 B.

Top institutional holders include Ken Fisher and Andreas Halvorsen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $70.75 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 243.8%. Conversely, Jefferies Group reduced exposure by 63.2%.

Key Holders

Top 5 by Value

$1.12 B
$766.73 M
$121.16 M
$97.5 M
$89.55 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$327.22 M
Total Buy Value
New Buys 2
Additions 5
-$256.47 M
Total Sell Value
Reductions 6
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
7

FAQs for CSX Corporation (CSX)

Major holders include Ken Fisher ($1.12 B), Andreas Halvorsen ($766.73 M), Steven Cohen ($121.16 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 55.75 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $70.75 M, with 7 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited CSX. The total reported sell value was $256.47 M.

Yes, 2 managers opened new positions in CSX, and 5 increased their existing holdings. The total reported buy value was $327.22 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.38% Add 2.8% 27,247,647 $1.12 B Q1 2026
2.14% Add 35.2% 18,678,052 $766.73 M Q1 2026
0.16% Reduce -62.5% 2,951,597 $121.16 M Q1 2026
0.44% Add 243.8% 2,375,228 $97.5 M Q1 2026
0.04% Reduce -9.3% 2,227,123 $89.55 M Q1 2026
0.07% Add 20.6% 558,367 $22.92 M Q1 2026
0.18% Add 20.5% 530,000 $21.76 M Q1 2026
0.03% New Buy 503,600 $20.67 M Q1 2026
0.23% Reduce -60.0% 271,609 $11.15 M Q1 2026
0.09% Reduce -12.8% 158,495 $6.51 M Q1 2026
0.02% Reduce -38.0% 149,693 $6.14 M Q1 2026
0.02% Reduce -63.2% 84,198 $3.46 M Q1 2026
0.04% 7,566 $310,584 Q1 2026
0.00% New Buy 5,512 $226,268 Q1 2026
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