CSX
Csx Corp
5 super-investors hold CSX worth a combined $903M. The largest position: Harry Burn at 2.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 28 — ranked #454 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own CSX
CSX draws modest but stable interest from five super-investor portfolios, with combined holdings of roughly $903M — though that figure is almost entirely explained by Viking Global Investors, which holds $767M at a 2.1% portfolio weight. Harry Burn carries the highest concentration at 2.8% ($82M), while Thomas Gayner, Joel Greenblatt, and Kahn Brothers hold smaller, single-digit weights. The cohort's 2026Q1 activity was notable for its stillness: no new positions, no adds, no trims, no exits. The owner count has held at a consistent low — bouncing between one and two for seven of the past eight quarters before reaching five — suggesting this is a quiet, long-term hold rather than a stock attracting fresh conviction.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Viking Global Investors | 2.1% | 15q | $767M | 18,678,052 |
| 2 | Harry Burn | 2.8% | 6q | $82M | 2,002,159 |
| 3 | Joel Greenblatt | <0.1% | 40q | $31M | 758,301 |
| 4 | Thomas Gayner | 0.2% | 7q | $22M | 530,000 |
| 5 | Kahn Brothers Group | 0.3% | 11q | $1M | 36,481 |
Owners of CSX also hold
Long US equity 13F-HR filings only. CUSIP 126408103. Not investment advice.