NSC
Norfolk Southern Corp
5 super-investors hold NSC worth a combined $2.66B. The largest position: Daniel Loeb at 1.4% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 27 — ranked #471 of 724 scored stocks.
Why super-investors own NSC
Ownership of NSC within this cohort is narrow and largely passive: five managers hold the stock, but combined conviction is modest, with the highest single-portfolio weight just 1.4% (Daniel Loeb). The bulk of the $2.7B combined position sits with Dodge & Cox ($1.8B) and Joel Greenblatt ($752M), both of whom made no changes in 2026Q1. Loeb, the only manager to act this quarter, trimmed his $29M position. The cohort count history — zero owners as recently as three quarters ago before reaching a plateau at one — suggests this is not a stock generating fresh enthusiasm, and the absence of any adds or new entrants in 2026Q1 reinforces that interest is stable at best, and potentially fading at the margins.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 1.0% | 40q | $1.80B | 6,257,750 |
| 2 | Joel Greenblatt | 0.5% | 39q | $752M | 2,620,382 |
| 3 | Thomas Gayner | 0.7% | 40q | $81M | 282,500 |
| 4 | Daniel Loeb | 1.4% | 3q | $29M | 100,000 |
| 5 | Mairs & Power Funds | <0.1% | 40q | $779K | 2,715 |
Owners of NSC also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Daniel Loeb | TRIM | 1.4% | -90% | $29M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 655844108. Not investment advice.