First Manhattan Co reports 1.49% increase in ownership of CSX / CSX Corporation

CSX Corporation

AT ˙ WBAG ˙ US1264081035

39,57 € ↓ -0,70 (-1,75%)

2026-06-04
DEL PRIS

Security	AT:CSX / CSX Corporation
Institution	First Manhattan Co
Latest Disclosed Ownership	161,768 shares
Latest Disclosed Value	$ 6,640,576

On May 15, 2026 - First Manhattan Co filed a 13F-HR form disclosing ownership of 161,768 shares of CSX Corporation (AT:CSX) valued at $5,651,365 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 159,393 shares of CSX Corporation. This represents a change in shares of 1.49% during the quarter. The current value of the position is $6,401,160 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	CSX	COM	126408103	161,768	2,375	1.49	6,641	14.94	0.0184
2026-02-17	2025-12-31	13F	CSX	COM	126408103	159,393	4,779	3.09	5,778	5.23	0.0152
2025-11-14	2025-09-30	13F	CSX	COM	126408103	154,614	0	0.00	5,490	8.82	0.0145
2025-08-14	2025-06-30	13F	CSX	COM	126408103	154,614	-168	-0.11	5,045	10.76	0.0142
2025-05-15	2025-03-31	13F	CSX	COM	126408103	154,782	-479	-0.31	4,555	-9.08	0.0133
2025-02-14	2024-12-31	13F	CSX	COM	126408103	155,261	-720	-0.46	5,010	-6.98	0.0147
2024-11-14	2024-09-30	13F	CSX	COM	126408103	155,981	-101,112	-39.33	5,386	-37.36	0.0160
2024-08-15	2024-06-30	13F/A-1	CSX	COM	126408103	257,093	-35,700	-12.19	8,600	-20.77	0.0276
2024-08-14	2024-06-30	13F	CSX	COM	126408103	257,093	-35,700		8,600		0.0276
2024-05-15	2024-03-31	13F	CSX	COM	126408103	292,793	-1,099	-0.37	10,854	6.52	0.0352
2024-02-13	2023-12-31	13F	CSX	COM	126408103	293,892	-1,737	-0.59	10,189	12.09	0.0353
2023-11-14	2023-09-30	13F	CSX	COM	126408103	295,629	-15,160	-4.88	9,091	-14.22	0.0336
2023-08-14	2023-06-30	13F	CSX	COM	126408103	310,789	-27,550	-8.14	10,598	4.62	0.0388
2023-05-15	2023-03-31	13F	CSX	COM	126408103	338,339	0	0.00	10,130	-3.36	0.0388
2023-02-14	2022-12-31	13F	CSX	COM	126408103	338,339	-17,736	-4.98	10,482	10.50	0.0384
2022-11-14	2022-09-30	13F	CSX	COM	126408103	356,075	519	0.15	9,485	-8.20	0.0402
2022-08-15	2022-06-30	13F	CSX	COM	126408103	355,556	-2,510	-0.70	10,332	-22.95	0.0416
2022-05-16	2022-03-31	13F	CSX	COM	126408103	358,066	-850	-0.24	13,409	-0.64	0.0439
2022-02-14	2021-12-31	13F	CSX	COM	126408103	358,916	28,960	8.78	13,495	37.54	0.0445
2021-11-15	2021-09-30	13F	CSX	COM	126408103	329,956	-908	-0.27	9,812	-7.56	0.0361
2021-08-16	2021-06-30	13F	CSX	COM	126408103	330,864	220,577	200.00	10,614	-0.18	0.0387
2021-05-14	2021-03-31	13F	CSX	COM	126408103	110,287	-451	-0.41	10,633	5.81	0.0458
2021-02-16	2020-12-31	13F	CSX	COM	126408103	110,738	-400	-0.36	10,049	16.42	0.0481
2020-11-12	2020-09-30	13F	CSX	COMMON	126408103	111,138	451	0.41	8,632	11.83	0.0445
2020-08-14	2020-06-30	13F	CSX	COMMON	126408103	110,687	1,842	1.69	7,719	23.78	0.0446
2020-05-06	2020-03-31	13F	CSX	COMMON	126408103	108,845	511	0.47	6,236	-20.45	0.0404
2020-02-13	2019-12-31	13F	CSX	COMMON	126408103	108,334	-2,598	-2.34	7,839	2.02	0.0393
2019-11-13	2019-09-30	13F	CSX	COMMON	126408103	110,932	9,000	8.83	7,684	-2.56	0.0423
2019-08-16	2019-06-30	13F	CSX	COMMON	126408103	101,932	-4,100	-3.87	7,886	-0.59	0.0438
2019-04-12	2019-03-31	13F	CSX	COMMON	126408103	106,032	550	0.52	7,933	21.06	0.0458
2019-01-30	2018-12-31	13F	CSX	COMMON	126408103	105,482	-1,080	-1.01	6,553	-16.95	0.0408
2018-10-15	2018-09-30	13F	CSX	COMMON	126408103	106,562	650	0.61	7,890	16.80	0.0420
2018-08-01	2018-06-30	13F	CSX	COMMON	126408103	105,912	0	0.00	6,755	14.49	0.0389
2018-04-20	2018-03-31	13F	CSX	COMMON	126408103	105,912	-2,000	-1.85	5,900	-0.61	0.0336
2018-01-22	2017-12-31	13F	CSX	COMMON	126408103	107,912	-517	-0.48	5,936	0.90	0.0325
2017-10-25	2017-09-30	13F	CSX	COMMON	126408103	108,429	250	0.23	5,883	-0.32	0.0337
2017-08-10	2017-06-30	13F/A-2	CSX	COMMON	126408103	108,179	-3,550	-3.18	5,902	13.50	0.0344
2017-08-01	2017-06-30	13F/A-1	CSX	COMMON	126408103	108,179	0		5,902		0.0344
2017-07-28	2017-06-30	13F	CSX	COMMON	126408103	108,179	-3,550		5,902
2017-04-25	2017-03-31	13F/A-1	CSX	COMMON	126408103	111,729	0	0.00	5,200	29.55	0.0309
2017-04-24	2017-03-31	13F	CSX	COMMON	126408103	115,129			3,511
2017-01-25	2016-12-31	13F	CSX	COMMON	126408103	111,729	-3,400	-2.95	4,014	14.33	0.0244
2016-10-20	2016-09-30	13F	CSX	COMMON	126408103	115,129	-1,967	-1.68	3,511	15.00	0.0214
2016-07-14	2016-06-30	13F	CSX	COMMON	126408103	117,096	1,597	1.38	3,053	2.66	0.0188
2016-04-22	2016-03-31	13F	CSX	COMMON	126408103	115,499	-275	-0.24	2,974	-1.00	0.0183
2016-01-20	2015-12-31	13F	CSX	COMMON	126408103	115,774	7,975	7.40	3,004	3.62	0.0184
2015-10-26	2015-09-30	13F	CSX	COMMON	126408103	107,799	0	0.00	2,899	-17.62	0.0186
2015-07-17	2015-06-30	13F	CSX	COMMON	126408103	107,799	0	0.00	3,519	-1.43	0.0208
2015-04-30	2015-03-31	13F	CSX	COMMON	126408103	107,799	-1,350	-1.24	3,570	-9.71	0.0206
2015-01-20	2014-12-31	13F	CSX	COMMON	126408103	109,149	-10,000	-8.39	3,954	3.53	0.0224
2014-10-23	2014-09-30	13F	CSX	COMMON	126408103	119,149	-4,171	-3.38	3,819	0.53	0.0222
2014-08-14	2014-06-30	13F/A-1	CSX	COMMON	126408103	123,320	0	0.00	3,799	6.35	0.0241
2014-05-16	2014-03-31	13F	CSX	COMMON	126408103	123,320	-100	-0.08	3,572	0.62	0.0235
2014-02-04	2013-12-31	13F	CSX	COMMON	126408103	123,420	-200	-0.16	3,550	11.60	0.0235
2013-10-29	2013-09-30	13F	CSX	COMMON	126408103	123,620	500	0.41	3,181	4.85	0.0222
2013-08-13	2013-06-30	13F	CSX	COMMON	126408103	123,120	123,120		3,034		0.0209

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.