CSX Corporation
AT ˙ WBAG ˙ US1264081035
40,74 € ↑1,16 (2,94%)
2026-06-05
DEL PRIS
SecurityAT:CSX / CSX Corporation
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership54,389 shares
Latest Disclosed Value $ 1,971,591
Global Retirement Partners, LLC reports 196.71% increase in ownership of CSX / CSX Corporation

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 54,389 shares of CSX Corporation (AT:CSX) valued at $1,971,591 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 18,331 shares of CSX Corporation. This represents a change in shares of 196.71% during the quarter. The current value of the position is $2,215,536 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 Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-06 2025-12-31 13F CSX COM 126408103 54,389 36,058 196.71 1,972 203.23 0.0350
2025-10-21 2025-09-30 13F CSX COM 126408103 18,331 1,310 7.70 651 17.12 0.0146
2025-08-12 2025-06-30 13F CSX COM 126408103 17,021 5,063 42.34 555 44.16 0.0138
2025-01-31 2024-12-31 13F CSX COM 126408103 11,958 274 2.35 386 -4.47 0.0111
2024-10-16 2024-09-30 13F CSX COM 126408103 11,684 -2,521 -17.75 403 -15.16 0.0122
2024-07-23 2024-06-30 13F CSX COM 126408103 14,205 1,698 13.58 475 2.59 0.0149
2024-04-23 2024-03-31 13F CSX COM 126408103 12,507 -154 -1.22 464 5.47 0.0173
2024-01-18 2023-12-31 13F CSX COM 126408103 12,661 908 7.73 440 21.27 0.0184
2023-10-13 2023-09-30 13F CSX COM 126408103 11,753 -230 -1.92 363 -11.27 0.0183
2023-07-20 2023-06-30 13F CSX COM 126408103 11,983 1,008 9.18 409 20.35 0.0200
2023-05-08 2023-03-31 13F CSX COM 126408103 10,975 3,122 39.76 339 39.51 0.0180
2023-02-13 2022-12-31 13F CSX COM 126408103 7,853 906 13.04 243 20.30 0.0167
2022-11-03 2022-09-30 13F CSX COM 126408103 6,947 -374 -5.11 202 -5.16 0.0153
2022-07-15 2022-06-30 13F CSX COM 126408103 7,321 187 2.62 213 -3.62 0.0171
2022-07-14 2022-03-31 13F CSX COM 126408103 7,134 7,134 221 0.0174
2022-01-21 2021-12-31 13F CSX COM 126408103 0 -5,340 -100.00 0 -100.00
2021-10-22 2021-09-30 13F CSX COM 126408103 5,340 504 10.42 159 3.92 0.0157
2021-07-15 2021-06-30 13F CSX COM 126408103 4,836 4,188 646.30 153 146.77 0.0157
2021-04-14 2021-03-31 13F CSX COM 126408103 648 0 0.00 62 5.08 0.0073
2021-01-13 2020-12-31 13F CSX COM 126408103 648 0 0.00 59 18.00 0.0074
2020-10-09 2020-09-30 13F CSX COM 126408103 648 -96 -12.90 50 -3.85 0.0073
2020-07-13 2020-06-30 13F CSX COM 126408103 744 131 21.37 52 48.57 0.0083
2020-04-28 2020-03-31 13F CSX COM 126408103 613 8 1.32 35 -20.45 0.0066
2020-01-23 2019-12-31 13F CSX COM 126408103 605 0 0.00 44 4.76 0.0067
2019-11-19 2019-09-30 13F CSX COM 126408103 605 0 0.00 42 -10.64 0.0069
2019-11-19 2019-06-30 13F CSX COM 126408103 605 0 0.00 47 4.44 0.0090
2019-05-07 2019-03-31 13F CSX COM 126408103 605 255 72.86 45 104.55 0.0109
2019-02-22 2018-12-31 13F CSX COM 126408103 350 -178 -33.71 22 -43.59 0.0056
2018-10-17 2018-09-30 13F CSX COM 126408103 528 157 42.32 39 62.50 0.0088
2018-08-13 2018-06-30 13F CSX COM 126408103 371 0 0.00 24 14.29 0.0061
2018-08-10 2018-03-31 13F CSX COM 126408103 371 -128 -25.65 21 -22.22 0.0058
2018-08-13 2017-12-31 13F CSX COM 126408103 499 286 134.27 27 125.00 0.0074
2018-08-10 2017-09-30 13F CSX COM 126408103 213 37 21.02 12 20.00 0.0050
2018-08-10 2017-06-30 13F CSX COM 126408103 176 0 0.00 10 25.00 0.0047
2018-08-10 2017-03-31 13F CSX COM 126408103 176 176 8 0.0045
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.