CSX Corporation
AT ˙ WBAG ˙ US1264081035
40,74 € ↑1,16 (2,94%)
2026-06-05
DEL PRIS
SecurityAT:CSX / CSX Corporation
InstitutionKaydan Wealth Management, Inc.
Latest Disclosed Ownership11,349 shares
Latest Disclosed Value $ 465,876
Kaydan Wealth Management, Inc. ownership in CSX / CSX Corporation

On April 29, 2026 - Kaydan Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 11,349 shares of CSX Corporation (AT:CSX) valued at $396,477 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 11,349 shares of CSX Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $462,302 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-29 2026-03-31 13F CSX COM 126408103 11,349 0 0.00 466 13.14 0.1558
2026-01-12 2025-12-31 13F CSX COM 126408103 11,349 0 0.00 411 1.99 0.1191
2025-10-17 2025-09-30 13F CSX COM 126408103 11,349 0 0.00 403 8.92 0.1151
2025-07-11 2025-06-30 13F CSX COM 126408103 11,349 0 0.00 370 10.78 0.1213
2025-04-17 2025-03-31 13F CSX COM 126408103 11,349 0 0.00 334 -8.74 0.1071
2025-01-16 2024-12-31 13F CSX COM 126408103 11,349 0 0.00 366 -6.39 0.1217
2024-10-16 2024-09-30 13F CSX COM 126408103 11,349 0 0.00 392 3.17 0.1157
2024-07-11 2024-06-30 13F CSX COM 126408103 11,349 0 0.00 380 -9.76 0.1345
2024-04-12 2024-03-31 13F CSX COM 126408103 11,349 0 0.00 421 6.87 0.1434
2024-01-16 2023-12-31 13F CSX COM 126408103 11,349 0 0.00 393 12.93 0.1600
2023-11-02 2023-09-30 13F CSX COM 126408103 11,349 0 0.00 349 -10.08 0.1393
2023-07-17 2023-06-30 13F CSX COM 126408103 11,349 0 0.00 387 14.16 0.1622
2023-04-10 2023-03-31 13F CSX COM 126408103 11,349 0 0.00 340 -3.42 0.1393
2023-02-06 2022-12-31 13F CSX COM 126408103 11,349 0 0.00 352 16.23 0.1406
2023-02-24 2022-09-30 13F CSX COM 126408103 11,349 0 0.00 302 -8.21 0.1669
2023-02-24 2022-06-30 13F CSX COM 126408103 11,349 0 0.00 330 -22.59 0.1836
2023-02-24 2022-03-31 13F CSX COM 126408103 11,349 0 0.00 425 -0.23 0.1878
2023-02-24 2021-12-31 13F CSX COM 126408103 11,349 11,349 427 0.1617
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.