CSX Corporation
AT ˙ WBAG ˙ US1264081035
40,74 € ↑1,16 (2,94%)
2026-06-05
DEL PRIS
SecurityAT:CSX / CSX Corporation
InstitutionLynch & Associates/in
Latest Disclosed Ownership8,796 shares
Latest Disclosed Value $ 361,076
Lynch & Associates/in reports 5.42% decrease in ownership of CSX / CSX Corporation

On April 8, 2026 - Lynch & Associates/in filed a 13F-HR form disclosing ownership of 8,796 shares of CSX Corporation (AT:CSX) valued at $307,288 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 9,300 shares of CSX Corporation. This represents a change in shares of -5.42% during the quarter. The current value of the position is $358,305 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)
2026-04-08 2026-03-31 13F CSX COM 126408103 8,796 -504 -5.42 361 7.12 0.0678
2026-01-07 2025-12-31 13F CSX COM 126408103 9,300 -50 -0.53 337 1.51 0.0637
2025-10-07 2025-09-30 13F CSX COM 126408103 9,350 0 0.00 332 8.85 0.0641
2025-07-15 2025-06-30 13F CSX COM 126408103 9,350 -1,010 -9.75 305 0.33 0.0615
2025-04-17 2025-03-31 13F CSX COM 126408103 10,360 -650 -5.90 305 -14.37 0.0659
2025-01-10 2024-12-31 13F CSX COM 126408103 11,010 -663 -5.68 355 -11.91 0.0771
2024-10-15 2024-09-30 13F CSX COM 126408103 11,673 0 0.00 403 3.33 0.0852
2024-08-06 2024-06-30 13F CSX COM 126408103 11,673 -200 -1.68 390 -11.36 0.0880
2024-04-09 2024-03-31 13F CSX COM 126408103 11,873 0 0.00 440 7.06 0.1017
2024-01-08 2023-12-31 13F CSX COM 126408103 11,873 -620 -4.96 412 7.03 0.1000
2023-10-24 2023-09-30 13F/A-1 CSX COM 126408103 12,493 -8,900 -41.60 384 -47.33 0.1013
2023-10-24 2023-09-30 13F CSX COM 126408103 12,493 -8,900 0 0.1013
2023-10-24 2023-06-30 13F/A-1 CSX COM 126408103 21,393 -750 -3.39 730 10.12 0.1867
2023-07-13 2023-06-30 13F CSX COM 126408103 21,393 -750 1 0.1868
2023-10-24 2023-03-31 13F/A-1 CSX COM 126408103 22,143 -14,347 -39.32 663 -41.42 0.1739
2023-04-04 2023-03-31 13F CSX COM 126408103 22,143 -14,347 1 0.1739
2023-10-24 2022-12-31 13F/A-1 CSX COM 126408103 36,490 1 0.00 1,130 16.26 0.2955
2023-01-05 2022-12-31 13F CSX COM 126408103 36,490 1 1 0.2954
2022-10-03 2022-09-30 13F CSX COM 126408103 36,489 0 0.00 972 -8.30 0.2844
2022-07-06 2022-06-30 13F CSX COM 126408103 36,489 0 0.00 1,060 -22.46 0.2884
2022-04-08 2022-03-31 13F CSX COM 126408103 36,489 1 0.00 1,367 -0.36 0.3311
2022-01-11 2021-12-31 13F CSX COM 126408103 36,488 0 0.00 1,372 26.45 0.3239
2021-10-12 2021-09-30 13F CSX COM 126408103 36,488 2 0.01 1,085 -7.26 0.2810
2021-07-21 2021-06-30 13F CSX COM 126408103 36,486 24,324 200.00 1,170 -0.26 0.3002
2021-04-09 2021-03-31 13F CSX COM 126408103 12,162 0 0.00 1,173 6.25 0.3167
2021-01-20 2020-12-31 13F CSX COM 126408103 12,162 0 0.00 1,104 16.83 0.3007
2020-10-21 2020-09-30 13F CSX COM 126408103 12,162 -300 -2.41 945 8.75 0.2830
2020-07-20 2020-06-30 13F CSX COM 126408103 12,462 0 0.00 869 21.71 0.2811
2020-04-28 2020-03-31 13F CSX COM 126408103 12,462 9 0.07 714 -20.75 0.2624
2020-01-10 2019-12-31 13F CSX COM 126408103 12,453 29 0.23 901 4.65 0.2589
2019-10-03 2019-09-30 13F CSX COM 126408103 12,424 -31 -0.25 861 -10.68 0.2633
2019-07-19 2019-06-30 13F CSX COM 126408103 12,455 0 0.00 964 3.43 0.3133
2019-04-25 2019-03-31 13F CSX COM 126408103 12,455 0 0.00 932 20.41 0.3091
2019-01-10 2018-12-31 13F CSX COM 126408103 12,455 0 0.00 774 -16.05 0.2890
2018-10-05 2018-09-30 13F CSX COM 126408103 12,455 0 0.00 922 16.12 0.3112
2018-07-09 2018-06-30 13F CSX COM 126408103 12,455 -31 -0.25 794 14.08 0.2876
2018-04-06 2018-03-31 13F CSX COM 126408103 12,486 0 0.00 696 1.31 0.2661
2018-01-04 2017-12-31 13F CSX COM 126408103 12,486 0 0.00 687 1.48 0.2575
2017-10-18 2017-09-30 13F CSX COM 126408103 12,486 0 0.00 677 -0.59 0.2690
2017-07-20 2017-06-30 13F CSX COM 126408103 12,486 0 0.00 681 17.21 0.2690
2017-04-10 2017-03-31 13F CSX COM 126408103 12,486 -39,472 -75.97 581 -68.88 0.2369
2017-01-09 2016-12-31 13F CSX COM 126408103 51,958 -750 -1.42 1,867 16.11 0.7859
2016-10-04 2016-09-30 13F CSX COM 126408103 52,708 4,894 10.24 1,608 28.95 0.7074
2016-07-20 2016-06-30 13F CSX COM 126408103 47,814 -750 -1.54 1,247 -0.32 0.5572
2016-04-11 2016-03-31 13F CSX COM 126408103 48,564 -875 -1.77 1,251 -2.49 0.5948
2016-02-29 2015-12-31 13F CSX COM 126408103 49,439 800 1.64 1,283 -1.91 0.6585
2015-10-14 2015-09-30 13F CSX COM 126408103 48,639 175 0.36 1,308 -17.32 0.7246
2015-07-21 2015-06-30 13F CSX COM 126408103 48,464 2,025 4.36 1,582 2.86 0.8259
2015-04-13 2015-03-31 13F CSX COM 126408103 46,439 2,775 6.36 1,538 -2.78 0.8098
2015-01-21 2014-12-31 13F CSX COM 126408103 43,664 67 0.15 1,582 13.16 0.8508
2014-10-03 2014-09-30 13F CSX COM 126408103 43,597 1,942 4.66 1,398 8.96 0.7854
2014-07-15 2014-06-30 13F CSX COM 126408103 41,655 650 1.59 1,283 8.00 0.7326
2014-04-15 2014-03-31 13F CSX COM 126408103 41,005 675 1.67 1,188 2.41 0.7007
2014-01-22 2013-12-31 13F CSX COM 126408103 40,330 13,950 52.88 1,160 70.84 0.6931
2013-10-16 2013-09-30 13F CSX COM 126408103 26,380 5,490 26.28 679 40.29 0.4530
2013-07-16 2013-06-30 13F CSX COM 126408103 20,890 20,890 484 0.3345
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.