CSX β€” CSX Corp

Ownership history in BRIGHTON JONES LLC  Β·  21 quarters on record

This page tracks every 13F SEC filing in which BRIGHTON JONES LLC reported a position in CSX Corp (CSX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.07% (2014 Q3)
πŸ“Š Avg. % of fund
0.03%
πŸ“… First filed
2013 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
21

Position Intelligence

BRIGHTON JONES LLC Γ— CSX AI Analytics

πŸ“ˆ BRIGHTON JONES LLC outperformed the S&P 500 by +13.9% annually on this CSX position. Timing score: 37% (7/19 decisions correct). Average cost basis: $24.60. Maximum drawdown during holding period: –19.4%.

πŸ“ˆ Position Alpha vs SPY
+13.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 13.9% per year on this position.
20 quarters analyzed

⏱️ Timing Score
37%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
7 of 19 add/trim decisions correct

πŸ’° Entry Quality
$24.60
+43.3% vs current ($35.26)

Best entry: $7.02 (2013 Q3)  Β·  Worst: $35.99 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–19.4%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
65%
buy-side decisions

13 adds Β· 7 trims. Bought during 6 of 7 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    CSX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 22,049 +1,629 +8.0% 0.02% $783K $35.26
2025 Q2 ADDED 20,420 +2,840 +16.2% 0.02% $666K $32.27
2025 Q1 ADDED 17,580 +1,326 +8.2% 0.02% $517K $28.99
2024 Q4 ADDED 16,254 +849 +5.5% 0.02% $525K $31.66
2024 Q3 REDUCED 15,405 -3,755 -19.6% 0.02% $532K $33.76
2024 Q2 ADDED 19,160 +6,280 +48.8% 0.02% $641K $32.59
2024 Q1 ADDED 12,880 +1,295 +11.2% 0.02% $477K $35.99
2023 Q4 REDUCED 11,585 -235 -2.0% 0.02% $402K $33.55
2023 Q3 ADDED 11,820 +720 +6.5% 0.02% $363K $29.66
2023 Q2 ADDED 11,100 +2,992 +36.9% 0.02% $379K $32.77
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CSX

As of 2025 Q4 β€” sorted by position size

DRH Investments, Inc. 3Y 9.98% Maj Invest Holding A/S 3Y 7Y 6.07% Tiptree Advisors, LLC 3Y 7Y 5.38% Ausbil Investment Management Ltd 3Y 5.38% Junto Capital Management LP 3Y 7Y 3.24% LOCUST WOOD CAPITAL ADVISERS, LLC 3Y 7Y 3.09% SOUND SHORE MANAGEMENT INC /CT/ 3Y 7Y 2.77% Signet Investment Advisory Group, Inc. 3Y 7Y 2.6% Perpetual Ltd 3Y 7Y 2.53% Aull & Monroe Investment Management Corp 3Y 7Y 2.52%
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