CSX β€” CSX CORP

Ownership history in L.M. KOHN & COMPANY  Β·  14 quarters on record

This page tracks every 13F SEC filing in which L.M. KOHN & COMPANY 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
0.44% (2023 Q2)
πŸ“Š Avg. % of fund
0.29%
πŸ“… First filed
2022 Q1
πŸ“… Last filed
2025 Q2
⏱ Quarters held
14

Position Intelligence

L.M. KOHN & COMPANY Γ— CSX AI Analytics

πŸ“‰ L.M. KOHN & COMPANY underperformed the S&P 500 by –12.7% annually on this CSX position. Timing score: 38% (5/13 decisions correct). Average cost basis: $32.55. Maximum drawdown during holding period: –28.4%.

πŸ“ˆ Position Alpha vs SPY
-12.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 12.7% ann.
13 quarters analyzed

⏱️ Timing Score
38%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
5 of 13 add/trim decisions correct

πŸ’° Entry Quality
$32.55
-0.9% vs current ($32.27)

Best entry: $25.34 (2022 Q3)  Β·  Worst: $35.40 (2022 Q1)

πŸ›‘οΈ Drawdown Resilience
–28.4%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
57%
buy-side decisions

8 adds Β· 6 trims. Bought during 4 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 0.08% 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 Q2 REDUCED 9,320 -18,701 -66.7% 0.08% $304K $32.27
2025 Q1 ADDED 28,021 +69 +0.2% 0.22% $825K $28.99
2024 Q4 REDUCED 27,952 -793 -2.8% 0.23% $902K $31.66
2024 Q3 ADDED 28,745 +187 +0.7% 0.25% $993K $33.76
2024 Q2 REDUCED 28,558 -1,112 -3.7% 0.26% $955K $32.59
2024 Q1 REDUCED 29,670 -13 -0.0% 0.31% $1.1M $35.99
2023 Q4 REDUCED 29,683 -4,123 -12.2% 0.33% $1.0M $33.55
2023 Q3 REDUCED 33,806 -294 -0.9% 0.38% $1.0M $29.66
2023 Q2 ADDED 34,100 +6,834 +25.1% 0.44% $1.2M $32.77
2023 Q1 ADDED 27,266 +1,620 +6.3% 0.34% $816K $28.67
4 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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