M&G Plc CSX CSX CORP

Ownership history in M&G Plc  ·  8 quarters on record

AI Ownership Summary

M&G Plc reported CSX CORP (CSX) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.73% in 2025 Q3. The latest visible filing shows CSX at 0.67% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G Plc's position in CSX CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CSX was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How M&G Plc held CSX — position size vs. price
% of Fund (quarterly)    CSX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5.1% +13.6% 3,626,457 -195,821 -5.1% 0.67% $130.6M 2026-02-14 (Est.) $40.74
2025 Q3 REDUCED 3,822,278 -175,418 -4.4% 0.73% $137.6M 2025-11-07 $35.09
2025 Q2 ADDED 3,997,696 +197,624 +5.2% 0.73% $131.9M 2025-08-08 $35.04
2025 Q1 ADDED 3,800,072 +186,340 +5.2% 0.53% $110.2M 2025-05-13 $30.08
2024 Q4 REDUCED 3,613,732 -63,592 -1.7% 0.71% $115.6M 2025-02-11 $32.48
2024 Q3 ADDED 3,677,324 +66,062 +1.8% 0.46% $128.7M 2024-10-31 $32.89
2024 Q2 ADDED 3,611,262 +203,456 +6.0% 0.47% $119.2M 2024-07-16 $34.42
2024 Q1 INITIATED 3,407,806 0.48% $126.1M 2024-05-10 $33.38

FAQ About M&G Plc and CSX

These are the practical questions this page is built to answer before you even open the full history table.

How long has M&G Plc reported owning CSX?

M&G Plc reported CSX across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported CSX position in M&G Plc's portfolio?

The largest reported portfolio weight for CSX was 0.73% in 2025 Q3.

What is the latest reported CSX position on this page?

The most recent filing on this page is 2025 Q4, when M&G Plc reported 3,626,457 shares, equal to 0.67% of portfolio, with an estimated market value of $130.6M.

What does the chart on this CSX ownership page compare?

The chart compares M&G Plc's quarterly CSX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did M&G Plc time their CSX position?

Based on 13F filing dates vs. subsequent CSX price moves, M&G Plc correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on CSX relative to SPY over the holding period was -5.0%.

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