Obsidian Personal Planning Solutions LLC CSX — CSX CORP

Ownership history in Obsidian Personal Planning Solutions LLC  ·  8 quarters on record

AI Ownership Summary

Obsidian Personal Planning Solutions LLC reported CSX CORP (CSX) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.2% in 2025 Q2. The latest visible filing shows CSX at 0.19% 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 Obsidian Personal Planning Solutions LLC'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 Q3

CSX was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

CSX stock page Obsidian Personal Planning Solutions LLC fund profile Obsidian Personal Planning Solutions LLC full holdings
How Obsidian Personal Planning Solutions LLC 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 Q3 UNCHANGED — — — 15,021 — 0% 0.19% $541K 2025-11-14 (Est.) $34.66
2025 Q2 UNCHANGED — — — 15,021 — 0% 0.20% $490K 2025-08-14 $35.95
2025 Q1 ADDED — — — 15,021 +7,110 +89.9% 0.19% $422K 2025-05-16 $30.85
2024 Q4 UNCHANGED — — — 7,911 — 0% 0.13% $260K 2025-02-14 $32.74
2024 Q3 ADDED — — — 7,911 +450 +6.0% 0.14% $266K 2024-11-07 $34.77
2024 Q2 REDUCED — — — 7,461 -164 -2.2% 0.15% $250K 2024-07-25 $32.74
2024 Q1 ADDED — — — 7,625 +122 +1.6% 0.17% $253K 2024-05-09 $33.49
2023 Q4 INITIATED — — — 7,503 — — 0.20% $260K 2024-02-01 $35.11

🏢 Other funds also holding CSX

As of 2026 Q1 — sorted by position size

DRH Investments, Inc. 3Y 10.06% Maj Invest Holding A/S 3Y 7Y 6.48% Tiptree Advisors, LLC 3Y 7Y 6.13% Ausbil Investment Management Ltd 3Y 5.38% SMA Capital LLC 4.16% Tribune Investment Group LP 4.09% Cherokee Insurance Co 3.18% LOCUST WOOD CAPITAL ADVISERS, LLC 3Y 7Y 3.0% Junto Capital Management LP 3Y 7Y 2.99% Signet Investment Advisory Group, Inc. 3Y 7Y 2.93%

FAQ About Obsidian Personal Planning Solutions LLC and CSX

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

How long has Obsidian Personal Planning Solutions LLC reported owning CSX?

Obsidian Personal Planning Solutions LLC reported CSX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CSX position in Obsidian Personal Planning Solutions LLC's portfolio?

The largest reported portfolio weight for CSX was 0.20% in 2025 Q2.

What is the latest reported CSX position on this page?

The most recent filing on this page is 2025 Q3, when Obsidian Personal Planning Solutions LLC reported 15,021 shares, equal to 0.19% of portfolio, with an estimated market value of $541K.

What does the chart on this CSX ownership page compare?

The chart compares Obsidian Personal Planning Solutions LLC'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 Obsidian Personal Planning Solutions LLC time their CSX position?

Based on 13F filing dates vs. subsequent CSX price moves, Obsidian Personal Planning Solutions LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on CSX relative to SPY over the holding period was -17.9%.

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