CSX — CSX CORP

Ownership history in Tiptree Advisors, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Tiptree Advisors, 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
5.38% (2025 Q4)
Avg. % of fund
4.8%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 257,500 +67,500 +35.5% 5.38% $9.3M $36.13
2025 Q3 INITIATED 190,000 — — 4.22% $6.7M $35.26
% of Fund (quarterly)    CSX price (monthly, adj. close)

Other funds also holding CSX

As of 2025 Q4 — sorted by position size

DRH Investments, Inc. 3Y 9.98% Maj Invest Holding A/S 3Y 7Y 6.07% 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% Partners Group Holding AG 3Y 7Y 2.2%
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