CSX Corporation
US ˙ NasdaqGS ˙ US1264081035

SecurityCSX / CSX Corporation
InstitutionAltfest L J & Co Inc
Latest Disclosed Ownership43,594 shares
Latest Disclosed Value $ 1,789,535
Altfest L J & Co Inc reports 336.73% increase in ownership of CSX / CSX Corporation

On April 28, 2026 - Altfest L J & Co Inc filed a 13F-HR form disclosing ownership of 43,594 shares of CSX Corporation (US:CSX) valued at $1,789,534 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 9,982 shares of CSX Corporation. This represents a change in shares of 336.73% during the quarter. The current value of the position is $2,015,351 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F CSX COM 126408103 43,594 33,612 336.73 1,790 395.57 0.1903
2026-01-23 2025-12-31 13F CSX COM 126408103 9,982 301 3.11 362 5.25 0.0396
2025-10-21 2025-09-30 13F CSX COM 126408103 9,681 0 0.00 344 8.89 0.0384
2025-08-08 2025-06-30 13F CSX COM 126408103 9,681 0 0.00 316 10.92 0.0372
2025-05-09 2025-03-31 13F CSX COM 126408103 9,681 -383 -3.81 285 -12.35 0.0357
2025-02-07 2024-12-31 13F CSX COM 126408103 10,064 0 0.00 325 0.0414
2024-11-05 2024-09-30 13F CSX COM 126408103 10,064 0 0.00 0 0.0463
2024-08-07 2024-06-30 13F CSX COM 126408103 10,064 -697 -6.48 0 0.0460
2024-04-22 2024-03-31 13F CSX COM 126408103 10,761 -244 -2.22 0 0.0565
2024-01-18 2023-12-31 13F CSX COM 126408103 11,005 1,324 13.68 0 0.0554
2023-10-26 2023-09-30 13F CSX COM 126408103 9,681 -5,236 -35.10 0 0.0470
2023-08-09 2023-06-30 13F CSX COM 126408103 14,917 17 0.11 1 0.0765
2023-04-20 2023-03-31 13F CSX COM 126408103 14,900 20 0.13 0 0.0699
2023-02-02 2022-12-31 13F CSX COM 126408103 14,880 -2,121 -12.48 0 -100.00 0.0764
2022-11-15 2022-09-30 13F CSX COM 126408103 17,001 -15,071 -46.99 453 -51.39 0.0849
2022-08-04 2022-06-30 13F CSX COM 126408103 32,072 76 0.24 932 -22.20 0.1674
2022-05-02 2022-03-31 13F CSX COM 126408103 31,996 65 0.20 1,198 -0.25 0.2137
2022-01-24 2021-12-31 13F CSX COM 126408103 31,931 57 0.18 1,201 26.69 0.2291
2021-10-12 2021-09-30 13F CSX COM 126408103 31,874 67 0.21 948 -7.06 0.1986
2021-07-28 2021-06-30 13F CSX COM 126408103 31,807 21,174 199.13 1,020 -0.49 0.2199
2021-05-07 2021-03-31 13F CSX COM 126408103 10,633 22 0.21 1,025 6.44 0.2422
2021-01-21 2020-12-31 13F CSX COM 126408103 10,611 73 0.69 963 17.73 0.2360
2020-10-29 2020-09-30 13F CSX COM 126408103 10,538 24 0.23 818 11.60 0.2175
2020-07-21 2020-06-30 13F CSX COM 126408103 10,514 26 0.25 733 21.96 0.2110
2020-04-13 2020-03-31 13F CSX COM 126408103 10,488 37 0.35 601 -20.50 0.1882
2020-01-06 2019-12-31 13F CSX COM 126408103 10,451 24 0.23 756 4.71 0.1905
2019-10-10 2019-09-30 13F CSX COM 126408103 10,427 0 0.00 722 -10.53 0.1862
2019-07-15 2019-06-30 13F CSX COM 126408103 10,427 0 0.00 807 3.46 0.2148
2019-06-10 2019-03-31 13F/A-2 CSX COM 126408103 10,427 0 0.00 780 20.37 0.1899
2019-05-24 2019-03-31 13F/A-1 CSX COM 126408103 10,427 0 648 0.1744
2019-04-05 2019-03-31 13F CSX COM 126408103 9,169 -1,258 663
2019-01-15 2018-12-31 13F CSX COM 126408103 10,427 0 0.00 648 -16.06 0.1810
2018-10-10 2018-09-30 13F CSX COM 126408103 10,427 0 0.00 772 16.09 0.2247
2018-08-07 2018-06-30 13F CSX COM 126408103 10,427 0 0.00 665 14.46 0.2476
2018-05-09 2018-03-31 13F CSX COM 126408103 10,427 0 0.00 581 1.22 0.2506
2018-02-12 2017-12-31 13F C S X COM 126408103 10,427 0 0.00 574 1.41 0.2180
2017-10-23 2017-09-30 13F C S X COM 126408103 10,427 0 0.00 566 -0.53 0.2751
2017-07-21 2017-06-30 13F C S X COM 126408103 10,427 0 0.00 569 17.32 0.3435
2017-05-03 2017-03-31 13F C S X COM 126408103 10,427 -106 -1.01 485 28.31 0.1926
2017-01-09 2016-12-31 13F C S X COM 126408103 10,533 0 0.00 378 17.76 0.1888
2016-11-16 2016-09-30 13F C S X COM 126408103 10,533 106 1.02 321 18.01 0.2138
2016-11-16 2016-06-30 13F C S X COM 126408103 10,427 0 0.00 272 1.49 0.1895
2016-05-13 2016-03-31 13F C S X COM 126408103 10,427 0 0.00 268 -1.11 0.2759
2016-02-19 2015-12-31 13F C S X COM 126408103 10,427 0 0.00 271 -3.21 0.2652
2015-10-14 2015-09-30 13F C S X COM 126408103 10,427 0 0.00 280 -17.65 0.2765
2015-07-17 2015-06-30 13F C S X COM 126408103 10,427 -575 -5.23 340 -6.59 0.3117
2015-04-20 2015-03-31 13F C S X COM 126408103 11,002 575 5.51 364 -3.45 0.3388
2015-02-23 2014-12-31 13F/A-1 C S X COM 126408103 10,427 0 0.00 378 13.21 0.3089
2015-02-11 2014-12-31 13F C S X COM 126408103 10,427 378
2014-11-14 2014-09-30 13F CSX COM 126408103 10,427 -272 -2.54 333 0.30 0.3273
2014-08-14 2014-06-30 13F CSX COM 126408103 10,699 272 2.61 332 13.70 0.3270
2014-05-13 2014-03-31 13F CSX COM 126408103 10,427 0 0.00 292 -2.67 0.2712
2014-02-14 2013-12-31 13F CSX COM 126408103 10,427 10,427 300 0.2554
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.