CSX Corporation
US ˙ NasdaqGS ˙ US1264081035

SecurityCSX / CSX Corporation
InstitutionCFO4Life Group, LLC
Latest Disclosed Ownership94,006 shares
Latest Disclosed Value $ 3,858,948
CFO4Life Group, LLC reports 0.03% decrease in ownership of CSX / CSX Corporation

On May 11, 2026 - CFO4Life Group, LLC filed a 13F-HR form disclosing ownership of 94,006 shares of CSX Corporation (US:CSX) valued at $3,858,946 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 94,037 shares of CSX Corporation. This represents a change in shares of -0.03% during the quarter. The current value of the position is $4,345,897 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.

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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)
2026-05-11 2026-03-31 13F CSX COM 126408103 94,006 -31 -0.03 3,859 13.20 0.5883
2026-02-06 2025-12-31 13F CSX COM 126408103 94,037 43 0.05 3,409 2.13 0.4859
2025-11-07 2025-09-30 13F CSX COM 126408103 93,994 9 0.01 3,338 8.84 0.4851
2025-08-08 2025-06-30 13F CSX COM 126408103 93,985 -655 -0.69 3,067 10.09 0.4795
2025-04-30 2025-03-31 13F CSX COM 126408103 94,640 0 0.00 2,785 -8.81 0.4688
2025-02-10 2024-12-31 13F CSX COM 126408103 94,640 -215 -0.23 3,054 -6.75 0.5365
2024-11-12 2024-09-30 13F CSX COM 126408103 94,855 -242 -0.25 3,275 2.96 0.5797
2024-07-31 2024-06-30 13F CSX COM 126408103 95,097 133 0.14 3,181 -9.63 0.5981
2024-05-06 2024-03-31 13F CSX COM 126408103 94,964 -3,001 -3.06 3,520 3.65 0.6389
2024-02-12 2023-12-31 13F/A-1 CSX COM 126408103 97,965 52 0.05 3,396 12.82 0.6485
2024-01-24 2023-12-31 13F CSX COM 126408103 97,965 52 3,396 0.6485
2023-10-30 2023-09-30 13F CSX COM 126408103 97,913 -1,715 -1.72 3,011 -11.39 0.6950
2023-08-07 2023-06-30 13F CSX COM 126408103 99,628 -1,206 -1.20 3,397 12.56 0.7290
2023-05-03 2023-03-31 13F CSX COM 126408103 100,834 -1,640 -1.60 3,019 -4.91 0.6860
2023-02-03 2022-12-31 13F CSX COM 126408103 102,474 -4,323 -4.05 3,175 11.56 0.6747
2022-10-19 2022-09-30 13F CSX COM 126408103 106,797 329 0.31 2,845 -7.30 0.7572
2022-07-20 2022-06-30 13F CSX COM 126408103 106,468 -1,014 -0.94 3,069 -23.75 0.7617
2022-05-02 2022-03-31 13F CSX COM 126408103 107,482 -2,474 -2.25 4,025 -2.64 0.8447
2022-02-10 2021-12-31 13F CSX COM 126408103 109,956 -585 -0.53 4,134 25.77 0.8547
2021-10-12 2021-09-30 13F CSX COM 126408103 110,541 0 0.00 3,287 -7.30 0.7651
2021-07-14 2021-06-30 13F CSX COM 126408103 110,541 73,694 200.00 3,546 -0.20 0.8184
2021-04-20 2021-03-31 13F CSX COM 126408103 36,847 -448 -1.20 3,553 4.96 0.8834
2021-01-12 2020-12-31 13F CSX COM 126408103 37,295 -30 -0.08 3,385 16.76 0.9708
2020-10-13 2020-09-30 13F CSX COM 126408103 37,325 -1,121 -2.92 2,899 8.13 0.9814
2020-07-15 2020-06-30 13F CSX COM 126408103 38,446 -219 -0.57 2,681 20.98 1.0301
2020-04-16 2020-03-31 13F CSX COM 126408103 38,665 -325 -0.83 2,216 -21.45 1.1852
2020-01-22 2019-12-31 13F CSX COM 126408103 38,990 -2,347 -5.68 2,821 -1.47 1.1925
2019-11-01 2019-09-30 13F CSX COM 126408103 41,337 -5,624 -11.98 2,863 -21.19 1.2837
2019-07-29 2019-06-30 13F CSX COM 126408103 46,961 4,890 11.62 3,633 15.41 1.6603
2019-04-22 2019-03-31 13F CSX COM 126408103 42,071 -3,724 -8.13 3,148 10.65 1.4748
2019-02-01 2018-12-31 13F CSX COM 126408103 45,795 -211 -0.46 2,845 -16.50 1.2511
2018-10-25 2018-09-30 13F CSX COM 126408103 46,006 -648 -1.39 3,407 14.48 1.5107
2018-08-01 2018-06-30 13F CSX COM 126408103 46,654 46,654 2,976 1.2419
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.