CSX Corporation
US ˙ NasdaqGS ˙ US1264081035

SecurityCSX / CSX Corporation
InstitutionWest Paces Advisors Inc.
Latest Disclosed Ownership76,930 shares
Latest Disclosed Value $ 3,157,977
West Paces Advisors Inc. ownership in CSX / CSX Corporation

On May 5, 2026 - West Paces Advisors Inc. filed a 13F-HR form disclosing ownership of 76,930 shares of CSX Corporation (US:CSX) valued at $3,157,976 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 76,930 shares of CSX Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $3,572,629 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)
2026-05-05 2026-03-31 13F CSX COM 126408103 76,930 0 0.00 3,158 13.24 0.6118
2026-01-21 2025-12-31 13F CSX COM 126408103 76,930 -456 -0.59 2,789 1.49 0.5394
2025-10-22 2025-09-30 13F CSX COM 126408103 77,386 0 0.00 2,748 8.79 0.5469
2025-07-23 2025-06-30 13F CSX COM 126408103 77,386 6,000 8.41 2,525 20.24 0.5373
2025-04-15 2025-03-31 13F CSX CORP COM Stock 126408103 71,386 70,066 5,308.03 2,101 4,900.00 0.4785
2025-02-14 2024-12-31 13F CSX CORP COM Stock 126408103 1,320 0 0.00 43 -6.67 0.0104
2024-10-15 2024-09-30 13F CSX CORP COM Stock 126408103 1,320 -150 -10.20 46 -8.16 0.0112
2024-07-17 2024-06-30 13F CSX CORP COM Stock 126408103 1,470 0 0.00 49 -9.26 0.0128
2024-04-15 2024-03-31 13F CSX CORP COM Stock 126408103 1,470 -28 -1.87 54 5.88 0.0144
2024-01-30 2023-12-31 13F CSX CORP COM Stock 126408103 1,498 28 1.90 52 13.33 0.0146
2023-12-18 2023-09-30 13F CSX CORP COM Stock 126408103 1,470 0 0.00 45 -10.00 0.0142
2023-12-18 2023-06-30 13F CSX CORP COM Stock 126408103 1,470 0 0.00 50 13.64 0.0148
2023-12-18 2023-03-31 13F CSX CORP COM Stock 126408103 1,470 72 5.15 44 2.33 0.0137
2023-12-18 2022-12-31 13F CSX CORP COM Stock 126408103 1,398 0 0.00 43 16.22 0.0138
2023-12-19 2022-09-30 13F CSX CORP COM Stock 126408103 1,398 0 0.00 37 -7.50 0.0132
2023-12-19 2022-06-30 13F CSX CORP COM Stock 126408103 1,398 0 0.00 41 -23.08 0.0138
2023-12-19 2022-03-31 13F CSX CORP COM Stock 126408103 1,398 0 0.00 52 0.00 0.0163
2023-12-20 2021-12-31 13F CSX CORP COM Stock 126408103 1,398 -81 -5.48 53 20.93 0.0164
2023-12-20 2021-09-30 13F CSX CORP COM Stock 126408103 1,479 0 0.00 44 -8.51 0.0154
2023-12-20 2021-06-30 13F CSX CORP COM Stock 126408103 1,479 986 200.00 47 0.00 0.0174
2023-12-20 2021-03-31 13F CSX CORP COM Stock 126408103 493 0 0.00 48 6.82 0.0191
2023-12-20 2020-12-31 13F CSX CORP COM Stock 126408103 493 0 0.00 45 15.79 0.0199
2023-12-20 2020-09-30 13F CSX CORP COM Stock 126408103 493 0 0.00 38 11.76 0.0196
2023-12-20 2020-06-30 13F CSX CORP COM Stock 126408103 493 0 0.00 34 21.43 0.0186
2023-12-21 2020-03-31 13F CSX CORP COM Stock 126408103 493 -105 -17.56 28 -34.88 0.0179
2023-12-22 2019-12-31 13F CSX CORP COM Stock 126408103 598 0 0.00 43 4.88 0.0235
2023-12-22 2019-09-30 13F CSX CORP COM Stock 126408103 598 -183 -23.43 41 -31.67 0.0247
2023-12-22 2019-06-30 13F CSX CORP COM Stock 126408103 781 0 0.00 60 3.45 0.0377
2023-12-22 2019-03-31 13F CSX CORP COM Stock 126408103 781 0 0.00 58 20.83 0.0409
2023-12-22 2018-12-31 13F CSX CORP COM Stock 126408103 781 0 0.00 49 -15.79 0.0374
2023-12-21 2018-09-30 13F CSX CORP COM Stock 126408103 781 0 0.00 58 16.33 0.0416
2023-12-22 2018-06-30 13F CSX CORP COM Stock 126408103 781 27 3.58 50 16.67 0.0372
2023-12-22 2018-03-31 13F CSX CORP COM Stock 126408103 754 -660 -46.68 42 -45.45 0.0313
2023-12-22 2017-12-31 13F CSX CORP COM Stock 126408103 1,414 250 21.48 78 22.22 0.0576
2023-12-22 2017-09-30 13F CSX CORP COM Stock 126408103 1,164 410 54.38 63 53.66 0.0476
2023-12-22 2017-06-30 13F CSX CORP COM Stock 126408103 754 0 0.00 41 17.14 0.0327
2023-12-22 2017-03-31 13F CSX CORP COM Stock 126408103 754 0 0.00 35 29.63 0.0280
2023-12-22 2016-12-31 13F CSX CORP COM Stock 126408103 754 754 27 0.0253
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.