Balyasny Asset Management’s Norfolk Southern NSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $384M | Sell |
1,338,717
-331,543
| -20% | -$98.5M | 0.5% | 24 |
|
|
2025
Q4 | $482M | Buy |
1,670,260
+572,996
| +52% | +$166M | 0.61% | 18 |
|
|
2025
Q3 | $330M | Buy |
+1,097,264
| New | +$305M | 0.42% | 31 |
|
|
2025
Q2 | – | Sell |
-9,173
| Closed | -$2.17M | – | 3190 |
|
|
2025
Q1 | $2.17M | Buy |
+9,173
| New | +$2.24M | ﹤0.01% | 1669 |
|
|
2024
Q4 | – | Sell |
-71,659
| Closed | -$17.8M | – | 3104 |
|
|
2024
Q3 | $17.8M | Buy |
+71,659
| New | +$17.2M | 0.03% | 688 |
|
|
2024
Q2 | – | Sell |
-663,395
| Closed | -$169M | – | 2941 |
|
|
2024
Q1 | $169M | Buy |
663,395
+76,242
| +13% | +$18.9M | 0.3% | 48 |
|
|
2023
Q4 | $139M | Buy |
587,153
+584,524
| +22,234% | +$122M | 0.26% | 63 |
|
|
2023
Q3 | $518K | Sell |
2,629
-732,849
| -100% | -$158M | ﹤0.01% | 1746 |
|
|
2023
Q2 | $167M | Sell |
735,478
-232,172
| -24% | -$49.3M | 0.37% | 39 |
|
|
2023
Q1 | $205M | Buy |
967,650
+863,256
| +827% | +$200M | 0.51% | 16 |
|
|
2022
Q4 | $25.7M | Buy |
+104,394
| New | +$24.7M | 0.07% | 381 |
|
|
2022
Q2 | – | Sell |
-643,635
| Closed | -$158M | – | 3040 |
|
|
2022
Q1 | $184M | Buy |
643,635
+241,476
| +60% | +$66.5M | 0.58% | 9 |
|
|
2021
Q4 | $120M | Buy |
402,159
+99,765
| +33% | +$27.9M | 0.41% | 29 |
|
|
2021
Q3 | $72.3M | Buy |
+302,394
| New | +$77.5M | 0.3% | 56 |
|
|
2021
Q2 | – | Sell |
-135,187
| Closed | -$36.3M | – | 2228 |
|
|
2021
Q1 | $36.3M | Sell |
135,187
-47,634
| -26% | -$12.1M | 0.18% | 132 |
|
|
2020
Q4 | $43.4M | Buy |
+182,821
| New | +$41.6M | 0.24% | 94 |
|
|
2020
Q3 | – | Sell |
-393,411
| Closed | -$69.1M | – | 1496 |
|
|
2020
Q2 | $69.1M | Buy |
393,411
+351,586
| +841% | +$59.6M | 0.6% | 21 |
|
|
2020
Q1 | $6.11M | Sell |
41,825
-100,261
| -71% | -$18.5M | 0.07% | 357 |
|
|
2019
Q4 | $27.6M | Sell |
142,086
-452,711
| -76% | -$84.9M | 0.16% | 186 |
|
|
2019
Q3 | $107M | Buy |
594,797
+41,918
| +8% | +$7.71M | 0.74% | 12 |
|
|
2019
Q2 | $110M | Buy |
552,879
+474,951
| +609% | +$94.2M | 0.7% | 9 |
|
|
2019
Q1 | $14.6M | Buy |
77,928
+62,611
| +409% | +$10.8M | 0.1% | 299 |
|
|
2018
Q4 | $2.29M | Sell |
15,317
-238,259
| -94% | -$39.2M | 0.02% | 685 |
|
|
2018
Q3 | $45.8M | Buy |
253,576
+239,434
| +1,693% | +$40.9M | 0.21% | 117 |
|
|
2018
Q2 | $2.13M | Buy |
+14,142
| New | +$2.07M | 0.01% | 912 |
|
|
2018
Q1 | – | Sell |
-23,800
| Closed | -$3.45M | – | 2209 |
|
|
2017
Q4 | $3.45M | Buy |
23,800
+21,176
| +807% | +$2.84M | 0.01% | 979 |
|
|
2017
Q3 | $347K | Sell |
2,624
-15,228
| -85% | -$1.85M | ﹤0.01% | 1471 |
|
|
2017
Q2 | $2.17M | Sell |
17,852
-54,649
| -75% | -$6.42M | 0.01% | 921 |
|
|
2017
Q1 | $8.12M | Sell |
72,501
-415,153
| -85% | -$48.5M | 0.04% | 565 |
|
|
2016
Q4 | $52.7M | Buy |
487,654
+104,104
| +27% | +$10.5M | 0.28% | 83 |
|
|
2016
Q3 | $37.2M | Buy |
383,550
+333,550
| +667% | +$30.4M | 0.22% | 147 |
|
|
2016
Q2 | $4.26M | Sell |
50,000
-1,496,641
| -97% | -$127M | 0.03% | 541 |
|
|
2016
Q1 | $129M | Buy |
+1,546,641
| New | +$117M | 0.76% | 10 |
|
|
2015
Q4 | – | Sell |
-194,467
| Closed | -$14.9M | – | 1378 |
|
|
2015
Q3 | $14.9M | Buy |
+194,467
| New | +$15.8M | 0.11% | 255 |
|
|
2014
Q4 | – | Sell |
-626,223
| Closed | -$69.9M | – | 791 |
|
|
2014
Q3 | $69.9M | Buy |
+626,223
| New | +$66.4M | 0.54% | 34 |
|
Other funds holding NSC
VCM
VPM
PCM
Balyasny Asset Management's NSC Position: Q1 2026 in Review
Balyasny Asset Management reduced its Norfolk Southern (NSC) stake by 20% in Q1 2026, selling an estimated $98.5M and leaving 1,338,717 shares worth $384M. The position accounts for 0.5% of the portfolio, ranked #24.
Balyasny Asset Management first reported a position in NSC in Q3 2014 and has held it in 35 quarters since. The position peaked at $482M in Q4 2025. 1,829 funds tracked by Wall St. Rank hold NSC as of Q1 2026.
- Balyasny Asset Management held 1,338,717 shares of Norfolk Southern worth $384M as of Q1 2026.
- Balyasny Asset Management sold 331,543 Norfolk Southern shares in Q1 2026, an estimated $98.5M.
- Norfolk Southern made up 0.5% of Balyasny Asset Management's portfolio in Q1 2026, its #24 holding.
- Balyasny Asset Management first reported a position in Norfolk Southern in Q3 2014 and has held it in 35 quarters since.
- Balyasny Asset Management's Norfolk Southern position peaked at $482M in Q4 2025.
- 1,829 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.