Bornite Capital Management’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32.6M Buy
+1,000,000
New +$32.6M 3.27% 19
2024
Q3
Sell
-300,000
Closed -$10M 44
2024
Q2
$10M Buy
+300,000
New +$10M 1.65% 31
2023
Q4
Sell
-20,000
Closed -$615K 27
2023
Q3
$615K Hold
20,000
0.19% 21
2023
Q2
$682K Sell
20,000
-350,000
-95% -$11.9M 0.13% 30
2023
Q1
$11.1M Sell
370,000
-30,000
-8% -$898K 3.76% 12
2022
Q4
$12.4M Sell
400,000
-300,000
-43% -$9.29M 3.23% 10
2022
Q3
$18.6M Sell
700,000
-300,000
-30% -$7.99M 5.28% 8
2022
Q2
$29.1M Buy
1,000,000
+600,000
+150% +$17.4M 9.54% 4
2022
Q1
$15M Buy
+400,000
New +$15M 4.57% 10
2021
Q3
Sell
-400,000
Closed -$12.8M 20
2021
Q2
$12.8M Buy
+400,000
New +$12.8M 5.74% 4