Cartenna Capital’s Norfolk Southern NSC Stock Holding History

Cartenna Capital’s Portfolio NSC Stock Details NSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-93,474	Closed	-$21.9M	–	51
2024 Q4	$21.9M	Buy	+93,474	New	+$23.8M	1.06%	30
2024 Q2	–	Sell	-340,000	Closed	-$86.7M	–	54
2024 Q1	$86.7M	Buy	340,000 +245,000	+258%	+$60.6M	4.74%	4
2023 Q4	$22.5M	Buy	+95,000	New	+$19.9M	1.38%	24
2022 Q2	–	Sell	-42,500	Closed	-$12.1M	–	43
2022 Q1	$12.1M	Buy	+42,500	New	+$11.7M	4.18%	11

Other funds holding NSC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Cartenna Capital's NSC Position: Q1 2025 in Review

Cartenna Capital sold out of Norfolk Southern (NSC) in Q1 2025, closing a stake of 93,474 shares — an estimated $21.9M sold.

Cartenna Capital first reported a position in NSC in Q1 2022 and held it in 4 quarters. The position peaked at $86.7M in Q1 2024. 1,653 funds tracked by Wall St. Rank hold NSC as of Q1 2025.

Cartenna Capital reported no remaining Norfolk Southern position as of Q1 2025 after selling out during the quarter.
Cartenna Capital sold 93,474 Norfolk Southern shares in Q1 2025, an estimated $21.9M.
Cartenna Capital first reported a position in Norfolk Southern in Q1 2022 and held it in 4 quarters.
Cartenna Capital's Norfolk Southern position peaked at $86.7M in Q1 2024.
1,653 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2025.

Based on Cartenna Capital's 13F filing for Q1 2025, filed 15 May 2025.