Corvex Management’s CSX Corp CSX Stock Holding History

Corvex Management’s Portfolio CSX Stock Details CSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,753,068	Closed	-$57.2M	–	33
2025 Q2	$57.2M	Hold	1,753,068	–	–	2.42%	15
2025 Q1	$51.6M	Hold	1,753,068	–	–	1.95%	17
2024 Q4	$56.6M	Buy	1,753,068 +715,800	+69%	+$24.5M	1.56%	21
2024 Q3	$35.8M	Hold	1,037,268	–	–	1.39%	20
2024 Q2	$34.7M	Hold	1,037,268	–	–	1.6%	18
2024 Q1	$38.5M	Sell	1,037,268 -1,329,000	-56%	-$48.5M	1.78%	19
2023 Q4	$82M	Hold	2,366,268	–	–	4.32%	8
2023 Q3	$72.8M	Buy	2,366,268 +413,000	+21%	+$13.1M	3.93%	8
2023 Q2	$66.6M	Hold	1,953,268	–	–	3.28%	11
2023 Q1	$58.5M	Buy	1,953,268 +1,145,807	+142%	+$35.2M	2.88%	10
2022 Q4	$25M	Sell	807,461 -1,035,539	-56%	-$31.1M	1.3%	18
2022 Q3	$49.1M	Buy	1,843,000 +693,000	+60%	+$21.5M	2.88%	12
2022 Q2	$33.4M	Buy	+1,150,000	New	+$37.5M	2.12%	14

Other funds holding CSX

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Corvex Management's CSX Position: Q3 2025 in Review

Corvex Management sold out of CSX Corp (CSX) in Q3 2025, closing a stake of 1,753,068 shares — an estimated $57.2M sold.

Corvex Management first reported a position in CSX in Q2 2022 and held it in 13 quarters. The position peaked at $82M in Q4 2023. 1,736 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

Corvex Management reported no remaining CSX Corp position as of Q3 2025 after selling out during the quarter.
Corvex Management sold 1,753,068 CSX Corp shares in Q3 2025, an estimated $57.2M.
Corvex Management first reported a position in CSX Corp in Q2 2022 and held it in 13 quarters.
Corvex Management's CSX Corp position peaked at $82M in Q4 2023.
1,736 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on Corvex Management's 13F filing for Q3 2025, filed 14 Nov 2025.