Kerrisdale Advisers’s CSX Corp CSX Stock Holding History

Kerrisdale Advisers’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 Q2	–	Sell	-213,305	Closed	-$6.28M	–	72
2025 Q1	$6.28M	Sell	213,305 -8,635	-4%	-$274K	2.63%	12
2024 Q4	$7.16M	Hold	221,940	–	–	2.42%	13
2024 Q3	$7.66M	Hold	221,940	–	–	2.61%	11
2024 Q2	$7.42M	Hold	221,940	–	–	2.32%	11
2024 Q1	$8.23M	Sell	221,940 -16,225	-7%	-$592K	2.59%	10
2023 Q4	$8.26M	Hold	238,165	–	–	2.46%	11
2023 Q3	$7.32M	Hold	238,165	–	–	2.32%	10
2023 Q2	$8.12M	Hold	238,165	–	–	2.19%	11
2023 Q1	$7.13M	Buy	238,165 +51,290	+27%	+$1.58M	2.11%	14
2022 Q4	$5.79M	Sell	186,875 -259,935	-58%	-$7.82M	1.72%	18
2022 Q3	$11.9M	Buy	446,810 +206,930	+86%	+$6.43M	2.89%	13
2022 Q2	$6.97M	Buy	239,880 +134,215	+127%	+$4.37M	2.19%	15
2022 Q1	$3.96M	Buy	+105,665	New	+$3.74M	1.21%	22

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

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

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kerrisdale Advisers's CSX Position: Q2 2025 in Review

Kerrisdale Advisers sold out of CSX Corp (CSX) in Q2 2025, closing a stake of 213,305 shares — an estimated $6.28M sold.

Kerrisdale Advisers first reported a position in CSX in Q1 2022 and held it in 13 quarters. The position peaked at $11.9M in Q3 2022. 1,698 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

Kerrisdale Advisers reported no remaining CSX Corp position as of Q2 2025 after selling out during the quarter.
Kerrisdale Advisers sold 213,305 CSX Corp shares in Q2 2025, an estimated $6.28M.
Kerrisdale Advisers first reported a position in CSX Corp in Q1 2022 and held it in 13 quarters.
Kerrisdale Advisers's CSX Corp position peaked at $11.9M in Q3 2022.
1,698 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Kerrisdale Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.