Third Point’s CSX Corp CSX Stock Holding History

Third Point’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
2026 Q1	–	Sell	-500,000	Closed	-$18.1M	–	41
2025 Q4	$18.1M	Buy	+500,000	New	+$17.9M	0.25%	34
2022 Q4	–	Sell	-2,750,000	Closed	-$73.3M	–	47
2022 Q3	$73.3M	Sell	2,750,000 -2,215,000	-45%	-$68.8M	1.32%	19
2022 Q2	$144M	Sell	4,965,000 -2,421,378	-33%	-$78.9M	3.42%	9
2022 Q1	$277M	Buy	+7,386,378	New	+$261M	3.6%	9

Other funds holding CSX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Third Point's CSX Position: Q1 2026 in Review

Third Point sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 500,000 shares — an estimated $18.1M sold.

Third Point first reported a position in CSX in Q1 2022 and held it in 4 quarters. The position peaked at $277M in Q1 2022. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Third Point reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
Third Point sold 500,000 CSX Corp shares in Q1 2026, an estimated $18.1M.
Third Point first reported a position in CSX Corp in Q1 2022 and held it in 4 quarters.
Third Point's CSX Corp position peaked at $277M in Q1 2022.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Third Point's 13F filing for Q1 2026, filed 15 May 2026.