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Yaupon Capital Management’s CSX Corp CSX Stock Holding History

Yaupon Capital 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
2026
Q2 		– Sell
-1,000,000
Closed -$41M – 132
2026
Q1 		$41M Buy
+1,000,000
New +$39.2M 1.28% 25

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Yaupon Capital Management's CSX Position: Q2 2026 in Review

Yaupon Capital Management reduced its CSX Corp (CSX) stake by 33% in Q2 2026, selling an estimated $20M and leaving 908,799 shares worth $43.2M. The position accounts for 0.85% of the portfolio, ranked #32.

Yaupon Capital Management first reported a position in CSX in Q1 2023 and has held it in 9 quarters since. The position peaked at $56.5M in Q4 2025. 1,996 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Yaupon Capital Management held 908,799 shares of CSX Corp worth $43.2M as of Q2 2026.
  • Yaupon Capital Management sold 443,632 CSX Corp shares in Q2 2026, an estimated $20M.
  • CSX Corp made up 0.85% of Yaupon Capital Management's portfolio in Q2 2026, its #32 holding.
  • Yaupon Capital Management first reported a position in CSX Corp in Q1 2023 and has held it in 9 quarters since.
  • Yaupon Capital Management's CSX Corp position peaked at $56.5M in Q4 2025.
  • 1,996 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Yaupon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.