Yaupon Capital Management’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$41M Buy
+1,000,000
New +$39.2M 1.28% 25

Other funds holding CSX

Yaupon Capital Management's CSX Position: Q1 2026 in Review

Yaupon Capital Management reduced its CSX Corp (CSX) stake by 13% in Q1 2026, selling an estimated $8.12M and leaving 1,352,431 shares worth $55.5M. The position accounts for 1.73% of the portfolio, ranked #15.

Yaupon Capital Management first reported a position in CSX in Q1 2023 and has held it in 8 quarters since. The position peaked at $56.5M in Q4 2025. 1,864 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Yaupon Capital Management held 1,352,431 shares of CSX Corp worth $55.5M as of Q1 2026.
  • Yaupon Capital Management sold 207,233 CSX Corp shares in Q1 2026, an estimated $8.12M.
  • CSX Corp made up 1.73% of Yaupon Capital Management's portfolio in Q1 2026, its #15 holding.
  • Yaupon Capital Management first reported a position in CSX Corp in Q1 2023 and has held it in 8 quarters since.
  • Yaupon Capital Management's CSX Corp position peaked at $56.5M in Q4 2025.
  • 1,864 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Yaupon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.