YCM
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Yaupon Capital Management’s Norfolk Southern NSC Stock Holding History

Yaupon Capital Management’s Portfolio NSC Stock Details NSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.6M Buy
+119,479
New +$36.8M 0.74% 41
2026
Q1 		– Sell
-30,407
Closed -$8.78M – 123
2025
Q4 		$8.78M Sell
30,407
-29,637
-49% -$8.57M 0.32% 80
2025
Q3 		$18M Sell
60,044
-20,807
-26% -$5.78M 0.69% 50
2025
Q2 		$20.7M Buy
+80,851
New +$19.1M 0.93% 43
2025
Q1 		– Sell
-118,902
Closed -$27.9M – 123
2024
Q4 		$27.9M Buy
118,902
+2,997
+3% +$762K 1.15% 30
2024
Q3 		$28.8M Buy
+115,905
New +$27.8M 1.56% 22

Other funds holding NSC

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Yaupon Capital Management opened a new position in Norfolk Southern (NSC) in Q2 2026: 119,479 shares worth $37.6M. The stake represents 0.74% of the portfolio and ranks #41 among its holdings. This is a return to the name: Yaupon Capital Management previously reported a position in NSC as recently as Q4 2025.

Yaupon Capital Management first reported a position in NSC in Q3 2024 and has held it in 6 quarters since. 1,861 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

  • Yaupon Capital Management held 119,479 shares of Norfolk Southern worth $37.6M as of Q2 2026.
  • Norfolk Southern was a new Yaupon Capital Management position in Q2 2026.
  • Norfolk Southern made up 0.74% of Yaupon Capital Management's portfolio in Q2 2026, its #41 holding.
  • Yaupon Capital Management first reported a position in Norfolk Southern in Q3 2024 and has held it in 6 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

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