← Top Holdings

CSXCSX CORP

CUSIP: 126408103

7

Guru Owners

$655.5M

Total Value Held

18.1M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Andreas Halvorsen	Viking Global Investors	13817539	$500.9M	1.33%	$36.25	Q4 2025
Harry Burn	Sound Shore Management	2401874	$87.1M	2.77%	$36.25	Q4 2025
Ray Dalio	Bridgewater Associates	690967	$25.0M	0.09%	$36.25	Q4 2025
Daniel Loeb	Third Point	500000	$18.1M	0.25%	$36.25	Q4 2025
Tom Gayner	Markel Group	440000	$15.9M	0.13%	$36.25	Q4 2025
Bill Nygren	Harris Associates	194360	$7.0M	0.01%	$36.25	Q4 2025
Kahn Brothers	Kahn Brothers Group	37531	$1.4M	0.24%	$36.25	Q4 2025

Andreas Halvorsen

$500.9M

1.33%

$87.1M

2.77%

$25.0M

0.09%

$18.1M

0.25%

$15.9M

0.13%

$7.0M

0.01%

$1.4M

0.24%

📊 Fundamentals

Market Cap$74.3B

P/E Ratio25.9x

Above market avg

Forward P/E19.1x

P/FCF76.5x

EPS (TTM)$1.54

Revenue (TTM)$14.1B

Profit Margin20.50%

Div Yield1.40%

Beta1.26

52-Week Range

$26.22

$43.35

Current: $39.95

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 25.9x trailing earnings → 19.1x forward · 20.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '257 owners · $655.5M

REDUCEDAndreas Halvorsen$500.9M

REDUCEDHarry Burn$87.1M

INCREASEDRay Dalio$25.0M

NEWDaniel Loeb$18.1M

INCREASEDTom Gayner$15.9M

REDUCEDKahn Brothers$1.4M

Q3 '256 owners · $676.1M

REDUCEDAndreas Halvorsen$566.3M

REDUCEDHarry Burn$85.8M

REDUCEDTom Gayner$10.1M

INCREASEDRay Dalio$5.5M

Q2 '256 owners · $730.9M

INCREASEDAndreas Halvorsen$615.8M

REDUCEDHarry Burn$101.4M

NEWBill Nygren$6.3M

REDUCEDRay Dalio$3.9M

NEWTom Gayner$2.1M

REDUCEDKahn Brothers$1.3M

Q1 '254 owners · $616.9M

INCREASEDAndreas Halvorsen$502.3M

INCREASEDHarry Burn$91.5M

INCREASEDRay Dalio$21.6M

REDUCEDKahn Brothers$1.4M

Q4 '244 owners · $553.1M

REDUCEDAndreas Halvorsen$473.5M

NEWHarry Burn$67.8M

REDUCEDRay Dalio$10.2M

Q3 '243 owners · $339.8M

INCREASEDAndreas Halvorsen$322.9M

REDUCEDRay Dalio$15.2M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

5%analyst est. 4.6%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

6.9%current: 6.9%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

CSX: Held by 7 superinvestors · 23 congress member trades

SELLMarkwayne MullinR

$15,001 - $50,0002025-11-10

SELLKevin HernR

$15,001 - $50,0002025-10-28

$1,001 - $15,0002025-05-19

BUYMarkwayne MullinR

$15,001 - $50,0002025-05-13

SELLJefferson ShreveR

$15,001 - $50,0002025-05-12

$1,001 - $15,0002025-04-23

SELLBruce WestermanR

$1,001 - $15,0002025-04-21

BUYJefferson ShreveR

$15,001 - $50,0002025-04-17

SELLTommy TubervilleR

$15,001 - $50,0002025-04-15

SELLRob BresnahanR

$1,001 - $15,0002025-04-08

BUYBruce WestermanR

$1,001 - $15,0002025-04-08

SELLMarkwayne MullinR

$15,001 - $50,0002025-04-08

SELLJefferson ShreveR

$15,001 - $50,0002025-03-13

$1,001 - $15,0002025-03-12

$1,001 - $15,0002025-03-06

SELLRob BresnahanR

$1,001 - $15,0002025-02-25

$1,001 - $15,0002025-02-25

$1,001 - $15,0002025-02-19

$1,001 - $15,0002025-01-22

$1,001 - $15,0002025-01-17