← Top Holdings

NSCNorfolk Southern Corp.

CUSIP: 655844108

4

Guru Owners

$3.14B

Total Value Held

10.9M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	9623885	$2.78B	1.50%	$288.72	Q4 2025
Daniel Loeb	Third Point	975000	$281.5M	3.87%	$288.72	Q4 2025
Tom Gayner	Markel Group	273500	$79.0M	0.63%	$288.72	Q4 2025
Mairs & Power	Mairs & Power	3035	$876K	0.01%	$288.72	Q4 2025

$2.78B

1.50%

$281.5M

3.87%

$79.0M

0.63%

$876K

0.01%

📊 Fundamentals

Market Cap$68.0B

P/E Ratio23.8x

Near market avg

Forward P/E22.3x

P/FCF46.8x

EPS (TTM)$12.75

Revenue (TTM)$12.2B

Profit Margin23.59%

Div Yield1.78%

Beta1.30

52-Week Range

$201.63

$319.94

Current: $302.84

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 23.8x trailing earnings → 22.3x forward · 23.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '254 owners · $3.14B

INCREASEDDodge & Cox$2.78B

INCREASEDDaniel Loeb$281.5M

INCREASEDTom Gayner$79.0M

REDUCEDMairs & Power$876K

Q3 '254 owners · $3.84B

INCREASEDDodge & Cox$3.27B

NEWDaniel Loeb$495.7M

INCREASEDTom Gayner$77.1M

NEWMairs & Power$917K

Q2 '252 owners · $2.84B

INCREASEDDodge & Cox$2.78B

INCREASEDTom Gayner$60.5M

Q1 '252 owners · $2.58B

REDUCEDDodge & Cox$2.53B

Q4 '242 owners · $2.56B

NEWDodge & Cox$2.51B

Q3 '241 owners · $57.0M

SOLDDodge & Cox

💰 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. 4.8%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

11.9%current: 11.9%

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

NSC: Held by 4 superinvestors · 26 congress member trades

SELLJulie JohnsonD

$1,001 - $15,0002025-12-18

SELLJulie JohnsonD

$1,001 - $15,0002025-11-13

SELLJulie JohnsonD

$1,001 - $15,0002025-08-14

$1,001 - $15,0002025-07-01

$1,001 - $15,0002025-06-23

BUYMarjorie Taylor GreeneR

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

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

SELLJefferson ShreveR

$15,001 - $50,0002025-04-11

$1,001 - $15,0002025-04-09

SELLJosh GottheimerD

$1,001 - $15,0002025-04-09

SELLRob BresnahanR

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

BUYMarjorie Taylor GreeneR

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

SELLJulie JohnsonD

$1,001 - $15,0002025-04-01

BUYJefferson ShreveR

$15,001 - $50,0002025-03-31

SELLSheri BiggsR

$15,001 - $50,0002025-03-19

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

SELLJulie JohnsonD

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

SELLJefferson ShreveR

$15,001 - $50,0002025-02-24

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-02-12

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