SHELTON CAPITAL MANAGEMENT CSX — CSX CORP COM

Ownership history in SHELTON CAPITAL MANAGEMENT  ·  104 quarters on record

AI Ownership Summary

SHELTON CAPITAL MANAGEMENT reported CSX CORP COM (CSX) in 104 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.45% in 2026 Q2. The latest visible filing shows CSX at 0.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHELTON CAPITAL MANAGEMENT's position in CSX CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CSX was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CSX stock page SHELTON CAPITAL MANAGEMENT fund profile SHELTON CAPITAL MANAGEMENT full holdings
How SHELTON CAPITAL MANAGEMENT held CSX — position size vs. price
% of Fund (quarterly)    CSX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 514,115 +296,759 +136.5% 0.45% $24.4M 2026-08-14 $50.02
2026 Q1 REDUCED — — — 217,356 -5,298 -2.4% 0.20% $8.9M 2026-05-15 $45.40
2025 Q4 ADDED — — — 222,654 +2,643 +1.2% 0.16% $8.1M 2026-02-17 $40.66
2025 Q3 REDUCED — — — 220,011 -4,845 -2.2% 0.17% $7.8M 2025-11-14 $34.46
2025 Q2 REDUCED — — — 224,856 -5,818 -2.5% 0.17% $7.3M 2025-08-13 $35.48
2025 Q1 REDUCED — — — 230,674 -11,437 -4.7% 0.16% $6.8M 2025-05-15 $30.65
2024 Q4 REDUCED — — — 242,111 -4,367 -1.8% 0.19% $7.8M 2025-02-13 $32.28
2024 Q3 REDUCED — — — 246,478 -836 -0.3% 0.22% $8.5M 2024-11-14 $34.64
2024 Q2 UNCHANGED — — — 247,314 — 0% 0.22% $8.3M 2024-08-13 $32.18
2024 Q1 ADDED — — — 247,314 +1,616 +0.7% 0.26% $9.2M 2024-05-15 $32.66
94 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CSX

As of 2026 Q2 — sorted by position size

DRH Investments, Inc. 3Y 11.31% Tiptree Advisors, LLC 3Y 7Y 7.56% Tenere Capital LLC 3Y 6.06% Ausbil Investment Management Ltd 3Y 5.71% Maj Invest Holding A/S 3Y 7Y 5.46% PINNBROOK CAPITAL MANAGEMENT LP 3Y 4.76% Harrison Street Private Wealth LLC 4.62% Cherokee Insurance Co 3.74% Longboard Asset Management, LP 3.4% LOCUST WOOD CAPITAL ADVISERS, LLC 3Y 7Y 3.3%

FAQ About SHELTON CAPITAL MANAGEMENT and CSX

These are the practical questions this page is built to answer before you even open the full history table.

How long has SHELTON CAPITAL MANAGEMENT reported owning CSX?

SHELTON CAPITAL MANAGEMENT reported CSX across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CSX position in SHELTON CAPITAL MANAGEMENT's portfolio?

The largest reported portfolio weight for CSX was 0.45% in 2026 Q2.

What is the latest reported CSX position on this page?

The most recent filing on this page is 2026 Q2, when SHELTON CAPITAL MANAGEMENT reported 514,115 shares, equal to 0.45% of portfolio, with an estimated market value of $24.4M.

What does the chart on this CSX ownership page compare?

The chart compares SHELTON CAPITAL MANAGEMENT's quarterly CSX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SHELTON CAPITAL MANAGEMENT time their CSX position?

Based on 13F filing dates vs. subsequent CSX price moves, SHELTON CAPITAL MANAGEMENT correctly timed 42 out of 81 reported position changes (52%). The annualised alpha on CSX relative to SPY over the holding period was +8.0%.

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