David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  CSX Corp. (CSX)
← All CSX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2014   Q2 0 0.00 Sell 100.00% 0.16 $9.19–10.53 · VW $9.90i SEC
2014   Q1 142,170 0.16 $9.66 $1,373,000 SEC
2013   Q4 142,170 0.17 Reduce 1.75% <0.01 $8.63–9.75 · VW $9.12i $1,363,000 SEC
2013   Q3 144,705 0.17 $8.58 $1,242,000 SEC
2013   Q2 144,705 0.16 $7.73 $1,119,000 SEC
2013   Q1 144,705 0.18 $8.21 $1,188,000 SEC
2012   Q4 144,705 0.16 $6.58 $952,000 SEC
2012   Q3 144,705 0.15 $6.92 $1,001,000 SEC
2012   Q2 144,705 0.16 Reduce 0.63% <0.01 $6.63–7.73 · VW $7.34i $1,079,000 SEC
2012   Q1 145,620 0.14 Reduce 0.75% <0.01 $6.66–7.77 · VW $7.29i $1,045,000 SEC
2011   Q4 146,715 0.15 $7.02 $1,030,000 SEC
2011   Q3 146,715 0.14 Reduce 43.24% 0.11 $5.90–8.32 · VW $7.21i $913,000 SEC
2011   Q2 258,480 0.26 Reduce 0.69% <0.01 $7.92–9.02 · VW $8.38i $2,259,000 SEC
2011   Q1 260,280 0.27 $8.73 $2,273,000 SEC
2010   Q4 260,280 0.24 Reduce 13.46% 0.04 $6.66–7.94 · VW $7.48i $1,869,000 SEC
2010   Q3 300,780 0.27 Add 1.36% <0.01 $5.17–6.90 · VW $6.30i $1,849,000 SEC
2010   Q2 296,730 0.21 Buy 0.21 $5.22–6.89 · VW $5.99i $1,636,000 SEC
Price snapshot:
Current price$49.64
52-week low$31.48
52-week high$49.90