Stephen Mandel - Lone Pine Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $12,543,849,391
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
2020   Q1 0 0.00 Sell 100.00% <0.01 $15.60–26.87 · VW $21.52i SEC
2019   Q4 36,000 <0.01 Buy <0.01 $22.70–26.13 · VW $24.76i $868,000 SEC
2019   Q2 0 0.00 Sell 100.00% 3.64 $22.76–26.91 · VW $24.38i SEC
2019   Q1 23,996,058 3.64 Reduce 17.07% 0.72 $21.80–26.84 · VW $25.06i $598,462,000 SEC
2018   Q4 28,936,425 4.23 Add 2.28% 0.09 $19.49–24.63 · VW $22.01i $599,273,000 SEC
2018   Q3 28,291,425 3.75 Reduce 28.51% 1.31 $21.22–25.41 · VW $23.19i $698,327,000 SEC
2018   Q2 39,576,705 4.58 Reduce 1.33% 0.05 $19.32–24.07 · VW $22.32i $841,401,000 SEC
2018   Q1 40,110,921 3.77 Add 17.45% 0.56 $16.14–20.50 · VW $18.81i $744,860,000 SEC
2017   Q4 34,150,146 3.27 Buy 3.27 $16.09–20.01 · VW $18.34i $626,200,000 SEC
2017   Q3 0 0.00 Sell 100.00% 3.00 $16.00–18.33 · VW $17.05i SEC
2017   Q2 30,944,604 3.00 Reduce 28.26% 1.02 $16.26–18.49 · VW $17.07i $562,779,000 SEC
2017   Q1 43,135,269 3.61 Buy 3.61 $15.14–17.22 · VW $16.43i $669,316,000 SEC
2015   Q3 0 0.00 Sell 100.00% 0.34 $8.16–10.45 · VW $9.20i SEC
2015   Q2 6,264,900 0.34 Buy 0.34 $10.13–12.56 · VW $11.04i $68,183,000 SEC
Price snapshot:
Current price$49.64
52-week low$31.48
52-week high$49.90