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Disclosery

SMA Capital LLC: CSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMA Capital LLC on CSX, newest first. How the timeline and the estimate are built.

SMA Capital LLC held 140,000 CSX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,000 shares
    Change vs previous 13F -94,726 shares

    2.79% of the 13F portfolio, value $6,654,200.

    13F-HR 0002075338-26-000006 filed by SMA Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 234,726 shares
    Change vs previous 13F +34,726 shares

    4.16% of the 13F portfolio, value $9,635,502.

    13F-HR 0002075338-26-000005 filed by SMA Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 200,000 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $7,250,000.

    13F-HR 0002075338-26-000003 filed by SMA Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).