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Disclosery

COBALT CAPITAL MANAGEMENT, INC.: NSC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COBALT CAPITAL MANAGEMENT, INC. on NSC, newest first. How the timeline and the estimate are built.

COBALT CAPITAL MANAGEMENT, INC. held 70,000 NSC 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 70,000 shares
    Change vs previous 13F -45,000 shares

    15.68% of the 13F portfolio, value $22,021,300.

    13F-HR 0000919574-26-005149 filed by COBALT CAPITAL MANAGEMENT, INC.
    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 115,000 shares
    Change vs previous 13F +15,000 shares

    18.48% of the 13F portfolio, value $33,005,000.

    13F-HR 0000919574-26-003163 filed by COBALT CAPITAL MANAGEMENT, INC.
    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 100,000 shares
    Change vs previous 13F +10,000 shares

    12.78% of the 13F portfolio, value $28,872,000.

    13F-HR 0000919574-26-001158 filed by COBALT CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 90,000 shares
    Change vs previous 13F not available

    12.43% of the 13F portfolio, value $27,036,900.

    13F-HR 0000919574-25-006739 filed by COBALT CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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