SEC 13F Intelligence

Bourgeon Capital Management LLC / CSX

Bourgeon Capital Management LLC’s Csx Corp Position

Does Bourgeon Capital Management LLC own Csx Corp (CSX)? Not currently — the last reported position was 326.7K shares worth $12M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q4 2025
Shares
326.7K
% of Portfolio
+1.92%
Quarters Held
13
position exited

Position History CSX

Reported value by quarter
Q4 ’22: $54,277Q4 ’22Q1 ’23: $52,455Q2 ’23: $59,744Q2 ’23Q3 ’23: $53,874Q4 ’23: $7MQ4 ’23Q1 ’24: $8MQ2 ’24: $11MQ2 ’24Q3 ’24: $11MQ4 ’24: $11MQ4 ’24Q1 ’25: $10MQ2 ’25: $10MQ2 ’25Q3 ’25: $12MQ4 ’25: $12MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025326.7K$12M+1.92%
Q3 2025328.4K$12M+2.10%
Q2 2025314.6K$10M+2.03%
Q1 2025331.3K$10M+2.10%
Q4 2024328.0K$11M+1.98%
Q3 2024322.7K$11M+2.14%
Q2 2024325.6K$11M+2.13%
Q1 2024213.3K$8M+1.55%
Q4 2023210.9K$7M+1.62%
Q3 20231.8K$53,874+0.01%
Q2 20231.8K$59,744+0.01%
Q1 20231.8K$52,455+0.01%
Q4 20221.8K$54,277+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bourgeon Capital Management LLC’s full portfolio or all institutional holders of CSX.