NORFOLK SOUTHN CORP (NSC) — Hedge Fund Ownership Q1 2026
NSC
- NORFOLK SOUTHN CORP (NSC) is held by 4 of 82 tracked hedge funds, with Third Point (1%) and Dodge & Cox (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in NSC holdings came from Markel Group (+3%), highlighting conviction.
- The biggest decreases in NSC holdings came from Dodge & Cox (-35%) and Third Point (-90%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to NORFOLK SOUTHN CORP (NSC) by -39% vs the prior quarter and -40% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Third Point
|
1.38% | 100K | -89.74% | — | $28.7M | $287.00 | — |
| 2 |
Dodge & Cox
|
0.99% | 6.3M | -34.98% | -41.33% | $1.80B | $287.00 | — |
| 3 |
Markel Group Tom Gayner
|
0.68% | 282K | +3.29% | +23.09% | $81.1M | $287.00 | — |
| 4 |
Mairs & Power
|
0.01% | 3K | -10.54% | -14.41% | $779,205 | $287.00 | — |
| 4 | Total | — | 6.6M | -38.92% | -39.97% | $1.91B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.