Fund holdings

Third Point disclosed an increased position in NSC for Q2 2026

Holdings as of Jun 30, 2026 (Q2 2026) · Filed Aug 14, 2026

Norfolk SouthernNSC

600K
Shares reported · +500K vs prior quarter: 4.0%
Disclosed portfolio weight: $189M
Reported value

Why it stands out

From a 13F filed Aug 14, 2026 covering holdings at Jun 30, 2026 — a quarter-end snapshot, not a live trade.

Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell

View the official recordSEC Form 13F-HR — Institutional Investment Manager Holdings Report

All the details

Dates, kept separate

Transaction date: Not disclosed
Holdings as of (quarter end): Jun 30, 2026
Filed with the SEC: Aug 14, 2026

Increased4.0% of disclosed portfolio+500% shares

Context

Change vs prior quarter

Increased

Compared with the manager's Q1 2026 13F

Shares, prior quarter

100,000

Shares, this quarter

600,000

Share-count change

+500.0%

Share count drives classification; reported value also moves with price

Weight in disclosed 13F portfolio

4.03%

Within the filing's reported positions, not the manager's total assets

Tracked managers with the same change

1

For Q2 2026

Source receipt

Record ID: 0001040273-26-000003
Filed / recorded: Aug 14, 2026, 9:18 PM UTC
Added to OQRO: Oct 2, 2026, 9:25 AM UTC
Parser: 13f-infotable-v1
Data quality: Verified: identifiers matched exactly
Issuer (as reported): NORFOLK SOUTHN CORP
CUSIP: 655844108
Quarter end: Jun 30, 2026
Prior quarter end: Mar 31, 2026
Shares, prior: 100,000
Shares, current: 600,000
Reported value: $188,754,000
Split-adjusted: No

Around the same time

6w ago

12.16Derivative units · @ $346.62

Compensation award — excluded from discretionary-purchase analysis.

Why it stands out Official record

6w ago

20.47Derivative units · @ $347.905

Compensation award — excluded from discretionary-purchase analysis.

Why it stands out Official record

6w ago

2.8Derivative units · @ $347.905

Compensation award — excluded from discretionary-purchase analysis.

Why it stands out Official record

Why it stands out

Dates, kept separate

Context

Source receipt

Around the same time

12.16Derivative units · @ $346.62

20.47Derivative units · @ $347.905

2.8Derivative units · @ $347.905

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