NYSE · Industrials

NORFOLK SOUTHN CORP NSC

Norfolk Southern Corporation, together with its subsidiaries, engages in the rail transportation of raw materials, intermediate products, and finished goods in the United States.

Railroads

Company profile

Business mix

  • The company transports agriculture, forest, and consumer products comprising soybeans, wheat, corn, fertilizers, livestock and poultry feed, food products, food oils, flour, sweeteners, ethanol, lumber and wood products, pulp board and paper products.
  • It also transports overseas freight through various Atlantic and Gulf Coast ports; and operates an intermodal network.
  • Norfolk Southern Corporation was incorporated in 1980 and is headquartered in Atlanta, Georgia.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in railroads?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 26.41 FCF 2.3% Buyback 0.68%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Markel Group Tom Gayner 0.7% $81.1M 2026-03-31
Third Point Dan Loeb 1.4% $28.7M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $41.9M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +61.7% +146,000 / 236,500
Third Point Dan Loeb 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$495.7M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -40.9% 13F value change -$214.2M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -89.7% 13F value change -$252.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +100,000 (New) Total shares 100,000 Value $28.7M
Markel Group Tom Gayner 3 filing periods
13F 2025-09-30 Filed 2025-10-31
Minor increase Shares 8.5% 13F value change +$16.5M
13F 2025-12-31 Filed 2026-02-06
Minor increase Shares 6.6% 13F value change +$1.9M
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 3.3% 13F value change +$2.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 236,500 Last 3 periods +46,000 (+19.5%) Total shares 282,500 Value $81.1M
Corvex Management Keith Meister 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$70.4M
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$76.1M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.