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What smart money is saying about Norfolk Southern CorporationUnited States flag

NSC · Industrials · Railroads · Market cap $64.58B

2 funds in our archive have pitched Norfolk Southern Corporation, most recently The London Company Large Cap in December 2025.

Company profile

Norfolk Southern Corporation, together with its subsidiaries, engages in the rail transportation of raw materials, intermediate products, and finished goods in the United States. 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, wood fibers, wood pulp, scrap paper, beverages, canned goods, and consumer products; chemicals consist of sulfur and related chemicals, petroleum products, chlorine and bleaching compounds, plastics, rubber, industrial chemicals, chemical wastes, and sand; metals and construction materials, such as steel, aluminum products, machinery, scrap metals, cement, aggregates, minerals, clay, transportation equipment, and military-related products; and automotive, including finished motor vehicles and automotive parts, as well as coal. It also transports overseas freight through various Atlantic and Gulf Coast ports; and provides commuter rail passenger transportation services and operates an intermodal network. As of December 31, 2021, the company operated approximately 19,300 route miles in 22 states and the District of Columbia. Norfolk Southern Corporation was incorporated in 1980 and is based in Atlanta, Georgia.

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Summarize with Warren AI
2
Reported positions
0
Bought
2
Sold
5
Letters

Position history

Between Q2 2025 and Q3 2026, 2 fund letters reported a position in Norfolk Southern Corporation, with 2 sells (trimmed or exited).

Fund letters reporting a position in Norfolk Southern Corporation, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261010
Q4 20251011
Q2 20250001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 2 positions · 2 moves

Also mentioned · 1

These funds discuss Norfolk Southern Corporation as a competitor, benchmark or comparable, without disclosing a position in it.

Fund coverage · 2 theses

Read every full thesis on Norfolk Southern Corporation

Read all 2 theses in full, with each fund's reasoning, and get unlimited access to the archive.

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