| Quarter | Score |
|---|---|
| 2022-Q1 | 49.6 |
| 2022-Q3 | 69.4 |
| 2022-Q4 | 51.6 |
| 2023-Q1 | 51.2 |
| 2023-Q2 | 64.9 |
| 2023-Q3 | 48.0 |
| 2023-Q4 | 36.0 |
| 2024-Q1 | 49.2 |
| 2024-Q2 | 56.8 |
| 2024-Q3 | 57.5 |
| 2024-Q4 | 57.4 |
| 2025-Q1 | 58.5 |
| 2025-Q2 | 61.7 |
| 2025-Q3 | 99.0 |
| 2025-Q4 | 83.5 |
| 2026-Q1 | 76.4 |
| 2026-Q2 | 83.5 |
Solid consensus with smart money net adding at reasonable prices
Trading +16.4% above funds' estimated purchase price
2 of 18 tracked funds hold NSC. Avg conviction: 2.0%. Net holding. First tracked at $274.46 (current +16.4% vs tracked).
Third Point has 4.0% in this stock
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Third Point | 4.0% | Add |
| Citadel Advisors | 0.1% | Reduce |