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Disclosed positions
COBALT CAPITAL MANAGEMENT, INC.: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- NORFOLK SOUTHN CORP
- Ticker
- NSC
- Class
- COM
- Reported value
- $22,021,300
- Reported amount
- 70,000
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0000919574-26-005149Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| NORFOLK SOUTHN CORP | NSC | COM | $22,021,300 | 70,000 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $18,419,000 | 50,000 | SH | None |
| EXPAND ENERGY CORPORATION | EXE | COM | $15,502,300 | 170,000 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $13,851,480 | 12,000 | SH | None |
| BLACKSTONE INC | BX | COM | $11,767,000 | 100,000 | SH | None |
| CROWN HLDGS INC | CCK | COM | $8,386,500 | 75,000 | SH | None |
| FTAI AVIATION LTD | FTAI | SHS | $8,115,900 | 30,000 | SH | None |
| VISTRA CORP | VST | COM | $7,138,350 | 45,000 | SH | None |
| ELEVANCE HEALTH INC FORMERLY | ELV | COM | $5,800,950 | 15,000 | SH | None |
| UNITED AIRLS HLDGS INC | UAL | COM | $5,439,600 | 40,000 | SH | None |
| BLUE OWL CAPITAL CORPORATION | OBDC | COM | $3,495,988 | 321,618 | SH | None |
| GLOBAL PMTS INC | GPN | COM | $2,902,400 | 40,000 | SH | None |
| APOLLO GLOBAL MGMT INC | APO | COM | $2,366,200 | 20,000 | SH | None |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | SPONSORED ADS | $2,032,800 | 60,000 | SH | None |
| SILICON MOTION TECHNOLOGY CO | SIMO | SPONSORED ADR | $1,999,980 | 6,000 | SH | None |
| MGM RESORTS INTERNATIONAL | MGM | COM | $1,912,400 | 40,000 | SH | None |
| CALUMET INC | CLMT | COM | $1,801,000 | 50,000 | SH | None |
| VIASAT INC | VSAT | COM | $1,796,200 | 20,000 | SH | None |
| WHITEHAWK MINERALS CORP | WHK | CL A | $1,391,000 | 50,000 | SH | None |
| BROOKDALE SR LIVING INC | BKD | COM | $1,126,300 | 70,000 | SH | None |
| HONEYWELL AEROSPACE INC | HONA | COM | $1,105,400 | 5,000 | SH | None |
| DIAMEDICA THERAPEUTICS INC | DMAC | COM NEW | $633,600 | 90,000 | SH | None |
| LIONSGATE STUDIOS CORP | LION | COM | $459,300 | 30,000 | SH | None |
| ROCKET COS INC | RKT | COM CL A | $393,750 | 25,000 | SH | None |
| AMC ENTMT HLDGS INC | AMC | CL A NEW | $323,000 | 170,000 | SH | None |
| CAESARS ENTERTAINMENT INC NE | CZR | COM | $301,800 | 10,000 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.