Israel Englander Stock Portfolio: Top 5 Stock Picks

In this article, we will list Billionaire Israel Englander’s top 5 stock picks. Please visit Israel Englander Stock Portfolio: Top 10 Stock Picks if you would like to see the extended list and the methodology behind it.

Israel Englander of Millennium Management

5. Norfolk Southern Corporation (NYSE:NSC)

Millennium Management’s Stake: $1.2 Billion

Although Israel Englander has maintained a long-term interest in Norfolk Southern Corporation (NYSE:NSC) for over a decade, this interest has translated into a massive buying spree in recent months. His fund first disclosed a stake in the company back in the fourth quarter of 2010. This position comprised 119,000 shares. By early 2017, this had been increased to 1.3 million shares. Thereafter, up until the last few months of 2025, this holding stayed below 1 million shares, barring one exception. Filings for the fourth quarter of 2025 show that the fund owns 4.1 million shares in the company, up 56% compared to filings for the previous quarter.

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Norfolk Southern Corporation (NYSE:NSC) is merging with Union Pacific. Analysts at firms like Baird have raised price targets to $315, citing potential synergies that could exceed $1 billion. Hedge funds view a combined network as a way to drastically reduce interchange costs and improve transload connectivity, particularly in high-growth markets like Atlanta and the Southeast. In February 2026, the company announced that its customers advanced over 60 industrial development projects in 2025. These projects represent $7.7 billion in private investment along Norfolk Southern’s routes. NSC is projected to achieve merchandise volume growth of 3% in 2026, outpacing the broader US Industrial Production estimates. Hedge funds see this as a sign that the company is successfully capturing market share from trucking.