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NYSE · Industrials

UNION PAC CORP UNP

Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States. It offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grain processors, animal feeders, and ethanol and renewable biofuel producers; and construction products, industrial chemicals, plastics, forest products, specialized products, metals and ores, petroleum, liquid petroleum gases, soda ash, and sand, as well as finished automobiles, automotive parts, and merchandise in intermodal containers.

Sources StockAnalysis company profile stockanalysis.com
Railroad

Company profile

Business mix

  • It offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grain processors, animal feeders, and ethanol and renewable biofuel producers.
  • The company was founded in 1862 and is headquartered in Omaha, Nebraska.

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 7 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 22.41 FCF 3.52% Buyback 2.09%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 1.2% $917.7M 2026-03-31
Bridgewater Associates Ray Dalio 0.6% $129.3M 2026-03-31
Corvex Management Keith Meister 4.7% $117.5M 2026-03-31
Markel Group Tom Gayner 0.3% $36.5M 2026-03-31
Third Point Dan Loeb 1.2% $24.3M 2026-03-31
Tweedy, Browne Company 0.4% $4.7M 2026-03-31
Baupost Group Seth Klarman 7.3% $373,876 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 6 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $1.2B Estimated from net added shares
Reduction amount $456,853 Estimated from net reduced shares
Net share change / base shares +6086.5% +6,503,230 / 106,846
Third Point Dan Loeb 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$206.8M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 106.9% 13F value change +$211.9M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -94.5% 13F value change -$394.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +100,000 (New) Total shares 100,000 Value $24.3M
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-09-30 Filed 2025-11-13
New Shares - 13F value change +$46.0M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -72.0% 13F value change -$33.4M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 877.5% 13F value change +$116.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +532,850 (New) Total shares 532,850 Value $129.3M
Oakmark / Harris Associates Bill Nygren 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$346.4M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 149.5% 13F value change +$499.4M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 3.4% 13F value change +$71.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +3,782,438 (New) Total shares 3,782,438 Value $917.7M
Soroban Capital Partners Eric Mandelblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$241.8M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$241.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Eminence Capital Ricky Sandler 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$81.4M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$81.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Corvex Management Keith Meister 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$160.2M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 1.3% 13F value change -$1.5M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -29.4% 13F value change -$41.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +484,330 (New) Total shares 484,330 Value $117.5M
Baupost Group Seth Klarman 3 filing periods
13F 2025-09-30 Filed 2025-11-13
New Shares - 13F value change +$353,658
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 8.8% 13F value change +$22,758
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -5.3% 13F value change -$2,540
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 4 periods +1,540,995 (New) Total shares 1,540,995 Value $373,876
Tweedy, Browne Company 4 filing periods
13F 2025-06-30 Filed 2025-07-29
Minor reduction Shares -1.7% 13F value change -$210,307
13F 2025-09-30 Filed 2025-11-20
Minor reduction Shares -2.8% 13F value change -$8,433
13F 2025-12-31 Filed 2026-02-03
Minor reduction Shares -0.4% 13F value change -$120,398
13F 2026-03-31 Filed 2026-05-06
Minor reduction Shares -4.3% 13F value change +$16,699
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 21,068 Last 4 periods -1,883 (-8.9%) Total shares 19,185 Value $4.7M
Markel Group Tom Gayner 4 filing periods
13F 2025-06-30 Filed 2025-08-01
Minor increase Shares 13.4% 13F value change +$2.1M
13F 2025-09-30 Filed 2025-10-31
Major increase Shares 30.3% 13F value change +$7.6M
13F 2025-12-31 Filed 2026-02-06
Minor increase Shares 11.4% 13F value change +$2.7M
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 6.4% 13F value change +$3.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 85,778 Last 4 periods +64,500 (+75.2%) Total shares 150,278 Value $36.5M

Recent mentions

No public mentions.