UNP
Union Pacific Corp
Union Pacific Corp historical holders
total: 13
Baupost Group Union Pacific Corp transactions over time
- Total transactions:
- 5
- New positions:
- 2
- Sold out:
- 1
- Added:
- 1
- Reduced:
- 1
- Held since:
- 2025 Q3
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q1
Seth Klarman has been an institutional investor in Union Pacific Corp (UNP) since 2023 Q2. According to 2026 Q1 report, Seth Klarman holds 1,540,995 shares with a market value of roughly $373.88M representing 7.31% of their equity portfolio. The fund/company first acquired UNP in 2023 Q2, initially purchasing 175,000 shares. Seth Klarman later completely sold out the position and reinvested in UNP again in 2025 Q3. Since the initial investment, Baupost Group has made 4 more transactions in this position.
Does Seth Klarman still hold UNP?
Yes, Seth Klarman continues to hold Union Pacific Corp (UNP). According to their 2026 Q1 report, they maintain a position of 1,540,995 shares valued at approximately $373.88M, representing 7.31% of their equity portfolio.
When did Seth Klarman first invest in UNP?
Seth Klarman first invested in Union Pacific Corp (UNP) in 2023 Q2 at the reported quarter-end price of $204.62 per share, acquiring 175,000 shares in their initial purchase.
What is Seth Klarman's average cost basis for UNP?
Based on historical transaction data, Seth Klarman's estimated cost basis for Union Pacific Corp (UNP) is approximately $235.96 per share. This represents their average reported price* across all buy transactions.
Has Seth Klarman reinvested in UNP after selling?
Yes, Seth Klarman has shown renewed interest in Union Pacific Corp (UNP). After completely selling their position, they reinitiated an investment in 2025 Q3, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $235.96
- Weighted AVG sell price:
- $242.62
UNP transactions history by Baupost Group
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
7.31%
|
1,540,995
|
$242.62
|
$373,876,000
|
-5.30% (-86,259)
|
-0.4%
|
|
2025 Q4
|
7.13%
|
1,627,254
|
$231.32
|
$376,416,000
|
+8.76% (+131,050)
|
+0.57%
|
|
2025 Q3
|
7.38%
|
1,496,204
|
$236.37
|
$353,658,000
|
new
|
+7.38%
|
|
2023 Q3
|
0.00%
|
0
|
$204.62
|
|
-100% (-175,000)
|
-0.64%
|
|
2023 Q2
|
0.64%
|
175,000
|
$204.62
|
$35,809,000
|
new
|
+0.64%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.