Joel Greenblatt’s UNP Holdings & Trades

First Buy
Q3 2013
Duration Held
49 Quarters
Largest Add
Q1 2016
+350,824 Shares
Current Position
27,001 Shares
$6.38 M Value

Joel Greenblatt's UNP Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 27,001 shares of Union Pacific Corporation (UNP) worth $6.38 M, representing 0.03% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in UNP, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 350,824 shares. Largest reduction occurred in Q4 2018, reducing 156,843 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Union Pacific Corporation (UNP) Holding Value Over Time

Track share changes against reported price movement

Quarterly Union Pacific Corporation (UNP) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2013 +38,928 New Buy 38,928 $77.68
Q4 2013 +13,090 Add 33.63% 52,018 $84.01
Q1 2014 -30,274 Reduce 58.20% 21,744 $93.82
Q2 2014 +143,122 Add 658.21% 164,866 $99.75
Q3 2014 -147,558 Reduce 89.50% 17,308 $108.45
Q4 2014 -11,722 Reduce 67.73% 5,586 $119.05
Q1 2015 +133,661 Add 2392.79% 139,247 $108.31
Q2 2015 -97,972 Reduce 70.36% 41,275 $95.36
Q3 2015 -26,101 Reduce 63.24% 15,174 $88.44
Q4 2015 +48,054 Add 316.69% 63,228 $78.19
Q1 2016 +350,824 Add 554.86% 414,052 $79.55
Q2 2016 -108,683 Reduce 26.25% 305,369 $87.25
Q3 2016 +10,254 Add 3.36% 315,623 $97.53
Q4 2016 -61,008 Reduce 19.33% 254,615 $103.68
Q1 2017 +9,525 Add 3.74% 264,140 $105.92
Q2 2017 +148,880 Add 56.36% 413,020 $108.91
Q3 2017 -138,994 Reduce 33.65% 274,026 $115.97
Q4 2017 -74,422 Reduce 27.16% 199,604 $134.10
Q1 2018 -21,769 Reduce 10.91% 177,835 $134.43
Q2 2018 -25,346 Reduce 14.25% 152,489 $141.68
Q3 2018 +25,882 Add 16.97% 178,371 $162.83
Q4 2018 -156,843 Reduce 87.93% 21,528 $138.24
Q1 2019 +45,244 Add 210.16% 66,772 $167.20
Q2 2019 +81,478 Add 122.02% 148,250 $169.11
Q3 2019 +3,682 Add 2.48% 151,932 $161.98
Q4 2019 -104,708 Reduce 68.92% 47,224 $180.80
Q1 2020 -31,394 Reduce 66.48% 15,830 $141.06
Q2 2020 -12,780 Reduce 80.73% 3,050 $169.18
Q3 2020 +5,810 Add 190.49% 8,860 $196.84
Q4 2020 -5,494 Reduce 62.01% 3,366 $208.26
Q1 2021 +12,414 Add 368.81% 15,780 $220.41
Q2 2021 +214 Add 1.36% 15,994 $219.96
Q3 2021 +20,636 Add 129.02% 36,630 $196.01
Q4 2021 -3,111 Reduce 8.49% 33,519 $251.92
Q1 2022 -12,247 Reduce 36.54% 21,272 $273.22
Q2 2022 +23,064 Add 108.42% 44,336 $213.28
Q3 2022 -669 Reduce 1.51% 43,667 $194.82
Q4 2022 -1,226 Reduce 2.81% 42,441 $207.07
Q1 2023 -5,341 Reduce 12.58% 37,100 $201.26
Q2 2023 -26,442 Reduce 71.27% 10,658 $204.62
Q3 2023 -831 Reduce 7.80% 9,827 $203.63
Q4 2023 -5,087 Reduce 51.77% 4,740 $245.62
Q1 2024 +8,652 Add 182.53% 13,392 $245.93
Q2 2024 +22,490 Add 167.94% 35,882 $226.26
Q3 2024 -8,068 Reduce 22.48% 27,814 $246.48
Q4 2024 +27,263 Add 98.02% 55,077 $228.04
Q1 2025 -14,611 Reduce 26.53% 40,466 $236.24
Q2 2025 -9,320 Reduce 23.03% 31,146 $230.08
Q3 2025 -4,145 Reduce 13.31% 27,001 $236.37

Joel Greenblatt's Union Pacific Corporation Investment FAQs

Joel Greenblatt first purchased Union Pacific Corporation (UNP) in Q3 2013, acquiring 38,928 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Union Pacific Corporation (UNP) for 49 quarters since Q3 2013.

Joel Greenblatt's largest addition to Union Pacific Corporation (UNP) was in Q1 2016, adding 414,052 shares worth $32.94 M.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 27,001 shares of Union Pacific Corporation (UNP), valued at approximately $6.38 M.

As of the Q3 2025 filing, Union Pacific Corporation (UNP) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Union Pacific Corporation (UNP) was 414,052 shares, as reported at the end of Q1 2016.