Seth Klarman's UNP Position Overview
Seth Klarman (via Baupost Group Llc/Ma) currently holds 1.5 M shares of Union Pacific Corporation (UNP) worth $353.66 M, representing 7.38% of the portfolio. First purchased in 2023-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Seth Klarman has maintained this position in UNP for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 1.5 M shares. Largest reduction occurred in Q3 2023, reducing 175,000 shares.
Analysis based on 13F filings available since 2013 Q2
Seth Klarman's Union Pacific Corporation (UNP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Union Pacific Corporation (UNP) Trades by Seth Klarman
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +175,000 | New Buy | 175,000 | $204.62 |
| Q3 2023 | -175,000 | Sold Out | 0 | $0.00 |
| Q3 2025 | +1.5 M | New Buy | 1.5 M | $236.37 |
Seth Klarman's Union Pacific Corporation Investment FAQs
Seth Klarman first purchased Union Pacific Corporation (UNP) in Q2 2023, acquiring 175,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Seth Klarman has held Union Pacific Corporation (UNP) for 3 quarters since Q2 2023.
Seth Klarman's largest addition to Union Pacific Corporation (UNP) was in Q3 2025, adding 1,496,204 shares worth $353.66 M.
According to the latest 13F filing for Q3 2025, Seth Klarman's firm, Baupost Group Llc/Ma, owns 1,496,204 shares of Union Pacific Corporation (UNP), valued at approximately $353.66 M.
As of the Q3 2025 filing, Union Pacific Corporation (UNP) represents approximately 7.38% of Seth Klarman's publicly disclosed stock portfolio, making it one of their key holdings.
Seth Klarman's peak holding in Union Pacific Corporation (UNP) was 1,496,204 shares, as reported at the end of Q3 2025.