Seth Klarman's UNP Position Overview
Seth Klarman (via Baupost Group Llc/Ma) currently holds 1.5M shares of Union Pacific Corporation (UNP) worth $353.66 M, representing 7.38% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Seth Klarman has maintained a strategic position in UNP, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 1.3M 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
| Period | 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 | 175,000 | $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 10 quarters since Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Seth Klarman's largest addition to Union Pacific Corporation (UNP) was in Q3 2025, adding 1,496,204 shares worth $353.66 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Seth Klarman's peak holding in Union Pacific Corporation (UNP) was 1,496,204 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.