13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
6

UNP

UNION PAC CORP · Industrials

Consensus score 6/100 · #89 this quarter · tier-weighted across tracked managers

↓DivergingPrice action since filingas of 2026-10-07
vs 50-day avg
-5.1%
21-day momentum
-5.2%
recent volume
0.84×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S3· ToppingStage Analysis · Weinstein
vs 30-wk avg
+1.0%
30-wk MA slope
+1.3%
rel. strength
+7.2
52-wk range
59%

Topping — momentum stalling at the highs; distribution risk. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
8
tracked managers
New this Q
1
opened a position
Avg weight
1.4%
of their portfolios
Combined value
$1.05B
held, at quarter-end

Who’s holding it Q2 2026, by position size

ManagerPosition sizeChange
Baupost Group
Deep value
6.0%
TRIM
Third Point
Activist
2.1%
ADD
Viking Global Investors
Concentrated
1.6%
NEW
Hosking Partners
Concentrated
0.5%
TRIM
Tweedy Browne
Graham/global value
0.4%
HOLD
Markel Group
Concentrated
0.3%
ADD
Gardner Russo & Quinn
Graham/global value
0.1%
TRIM
Greenhaven Associates
Concentrated
0.0%
HOLD

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.