Night Owl Capital Management, LLC / UNP
Night Owl Capital Management, LLC’s Union Pac Corp Position
Does Night Owl Capital Management, LLC own Union Pac Corp (UNP)? Yes — 186.0K shares worth $45M (+5.26% of its 13F portfolio) as of Q1 2026, up from 184.8K shares the prior filed quarter.
Position Value
$45M
Q1 2026
Shares
186.0K
% of Portfolio
+5.26%
Quarters Held
12
currently held
Position History UNP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 186.0K | $45M | +5.26% |
| Q4 2025 | 184.8K | $43M | +4.68% |
| Q3 2025 | 181.8K | $43M | +4.68% |
| Q2 2025 | 81.0K | $19M | +2.15% |
| Q1 2025 | 137.4K | $32M | +4.06% |
| Q4 2024 | 132.4K | $30M | +3.90% |
| Q3 2024 | 127.9K | $32M | +4.31% |
| Q2 2024 | 123.8K | $28M | +4.19% |
| Q1 2024 | 126.4K | $31M | +4.72% |
| Q4 2023 | 110.6K | $27M | +5.43% |
| Q3 2023 | 67.6K | $14M | +3.41% |
| Q2 2023 | 62.5K | $13M | +3.26% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Night Owl Capital Management, LLC’s full portfolio or all institutional holders of UNP.