Corvex Management LP: UNION PACIFIC (UNP): Quarterly 13F Position History
As of Q1 2026, Corvex Management LP reported 484,330 shares of UNION PACIFIC (UNP), worth $117.5M and representing 4.7% of its 13F equity book. Quarter-over-quarter share count change: 202,033 (-29.4%) . The position first appeared in Q1 2020 and has been disclosed across 25 13F-HR filings in Pactolio's tracked window.
- 484,330Shares Held (Latest Filing)
- $117.5MReported Market Value (Latest Filing)
- 4.7%Portfolio Weight (% of 13F Equity Book)
- 202,033Quarter-over-Quarter Share Change
- -$41.3MQuarter-over-Quarter Value Change
- 686,363Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 25 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 484,330 | 202,033 | -29.4% | $117.5M | 4.7% | $242.6 |
| Q4 2025 | 686,363 | +8,500 | +1.3% | $158.8M | 5.3% | $231.3 |
| Q3 2025 | 677,863 | +677,863 | — | $160.2M | 5.7% | $236.4 |
| Q2 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2020 | 0 | 198,000 | -100.0% | $0 | 0.0% | — |
| Q1 2020 | 198,000 | — | — | $27.9M | 2.9% | $141.0 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Corvex Management LP first disclose a UNP position in 13F-HR filings?
Corvex Management LP first reported UNION PACIFIC (UNP) on its 13F-HR filing for the period ending 2020-03-31 (Q1 2020). The position has appeared on 25 reported quarters within Pactolio's tracked window.
What was Corvex Management LP's most recent quarter-over-quarter share-count change in UNP?
Between Q4 2025 and Q1 2026, Corvex Management LP reduced its UNP position by 202,033 shares (-29.4%), leaving 484,330 shares at a market value of $117.5M.
Does the implied price-per-share represent Corvex Management LP's cost basis in UNP?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.