Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  Union Pacific (UNP)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2007   Q4 0 0.00 Sell 100.00% 0.26 SEC
2007   Q3 570,626 0.26 Reduce 80.82% 1.05 $113.06 $64,515,000 SEC
2007   Q2 2,974,998 1.30 Buy 1.30 $115.15 $342,571,000 SEC
2007   Q1 0 0.00 Sell 100.00% 1.74 SEC
2006   Q4 4,429,912 1.74 Add 2.07% 0.04 $92.02 $407,641,000 SEC
2006   Q3 4,340,047 1.86 Add 4.36% 0.08 $88.00 $381,924,000 SEC
2006   Q2 4,158,585 2.19 Reduce 16.56% 0.46 $92.96 $386,582,000 SEC
2006   Q1 4,984,135 2.77 Reduce 21.09% 0.82 $93.35 $465,269,000 SEC
2005   Q4 6,315,860 3.89 Reduce 4.60% 0.18 $80.51 $508,490,000 SEC
2005   Q3 6,620,165 3.92 Add 28.74% 0.88 $71.70 $474,666,000 SEC
2005   Q2 5,142,290 3.18 Add 21.33% 0.56 $64.80 $333,220,000 SEC
2005   Q1 4,238,440 3.04 Add 16.37% 0.43 $69.70 $295,419,000 SEC
2004   Q4 3,642,315 2.81 Add 15.49% 0.38 $67.25 $244,946,000 SEC
2004   Q3 3,153,902 2.69 Add 24.99% 0.54 $58.60 $184,818,000 SEC
2004   Q2 2,523,402 2.53 Add 291.89% 1.88 $59.45 $150,016,000 SEC
2004   Q1 643,899 0.76 Add 50.31% 0.25 $59.82 $38,518,000 SEC
2003   Q4 428,385 0.62 Add 413.34% 0.50 $69.48 $29,764,000 SEC
2003   Q3 83,450 0.14 Add 158.96% 0.09 $58.17 $4,854,000 SEC
2003   Q2 32,225 0.06 Add 295.40% 0.04 $58.03 $1,870,000 SEC
2003   Q1 8,150 0.02 Reduce 96.36% 0.52 $54.97 $448,000 SEC
2002   Q4 224,067 0.54 Reduce 67.47% 1.26 $59.87 $13,415,000 SEC
2002   Q3 688,867 1.86 Reduce 44.91% 1.23 $57.87 $39,865,000 SEC
2002   Q2 1,250,540 2.74 Add 3.34% 0.09 $63.28 $79,134,000 SEC
2002   Q1 1,210,090 3.05 Reduce 12.39% 0.49 $62.14 $75,195,000 SEC
2001   Q4 1,381,150 3.99 Add 0.05% <0.01 $57.00 $78,726,000 SEC
2001   Q3 1,380,425 4.36 Add 21.24% 0.76 $46.90 $64,742,000 SEC
2001   Q2 1,138,575 4.65 Add 350.74% 3.62 $54.91 $62,519,000 SEC
1999   Q3 252,600 3.62 Reduce 8.48% 0.29 $48.06 $12,141,000 SEC
1999   Q2 276,000 3.40 Reduce 2.57% 0.08 $58.31 $16,094,000 SEC
1999   Q1 283,285 3.11 $53.44 $15,138,000 SEC