Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  Union Pacific Corp. (UNP)
← All UNP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 0.93 $132.50–187.83 · VW $163.13i SEC
2020   Q1 51,978 0.93 Reduce 67.90% 1.80 $105.08–188.96 · VW $145.03i $7,331,000 SEC
2019   Q4 161,944 2.65 Add 1.21% 0.03 $149.09–181.59 · VW $170.49i $29,278,000 SEC
2019   Q3 160,011 2.58 Add 0.48% 0.01 $156.61–180.54 · VW $166.38i $25,919,000 SEC
2019   Q2 159,239 2.72 Add 1.55% 0.04 $163.50–180.02 · VW $170.88i $26,929,000 SEC
2019   Q1 156,810 3.01 Reduce 19.31% 0.68 $132.17–172.44 · VW $157.27i $26,219,000 SEC
2018   Q4 194,347 3.54 Reduce 30.10% 1.64 $128.08–164.98 · VW $143.76i $26,865,000 SEC
2018   Q3 278,035 5.44 Add 1.87% 0.10 $136.66–165.63 · VW $155.04i $45,272,000 SEC
2018   Q2 272,920 5.44 Add 1.73% 0.09 $126.37–148.33 · VW $138.79i $38,667,000 SEC
2018   Q1 268,271 5.25 Add 0.28% 0.01 $121.22–143.05 · VW $132.90i $36,064,000 SEC
2017   Q4 267,529 5.35 Reduce 0.80% 0.04 $108.71–136.32 · VW $126.38i $35,876,000 SEC
2017   Q3 269,683 5.00 Add 7.81% 0.36 $101.06–116.93 · VW $111.32i $31,275,000 SEC
2017   Q2 250,151 4.83 Add 1.54% 0.07 $104.12–115.15 · VW $109.39i $27,244,000 SEC
2017   Q1 246,348 4.80 Reduce 1.01% 0.05 $101.20–111.38 · VW $106.17i $26,093,000 SEC
2016   Q4 248,853 4.85 Reduce 1.24% 0.08 $87.06–106.62 · VW $99.12i $25,801,000 SEC
2016   Q3 251,977 6.81 Reduce 0.07% <0.01 $86.01–98.00 · VW $93.85i $24,575,000 SEC
2016   Q2 252,164 6.41 Add 1.03% 0.07 $77.29–90.14 · VW $84.89i $22,001,000 SEC
2016   Q1 249,595 5.91 Add 6.19% 0.34 $67.06–85.30 · VW $77.30i $19,855,000 SEC
2015   Q4 235,037 5.33 Add 1.10% 0.06 $74.78–98.28 · VW $83.75i $18,380,000 SEC
2015   Q3 232,473 6.03 Add 42.64% 1.80 $79.31–99.71 · VW $89.14i $20,553,000 SEC
2015   Q2 162,979 4.42 Add 8.86% 0.36 $94.91–112.44 · VW $100.91i $15,543,000 SEC
2015   Q1 149,720 4.11 $108.31 $16,216,000 SEC
Price snapshot:
Current price$289.13
52-week low$207.45
52-week high$290.38