Ruffer LLP’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$38M Sell
140,019
-29,237
-17% -$7.68M 1.35% 23
2026
Q1
$41.2M Buy
169,256
+35,826
+27% +$8.77M 1.68% 16
2025
Q4
$30.9M Buy
+133,430
New +$30.5M 1.41% 23

Other funds holding UNP

Ruffer LLP's UNP Position: Q2 2026 in Review

Ruffer LLP reduced its Union Pacific (UNP) stake by 17% in Q2 2026, selling an estimated $7.68M and leaving 140,019 shares worth $38M. The position accounts for 1.35% of the portfolio, ranked #23.

Ruffer LLP first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. The position peaked at $41.2M in Q1 2026. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Ruffer LLP held 140,019 shares of Union Pacific worth $38M as of Q2 2026.
  • Ruffer LLP sold 29,237 Union Pacific shares in Q2 2026, an estimated $7.68M.
  • Union Pacific made up 1.35% of Ruffer LLP's portfolio in Q2 2026, its #23 holding.
  • Ruffer LLP first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • Ruffer LLP's Union Pacific position peaked at $41.2M in Q1 2026.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Ruffer LLP's 13F filing for Q2 2026, filed 30 Jul 2026.