Anchor Investment Management, LLC UNP — UNION PAC CORP COM

Ownership history in Anchor Investment Management, LLC  ·  10 quarters on record

AI Ownership Summary

Anchor Investment Management, LLC reported UNION PAC CORP COM (UNP) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.36% in 2023 Q4. The latest visible filing shows UNP at 0.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UNP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Anchor Investment Management, LLC's position in UNION PAC CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UNP was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.36% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UNP stock page Anchor Investment Management, LLC fund profile Anchor Investment Management, LLC full holdings
How Anchor Investment Management, LLC held UNP — position size vs. price
% of Fund (quarterly)    UNP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 46,013 +465 +1.0% 0.93% $11.2M 2026-05-01 $266.32
2025 Q4 ADDED — — — 45,548 +1,165 +2.6% 0.86% $10.5M 2026-02-26 $264.07
2025 Q3 REDUCED — — — 44,383 -293 -0.7% 0.87% $10.5M 2025-11-14 $220.57
2025 Q2 ADDED — — — 44,676 +1,033 +2.4% 0.90% $10.3M 2025-08-19 $219.94
2025 Q1 REDUCED — — — 43,643 -90 -0.2% 0.96% $10.3M 2025-05-20 $223.07
2024 Q4 ADDED — — — 43,733 +662 +1.5% 0.93% $10.0M 2025-02-13 $243.85
2024 Q3 ADDED — — — 43,071 +276 +0.6% 1.00% $10.6M 2024-11-21 $230.90
2024 Q2 ADDED — — — 42,795 +1,037 +2.5% 1.00% $9.7M 2024-09-20 $237.06
2024 Q1 ADDED — — — 41,758 +8,052 +23.9% 1.08% $10.3M 2024-05-15 $235.56
2023 Q4 INITIATED — — — 33,706 — — 1.36% $5.7M 2024-01-03 $229.75

🏢 Other funds also holding UNP

As of 2026 Q1 — sorted by position size

HILLMAN CO 3Y 7Y 9.6% Horrell Capital Management, Inc. 3Y 7Y 7.12% Skylands Capital, LLC 3Y 7Y 6.91% Maj Invest Holding A/S 3Y 7Y 5.59% Pacific Capital Partners Ltd 4.52% SCHARF INVESTMENTS, LLC 3Y 7Y 4.49% Werlinich Asset Management, LLC 4.36% R.H. Investment Group, LLC 3.28% HENDLEY & CO INC 3Y 7Y 3.1% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 3.06%

FAQ About Anchor Investment Management, LLC and UNP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Anchor Investment Management, LLC reported owning UNP?

Anchor Investment Management, LLC reported UNP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UNP position in Anchor Investment Management, LLC's portfolio?

The largest reported portfolio weight for UNP was 1.36% in 2023 Q4.

What is the latest reported UNP position on this page?

The most recent filing on this page is 2026 Q1, when Anchor Investment Management, LLC reported 46,013 shares, equal to 0.93% of portfolio, with an estimated market value of $11.2M.

What does the chart on this UNP ownership page compare?

The chart compares Anchor Investment Management, LLC's quarterly UNP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Anchor Investment Management, LLC time their UNP position?

Based on 13F filing dates vs. subsequent UNP price moves, Anchor Investment Management, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on UNP relative to SPY over the holding period was -12.5%.

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