EAGLE GLOBAL ADVISORS LLC UNP — UNION PAC CORP

Ownership history in EAGLE GLOBAL ADVISORS LLC  ·  18 quarters on record

AI Ownership Summary

EAGLE GLOBAL ADVISORS LLC reported UNION PAC CORP (UNP) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.52% in 2023 Q4. The latest visible filing shows UNP at 0.04% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EAGLE GLOBAL ADVISORS LLC's position in UNION PAC CORP, 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
2025 Q4

UNP was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% 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 2025 Q4

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 EAGLE GLOBAL ADVISORS LLC fund profile EAGLE GLOBAL ADVISORS LLC full holdings
How EAGLE GLOBAL ADVISORS 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 88.0% +5.4% ❌ 4,341 -31,713 -88.0% 0.04% $1.0M 2026-02-14 (Est.) $259.32
2025 Q3 REDUCED — — — 36,054 -550 -1.5% 0.33% $8.5M 2025-10-28 $215.20
2025 Q2 REDUCED — — — 36,604 -770 -2.1% 0.34% $8.4M 2025-07-16 $227.22
2025 Q1 REDUCED — — — 37,374 -804 -2.1% 0.36% $8.8M 2025-05-12 $225.55
2024 Q4 ADDED — — — 38,178 +3,560 +10.3% 0.36% $8.7M 2025-02-14 $242.15
2024 Q3 REDUCED — — — 34,618 -477 -1.4% 0.42% $8.5M 2024-11-14 $227.58
2024 Q2 REDUCED — — — 35,095 -246 -0.7% 0.42% $7.9M 2024-08-14 $231.80
2024 Q1 ADDED — — — 35,341 +497 +1.4% 0.49% $8.7M 2024-05-15 $235.56
2023 Q4 REDUCED — — — 34,844 -1,194 -3.3% 0.52% $8.6M 2024-02-09 $237.12
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% MCDONALD CAPITAL INVESTORS INC/CA 3Y 7Y 3.82% R.H. Investment Group, LLC 3.28% HENDLEY & CO INC 3Y 7Y 3.1%

FAQ About EAGLE GLOBAL ADVISORS 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 EAGLE GLOBAL ADVISORS LLC reported owning UNP?

EAGLE GLOBAL ADVISORS LLC reported UNP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UNP position in EAGLE GLOBAL ADVISORS LLC's portfolio?

The largest reported portfolio weight for UNP was 0.52% in 2023 Q4.

What is the latest reported UNP position on this page?

The most recent filing on this page is 2025 Q4, when EAGLE GLOBAL ADVISORS LLC reported 4,341 shares, equal to 0.04% of portfolio, with an estimated market value of $1.0M.

What does the chart on this UNP ownership page compare?

The chart compares EAGLE GLOBAL ADVISORS 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 EAGLE GLOBAL ADVISORS LLC time their UNP position?

Based on 13F filing dates vs. subsequent UNP price moves, EAGLE GLOBAL ADVISORS LLC correctly timed 8 out of 17 reported position changes (47%). The annualised alpha on UNP relative to SPY over the holding period was -6.0%.

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