OSTERWEIS CAPITAL MANAGEMENT INC

Position in UNP — Union Pacific Corp

CIK 1007524 SAN FRANCISCO, CA

Position in UNP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,088,816

+$117,609 QoQ

Shares Held

4,003

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,484

of 2,880 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

OSTERWEIS CAPITAL MANAGEMENT INC holds $27,678,667 across 3 Railroads names. UNP ranks #2 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CP	Canadian Pacific Kansas City Ltd/Cn	304,752	$26,406,760
2	UNP	Union Pacific Corp This page	4,003	$1,088,816
3	NSC	Norfolk Southern Corp	582	$183,091

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,088,816	4,003	0.0%	Shares	Sole	2026-08-14
2026-03-31	$971,207	4,003	-6.0%	Shares	Sole	2026-05-15
2025-12-31	$985,191	4,259	-0.1%	Shares	Sole	2026-02-17
2025-09-30	$1,007,408	4,262	0.0%	Shares	Sole	2025-11-14
2025-06-30	$980,600	4,262	+10.6%	Shares	Sole	2025-08-14
2025-03-31	$910,232	3,853	+0.1%	Shares	Sole	2025-06-05
2024-12-31	$877,497	3,848	-81.4%	Shares	Sole	2025-06-05
2024-09-30	$5,112,734	20,743	-77.8%	Shares	Sole	2024-11-14
2024-06-30	$21,093,993	93,229	-29.5%	Shares	Sole	2024-08-14
2024-03-31	$32,504,568	132,170	-1.1%	Shares	Sole	2024-05-15
2023-12-31	$32,813,603	133,595	+16.6%	Shares	Sole	2024-02-14
2023-09-30	$23,330,906	114,575	-2.0%	Shares	Sole	2023-11-14
2023-06-30	$23,911,278	116,857	+1.4%	Shares	Sole	2023-08-14
2023-03-31	$23,196,824	115,258	-0.4%	Shares	Sole	2023-05-15
2022-12-31	$23,950,336	115,663	-13.1%	Shares	Sole	2023-02-14
2022-09-30	$25,944,763	133,173	-0.5%	Shares	Sole	2022-11-14
2022-06-30	$28,540,702	133,818	-24.8%	Shares	Sole	2022-08-15
2022-03-31	$48,622,090	177,966	-0.5%	Shares	Other	2022-05-16
2021-12-31	$45,080,857	178,942	-0.6%	Shares	Other	2022-02-14
2021-09-30	$35,302,969	180,108	-0.1%	Shares	Other	2021-11-15
2021-06-30	$39,654,037	180,303	+0.6%	Shares	Other	2021-08-16
2021-03-31	$39,493,283	179,181	+28.7%	Shares	Other	2021-05-14
2020-12-31	$28,984,432	139,201	+11.3%	Shares	Other	2021-02-12
2020-09-30	$24,613,867	125,026	-1.8%	Shares	Other	2020-11-13
2020-06-30	$21,529,203	127,339	+37.1%	Shares	Other	2020-08-14
2020-03-31	$13,101,769	92,894	—	Shares	Other	2020-05-15
No filing history on record for this holder in this stock.