Applied Finance Capital Management, LLC

Position in UNP — Union Pacific Corp

CIK 1966007 SAN JUAN, PR

Position in UNP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$18,841,168

-$667,663 QoQ

Shares Held

69,269

-13.9% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#386

of 2,874 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Industrials · as of Jun 30, 2026

Applied Finance Capital Management, LLC holds $38,443,539 across 4 Railroads names. UNP ranks #1 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	69,269	$18,841,168
2	WAB	Westinghouse Air Brake Technologies Corp	62,973	$16,977,520
3	NSC	Norfolk Southern Corp	5,348	$1,682,427
4	CSX	Csx Corp	19,828	$942,424

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,841,168	69,269	-13.9%	Shares	Sole	2026-07-28
2026-03-31	$19,508,831	80,409	+0.1%	Shares	Sole	2026-05-04
2025-12-31	$18,586,330	80,349	+1.7%	Shares	Sole	2026-02-05
2025-09-30	$18,669,920	78,986	-3.3%	Shares	Sole	2025-11-06
2025-06-30	$18,787,642	81,657	-1.3%	Shares	Sole	2025-07-29
2025-03-31	$19,552,403	82,765	-49.4%	Shares	Sole	2025-05-07
2024-12-31	$37,333,340	163,714	-0.1%	Shares	Sole	2025-02-13
2024-09-30	$40,403,001	163,920	+0.8%	Shares	Sole	2024-11-08
2024-06-30	$36,780,599	162,559	+73.5%	Shares	Sole	2024-07-31
2024-03-31	$23,046,100	93,710	+12.5%	Shares	Sole	2024-05-07
2023-12-31	$20,462,847	83,311	+10.3%	Shares	Sole	2024-02-08
2023-09-30	$15,374,879	75,504	+20.3%	Shares	Sole	2023-11-08
2023-06-30	$12,839,700	62,749	+10.5%	Shares	Sole	2023-08-14
2023-03-31	$11,430,360	56,794	+1.4%	Shares	Sole	2023-05-12
2022-12-31	$11,595,920	56,000	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.