United Airlines Holdings, Inc. — 13F Holdings & Portfolio

CIK 100517 · latest 13F-HR filed 2026-05-15

United Airlines Holdings, Inc. manages $210.5M in 13F-reported U.S. long-equity assets across 3 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are RJET (89.10%), ACHR (7.77%), EVEX (3.13%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 1, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$210.5M

Long-equity book

Holdings

3

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+0 / −0 / ↑1 / ↓2

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • REPUBLIC AWYS HLDGS INC$45.3M +31.8%
Show all 1

Top Trims

  • ARCHER AVIATION INC-$7.4M -31.3%
  • EVE HLDG INC-$4.0M -37.8%
Show all 2

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 REPUBLIC AWYS HLDGS INC RJET 590479408 $187.6M 89.10% 10,490,745 SH
2 ARCHER AVIATION INC ACHR 03945R102 $16.4M 7.77% 3,165,737 SH
3 EVE HLDG INC EVEX 29970N104 $6.6M 3.13% 2,653,861 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $210.5M 3 0000905148-26-002296
2025-12-31 2026-02-17 $176.7M 3 0000905148-26-000896