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

CIK 100517 · latest 13F-HR filed 2026-08-14

United Airlines Holdings, Inc. manages $385.2M in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are RJET (57.23%), AZUL (37.16%), ACHR (3.89%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 1, and trimmed 1.

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.

Filer Information
Address
E. ANNA HA - WHQLD
233 SOUTH WACKER DRIVE
CHICAGO, IL 60606
Phone
(872) 825-4000
Filing Manager
United Airlines Holdings, Inc.
CHICAGO, IL
Signatory
Michael D. Leskinen
Executive Vice President & Chief Financial Officer
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AUM

$385.2M

Long-equity book

Holdings

4

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+1 / −0 / ↑1 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • REPUBLIC AWYS HLDGS INC$32.8M +17.5%
Show all 1

Top Trims

  • ARCHER AVIATION INC-$1.4M -8.5%
Show all 1

New Positions

  • AZUL S A$143.1M
Show all 1

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 $220.4M 57.23% 10,490,745 SH
2 AZUL S A AZUL 05501U601 $143.1M 37.16% 15,919,380 SH
3 ARCHER AVIATION INC ACHR 03945R102 $15.0M 3.89% 3,165,737 SH
4 EVE HLDG INC EVEX 29970N104 $6.7M 1.73% 2,653,861 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $385.2M 4 0000905148-26-003743
2026-03-31 2026-05-15 $210.5M 3 0000905148-26-002296
2025-12-31 2026-02-17 $176.7M 3 0000905148-26-000896