NASDAQ · Consumer Discretionary

UNITED AIRLS HLDGS INC UAL

United Airlines Holdings, Inc., through its subsidiaries, provides air transportation services in the United States, Canada, Atlantic, the Pacific, and Latin America. It transports people and cargo through its mainline and regional fleets. The company also offers ground handling, flight academy, frequent flyer award non-travel redemptions, and maintenance services for third parties.

Air Freight/Delivery Services

Company profile

Business mix

  • It transports people and cargo through its mainline and regional fleets. The company also offers ground handling, flight academy, frequent flyer award non-travel redemptions, and maintenance services for third parties.
  • In addition, it provides freight and mail transportation services to commercial businesses, freight forwarders, logistics firms, and national postal services, as well as loyalty programs.
  • The company distributes its products through direct channels, such as the Company's website and the Company's mobile app; and traditional travel agencies, online travel agencies, and other intermediaries.
  • The company was formerly known as United Continental Holdings, Inc. and changed its name to United Airlines Holdings, Inc. in June 2019.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in airlines?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 9.44 FCF 9.35% Buyback 2.22%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Glenview Capital Management Larry Robbins 1.1% $45.7M 2026-03-31
Duquesne Family Office Stanley Druckenmiller 0.7% $24,168 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 3 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $22.8M Estimated from net added shares
Reduction amount $58.6M Estimated from net reduced shares
Net share change / base shares -30.1% -450,340 / 1,495,982
Appaloosa David Tepper 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -15.9% 13F value change +$834,750
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 0.5% 13F value change +$7.4M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$52.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 550,000 Last 3 periods -550,000 (-100.0%) Total shares 0 Value $0
Duquesne Family Office Stanley Druckenmiller 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$30,030
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$38,958
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -24.7% 13F value change -$14,790
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 377,120 Last 3 periods -114,625 (-30.4%) Total shares 262,495 Value $24,168
Glenview Capital Management Larry Robbins 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 2.3% 13F value change +$10.9M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -12.2% 13F value change +$1.0M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -2.8% 13F value change -$11.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 568,862 Last 3 periods -72,002 (-12.7%) Total shares 496,860 Value $45.7M
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$105.7M
13F 2025-06-30 Filed 2025-08-13
Major reduction Shares -81.3% 13F value change -$82.9M
Settlement As of 13F 2025-06-30 · Filed 2025-08-13
Base shares 0 Last 3 periods +286,287 (New) Total shares 286,287 Value $22.8M

Recent mentions

No public mentions.