United Airlines Holdings, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), United Airlines Holdings, Inc. reported 4 stock positions worth $385.2 million. Its top holding was Republic Airways (RJET) at 57.2% of the portfolio, followed by Azul SA-Spon ADR (AZUL, 37.2%) and Archer Aviation Class A (ACHR, 3.9%). Compared with Q1 2026, it opened 1 new position. The biggest buy was a new position in Azul SA-Spon ADR (AZUL).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0000100517
Portfolio Value
$385.2M (Q2 2026)
SEC Filing
0000905148-26-003743 ↗ filed Aug 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q4 2025: $176.7M Q4 2025 Q1 2026: $210.5M Q1 2026 Q2 2026: $385.2M $385.2M Q2 2026

Holdings 4 stocks · $385.2M
RJET Republic Airways Holdings Inc. 57.23% 10,490,745 $220.4M No change
AZUL Azul SA-Spon ADR 37.16% 15,919,380 $143.1M New
ACHR Archer Aviation Inc. Class A 3.89% 3,165,737 $15.0M No change
EVEX Eve Holding Inc. filed as EVE HLDG INC 1.73% 2,653,861 $6.7M No change

Portfolio Sells Q1 2026 → Q2 2026
None this quarter.

Portfolio Buys Q1 2026 → Q2 2026
AZUL Azul SA-Spon ADR New 37.16% +37.16

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$385.2MRJET, AZUL, ACHR, EVEX
Q1 2026 3$210.5MRJET, ACHR, EVEX
Q4 2025 3$176.7MRJET, ACHR, EVEX