Vault-13

United Airlines Holdings, Inc.

CHICAGO, IL · CIK 100517 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$385.2m reported value +83.0% vs Q1 2026
4positions
100.0%in top 10
1 new 0 added 0 reduced 0 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 REPUBLIC AWYS HLDGS INC COM SHS RJET RJET 10,490,745 $220.4m57.23% 57.23% UnchangedShares held: Q3 2025 —, Q4 2025 7.7m, Q1 2026 10.5m, Q2 2026 10.5m
2 AZUL S A SPONSORED ADS AZUL AZUL 15,919,380 $143.1m37.16% 37.16% NewShares held: Q3 2025 —, Q4 2025 0, Q1 2026 0, Q2 2026 15.9m
3 ARCHER AVIATION INC COM CL A ACHR ACHR 3,165,737 $15.0m3.89% 3.89% UnchangedShares held: Q3 2025 —, Q4 2025 3.2m, Q1 2026 3.2m, Q2 2026 3.2m
4 EVE HLDG INC COM EVEX EVEX 2,653,861 $6.7m1.73% 1.73% UnchangedShares held: Q3 2025 —, Q4 2025 2.7m, Q1 2026 2.7m, Q2 2026 2.7m

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
REPUBLIC AWYS HLDGS INC RJET · 13D · filed 2026-02-05 RJET 22.3%≈ $220.4m +4.1 pts 13D 2026-02-05
MESA AIR GROUP INC 13D · filed 2025-04-08 9.8% 13D 2025-04-08
AZUL S A SPONSORED 144A BRA 144A ADR AZUXY · 13D · filed 2026-02-27 AZUXY 8.7% new 13D 2026-02-27