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UAL position history

The shares of United Airlines (UAL) that Senator Investment Group LP reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q1: 750,000 shares, $36M, 1.6% of portfolio, New
  2. 2024 Q2: 1,031,051 shares, $50M, 2.4% of portfolio, Add +37.5%
  3. 2024 Q3: 1,021,051 shares, $58M, 2.8% of portfolio, Reduce −1.0%
  4. 2024 Q4: 3,261,051 shares, $317M, 9.3% of portfolio, Add +219.4%
  5. 2025 Q1: 3,173,471 shares, $219M, 11.6% of portfolio, Reduce −2.7%
  6. 2025 Q2: 3,124,971 shares, $249M, 9.6% of portfolio, Reduce −1.5%
  7. 2025 Q3: 3,094,643 shares, $299M, 11.0% of portfolio, Reduce −1.0%
  8. 2025 Q4: 3,128,629 shares, $350M, 14.0% of portfolio, Add +1.1%
  9. 2026 Q1: 1,429,629 shares, $132M, 6.0% of portfolio, Reduce −54.3%
  10. 2026 Q2: 1,075,439 shares, $146M, 5.3% of portfolio, Reduce −24.8%
Holdings date Value % of holdings Shares Filing date All 13F holders