MAI Capital Management
Position in UAL — United Airlines Holdings, Inc.
CIK 1040197
INDEPENDENCE, OH
Position in UAL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$440,094
+$214,106 QoQ
Shares Held
4,780
+136.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 2.092050209205021.ToString("F0")%
Shared 0.ToString("F0")%
None 97.90794979079497.ToString("F0")%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Derivatives in UAL
reported options exposure · as of Jun 30, 2021CallValue
$78,435
CallShares
1,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Airlines
Industrials · as of Mar 31, 2026MAI Capital Management holds $3,112,579 across 13 Airlines names. UAL ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
25,333 | $1,684,137 | |
| 2 | LUV |
Southwest Airlines Co
|
20,851 | $783,372 | |
| 3 | UAL |
United Airlines Holdings, Inc.
This page
|
4,780 | $440,094 | |
| 4 | AAL |
American Airlines Group Inc.
|
6,828 | $73,332 | |
| 5 | ALK |
Alaska Air Group, Inc.
|
1,124 | $41,340 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
701 | $40,517 | |
| 7 | SKYW |
Skywest Inc
|
214 | $19,651 | |
| 8 | JBLU |
Jetblue Airways Corp
|
2,943 | $13,008 |
All Filings in UAL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $440,094 | 4,780 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $225,988 | 2,021 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $190,298 | 1,972 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $146,678 | 1,842 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $121,389 | 1,758 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $194,394 | 2,002 | Shares | Sole | 2025-02-14 | |
| 2021-06-30 | $140,294 | 2,683 | Shares | Sole | 2021-07-19 | |
| 2021-06-30 | $78,435 | 1,500 | Call | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||