EVERGREEN CAPITAL MANAGEMENT LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1260824
Bellevue, WA
Position in UAL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,088,055
+$738,190 QoQ
Shares Held
8,001
+110.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#442
of 1,063 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $15,901,989 across 8 Airlines names. UAL ranks #2 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
128,850 | $12,068,090 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
8,001 | $1,088,055 | |
| 3 | ALK |
Alaska Air Group, Inc.
|
11,871 | $619,665 | |
| 4 | SKYW |
Skywest Inc
|
5,765 | $572,637 | |
| 5 | LUV |
Southwest Airlines Co
|
11,135 | $572,561 | |
| 6 | ULCC |
Frontier Group Holdings, Inc.
|
48,822 | $386,182 | |
| 7 | AAL |
American Airlines Group Inc.
|
18,847 | $340,565 | |
| 8 | JBLU |
Jetblue Airways Corp
|
44,369 | $254,234 |
All Filings in UAL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,088,055 | 8,001 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $349,865 | 3,800 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $263,224 | 2,354 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $271,454 | 2,813 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||