Position in UAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,470,867
+$474,762 QoQ
Shares Held
10,816
-0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#396
of 1,068 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Horizon Investments, LLC holds $4,441,127 across 6 Airlines names. UAL ranks #1 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
10,816 | $1,470,867 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
15,031 | $1,407,803 | |
| 3 | SKYW |
Skywest Inc
|
10,486 | $1,041,574 | |
| 4 | LUV |
Southwest Airlines Co
|
10,109 | $519,804 | |
| 5 | ALK |
Alaska Air Group, Inc.
|
14 | $730 | |
| 6 | LTM |
Latam Airlines Group S.A.
|
6 | $349 |
All Filings in UAL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,470,867 | 10,816 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $996,105 | 10,819 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,116,870 | 27,874 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,720,238 | 28,189 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,106,293 | 26,451 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $328,954 | 4,764 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $440,736 | 4,539 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $254,772 | 4,465 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $273,420 | 5,619 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $234,803 | 4,904 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $204,195 | 4,949 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $207,608 | 4,908 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $270,344 | 4,927 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $293,466 | 6,632 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $308,059 | 9,470 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||