LANSDOWNE PARTNERS (UK) LLP

CIK

1608485

City

London

State / Country

X0

Stock

UAL — United Airlines Holdings, Inc.

Top Portfolio Positions

22 positions · $1,866,540,250 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	1,335,686	$451,395,082	24.18%
LIN	Linde PLC Basic Materials	449,206	$222,698,366	11.93%
ADI	Analog Devices Inc Technology	664,063	$211,265,000	11.32%
DAL	Delta Air Lines, Inc. Industrials	2,485,899	$165,262,563	8.85%
SLB	Slb Limited/Nv Energy	2,957,683	$151,995,327	8.14%
ARM	Arm Holdings PLC /Uk Technology	935,503	$141,522,893	7.58%
UAL	United Airlines Holdings, Inc. Industrials	1,530,883	$140,948,395	7.55%
TECK	Teck Resources Ltd Basic Materials	2,041,299	$105,637,222	5.66%
SW	Smurfit Westrock plc Consumer Cyclical	1,870,219	$74,528,227	3.99%
GOLF	Acushnet Holdings Corp. Consumer Cyclical	522,946	$48,884,989	2.62%

Portfolio Trend

25 quarters · across all stocks

Holdings in UAL

Compact Export CSV

Shares Held

Position Value (USD)

11 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$140,948,395	1,530,883	+24.5%	Shares	Sole	2026-05-14
2025-12-31	$137,535,354	1,229,971	+11.8%	Shares	Sole	2026-02-13
2025-09-30	$106,170,361	1,100,211	+28.5%	Shares	Sole	2025-11-19
2025-06-30	$68,177,134	856,174	+8534.3%	Shares	Defined	2025-08-14
2022-06-30	$351,224	9,916	-98.5%	Shares	Sole	2022-08-12
2021-06-30	$33,660,691	643,731	+0.9%	Shares	Defined	2021-08-13
2021-03-31	$36,703,325	637,875	-0.8%	Shares	Defined	2021-05-13
2020-12-31	$27,796,990	642,705	-21.2%	Shares	Sole	2021-02-16
2020-09-30	$28,353,705	815,934	-55.7%	Shares	Defined	2020-11-16
2020-06-30	$63,728,982	1,841,346	-59.7%	Shares	Defined	2020-08-14
2020-03-31	$144,064,174	4,566,218	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.