Lido Advisors, LLC

Position in UAL — United Airlines Holdings, Inc.

CIK 1650150 Los Angeles, CA

Back to UAL Full portfolio

Position in UAL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,973,350

+$876,521 QoQ

Shares Held

14,511

+21.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#356

of 1,063 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 24% Shared 0% None 76%

Common Shares in UAL Over Time

Shares Held

Position Value (USD)

Derivatives in UAL

reported options exposure · as of Dec 31, 2023

CallValue

$49,512

CallShares

1,200

PutValue

$165,040

PutShares

4,000

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 Jun 30, 2026

Lido Advisors, LLC holds $12,503,950 across 5 Airlines names. UAL ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	83,744	$7,843,461
2	UAL	United Airlines Holdings, Inc. This page	14,511	$1,973,350
3	LUV	Southwest Airlines Co	35,751	$1,838,316
4	RYAAY	Ryanair Holdings PLC	9,267	$600,038
5	ALK	Alaska Air Group, Inc.	4,766	$248,785

All Filings in UAL

Export CSV

43 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,973,350	14,511	+21.8%	Shares	Defined	2026-08-07
2026-03-31	$1,096,829	11,913	-1.0%	Shares	Defined	2026-05-13
2025-12-31	$1,345,976	12,037	+8.3%	Shares	Defined	2026-02-10
2025-09-30	$1,072,983	11,119	+26.2%	Shares	Defined	2025-11-14
2025-06-30	$701,778	8,813	-33.2%	Shares	Defined	2025-08-13
2025-03-31	$910,700	13,189	-22.5%	Shares	Sole	2025-05-15
2024-12-31	$1,652,446	17,018	+2.1%	Shares	Sole	2025-02-14
2024-09-30	$950,619	16,660	+89.0%	Shares	Sole	2024-11-14
2024-06-30	$428,840	8,813	-31.5%	Shares	Sole	2024-08-15
2024-03-31	$615,641	12,858	+42.4%	Shares	Sole	2024-05-15
2023-12-31	$165,040	4,000	0.0%	Put	Sole	2024-02-14
2023-12-31	$372,536	9,029	-4.2%	Shares	Sole	2024-02-14
2023-12-31	$49,512	1,200	0.0%	Call	Sole	2024-02-14
2023-09-30	$398,508	9,421	+1.5%	Shares	Sole	2023-11-14
2023-09-30	$50,760	1,200	0.0%	Call	Sole	2023-11-14
2023-09-30	$169,200	4,000	0.0%	Put	Sole	2023-11-14
2023-06-30	$65,844	1,200	0.0%	Call	Sole	2023-08-09
2023-06-30	$509,138	9,279	-11.2%	Shares	Sole	2023-08-09
2023-06-30	$219,480	4,000	0.0%	Put	Sole	2023-08-09
2023-03-31	$53,100	1,200	0.0%	Call	Sole	2023-05-15
2023-03-31	$177,000	4,000	0.0%	Put	Sole	2023-05-15
2023-03-31	$462,324	10,448	+7.8%	Shares	Defined	2023-05-15
2022-12-31	$150,800	4,000	-44.4%	Put	Sole	2023-02-14
2022-12-31	$365,463	9,694	-8.5%	Shares	Sole	2023-02-14
2022-12-31	$45,240	1,200	-90.6%	Call	Sole	2023-02-14
2022-09-30	$344,590	10,593	+79.0%	Shares	Sole	2022-11-14
2022-06-30	$209,580	5,917	-89.8%	Shares	Sole	2022-08-15
2022-03-31	$2,688,926	58,001	-0.8%	Shares	Sole	2022-05-17
2021-12-31	$2,560,735	58,491	-1.4%	Shares	Sole	2022-02-15
2021-09-30	$2,822,090	59,325	-9.8%	Shares	Sole	2022-02-15
2021-06-30	$3,438,851	65,765	-0.5%	Shares	Sole	2021-08-12
2021-06-30	$376,488	7,200	0.0%	Put	Sole	2021-08-12
2021-03-31	$3,804,142	66,113	+19.7%	Shares	Sole	2021-05-13
2021-03-31	$414,288	7,200	+16.1%	Put	Sole	2021-11-12
2020-12-31	$268,150	6,200	-10.1%	Put	Sole	2021-11-12
2020-12-31	$2,388,438	55,224	+3.4%	Shares	Sole	2021-02-08
2020-12-31	$549,275	12,700	0.0%	Call	Sole	2021-11-12
2020-09-30	$441,325	12,700	+5.0%	Call	Sole	2021-11-12
2020-09-30	$239,775	6,900	0.0%	Put	Sole	2021-11-12
2020-09-30	$1,855,441	53,394	+18.0%	Shares	Sole	2020-11-12
2020-06-30	$418,781	12,100	—	Call	Sole	2021-11-12
2020-06-30	$1,566,206	45,253	—	Shares	Sole	2020-08-12
2020-06-30	$238,809	6,900	—	Put	Sole	2021-11-12
No filing history on record for this holder in this stock.