Thomist Capital Management, LP

Position in UAL — United Airlines Holdings, Inc.

CIK 1767809 Houston, TX

Position in UAL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,030,270

+$3,944,498 QoQ

Shares Held

36,990

+280.9% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.89%

of 13F equity value

Holder Rank

#242

of 1,061 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Thomist Capital Management, LP holds $27,221,408 across 4 Airlines names. UAL ranks #2 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLRS	Controladora Vuela Compania de Aviacion, S.A.B. de C.V.	1,754,714	$16,441,670
2	UAL	United Airlines Holdings, Inc. This page	36,990	$5,030,270
3	AAL	American Airlines Group Inc.	195,020	$3,524,011
4	RYAAY	Ryanair Holdings PLC	34,370	$2,225,457

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,030,270	36,990	+280.9%	Shares	Sole	2026-08-14
2025-12-31	$1,085,772	9,710	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.