Patient Capital Management, LLC

Position in UAL — United Airlines Holdings, Inc.

CIK 1854794 BALTIMORE, MD

Position in UAL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$99,479,812

+$32,082,731 QoQ

Shares Held

731,523

-0.1% QoQ

Ownership

0.225%

of shares outstanding

% of Portfolio

3.31%

of 13F equity value

Holder Rank

#61

of 1,063 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Industrials · as of Jun 30, 2026

Patient Capital Management, LLC holds $139,867,408 across 2 Airlines names. UAL ranks #1 (71.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UAL	United Airlines Holdings, Inc. This page	731,523	$99,479,812
2	DAL	Delta Air Lines, Inc.	431,215	$40,387,596

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,479,812	731,523	-0.1%	Shares	Sole	2026-08-13
2026-03-31	$67,397,081	732,020	+11.9%	Shares	Sole	2026-05-14
2025-12-31	$73,143,810	654,121	-1.9%	Shares	Sole	2026-02-13
2025-09-30	$64,318,697	666,515	-0.3%	Shares	Sole	2025-10-30
2025-06-30	$53,244,679	668,651	-0.3%	Shares	Sole	2025-08-13
2025-03-31	$46,306,587	670,624	-7.5%	Shares	Sole	2025-05-14
2024-12-31	$70,421,192	725,244	-27.9%	Shares	Sole	2025-02-14
2024-09-30	$57,377,082	1,005,557	+1.2%	Shares	Sole	2024-11-14
2024-06-30	$48,342,834	993,482	-10.5%	Shares	Sole	2024-08-14
2024-03-31	$53,163,653	1,110,352	-9.1%	Shares	Sole	2024-05-15
2023-12-31	$50,380,646	1,221,053	+11.9%	Shares	Sole	2024-02-14
2023-09-30	$46,152,345	1,091,072	-1.9%	Shares	Sole	2023-11-14
2023-06-30	$61,008,855	1,111,880	+727.9%	Shares	Sole	2023-08-14
2023-03-31	$5,942,775	134,300	-3.9%	Shares	Sole	2023-05-15
2022-12-31	$5,270,460	139,800	0.0%	Shares	Sole	2023-02-14
2022-09-30	$4,547,694	139,800	+0.9%	Shares	Sole	2022-11-14
2022-06-30	$4,905,670	138,500	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.