Concurrent Investment Advisors, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 2001015
Tampa, FL
Position in UAL
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$742,544
+$191,608 QoQ
Shares Held
8,065
+63.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Derivatives in UAL
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$36,828
PutShares
400
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 Mar 31, 2026Concurrent Investment Advisors, LLC holds $21,480,850 across 7 Airlines names. UAL ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
171,285 | $11,387,026 | |
| 2 | CPA |
Copa Holdings, S.A.
|
59,600 | $6,771,155 | |
| 3 | LUV |
Southwest Airlines Co
|
42,776 | $1,607,094 | |
| 4 | UAL |
United Airlines Holdings, Inc.
This page
|
8,065 | $742,544 | |
| 5 | SKYW |
Skywest Inc
|
5,886 | $540,511 | |
| 6 | AAL |
American Airlines Group Inc.
|
27,222 | $292,363 | |
| 7 | JBLU |
Jetblue Airways Corp
|
31,710 | $140,157 |
All Filings in UAL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $742,544 | 8,065 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $36,828 | 400 | Put | Sole | 2026-04-21 | |
| 2025-12-31 | $550,936 | 4,927 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $410,221 | 4,251 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $370,598 | 4,654 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $756,373 | 10,954 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $272,851 | 2,810 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $240,051 | 4,207 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||