Lummis Asset Management, LP
Position in UAL — United Airlines Holdings, Inc.
CIK 2011652
FORT WORTH, TX
Position in UAL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,855
+$922 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,003
of 1,061 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Lummis Asset Management, LP holds $79,985 across 2 Airlines names. UAL ranks #2 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
|
1,500 | $77,130 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
21 | $2,855 |
All Filings in UAL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,855 | 21 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,933 | 21 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,348 | 21 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,026 | 21 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,672 | 21 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,450 | 21 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,456 | 15 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,198 | 21 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $875 | 18 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $861 | 18 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $742 | 18 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||