Jefferies Financial Group Inc.
Position in UAL — United Airlines Holdings, Inc.
CIK 96223
NEW YORK, NY
Position in UAL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,892,222
-$305,823 QoQ
Shares Held
20,552
+4.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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 Dec 31, 2025CallValue
$3,723,606
CallShares
33,300
PutValue
$7,682,034
PutShares
68,700
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, 2026Jefferies Financial Group Inc. holds $5,260,748 across 6 Airlines names. UAL ranks #1 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
20,552 | $1,892,222 | |
| 2 | SNCY |
Sun Country Airlines Holdings, LLC
|
101,812 | $1,681,934 | |
| 3 | DAL |
Delta Air Lines, Inc.
|
11,054 | $734,869 | |
| 4 | AAL |
American Airlines Group Inc.
|
42,286 | $454,151 | |
| 5 | LUV |
Southwest Airlines Co
|
11,200 | $420,784 | |
| 6 | JBLU |
Jetblue Airways Corp
|
17,373 | $76,788 |
All Filings in UAL
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,892,222 | 20,552 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $7,682,034 | 68,700 | Put | Defined | 2026-02-09 | |
| 2025-12-31 | $2,198,045 | 19,657 | Shares | Defined | 2026-02-09 | |
| 2025-12-31 | $3,723,606 | 33,300 | Call | Defined | 2026-02-09 | |
| 2025-09-30 | $1,930,000 | 20,000 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $76,235 | 790 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,592,600 | 20,000 | Put | Defined | 2025-08-12 | |
| 2025-06-30 | $281,890 | 3,540 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,381,000 | 20,000 | Put | Defined | 2025-05-08 | |
| 2025-03-31 | $1,028,706 | 14,898 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $5,583,250 | 57,500 | Put | Defined | 2025-02-27 | |
| 2024-12-31 | $43,695 | 450 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $3,280,950 | 57,500 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $4,987,650 | 102,500 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $605,817 | 12,450 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $11,156,040 | 233,000 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $5,865,300 | 122,500 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $7,321,235 | 152,908 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,088,333 | 50,614 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $5,982,700 | 145,000 | Call | Defined | 2024-05-06 | |
| 2023-12-31 | $16,194,550 | 392,500 | Put | Defined | 2024-05-06 | |
| 2023-09-30 | $15,756,750 | 372,500 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $3,171,442 | 74,975 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $6,133,500 | 145,000 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $17,388,303 | 316,900 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $3,240,292 | 59,054 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $3,572,037 | 65,100 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $11,062,500 | 250,000 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $2,809,521 | 63,492 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $563,615 | 14,950 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||