Palestra Capital Management’s United Airlines UAL Stock Holding History

Palestra Capital Management’s Portfolio UAL Stock Details UAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-412,889	Closed	-$46.2M	–	35
2025 Q4	$46.2M	Buy	+412,889	New	+$41.7M	1.63%	23
2025 Q1	–	Sell	-1,154,997	Closed	-$112M	–	35
2024 Q4	$112M	Buy	1,154,997 +338,339	+41%	+$28.6M	3.07%	16
2024 Q3	$46.6M	Buy	+816,658	New	+$37.8M	1.54%	25
2015 Q4	–	Sell	-694,547	Closed	-$36.8M	–	24
2015 Q3	$36.8M	Sell	694,547 -50,000	-7%	-$2.82M	3.55%	17
2015 Q2	$39.5M	Buy	744,547 +60,000	+9%	+$3.47M	3.85%	19
2015 Q1	$46M	Buy	+684,547	New	+$46.4M	4.05%	11
2014 Q4	–	Sell	-835,494	Closed	-$39.1M	–	37
2014 Q3	$39.1M	Buy	+835,494	New	+$38.8M	3.34%	14

Other funds holding UAL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Palestra Capital Management's UAL Position: Q1 2026 in Review

Palestra Capital Management sold out of United Airlines (UAL) in Q1 2026, closing a stake of 412,889 shares — an estimated $46.2M sold.

Palestra Capital Management first reported a position in UAL in Q3 2014 and held it in 7 quarters. The position peaked at $112M in Q4 2024. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Palestra Capital Management reported no remaining United Airlines position as of Q1 2026 after selling out during the quarter.
Palestra Capital Management sold 412,889 United Airlines shares in Q1 2026, an estimated $46.2M.
Palestra Capital Management first reported a position in United Airlines in Q3 2014 and held it in 7 quarters.
Palestra Capital Management's United Airlines position peaked at $112M in Q4 2024.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Palestra Capital Management's 13F filing for Q1 2026, filed 15 May 2026.