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Slate Path Capital’s United Airlines UAL Stock Holding History

Slate Path Capital’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 		$287M Buy
3,113,052
+1,223,100
+65% +$128M 4.26% 8
2025
Q4 		$211M Buy
1,889,952
+731,780
+63% +$73.9M 2.85% 15
2025
Q3 		$112M Buy
1,158,172
+4,900
+0.4% +$471K 1.73% 24
2025
Q2 		$91.8M Buy
1,153,272
+15,400
+1% +$1.13M 1.58% 28
2025
Q1 		$78.6M Sell
1,137,872
-871,956
-43% -$82.3M 1.42% 31
2024
Q4 		$195M Sell
2,009,828
-2,975,204
-60% -$252M 3.53% 8
2024
Q3 		$284M Buy
4,985,032
+3,427,232
+220% +$159M 4.38% 4
2024
Q2 		$75.8M Buy
+1,557,800
New +$78.4M 1.44% 28

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Slate Path Capital's UAL Position: Q1 2026 in Review

Slate Path Capital increased its United Airlines (UAL) stake by 65% in Q1 2026, buying an estimated $128M and bringing the position to 3,113,052 shares worth $287M. The position accounts for 4.26% of the portfolio, ranked #8.

Slate Path Capital first reported a position in UAL in Q2 2024 and has held it in 8 quarters since. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Slate Path Capital held 3,113,052 shares of United Airlines worth $287M as of Q1 2026.
  • Slate Path Capital bought 1,223,100 United Airlines shares in Q1 2026, an estimated $128M.
  • United Airlines made up 4.26% of Slate Path Capital's portfolio in Q1 2026, its #8 holding.
  • Slate Path Capital first reported a position in United Airlines in Q2 2024 and has held it in 8 quarters since.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

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