LANSDOWNE PARTNERS (UK) LLP: UNITED AIRLS HLDGS INC (UAL): Quarterly 13F Position History
As of Q1 2026, LANSDOWNE PARTNERS (UK) LLP reported 1,530,883 shares of UNITED AIRLS HLDGS INC (UAL), worth $140.9M and representing 7.6% of its 13F equity book. Quarter-over-quarter share count change: + 300,912 (+24.5%) . The position first appeared in Q2 2018 and has been disclosed across 32 13F-HR filings in Pactolio's tracked window.
- 1,530,883Shares Held (Latest Filing)
- $140.9MReported Market Value (Latest Filing)
- 7.6%Portfolio Weight (% of 13F Equity Book)
- +300,912Quarter-over-Quarter Share Change
- +$3.4MQuarter-over-Quarter Value Change
- 7,603,045Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 32 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,530,883 | +300,912 | +24.5% | $140.9M | 7.6% | $92.1 |
| Q4 2025 | 1,229,971 | +129,760 | +11.8% | $137.5M | 10.1% | $111.8 |
| Q3 2025 | 1,100,211 | +244,037 | +28.5% | $106.2M | 8.8% | $96.5 |
| Q2 2025 | 856,174 | +856,174 | — | $68.2M | 8.9% | $79.6 |
| Q1 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2022 | 0 | 9,916 | -100.0% | $0 | 0.0% | — |
| Q2 2022 | 9,916 | +9,916 | — | $351.0K | 0.0% | $35.4 |
| Q1 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2021 | 0 | 643,731 | -100.0% | $0 | 0.0% | — |
| Q2 2021 | 643,731 | +5,856 | +0.9% | $33.7M | 1.5% | $52.3 |
| Q1 2021 | 637,875 | 4,830 | -0.8% | $36.7M | 1.6% | $57.5 |
| Q4 2020 | 642,705 | 173,229 | -21.2% | $27.8M | 1.2% | $43.3 |
| Q3 2020 | 815,934 | 1,025,412 | -55.7% | $28.4M | 1.5% | $34.8 |
| Q2 2020 | 1,841,346 | 2,724,872 | -59.7% | $63.7M | 2.8% | $34.6 |
| Q1 2020 | 4,566,218 | 257,210 | -5.3% | $144.1M | 8.4% | $31.5 |
| Q4 2019 | 4,823,428 | 721,382 | -13.0% | $424.9M | 15.0% | $88.1 |
| Q3 2019 | 5,544,810 | 2,058,235 | -27.1% | $490.2M | 15.9% | $88.4 |
| Q2 2019 | 7,603,045 | +29,296 | +0.4% | $665.6M | 18.7% | $87.5 |
| Q1 2019 | 7,573,749 | +736,356 | +10.8% | $604.2M | 14.6% | $79.8 |
| Q4 2018 | 6,837,393 | +1,613,688 | +30.9% | $572.5M | 10.6% | $83.7 |
| Q3 2018 | 5,223,705 | +1,612,901 | +44.7% | $465.2M | 5.4% | $89.1 |
| Q2 2018 | 3,610,804 | — | — | $251.8M | 2.6% | $69.7 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did LANSDOWNE PARTNERS (UK) LLP first disclose a UAL position in 13F-HR filings?
LANSDOWNE PARTNERS (UK) LLP first reported UNITED AIRLS HLDGS INC (UAL) on its 13F-HR filing for the period ending 2018-06-30 (Q2 2018). The position has appeared on 32 reported quarters within Pactolio's tracked window.
What was LANSDOWNE PARTNERS (UK) LLP's most recent quarter-over-quarter share-count change in UAL?
Between Q4 2025 and Q1 2026, LANSDOWNE PARTNERS (UK) LLP added 300,912 shares of UAL (+24.5%), bringing the total reported position to 1,530,883 shares at a market value of $140.9M.
Does the implied price-per-share represent LANSDOWNE PARTNERS (UK) LLP's cost basis in UAL?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.