UAL
United Airlines Holdings Inc
3 super-investors hold UAL worth a combined $469M. The largest position: Samantha McLemore at 2.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 24 — ranked #584 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own UAL
Interest in UAL within this cohort is thin and losing momentum: only three of ~80 tracked super-investors hold the stock, and the owner count has oscillated between two and three for the past several quarters without building conviction. Joel Greenblatt accounts for the bulk of the combined $469M exposure at $377M, though the position represents just 0.3% of his portfolio, suggesting a low-conviction, diversified allocation rather than a high-conviction bet. Samantha McLemore carries the highest concentration at 2.5% ($67M). The lone move this quarter was Stanley Druckenmiller trimming his $24M position. No new entrants or additions were recorded, leaving the overall picture as one of modest, stable ownership with a slight directional lean toward fading interest.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.3% | 40q | $377M | 4,094,791 |
| 2 | Samantha McLemore | 2.5% | 16q | $67M | 732,020 |
| 3 | Stanley Druckenmiller | 0.8% | 7q | $24M | 262,495 |
Owners of UAL also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | TRIM | 0.8% | -25% | $24M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 910047109. Not investment advice.