SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by United Airlines Holdings, Inc. for the quarter ended March 31, 2026. The report was signed on May 15, 2026, by Michael D. Leskinen, Executive Vice President & Chief Financial Officer. The filing discloses equity holdings managed by the institution and includes one other included manager: United Airlines, Inc. (CIK 0000319687).
Key Financial Metrics
As a Form 13F filing, this document reports investment holdings rather than the operating financial performance of United Airlines Holdings, Inc. Consequently, the filing does not provide data on revenue, profit, cash flow, margins, debt, or liquidity for the airline itself.
- Total Value of Reported Holdings: $210,522,956
- Total Number of Holdings Entries: 3
- Number of Other Included Managers: 1
Material Changes
The filing text provided does not contain comparative data from the prior period (December 31, 2025) or a schedule of purchases and sales. Therefore, material changes in holdings versus the prior comparable period cannot be determined from this summary.
Guidance, Outlook, and Risks
This filing type does not include management commentary, forward-looking guidance, risk factors, or contingencies regarding the company's operations. The document serves strictly as a regulatory disclosure of securities held.
Investor Verification Checklist
- Verify the specific securities comprising the 3 reported holdings, as the ticker symbols and share counts are not listed in the provided text.
- Confirm whether the $210.5 million in reported holdings represents a significant portion of the company's total investment portfolio or if other holdings are reported under different managers.
- Review the separate Form 13F filed by the included manager, United Airlines, Inc. (File No. 028-26586), for additional context on related holdings.
- Note that this filing does not reflect the operational financial health of United Airlines; refer to the company's 10-Q or 10-K for revenue and profit metrics.