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Joel Greenblatt’s UAL Holdings & Trades

First Buy
Q2 2015
Duration Held
34 Quarters
Largest Add
Q3 2015
+351,948 Shares
Current Position
124,814 Shares
$13.96 M Value

Joel Greenblatt's UAL Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 124,814 shares of United Airlines Holdings, Inc. (UAL) worth $13.96 M, representing 0.05% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 34 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in UAL, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2015, adding 351,948 shares. Largest reduction occurred in Q2 2017, reducing 422,325 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's United Airlines Holdings (UAL) Holding Value Over Time

Track share changes against reported price movement

Quarterly United Airlines Holdings (UAL) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -17,556 Reduce 12.33% 124,814 $111.82
Q3 2025 +70,890 Add 99.17% 142,370 $96.50
Q2 2025 +59,914 Add 518.02% 71,480 $79.63
Q1 2025 -2,549 Reduce 18.06% 11,566 $69.05
Q4 2024 +5,996 Add 73.85% 14,115 $97.10
Q3 2024 -7,050 Reduce 46.48% 8,119 $57.06
Q2 2024 +15,169 New Buy 15,169 $48.66
Q2 2023 -8,959 Sold Out 0 $0.00
Q1 2023 -164,398 Reduce 94.83% 8,959 $44.25
Q4 2022 +173,357 New Buy 173,357 $37.70
Q3 2022 -5,862 Sold Out 0 $0.00
Q2 2022 +5,862 New Buy 5,862 $35.48
Q4 2021 -15,929 Sold Out 0 $0.00
Q3 2021 +15,929 New Buy 15,929 $47.59
Q2 2020 -132,046 Sold Out 0 $0.00
Q1 2020 -105,287 Reduce 44.36% 132,046 $31.55
Q4 2019 +141,772 Add 148.36% 237,333 $88.09
Q3 2019 +90,469 Add 1776.69% 95,561 $88.41
Q2 2019 -2,846 Reduce 35.85% 5,092 $87.59
Q1 2019 -311,593 Reduce 97.52% 7,938 $79.74
Q4 2018 +186,639 Add 140.44% 319,531 $83.73
Q3 2018 +132,892 New Buy 132,892 $89.06
Q1 2018 -321,364 Sold Out 0 $0.00
Q4 2017 +317,484 Add 8182.58% 321,364 $67.40
Q3 2017 -22,359 Reduce 85.21% 3,880 $60.82
Q2 2017 -422,325 Reduce 94.15% 26,239 $75.23
Q1 2017 -82,313 Reduce 15.51% 448,564 $70.64
Q4 2016 +22,474 Add 4.42% 530,877 $72.88
Q3 2016 -41,520 Reduce 7.55% 508,403 $52.47
Q2 2016 -169,304 Reduce 23.54% 549,923 $41.04
Q1 2016 -71,532 Reduce 9.05% 719,227 $59.86
Q4 2015 +247,910 Add 45.67% 790,759 $57.30
Q3 2015 +351,948 Add 184.36% 542,849 $53.05
Q2 2015 +190,901 New Buy 190,901 $53.01

Joel Greenblatt's United Airlines Holdings Investment FAQs

Joel Greenblatt first purchased United Airlines Holdings, Inc. (UAL) in Q2 2015, acquiring 190,901 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held United Airlines Holdings, Inc. (UAL) for 34 quarters since Q2 2015.

Joel Greenblatt's largest addition to United Airlines Holdings, Inc. (UAL) was in Q3 2015, adding 542,849 shares worth $28.8 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 124,814 shares of United Airlines Holdings, Inc. (UAL), valued at approximately $13.96 M.

As of the Q4 2025 filing, United Airlines Holdings, Inc. (UAL) represents approximately 0.05% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in United Airlines Holdings, Inc. (UAL) was 790,759 shares, as reported at the end of Q4 2015.