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Patient Capital Management's investment thesis on United Airlines Holdings ($UAL) — Q4 2024 | Buyside Digest

$UALNYSEUnited Airlines Holdings

BULL

Patient Capital Management—UAL

Fund Letter

Q4 2024

Published January 13, 2025

$130.80USD

+17.4% vs last month

$107.38Pitched

+21.8% since pitch

Market Cap$42.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

United Airlines contributed heavily to the fund's Q4 performance, soaring as the market reassessed macroeconomic risks. The holding highlights...

— Christina Siegel Malbon

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