Billionaire David Harding’s 10 Stock Picks with Huge Upside Potential

7. United Airline Holdings, Inc (NASDAQ:UAL)

Winton Group’s stake: $11,987,092

Upside Potential: 36.01%

Number of Hedge Fund Holders: 86

United Airline Holdings, Inc. (NASDAQ:UAL) is a holding company, with its subsidiary United Airlines, Inc. United operates the most extensive route network among North American carriers, with major U.S. hubs in cities like Chicago, Denver, and Los Angeles. United’s domestic hubs are in major business and population centers, driving significant “origin and destination” traffic. The hub-and-spoke system enables frequent service across many destinations and allows efficient expansion to new locations. United is a member of Star Alliance, the world’s largest airline network.

United Airlines Holdings, Inc. (NASDAQ:UAL) saw solid Q1 2025 performance amidst a challenging macroeconomic environment. Q1 revenue increased 5.4% year-over-year to a record $13.2 billion, though demand weakened towards the end of January, particularly during off-peak hours. CEO Scott Kirby attributed the company’s resilience to its success in winning brand-loyal customers, noting that United is now a leader in brand loyalty in six of its seven hubs. Despite economic softness, United expects to earn $7-$9 per share in 2025.

The company is enhancing its customer experience by expanding airport clubs and installing Starlink Wi-Fi across its fleet.  Kirby emphasized that even in a recessionary environment, United’s loyal customer base positions it well. The company’s ongoing investments in technology and operational excellence, including the rollout of Starlink, reflect its commitment to improving service and maintaining competitive advantage.