SEC 13F Intelligence

American Trust Investment Advisors, LLC / LUV

American Trust Investment Advisors, LLC’s Southwest Airls Co Position

Does American Trust Investment Advisors, LLC own Southwest Airls Co (LUV)? Not currently — the last reported position was 41.1K shares worth $2M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2019
Shares
41.1K
% of Portfolio
+1.62%
Quarters Held
5
position exited

Position History LUV

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201941.1K$2M+1.62%
Q3 201941.3K$2M+1.71%
Q2 201941.3K$2M+1.63%
Q1 201941.1K$2M+1.64%
Q4 201849.1K$2M+2.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of LUV.