SEC 13F Intelligence

Thomist Capital Management, LP / LUV

Thomist Capital Management, LP’s Southwest Airls Co Position

Does Thomist Capital Management, LP own Southwest Airls Co (LUV)? Yes — 288.0K shares worth $11M (+2.91% of its 13F portfolio) as of Q1 2026, up from 102.9K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
288.0K
% of Portfolio
+2.91%
Quarters Held
4
currently held

Position History LUV

Reported value by quarter
Q2 ’25: $852,240Q2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026288.0K$11M+2.91%
Q4 2025102.9K$4M+0.90%
Q3 202555.4K$2M+0.36%
Q2 202526.5K$852,240+0.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Thomist Capital Management, LP’s full portfolio or all institutional holders of LUV.