LUV — SOUTHWEST AIRLS CO

Ownership history in Evergreen Private Wealth LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Evergreen Private Wealth LLC reported a position in SOUTHWEST AIRLS CO (LUV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2023 Q4)
Avg. % of fund
0.01%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 508 — 0% 0.01% $16K $31.63
2025 Q2 UNCHANGED 508 — 0% 0.01% $16K $31.98
2025 Q1 UNCHANGED 508 — 0% 0.01% $17K $32.92
2024 Q4 UNCHANGED 508 — 0% 0.01% $17K $32.76
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LUV price (monthly, adj. close)

Other funds also holding LUV

As of 2025 Q4 — sorted by position size

Oldfield Partners LLP 3Y 7Y 10.05% Elliott Investment Management L.P. 3Y 9.35% U S GLOBAL INVESTORS INC 3Y 7Y 9.33% Kiltearn Partners LLP 3Y 7Y 6.39% PAR CAPITAL MANAGEMENT INC 3Y 7Y 5.41% SOUND SHORE MANAGEMENT INC /CT/ 3Y 7Y 3.32% Hedges Asset Management LLC 3Y 2.63% Crake Asset Management LLP 3Y 2.2% Game Creek Capital, LP 3Y 7Y 2.16% Twin Lakes Capital Management, LLC 3Y 2.01%
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