Financial Partners Group, LLC LUV — SOUTHWEST AIRLS CO

Ownership history in Financial Partners Group, LLC  ·  6 quarters on record

AI Ownership Summary

Financial Partners Group, LLC reported SOUTHWEST AIRLS CO (LUV) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q2. Peak portfolio weight reached 0.72% in 2024 Q4. The latest visible filing shows LUV at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LUV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Partners Group, LLC's position in SOUTHWEST AIRLS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

LUV was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LUV stock page Financial Partners Group, LLC fund profile Financial Partners Group, LLC full holdings
How Financial Partners Group, LLC held LUV — position size vs. price
% of Fund (quarterly)    LUV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED — — — 46,644 -508 -1.1% 0.55% $1.5M 2025-08-14 (Est.) $30.27
2025 Q1 REDUCED 8.8% -2.9% ✅ 47,152 -4,537 -8.8% 0.69% $1.6M 2025-04-18 $24.25
2024 Q4 REDUCED 8.8% +0.5% ❌ 51,689 -4,989 -8.8% 0.72% $1.7M 2025-01-21 $32.42
2024 Q3 REDUCED — — — 56,678 -1,009 -1.7% 0.63% $1.7M 2024-10-23 $29.79
2024 Q2 ADDED — — — 57,687 +20,001 +53.1% 0.64% $1.7M 2024-07-15 $26.70
2024 Q1 INITIATED — — — 37,686 — — 0.43% $1.1M 2024-04-18 $27.82

🏢 Other funds also holding LUV

As of 2026 Q1 — sorted by position size

U S GLOBAL INVESTORS INC 3Y 7Y 7.31% Kiltearn Partners LLP 3Y 7Y 5.95% PAR CAPITAL MANAGEMENT INC 3Y 7Y 5.68% Elliott Investment Management L.P. 3Y 5.67% Crake Asset Management LLP 3Y 3.83% THOMIST CAPITAL MANAGEMENT, LP 3Y 2.91% SOUND SHORE MANAGEMENT INC /CT/ 3Y 7Y 2.52% Cambridge Financial Group, Inc. 3Y 7Y 2.47% Twin Lakes Capital Management, LLC 3Y 1.84% WS MANAGEMENT LLLP 3Y 7Y 1.81%

FAQ About Financial Partners Group, LLC and LUV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Partners Group, LLC reported owning LUV?

Financial Partners Group, LLC reported LUV across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q2.

What was the largest reported LUV position in Financial Partners Group, LLC's portfolio?

The largest reported portfolio weight for LUV was 0.72% in 2024 Q4.

What is the latest reported LUV position on this page?

The most recent filing on this page is 2025 Q2, when Financial Partners Group, LLC reported 46,644 shares, equal to 0.55% of portfolio, with an estimated market value of $1.5M.

What does the chart on this LUV ownership page compare?

The chart compares Financial Partners Group, LLC's quarterly LUV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Partners Group, LLC time their LUV position?

Based on 13F filing dates vs. subsequent LUV price moves, Financial Partners Group, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on LUV relative to SPY over the holding period was -13.2%.

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