SCHWERIN BOYLE CAPITAL MANAGEMENT INC LUV SOUTHWEST AIR

Ownership history in SCHWERIN BOYLE CAPITAL MANAGEMENT INC  ·  7 quarters on record

AI Ownership Summary

SCHWERIN BOYLE CAPITAL MANAGEMENT INC reported SOUTHWEST AIR (LUV) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.93% in 2025 Q4. The latest visible filing shows LUV at 0.88% 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 SCHWERIN BOYLE CAPITAL MANAGEMENT INC's position in SOUTHWEST AIR, 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
2026 Q1

LUV was reported at 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.93% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

How SCHWERIN BOYLE CAPITAL MANAGEMENT INC 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 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 183,927 -21,673 -10.5% 0.88% $6.9M 2026-05-14 $39.33
2025 Q4 ADDED 205,600 +88,600 +75.7% 0.93% $8.5M 2026-02-12 $50.61
2025 Q3 UNCHANGED 117,000 0% 0.41% $3.7M 2025-11-13 $32.76
2025 Q2 UNCHANGED 117,000 0% 0.42% $3.8M 2025-08-14 $30.27
2025 Q1 UNCHANGED 117,000 0% 0.40% $3.9M 2025-05-14 $30.76
2024 Q4 UNCHANGED 117,000 0% 0.40% $3.9M 2025-02-13 $29.16
2024 Q3 INITIATED 117,000 0.36% $3.5M 2024-11-13 $31.39

FAQ About SCHWERIN BOYLE CAPITAL MANAGEMENT INC and LUV

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

How long has SCHWERIN BOYLE CAPITAL MANAGEMENT INC reported owning LUV?

SCHWERIN BOYLE CAPITAL MANAGEMENT INC reported LUV across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported LUV position in SCHWERIN BOYLE CAPITAL MANAGEMENT INC's portfolio?

The largest reported portfolio weight for LUV was 0.93% in 2025 Q4.

What is the latest reported LUV position on this page?

The most recent filing on this page is 2026 Q1, when SCHWERIN BOYLE CAPITAL MANAGEMENT INC reported 183,927 shares, equal to 0.88% of portfolio, with an estimated market value of $6.9M.

What does the chart on this LUV ownership page compare?

The chart compares SCHWERIN BOYLE CAPITAL MANAGEMENT INC'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.

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