LUV - Southwest Airlines Co

LUV is a company, not a closed-end fund. We still track it - notices about it are below - but most of this site is about funds.

Is anyone targeting this fund?

Not right now - Elliott was in this company until April 3, 2026 and has since sold down.

What this means for you

Elliott owned more than 5% of this company and has since sold down below that level, so it no longer has to report its holding.

Nothing is required of you. If a large investor buys in again, the notice appears here the day it is filed.

Email me if this changes

What happened, and when

  1. April 3, 2026

    Elliott sold down below 5% and stopped reporting.

    Original document →
  2. Feb 23, 2026

    Elliott raised its stake to 9.3% (from 9%). It has said it may push for changes.

    Original document →
  3. Feb 2, 2026

    Elliott cut its stake to 9% (from 9.9%). It has said it may push for changes.

    Original document →
  4. Dec 16, 2025

    Elliott raised its stake to 9.9% (from 9.7%). It has said it may push for changes.

    Original document →
  5. Sept 16, 2025

    Elliott filed an updated notice; it still owns 9.7%. It has said it may push for changes.

    Original document →
Show all 15 events
  1. Aug 20, 2025

    Elliott raised its stake to 9.7% (from 9.1%). It has said it may push for changes.

    Original document →
  2. Feb 21, 2025

    Elliott raised its stake to 9.1% (from 9%). It has said it may push for changes.

    Original document →
  3. Feb 6, 2025

    Elliott cut its stake to 9% (from 10%). It has said it may push for changes.

    Original document →
  4. Oct 30, 2024

    Elliott cut its stake to 10% (from 10.2%). It has said it may push for changes.

    Original document →
  5. Oct 24, 2024

    Elliott filed an updated notice; it still owns 10.2%. It has said it may push for changes.

    Original document →
  6. Oct 15, 2024

    Elliott filed an updated notice; it still owns 10.2%. It has said it may push for changes.

    Original document →
  7. Sept 24, 2024

    Elliott raised its stake to 10.2% (from 9.7%). It has said it may push for changes.

    Original document →
  8. Aug 26, 2024

    Elliott raised its stake to 9.7% (from 8.2%). It has said it may push for changes.

    Original document →
  9. Aug 13, 2024

    Elliott raised its stake to 8.2% (from 7%). It has said it may push for changes.

    Original document →
  10. Aug 5, 2024

    Elliott now owns 7%. It has said it may push for changes.

    Original document →
Details: all notices, events and fund facts
Notices from large investors about LUV
DateInvestorStakeType of notice
April 3, 2026 Elliott 4.9% Sold down below 5%
Feb 23, 2026 Elliott 9.3% Updated notice
Feb 2, 2026 Elliott 9% Updated notice
Dec 16, 2025 Elliott 9.9% Updated notice
Sept 16, 2025 Elliott 9.7% Updated notice
Aug 20, 2025 Elliott 9.7% Updated notice
Feb 21, 2025 Elliott 9.1% Updated notice
Feb 6, 2025 Elliott 9% Updated notice
Oct 30, 2024 Elliott 10% Updated notice
Oct 24, 2024 Elliott 10.2% Updated notice
Oct 15, 2024 Elliott 10.2% Updated notice
Sept 24, 2024 Elliott 10.2% Updated notice
Aug 26, 2024 Elliott 9.7% Updated notice
Aug 13, 2024 Elliott 8.2% Updated notice
Aug 5, 2024 Elliott 7% May push for changes

No announcements from the fund on file.

Run by
not filed yet
Fund family
not filed yet
Exchange
New York Stock Exchange

See this fund's page at the SEC →

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