LUV - Southwest Airlines Co.
Printed from CEF Radar (cefradar.com). Source: public filings at the U.S. Securities and Exchange Commission. Last checked: Nov 2, 2026, 1:39 a.m. New York time.
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?
Yes - 2 large investors hold a stake, but none of them has asked for changes.
- Franklin Templeton owns 10.2% as a passive investor. On file since Oct 7, 2026.
- Primecap Management Co. owns 10% as a passive investor. On file since Oct 5, 2026.
What this means for you
2 large investors own more than 5% of this company but have told the regulator they are not seeking changes. That is common for banks, brokers and index funds that hold shares for their clients.
Nothing is required of you. If an investor changes its mind, it must file a new notice within days, and it will show up here.
What happened, and when
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Oct 7, 2026
Franklin Templeton now owns 10.2%, as a passive investor.
Original document → -
Oct 5, 2026
Primecap Management Co. now owns 10%, as a passive investor.
Original document → -
April 3, 2026
Elliott sold down below 5% and stopped reporting.
Original document → -
Feb 23, 2026
Elliott raised its stake to 9.3% (from 9%). It has said it may push for changes.
Original document → -
Feb 2, 2026
Elliott cut its stake to 9% (from 9.9%). It has said it may push for changes.
Original document →
Show all 17 events
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Dec 16, 2025
Elliott raised its stake to 9.9% (from 9.7%). It has said it may push for changes.
Original document → -
Sept 16, 2025
Elliott filed an updated notice; it still owns 9.7%. It has said it may push for changes.
Original document → -
Aug 20, 2025
Elliott raised its stake to 9.7% (from 9.1%). It has said it may push for changes.
Original document → -
Feb 21, 2025
Elliott raised its stake to 9.1% (from 9%). It has said it may push for changes.
Original document → -
Feb 6, 2025
Elliott cut its stake to 9% (from 10%). It has said it may push for changes.
Original document → -
Oct 30, 2024
Elliott cut its stake to 10% (from 10.2%). It has said it may push for changes.
Original document → -
Oct 24, 2024
Elliott filed an updated notice; it still owns 10.2%. It has said it may push for changes.
Original document → -
Oct 15, 2024
Elliott filed an updated notice; it still owns 10.2%. It has said it may push for changes.
Original document → -
Sept 24, 2024
Elliott raised its stake to 10.2% (from 9.7%). It has said it may push for changes.
Original document → -
Aug 26, 2024
Elliott raised its stake to 9.7% (from 8.2%). It has said it may push for changes.
Original document → -
Aug 13, 2024
Elliott raised its stake to 8.2% (from 7%). It has said it may push for changes.
Original document → -
Aug 5, 2024
Elliott now owns 7%. It has said it may push for changes.
Original document →
Details: all notices, events and fund facts
| Date | Investor | Stake | Type of notice |
|---|---|---|---|
| Oct 7, 2026 | Franklin Templeton | 10.2% | Updated notice |
| Oct 5, 2026 | Primecap Management Co. | 10% | Updated 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. Most funds announce their payout on their own website, not in a filing with the regulator, so a cut or a raise there does not show up here.
- Run by
- not filed yet
- Fund family
- not filed yet
- Exchange
- New York Stock Exchange
See this fund's page at the SEC →
Email me when something new is filed for LUV
Free. One email when a large investor files a notice, or when the fund announces a buy-back, a vote or a closing - usually within a day. No password. Most funds announce payout changes on their own website, where we do not look.