CI INVESTMENTS INC.

Position in LUV — Southwest Airlines Co

CIK 1163648 TORONTO, Z4

Position in LUV

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,742,932

+$839,487 QoQ

Shares Held

33,896

+41.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#262

of 923 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

CI INVESTMENTS INC. holds $9,906,833 across 3 Airlines names. LUV ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UAL	United Airlines Holdings, Inc.	30,506	$4,148,510
2	DAL	Delta Air Lines, Inc.	42,872	$4,015,391
3	LUV	Southwest Airlines Co This page	33,896	$1,742,932

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,742,932	33,896	+41.0%	Shares	Sole	2026-08-13
2026-03-31	$903,445	24,047	+0.8%	Shares	Sole	2026-05-13
2025-12-31	$986,009	23,857	+573.0%	Shares	Sole	2026-02-12
2025-09-30	$113,120	3,545	+11.0%	Shares	Sole	2025-11-12
2025-06-30	$103,645	3,195	-6.8%	Shares	Sole	2025-08-12
2025-03-31	$115,112	3,428	-6.0%	Shares	Sole	2025-05-13
2024-12-31	$122,544	3,645	-54.4%	Shares	Sole	2025-02-12
2024-09-30	$236,684	7,988	+0.0%	Shares	Sole	2024-11-12
2024-06-30	$228,479	7,986	-2.9%	Shares	Sole	2024-08-12
2024-03-31	$240,000	8,222	+43.7%	Shares	Sole	2024-05-13
2023-12-31	$165,222	5,721	+211.9%	Shares	Sole	2024-02-12
2023-09-30	$49,646	1,834	+5.0%	Shares	Sole	2023-11-13
2023-06-30	$63,222	1,746	+10.0%	Shares	Sole	2023-08-11
2023-03-31	$51,640	1,587	-4.7%	Shares	Sole	2023-05-12
2022-12-31	$56,060	1,665	+109.7%	Shares	Sole	2023-02-10
2022-09-30	$24,486	794	+1002.8%	Shares	Sole	2022-11-14
2022-06-30	$2,600	72	-1.4%	Shares	Sole	2022-08-12
2022-03-31	$3,343	73	0.0%	Shares	Sole	2022-05-12
2021-12-31	$3,127	73	0.0%	Shares	Sole	2022-02-11
2021-09-30	$3,754	73	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.