Atria Investments, Inc

Position in LUV — Southwest Airlines Co

CIK 1535865 Charlotte, NC

Position in LUV

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$1,552,354

-$344,238 QoQ

Shares Held

41,319

-10.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

Atria Investments, Inc holds $8,372,863 across 8 Airlines names. LUV ranks #4 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	31,579	$2,099,371
2	RYAAY	Ryanair Holdings PLC	33,608	$1,942,542
3	UAL	United Airlines Holdings, Inc.	20,583	$1,895,076
4	LUV	Southwest Airlines Co This page	41,319	$1,552,354
5	VLRS	Controladora Vuela Compania de Aviacion, S.A.B. de C.V.	43,110	$312,116
6	ALK	Alaska Air Group, Inc.	6,627	$243,741
7	LTM	Latam Airlines Group S.A.	4,561	$225,495
8	JBLU	Jetblue Airways Corp	23,115	$102,168

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,552,354	41,319	-10.0%	Shares	Sole	2026-05-05
2025-12-31	$1,896,592	45,889	-0.2%	Shares	Sole	2026-02-05
2025-09-30	$1,466,775	45,966	-10.5%	Shares	Sole	2025-11-06
2025-06-30	$1,666,345	51,367	+15.7%	Shares	Sole	2025-08-04
2025-03-31	$1,491,153	44,406	+80.9%	Shares	Sole	2025-05-06
2024-12-31	$825,202	24,545	+5.1%	Shares	Sole	2025-02-06
2024-09-30	$691,890	23,351	+30.4%	Shares	Sole	2024-11-01
2024-06-30	$512,147	17,901	-43.0%	Shares	Sole	2024-08-13
2021-06-30	$1,667,344	31,406	+4.4%	Shares	Sole	2021-08-10
2021-03-31	$1,836,379	30,075	-1.4%	Shares	Sole	2021-05-11
2020-12-31	$1,421,558	30,499	+4.7%	Shares	Sole	2021-02-12
2020-09-30	$1,092,262	29,127	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.