Position in LUV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$519,804
+$134,599 QoQ
Shares Held
10,109
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#430
of 924 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Horizon Investments, LLC holds $4,441,127 across 6 Airlines names. LUV ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
|
10,816 | $1,470,867 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
15,031 | $1,407,803 | |
| 3 | SKYW |
Skywest Inc
|
10,486 | $1,041,574 | |
| 4 | LUV |
Southwest Airlines Co
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|
10,109 | $519,804 | |
| 5 | ALK |
Alaska Air Group, Inc.
|
14 | $730 | |
| 6 | LTM |
Latam Airlines Group S.A.
|
6 | $349 |
All Filings in LUV
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,804 | 10,109 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $385,205 | 10,253 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $393,378 | 9,518 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $297,688 | 9,329 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $304,838 | 9,397 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $288,452 | 8,590 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $276,390 | 8,221 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $240,862 | 8,129 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $251,653 | 8,796 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $253,281 | 8,677 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $251,515 | 8,709 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $224,491 | 8,293 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $296,016 | 8,175 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $245,188 | 7,535 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $229,124 | 6,805 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $246,312 | 5,378 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $210,297 | 4,089 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $202,750 | 3,819 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $227,326 | 3,723 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $225,724 | 6,604 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||