Position in LUV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,980,726
+$361,584 QoQ
Shares Held
52,721
+34.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 40.8015781187762.ToString("F0")%
Shared 15.128696344909997.ToString("F0")%
None 44.069725536313804.ToString("F0")%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026Cerity Partners LLC holds $73,796,212 across 9 Airlines names. LUV ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
543,849 | $36,155,080 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
133,006 | $12,245,861 | |
| 3 | AAL |
American Airlines Group Inc.
|
937,918 | $10,073,238 | |
| 4 | JBLU |
Jetblue Airways Corp
|
1,211,431 | $5,354,524 | |
| 5 | LTM |
Latam Airlines Group S.A.
|
85,435 | $4,223,906 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
37,469 | $2,165,707 | |
| 7 | LUV |
Southwest Airlines Co
This page
|
52,721 | $1,980,726 | |
| 8 | ALK |
Alaska Air Group, Inc.
|
22,415 | $824,423 |
All Filings in LUV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,980,726 | 52,721 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,619,142 | 39,176 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,175,819 | 36,848 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,313,138 | 40,479 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,798,884 | 142,909 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $2,845,126 | 84,626 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,784,064 | 93,961 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,468,613 | 86,285 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,221,718 | 41,854 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $691,647 | 23,949 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $883,234 | 24,392 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $908,646 | 27,924 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $815,925 | 24,233 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $767,700 | 24,893 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $902,494 | 24,986 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $689,564 | 15,056 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $777,331 | 18,145 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $873,024 | 16,975 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $854,749 | 16,100 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $983,981 | 16,115 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $631,052 | 13,539 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $483,337 | 12,889 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $513,110 | 15,012 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||