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Caption Management, LLC

Position in LUV — Southwest Airlines Co

CIK 1706766 OKLAHOMA CITY, OK

Position in LUV

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$4,579,783
+$2,253,938 QoQ
Shares Held
121,900
+116.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2020
10 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in LUV Over Time

Shares Held

Position Value (USD)

Derivatives in LUV

reported options exposure · as of Mar 31, 2026
CallValue
$0
CallShares
0
PutValue
$6,939,179
PutShares
184,700

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Airlines

Industrials · as of Mar 31, 2026

Caption Management, LLC holds $19,870,866 across 3 Airlines names. LUV ranks #3 (23.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 LUV
Southwest Airlines Co
This page
121,900 $4,579,783

All Filings in LUV

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $6,939,179 184,700
2026-03-31 $4,579,783 121,900
2025-12-31 $2,325,845 56,275
2025-09-30 $4,153,884 130,175
2025-06-30 $4,055,000 125,000
2025-06-30 $3,380,248 104,200
2025-03-31 $1,141,720 34,000
2024-09-30 $2,963,000 100,000
2024-09-30 $191,143 6,451
2024-06-30 $2,861,000 100,000
2020-12-31 $589,616 12,650
2020-09-30 $474,375 12,650
2020-06-30 $309,329 9,050