Thomist Capital Management, LP

Position in LUV — Southwest Airlines Co

CIK 1767809 Houston, TX

Position in LUV

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$10,820,197

+$6,568,994 QoQ

Shares Held

288,001

+180.0% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

3.91%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Thomist Capital Management, LP holds $26,186,736 across 4 Airlines names. LUV ranks #2 (41.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLRS	Controladora Vuela Compania de Aviacion, S.A.B. de C.V.	1,539,094	$11,143,040
2	LUV	Southwest Airlines Co This page	288,001	$10,820,197
3	RYAAY	Ryanair Holdings PLC	54,980	$3,177,844
4	ALK	Alaska Air Group, Inc.	28,430	$1,045,655

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,820,197	288,001	+180.0%	Shares	Sole	2026-05-15
2025-12-31	$4,251,203	102,860	+85.6%	Shares	Sole	2026-02-13
2025-09-30	$1,768,133	55,410	+109.1%	Shares	Sole	2025-11-14
2025-06-30	$859,660	26,500	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.