Position in LUV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,519,682
+$976,570 QoQ
Shares Held
49,002
+19.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#221
of 924 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Mattson Financial Services, LLC holds $3,085,559 across 3 Airlines names. LUV ranks #1 (81.7% of the industry book) .
All Filings in LUV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,519,682 | 49,002 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,543,112 | 41,073 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,939,988 | 46,939 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,817,976 | 56,972 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,816,672 | 56,001 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,844,344 | 54,924 | Shares | Sole | 2025-05-22 | |
| 2024-12-31 | $1,864,496 | 55,458 | Shares | Sole | 2025-03-10 | |
| 2024-09-30 | $1,343,273 | 45,335 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,305,471 | 45,630 | Shares | Sole | 2024-09-30 | |
| No filing history on record for this holder in this stock. | ||||||