Southwest Airlines Co. (NYSE:LUV) Q1 2026 Earnings Call Transcript
Operator: Hello, everyone, and welcome to the Southwest Airlines First Quarter 2026 Conference Call. I'm Nick and I will be monitoring today's call, which is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Elliott Management Paul Singer | 30,346,000 | $1,140,099,220 | -41% | 5.67% |
| 2. | PAR Capital Management Paul Reeder And Edward Shapiro | 5,219,192 | $196,085,043 | +6% | 5.68% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 4,858,283 | $182,525,692 | -38% | 0.1% |
| 4. | 2,958,400 | $111,147,088 | +148% | 0.02% | |
| 5. | Crake Asset Management Martin Taylor | 2,919,976 | $109,703,498 | +116% | 3.83% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $30.01 | 200 | $6,001.20 | 14,229 | 2025-08-05 | Filing | |
| $30.01 | 1,300 | $39,006.50 | 14,029 | 2025-08-05 | Filing | |
| $30.03 | 2,745 | $82,432.35 | 23,644 | 2025-08-06 | Filing | |
| $30.03 | 600 | $18,015.00 | 20,899 | 2025-08-06 | Filing | |
| $27.29 | 3,670 | $100,168.98 | 14,881 | 2025-04-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $37.95 | 118 | $4,478.10 | 0 | 2026-04-07 | Filing | |
| $37.36 | 8,085 | $302,055.60 | 61,860 | 2025-12-05 | Filing | |
| $34.40 | 3,849 | $132,386.36 | 89,376 | 2024-12-06 | Filing | |
| $29.83 | 1,203,920 | $35,912,933.60 | 59,912,580 | 2024-10-28 | Filing | |
| $29.95 | 600 | $17,967.00 | 26,361 | 2023-05-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 47,069,495 | $1,768,400,930 | 1.39% | |
| 2. | 44,386,408 | $1,667,597,364 | 0.41% | |
| 3. | 31,644,632 | $1,188,888,824 | 0.03% | |
| 4. | 28,573,281 | $1,073,498,123 | 0.02% | |
| 5. | 23,130,148 | $868,999,660 | 0.05% |