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Mount Lucas Management’s Southwest Airlines LUV Stock Holding History

Mount Lucas Management’s Portfolio LUV Stock Details LUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$749K Buy
+14,561
New +$611K 0.27% 121

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Mount Lucas Management's LUV Position: Q2 2026 in Review

Mount Lucas Management opened a new position in Southwest Airlines (LUV) in Q2 2026: 14,561 shares worth $749K. The stake represents 0.27% of the portfolio and ranks #121 among its holdings.

926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Mount Lucas Management held 14,561 shares of Southwest Airlines worth $749K as of Q2 2026.
  • Southwest Airlines was a new Mount Lucas Management position in Q2 2026.
  • Southwest Airlines made up 0.27% of Mount Lucas Management's portfolio in Q2 2026, its #121 holding.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.