Ray Dalio's LUV Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 70,551 shares of Southwest Airlines Co. (LUV) worth $2.92 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in LUV, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2025, adding 853,062 shares. Largest reduction occurred in Q2 2025, reducing 853,062 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Southwest Airlines Co (LUV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Southwest Airlines Co (LUV) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +106,300 | Add 0.00% | 106,300 | $12.89 |
| Q3 2013 | -106,300 | Sold Out | 0 | $0.00 |
| Q4 2013 | +185,000 | New Buy | 185,000 | $18.84 |
| Q1 2014 | -118,069 | Reduce 63.82% | 66,931 | $23.61 |
| Q2 2014 | +139,500 | Add 208.42% | 206,431 | $26.86 |
| Q3 2014 | -38,800 | Reduce 18.80% | 167,631 | $33.77 |
| Q4 2014 | +107,300 | Add 64.01% | 274,931 | $42.32 |
| Q1 2015 | +2,700 | Add 0.98% | 277,631 | $44.30 |
| Q2 2015 | -277,631 | Sold Out | 0 | $0.00 |
| Q3 2015 | +206,514 | New Buy | 206,514 | $38.04 |
| Q4 2015 | -142,148 | Reduce 68.83% | 64,366 | $43.07 |
| Q1 2016 | +26,846 | Add 41.71% | 91,212 | $44.80 |
| Q2 2016 | -61,258 | Reduce 67.16% | 29,954 | $39.19 |
| Q3 2016 | -29,954 | Sold Out | 0 | $0.00 |
| Q1 2017 | +53,414 | New Buy | 53,414 | $53.77 |
| Q2 2017 | +114,419 | Add 214.21% | 167,833 | $62.14 |
| Q3 2017 | -167,833 | Sold Out | 0 | $0.00 |
| Q4 2017 | +57,647 | New Buy | 57,647 | $65.45 |
| Q1 2018 | +57,115 | Add 99.08% | 114,762 | $57.28 |
| Q2 2018 | -114,762 | Sold Out | 0 | $0.00 |
| Q3 2018 | +48,428 | New Buy | 48,428 | $62.44 |
| Q4 2018 | +283,558 | Add 585.52% | 331,986 | $46.48 |
| Q1 2019 | -212,547 | Reduce 64.02% | 119,439 | $51.91 |
| Q2 2019 | -61,822 | Reduce 51.76% | 57,617 | $50.78 |
| Q3 2019 | -6,559 | Reduce 11.38% | 51,058 | $54.02 |
| Q4 2019 | +71,023 | Add 139.10% | 122,081 | $53.98 |
| Q1 2020 | -109,300 | Reduce 89.53% | 12,781 | $35.60 |
| Q2 2020 | -12,781 | Sold Out | 0 | $0.00 |
| Q4 2020 | +172,248 | New Buy | 172,248 | $46.61 |
| Q1 2021 | -142,004 | Reduce 82.44% | 30,244 | $61.07 |
| Q2 2021 | -30,244 | Sold Out | 0 | $0.00 |
| Q1 2022 | +15,489 | New Buy | 15,489 | $45.77 |
| Q2 2022 | +164,918 | Add 1064.74% | 180,407 | $36.12 |
| Q3 2022 | -136,848 | Reduce 75.86% | 43,559 | $30.83 |
| Q4 2022 | -16,953 | Reduce 38.92% | 26,606 | $33.67 |
| Q1 2023 | -3,589 | Reduce 13.49% | 23,017 | $32.54 |
| Q2 2023 | -23,017 | Sold Out | 0 | $0.00 |
| Q4 2023 | +231,391 | New Buy | 231,391 | $28.88 |
| Q1 2024 | -231,391 | Sold Out | 0 | $0.00 |
| Q1 2025 | +853,062 | New Buy | 853,062 | $33.58 |
| Q2 2025 | -853,062 | Sold Out | 0 | $0.00 |
| Q4 2025 | +70,551 | New Buy | 70,551 | $41.33 |
Ray Dalio's Southwest Airlines Co Investment FAQs
Ray Dalio first purchased Southwest Airlines Co. (LUV) in Q2 2013, acquiring 106,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Southwest Airlines Co. (LUV) for 42 quarters since Q2 2013.
Ray Dalio's largest addition to Southwest Airlines Co. (LUV) was in Q1 2025, adding 853,062 shares worth $28.65 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 70,551 shares of Southwest Airlines Co. (LUV), valued at approximately $2.92 M.
As of the Q4 2025 filing, Southwest Airlines Co. (LUV) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Southwest Airlines Co. (LUV) was 853,062 shares, as reported at the end of Q1 2025.