Joel Greenblatt's LUV Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 64,606 shares of Southwest Airlines Co. (LUV) worth $2.06 M, representing 0.01% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in LUV, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2015, adding 1.45 M shares. Largest reduction occurred in Q3 2014, reducing 501,801 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Southwest Airlines Co (LUV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Southwest Airlines Co (LUV) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2014 | +1.02 M | New Buy | 1.02 M | $26.86 |
| Q3 2014 | -501,801 | Reduce 49.37% | 514,700 | $33.77 |
| Q4 2014 | -10,598 | Reduce 2.06% | 504,102 | $42.32 |
| Q1 2015 | +50,397 | Add 10.00% | 554,499 | $44.30 |
| Q2 2015 | +1.45 M | Add 260.85% | 2 M | $33.09 |
| Q3 2015 | -474,664 | Reduce 23.72% | 1.53 M | $38.04 |
| Q4 2015 | -263,833 | Reduce 17.29% | 1.26 M | $43.06 |
| Q1 2016 | -438,257 | Reduce 34.72% | 824,156 | $44.80 |
| Q2 2016 | +60,798 | Add 7.38% | 884,954 | $39.21 |
| Q3 2016 | +498 | Add 0.06% | 885,452 | $38.89 |
| Q4 2016 | -217,751 | Reduce 24.59% | 667,701 | $49.84 |
| Q1 2017 | -377,681 | Reduce 56.56% | 290,020 | $53.76 |
| Q2 2017 | -128,577 | Reduce 44.33% | 161,443 | $62.14 |
| Q3 2017 | +445,408 | Add 275.89% | 606,851 | $55.98 |
| Q4 2017 | -299,117 | Reduce 49.29% | 307,734 | $65.45 |
| Q1 2018 | -307,734 | Sold Out | 0 | $0.00 |
| Q2 2018 | +296,957 | New Buy | 296,957 | $50.88 |
| Q3 2018 | -230,992 | Reduce 77.79% | 65,965 | $62.46 |
| Q4 2018 | +251,952 | Add 381.95% | 317,917 | $46.48 |
| Q1 2019 | +38,093 | Add 11.98% | 356,010 | $51.91 |
| Q2 2019 | -84,328 | Reduce 23.69% | 271,682 | $50.78 |
| Q3 2019 | +150,830 | Add 55.52% | 422,512 | $54.01 |
| Q4 2019 | +140,817 | Add 33.33% | 563,329 | $53.98 |
| Q1 2020 | -87,738 | Reduce 15.57% | 475,591 | $35.61 |
| Q2 2020 | -50,481 | Reduce 10.61% | 425,110 | $34.18 |
| Q3 2020 | -425,110 | Sold Out | 0 | $0.00 |
| Q1 2021 | +17,519 | New Buy | 17,519 | $61.08 |
| Q2 2021 | +1,944 | Add 11.10% | 19,463 | $53.08 |
| Q3 2021 | -3,624 | Reduce 18.62% | 15,839 | $51.46 |
| Q4 2021 | +11,513 | Add 72.69% | 27,352 | $42.85 |
| Q1 2022 | +7,469 | Add 27.31% | 34,821 | $45.81 |
| Q2 2022 | +41,124 | Add 118.10% | 75,945 | $36.12 |
| Q3 2022 | +40,945 | Add 53.91% | 116,890 | $30.84 |
| Q4 2022 | -116,890 | Sold Out | 0 | $0.00 |
| Q1 2025 | +33,810 | New Buy | 33,810 | $33.58 |
| Q2 2025 | +185,307 | Add 548.08% | 219,117 | $32.44 |
| Q3 2025 | -154,511 | Reduce 70.52% | 64,606 | $31.91 |
Joel Greenblatt's Southwest Airlines Co Investment FAQs
Joel Greenblatt first purchased Southwest Airlines Co. (LUV) in Q2 2014, acquiring 1,016,501 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Southwest Airlines Co. (LUV) for 37 quarters since Q2 2014.
Joel Greenblatt's largest addition to Southwest Airlines Co. (LUV) was in Q2 2015, adding 2,000,910 shares worth $66.21 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 64,606 shares of Southwest Airlines Co. (LUV), valued at approximately $2.06 M.
As of the Q3 2025 filing, Southwest Airlines Co. (LUV) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Southwest Airlines Co. (LUV) was 2,000,910 shares, as reported at the end of Q2 2015.