Thomist Capital Management, LP: LUV position timeline

Thomist Capital Management, LP held 0 LUV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -288,001 shares

   13F-HR 0001420506-26-001760 filed by Thomist Capital Management, LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 288,001 shares

   Change vs previous 13F +185,141 shares

   3.7% of the 13F portfolio, value $10,820,198.

   13F-HR 0001420506-26-001081 filed by Thomist Capital Management, LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 102,860 shares

   Change vs previous 13F +47,450 shares

   1.16% of the 13F portfolio, value $4,247,664.

   13F-HR 0001420506-26-000336 filed by Thomist Capital Management, LP
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 55,410 shares

   Change vs previous 13F +28,910 shares

   0.56% of the 13F portfolio, value $1,808,623.

   13F-HR 0001420506-25-003334 filed by Thomist Capital Management, LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 26,500 shares

   Change vs previous 13F not available

   0.51% of the 13F portfolio, value $852,240.

   13F-HR 0001420506-25-001916 filed by Thomist Capital Management, LP
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).