Letters by company
Southwest Airlines CO
6 letters discussing LUV. Everything written about it on this site is on its ticker page.
- Sound Shore Management September 30, 2026 Sound Shore added to QXO after interest-rate pressure, citing Brad Jacobs’s roll-up record and technology investments expected to lift organic earnings. The portfolio added Thermo Fisher Scientific during a life-sciences downturn and backed Southwest Airlines’ restructuring and BP’s refocus on legacy energy assets. third quarter of 2026 BP $117BLUV $23BQXO $14B
- Sound Shore Management June 30, 2026 Sound Shore favored Qualcomm and Marvell Technology as AI infrastructure beneficiaries with valuations it considers compelling, while maintaining discipline on exposure after the sector’s sharp advance. The fund also cited margin-recovery initiatives at Southwest Airlines, operational improvements at Elevance Health, and Regeneron’s pipeline and balance sheet despite mixed melanoma trial results. second quarter of 2026 ELV $93BLUV $23BMRVL $152B
- Sound Shore Management March 31, 2026 Sound Shore Fund retained full positions in Disney and Southwest Airlines despite oil-price and travel concerns, citing strong balance sheets and restructuring-led improvements in earnings and capital returns. It argues that Qualcomm’s diversification and Marvell Technology’s AI-infrastructure exposure offer durable opportunities amid narrative-driven volatility. first quarter of 2026 MRVL $152BQCOM $189B
- Artisan Partners Quarterly Commentary, Artisan Select Equity Fund Artisan Select Equity Fund retained its AI-exposed holdings in Samsung, Alphabet and Lam Research despite richer valuations, arguing that memory demand, AI infrastructure and semiconductor-intensity trends support their businesses. It reassessed PayPal’s stalled turnaround, maintained the position cautiously, and exited Southwest Airlines after its recovery left the shares fairly valued. Q4 2025 BKNG $119BGOOGL $3.6TLRCX $295B
- Artisan Partners Artisan Global Value Fund Quarterly Commentary Artisan Global Value Fund uses Roger Federer’s approach to winning and losing to examine investment errors, emphasizing the value of holding durable compounders while cutting failed theses sooner. The portfolio retained Samsung, Alphabet and Heidelberg Materials, reviewed setbacks in Meta, BAE, Compass, Diageo and PayPal, and exited Southwest Airlines. Q4 2025 AXP $217BBAESY $75BCMPGF $56B
- Sound Shore Management December 31, 2025 Sound Shore credited a broad set of value holdings, including Regeneron, TEVA, General Motors, Southwest Airlines and Citigroup, for offsetting the market’s concentration in technology. The fund added to its case for FLEX and Huntington Ingalls while selling PayPal and PVH after consumer and tariff concerns weakened their prospects. 2025 FLEX $29BHII $12BPVH $4.2B
