Elliott → LUV
Elliott Investment Management holds 11.0% of Southwest Airlines.
SEC source
Frequently asked questions
What stake does Elliott hold in LUV?
Elliott (Elliott Investment Management) holds 11.0% of Southwest Airlines (LUV) via 13D/A filed 2024-09-08. Initial filing date: 2024-06-10. Active campaign — fund publicly seeks operational or governance changes.
What is Elliott's thesis for LUV?
Demand CEO + Chair replacement, board overhaul, modernize revenue management. Settled Oct 2024 with 5 new directors + CEO retention.
What's the difference between 13D and 13G filings?
Both are filed when a fund crosses 5% ownership of a public company. SCHEDULE 13D = active intent (the fund plans to influence management, board, M&A, or capital allocation). SCHEDULE 13G = passive intent (long-term position, no active influence). 13D filings carry stricter disclosure (10-day window from purchase); 13G is for long-only managers + index funds. LUV filing type: 13D/A.
Where does HoldLens get activist filing data?
SEC EDGAR Schedule 13D and 13G filings (10-day disclosure window for 13D; 45-day initial window for 13G then amendments as positions change). HoldLens federates campaigns across tracked activist funds and computes stake-change deltas over time. See /methodology for the full source list.
Data sourced from SEC EDGAR 13D / 13G filings. Activist intent and outcome reflect public disclosures and announcements only. Not investment advice.
Reading for your research
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