Earnings
01-29-2026 | 01:29 PM
#22
Line Holder
Joined: Oct 2017
Posts: 744
Likes: 195
01-29-2026 | 01:36 PM
#23
On Reserve
Joined: Aug 2021
Posts: 65
Likes: 19
Agreed. I understand the concern a lot of people have with the buybacks, however, a lot of activist firms use this strategy to put pressure on management. Management has to start performing when they no longer have their cushy pile of cash to fall back on.
01-29-2026 | 04:09 PM
#25
Gets Weekends Off
Joined: Apr 2013
Posts: 4,530
Likes: 370
Activist investors generally outlive their usefulness pretty quickly. I doubt EIM will back out completely since the stock is forecast to have a lot of upside. They have really achieved everything they set out to, though. I think their days of actively running things are coming to a close.
I was also cautiously optimistic when they showed up. They said all the right things, but they also took a pile of cash out of our back pockets while they were showing us how to succeed. Money well spent? We shall see. Looks like it for now.
I was also cautiously optimistic when they showed up. They said all the right things, but they also took a pile of cash out of our back pockets while they were showing us how to succeed. Money well spent? We shall see. Looks like it for now.
01-29-2026 | 04:11 PM
#26
Gets Weekends Off
Joined: Apr 2013
Posts: 4,530
Likes: 370
Yes. They would face a lot of backlash and probably regulatory scrutiny if they attempted a move lIke that. They aren't day traders. When they decide to sell, they will do it in chunks and announce it on a Friday after market close.
As long as things are good, there's no reason to sell. The stock is an asset that they can borrow against and pay no taxes on that income.
As long as things are good, there's no reason to sell. The stock is an asset that they can borrow against and pay no taxes on that income.
01-30-2026 | 04:51 AM
#28
Line Holder
Joined: Nov 2013
Posts: 622
Likes: 108
From: 737CA
I wouldn’t be surprised if they cut their position soon. This is the airline business. The run up of LUV is quite something. Those earnings that management quoted for 2026 is baked into the price already. It’s up over 50% in one year. They did it with Starbucks. Their influence will be felt long after they leave. They replaced half the BOD. That is more important because they govern the airline.
01-30-2026 | 05:16 AM
#30
Line Holder
Joined: Apr 2019
Posts: 371
Likes: 2
December 2025 -
Elliott Investment Management has trimmed its stake in Southwest Airlines (LUV) to 51,128,500 shares, representing a 9.9% stake, below the 10% threshold necessary to call for a special shareholder meeting.
https://www.msn.com/en-us/money/comp...ty/ar-AA1SxFVG
Elliott Investment Management has trimmed its stake in Southwest Airlines (LUV) to 51,128,500 shares, representing a 9.9% stake, below the 10% threshold necessary to call for a special shareholder meeting.
https://www.msn.com/en-us/money/comp...ty/ar-AA1SxFVG
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