天西公司
DE ˙ DB ˙ US8308791024
€69.36 ↓ -3.54 (-4.86%)
2026-06-02
分享價格
SecurityDE:SY2 / SkyWest, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership85,746 shares
Latest Disclosed Value $ 7,874,032
Creative Planning reports 40.24% increase in ownership of SY2 / SkyWest, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 85,746 shares of SkyWest, Inc. (DE:SY2) valued at $6,602,442 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 61,141 shares of SkyWest, Inc.. This represents a change in shares of 40.24% during the quarter. The current value of the position is $5,947,343 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F SKYWEST COM 830879102 85,746 24,605 40.24 7,874 28.26 0.0053
2026-02-17 2025-12-31 13F SKYWEST COM 830879102 61,141 8,420 15.97 6,139 15.74 0.0044
2025-11-14 2025-09-30 13F SKYWEST COM 830879102 52,721 -15,408 -22.62 5,305 -24.39 0.0041
2025-08-08 2025-06-30 13F SKYWEST COM 830879102 68,129 9,002 15.22 7,015 35.82 0.0060
2025-05-15 2025-03-31 13F SKYWEST COM 830879102 59,127 2,810 4.99 5,166 -8.39 0.0049
2025-02-14 2024-12-31 13F SKYWEST COM 830879102 56,317 1,993 3.67 5,639 22.09 0.0055
2024-10-11 2024-09-30 13F SKYWEST COM 830879102 54,324 690 1.29 4,619 4.93 0.0046
2024-08-15 2024-06-30 13F SKYWEST COM 830879102 53,634 -7,538 -12.32 4,402 4.17 0.0047
2024-05-13 2024-03-31 13F SKYWEST COM 830879102 61,172 2,898 4.97 4,226 38.93 0.0047
2024-02-14 2023-12-31 13F SKYWEST COM 830879102 58,274 207 0.36 3,042 24.89 0.0056
2023-11-16 2023-09-30 13F SKYWEST COM 830879102 58,067 307 0.53 2,435 3.57 0.0032
2023-07-21 2023-06-30 13F SKYWEST COM 830879102 57,760 -1,679 -2.82 2,352 78.51 0.0031
2023-05-15 2023-03-31 13F SKYWEST COM 830879102 59,439 7,813 15.13 1,318 54.58 0.0019
2023-02-10 2022-12-31 13F SKYWEST COM 830879102 51,626 -854 -1.63 852 -0.12 0.0013
2022-11-03 2022-09-30 13F SKYWEST COM 830879102 52,480 4,027 8.31 853 -17.18 0.0015
2022-08-15 2022-06-30 13F SKYWEST COM 830879102 48,453 -2,472 -4.85 1,030 -29.88 0.0017
2022-05-16 2022-03-31 13F SKYWEST COM 830879102 50,925 4,155 8.88 1,469 -20.08 0.0023
2022-02-11 2021-12-31 13F SKYWEST COM 830879102 46,770 -750 -1.58 1,838 -21.62 0.0030
2021-11-10 2021-09-30 13F SKYWEST COM 830879102 47,520 1,118 2.41 2,345 17.31 0.0042
2021-08-04 2021-06-30 13F SKYWEST COM 830879102 46,402 0 0.00 1,999 -20.93 0.0035
2021-04-30 2021-03-31 13F CreativePlanning COM 830879102 46,402 2,230 5.05 2,528 41.94 0.0051
2021-01-29 2020-12-31 13F SKYWEST COM 830879102 44,172 35 0.08 1,781 35.13 0.0039
2020-11-05 2020-09-30 13F SKYWEST COM 830879102 44,137 -1,085 -2.40 1,318 -10.64 0.0034
2020-07-23 2020-06-30 13F SKYWEST COM 830879102 45,222 1,089 2.47 1,475 27.60 0.0043
2020-05-05 2020-03-31 13F SKYWEST COM 830879102 44,133 1,614 3.80 1,156 -57.93 0.0041
2020-01-30 2019-12-31 13F SKYWEST COM 830879102 42,519 13 0.03 2,748 12.62 0.0082
2019-11-01 2019-09-30 13F SKYWEST COM 830879102 42,506 -41 -0.10 2,440 -5.46 0.0079
2019-07-26 2019-06-30 13F SKYWEST COM 830879102 42,547 -102 -0.24 2,581 11.49 0.0087
2019-04-24 2019-03-31 13F SKYWEST COM 830879102 42,649 3,064 7.74 2,315 31.53 0.0083
2019-02-12 2018-12-31 13F/A-1 SKYWEST COM 830879102 39,585 0 0.00 1,760 -24.53 0.0072
2019-02-01 2018-12-31 13F SKYWEST COM 830879102 39,585 0 1,760
2018-10-25 2018-09-30 13F SKYWEST COM 830879102 39,585 0 0.00 2,332 13.53 0.0087
2018-07-20 2018-06-30 13F SKYWEST COM 830879102 39,585 -2 -0.01 2,054 -4.64 0.0081
2018-04-18 2018-03-31 13F SKYWEST COM 830879102 39,587 2,068 5.51 2,154 8.13 0.0088
2018-01-17 2017-12-31 13F SKYWEST COM 830879102 37,519 42 0.11 1,992 21.09 0.0086
2017-10-17 2017-09-30 13F SKYWEST COM 830879102 37,477 -488 -1.29 1,645 23.41 0.0076
2017-07-12 2017-06-30 13F SKYWEST COM 830879102 37,965 550 1.47 1,333 4.06 0.0067
2017-04-07 2017-03-31 13F SKYWEST COM 830879102 37,415 37,415 1,281 0.0070
2016-10-12 2016-09-30 13F SKYWEST COM 830879102 0 -15 -100.00 0 0.0000
2016-07-12 2016-06-30 13F SKYWEST COM 830879102 15 0 0.00 0 0.0000
2016-04-08 2016-03-31 13F SKYWEST COM 830879102 15 -16 -51.61 0 -100.00
2016-01-11 2015-12-31 13F SKYWEST COM 830879102 31 31 0.00 1 0.0000
2015-01-29 2014-12-31 13F SKYWEST COM 830879102 0 -427 -100.00 0 -100.00
2014-10-10 2014-09-30 13F SKYWEST COM 830879102 427 -5,073 -92.24 3 -95.52 0.0000
2014-08-20 2014-06-30 13F SKYWEST COM 830879102 5,500 -107 -1.91 67 -6.94 0.0009
2014-04-11 2014-03-31 13F SKYWEST COM 830879102 5,607 0 0.00 72 -13.25 0.0011
2014-01-06 2013-12-31 13F SKYWEST COM 830879102 5,607 5,500 5,140.19 83 4,050.00 0.0014
2013-10-10 2013-09-30 13F SKYWEST COM 830879102 107 0 0.00 2 100.00 0.0000
2013-07-09 2013-06-30 13F SKYWEST COM 830879102 107 107 1 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.