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What smart money is saying about Alaska Air Group, Inc.United States flag

ALK · Industrials · Airlines, Airports & Air Services · Market cap $5.54B

1 fund in our archive has pitched Alaska Air Group, Inc. — most recently Signia Small Cap Value in December 2025.

Company profile

Alaska Air Group, Inc., through its subsidiaries, provides passenger and cargo air transportation services. The company operates through three segments: Mainline, Regional, and Horizon. It flies to approximately 120 destinations throughout North America. Alaska Air Group, Inc. was founded in 1932 and is based in Seattle, Washington.

2
Reported positions
0
Bought
1
Sold
3
Letters

Position history

Between Q4 2025 and Q2 2026, 2 fund letters reported a position in Alaska Air Group, Inc.1 trimmed or exited.

Fund letters reporting a position in Alaska Air Group, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20262010
Q4 20250001

Fund activity · 2 positions · 1 move

  • HoldsSignia Capital Management
    June 2026

    Listed in Signia Capital Management’s reported holdings.

    Read the letterAlaska Air Group, Inc.
  • TrimmedSignia Capital Management Small Cap Value Strategy
    June 2026
    Given the rapid appreciation in these stock prices, we believed it was prudent portfolio management to trim our weightings into strength and reallocate capital into compelling new and existing ideas created by the broader market dislocation.
    Read the letterAlaska Air Group, Inc.

Fund coverage · 1 thesis

  • Signia Small Cap Value
    December 2025

    Alaska Air Group, Inc. is an airline with transitory earnings headwinds and meaningful long-term growth from the Hawaiian Airlines acquisition, targeting EPS to more than double by 2027 at an attractive valuation.

    Read the full thesis

Read every full thesis on Alaska Air Group, Inc.

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