L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
23
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 3 listed it in both
Shares listed
17,192,774
combined, among listed positions
Reported value
$1.4bn
combined, at the quarter end

Among the 92 comparable managers: 12 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,304,278.

Managers listing SWX in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

23 of 23 holders

ActionFiling
Carl C. Icahn6,032,604$483m5.72%Held017 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)5,649,915$452munder 0.1%Added+850,45517 Feb 2026 (the filing on sec.gov)
Maverick Capital Ltd2,048,053$164m1.76%Added+94,53513 Feb 2026 (the filing on sec.gov)
GAMCO Investors Inc819,286$66m0.63%Trimmed-4,4075 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC604,268$48munder 0.1%Added+201,56017 Feb 2026 (the filing on sec.gov)
Invesco Ltd379,985$30munder 0.1%Trimmed-28,92619 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC370,497$30munder 0.1%Added+127,13327 Oct 2026 (the filing on sec.gov)
Citadel Advisors LLC236,466$19munder 0.1%Added+144,32417 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP192,450$15munder 0.1%Trimmed-14,34517 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP178,591$14munder 0.1%Trimmed-74317 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP139,299$11munder 0.1%Added+66,94313 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC122,410$9.8munder 0.1%Trimmed-7,20913 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC120,400$9.6munder 0.1%Trimmed-85,90012 Feb 2026 (the filing on sec.gov)
Man Group PLC94,901$7.6munder 0.1%Added+62,18217 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc60,051$4.8munder 0.1%Added+2,21717 Feb 2026 (the filing on sec.gov)
MFS Investment Management53,013$4.2munder 0.1%Trimmed-1,48522 Jan 2026 (the filing on sec.gov)
Janus Henderson Group Ltd26,877$2.2munder 0.1%Added+2,27617 Feb 2026 (the filing on sec.gov)
Millennium Management LLC21,402$1.7munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP12,573$1.0munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP11,060$885kunder 0.1%Trimmed-1,19317 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC9,194$736kunder 0.1%Trimmed-87,48612 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC5,579$446kunder 0.1%Trimmed-4,62913 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC3,900$311kunder 0.1%Newnew10 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 5 in Q2 2026

Tracked managers listing it, at least.

0358102014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SWX by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20132$214mn.a.n.a.
Q3 20132$227mn.a.n.a.
Q4 20133$329mn.a.n.a.
Q1 20144$315mn.a.n.a.
Q2 20144$317mn.a.n.a.
Q3 20144$307mn.a.n.a.
Q4 20143$377mn.a.n.a.
Q1 20153$333mn.a.n.a.
Q2 20153$158mn.a.n.a.
Q3 20154$326mn.a.n.a.
Q4 20152$161mn.a.n.a.
Q1 20163$191mn.a.n.a.
Q2 20165$366mn.a.n.a.
Q3 20164$148mn.a.n.a.
Q4 20164$173mn.a.n.a.
Q1 20173$185mn.a.n.a.
Q2 20172$119mn.a.n.a.
Q3 20174$119mn.a.n.a.
Q4 20173$74mn.a.n.a.
Q1 20184$107mn.a.n.a.
Q2 20185$305mn.a.n.a.
Q3 20184$380mn.a.n.a.
Q4 20187$414mn.a.n.a.
Q1 20197$459mn.a.n.a.
Q2 20194$515mn.a.n.a.
Q3 20195$479mn.a.n.a.
Q4 20195$345mn.a.n.a.
Q1 20206$571mn.a.n.a.
Q2 20205$503mn.a.n.a.
Q3 20205$460mn.a.n.a.
Q4 20205$210mn.a.n.a.
Q1 20216$192mn.a.n.a.
Q2 20214$158mn.a.n.a.
Q3 20215$496mn.a.n.a.
Q4 20213$363mn.a.n.a.
Q1 20229$712mn.a.n.a.
Q2 20229$946mn.a.n.a.
Q3 20225$629mn.a.n.a.
Q4 20225$550mn.a.n.a.
Q1 20235$805mn.a.n.a.
Q2 20235$806mn.a.n.a.
Q3 20235$775mn.a.n.a.
Q4 20235$870m23
Q1 20245$1.1bn31
Q2 20244$987m12
Q3 20245$1.1bn31
Q4 20244$885m22
Q1 20256$770m33
Q2 20254$795m32
Q3 20253$690m03
Q4 20254$723m1213
Q1 202610$443m267
Q2 20265$300m1121

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SWX and GEV →SWX and XOM →SWX and CVX →Choose a stock to compare with SWX →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SWX, latest filings →Back to the 13F Explorer →