Which funds own SWX
Southwest Gas HLDGS Inc in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $235m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 2
- at least, of 91 current
- Combined value
- $235m
- as reported
- Opened
- 0
- new this quarter
- Added to
- 0
- already held
- Trimmed or sold out
- 2
- 0 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Maverick Capital Ltd Long/short equity · $11.3bn book | $168m | 1.5% | 1,889,558 | -$17m-237,369 | Trimmed |
| GAMCO Investors Inc Activist · $11.1bn book | $68m | 0.6% | 764,194 | -$300k-18,624 | Trimmed |
Ownership through time
At least 5 of the 95 managers whose filings are on file listed SWX in Q2 2026, against 2 in Q2 2013. 5 managers fewer than in Q1 2026: 1 started a position; 6 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 2
- Q3 2013: 2
- Q4 2013: 3
- Q1 2014: 4
- Q2 2014: 4
- Q3 2014: 4
- Q4 2014: 3
- Q1 2015: 3
- Q2 2015: 3
- Q3 2015: 4
- Q4 2015: 2
- Q1 2016: 3
- Q2 2016: 5
- Q3 2016: 4
- Q4 2016: 4
- Q1 2017: 3
- Q2 2017: 2
- Q3 2017: 4
- Q4 2017: 3
- Q1 2018: 4
- Q2 2018: 5
- Q3 2018: 4
- Q4 2018: 7
- Q1 2019: 7
- Q2 2019: 4
- Q3 2019: 5
- Q4 2019: 5
- Q1 2020: 6
- Q2 2020: 5
- Q3 2020: 5
- Q4 2020: 5
- Q1 2021: 6
- Q2 2021: 4
- Q3 2021: 5
- Q4 2021: 3
- Q1 2022: 9
- Q2 2022: 9
- Q3 2022: 5
- Q4 2022: 5
- Q1 2023: 5
- Q2 2023: 5
- Q3 2023: 5
- Q4 2023: 5
- Q1 2024: 5
- Q2 2024: 4
- Q3 2024: 5
- Q4 2024: 4
- Q1 2025: 6
- Q2 2025: 4
- Q3 2025: 3
- Q4 2025: 4
- Q1 2026: 10
- Q2 2026: 5
- Q2 2013: $214m
- Q3 2013: $227m
- Q4 2013: $329m
- Q1 2014: $315m
- Q2 2014: $317m
- Q3 2014: $307m
- Q4 2014: $377m
- Q1 2015: $333m
- Q2 2015: $158m
- Q3 2015: $326m
- Q4 2015: $161m
- Q1 2016: $191m
- Q2 2016: $366m
- Q3 2016: $148m
- Q4 2016: $173m
- Q1 2017: $185m
- Q2 2017: $119m
- Q3 2017: $119m
- Q4 2017: $74m
- Q1 2018: $107m
- Q2 2018: $305m
- Q3 2018: $380m
- Q4 2018: $414m
- Q1 2019: $459m
- Q2 2019: $515m
- Q3 2019: $479m
- Q4 2019: $345m
- Q1 2020: $571m
- Q2 2020: $503m
- Q3 2020: $460m
- Q4 2020: $210m
- Q1 2021: $192m
- Q2 2021: $158m
- Q3 2021: $496m
- Q4 2021: $363m
- Q1 2022: $712m
- Q2 2022: $946m
- Q3 2022: $629m
- Q4 2022: $550m
- Q1 2023: $805m
- Q2 2023: $806m
- Q3 2023: $775m
- Q4 2023: $870m
- Q1 2024: $1.1bn
- Q2 2024: $987m
- Q3 2024: $1.1bn
- Q4 2024: $885m
- Q1 2025: $770m
- Q2 2025: $795m
- Q3 2025: $690m
- Q4 2025: $723m
- Q1 2026: $443m
- Q2 2026: $300m
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Verition Fund Management LLCnew: 121,000 shares+$11m
Largest decreases, by shares
- Maverick Capital Ltd2,126,927 to 1,889,558 shares-$21m
- Renaissance Technologies LLC459,000 to 438,900 shares-$1.8m
- GAMCO Investors Inc782,818 to 764,194 shares-$1.7m
- Hudson Bay Capital Management LP178,366 to 174,713 shares-$324k
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Maverick Capital Ltd | Q4 2023 | $185m | $168m | |
| GAMCO Investors Inc | Q2 2013 | $86m | $68m | |
| Renaissance Technologies LLC | Q1 2026 | $40m | $39m | |
| Hudson Bay Capital Management LP | Q1 2022 | $17m | $15m | |
| Verition Fund Management LLC | Q2 2016 | $12m | $11m | |
| Carl C. Icahn | Q3 2021 | $839m | last listed Q4 2025 | |
| T. Rowe Price Associates Inc | Q2 2013 | $330m | last listed Q2 2022 | |
| AllianceBernstein LP | Q4 2013 | $131m | last listed Q1 2023 | |
| Invesco Ltd | Q1 2020 | $102m | last listed Q1 2020 | |
| Janus Henderson Group Ltd | Q1 2020 | $98m | last listed Q4 2020 | |
| AQR Capital Management LLC | Q4 2016 | $60m | last listed Q1 2021 | |
| MFS Investment Management | Q2 2023 | $56m | last listed Q3 2024 | |
| Balyasny Asset Management LLC | Q1 2016 | $49m | last listed Q1 2026 | |
| Millennium Management LLC | Q3 2017 | $45m | last listed Q1 2018 | |
| Point72 Asset Management LP | Q2 2022 | $45m | last listed Q1 2026 |
What SWX is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around SWX →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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