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Bayforest Capital’s Southwest Gas SWX Stock Holding History

Bayforest Capital’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,103
Closed -$888K – 1076
2025
Q4 		$888K Buy
11,103
+7,099
+177% +$569K 0.66% 1
2025
Q3 		$314K Sell
4,004
-3,067
-43% -$239K 0.15% 278
2025
Q2 		$526K Buy
7,071
+967
+16% +$69.7K 0.23% 164
2025
Q1 		$438K Buy
6,104
+4,007
+191% +$297K 0.19% 186
2024
Q4 		$148K Buy
+2,097
New +$156K 0.19% 199

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bayforest Capital's SWX Position: Q1 2026 in Review

Bayforest Capital sold out of Southwest Gas (SWX) in Q1 2026, closing a stake of 11,103 shares — an estimated $888K sold.

Bayforest Capital first reported a position in SWX in Q4 2024 and held it in 5 quarters. The position peaked at $888K in Q4 2025. 398 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

  • Bayforest Capital reported no remaining Southwest Gas position as of Q1 2026 after selling out during the quarter.
  • Bayforest Capital sold 11,103 Southwest Gas shares in Q1 2026, an estimated $888K.
  • Bayforest Capital first reported a position in Southwest Gas in Q4 2024 and held it in 5 quarters.
  • Bayforest Capital's Southwest Gas position peaked at $888K in Q4 2025.
  • 398 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.