Fox Run Management’s Southwest Gas SWX Stock Holding History

Fox Run Management’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 Q2	$501K	Buy	+5,655	New	+$506K	0.08%	472
2025 Q3	–	Sell	-3,625	Closed	-$270K	–	1226
2025 Q2	$270K	Buy	+3,625	New	+$261K	0.04%	667
2025 Q1	–	Sell	-12,016	Closed	-$850K	–	1219
2024 Q4	$850K	Buy	12,016 +7,699	+178%	+$572K	0.15%	223
2024 Q3	$318K	Buy	+4,317	New	+$312K	0.07%	519
2017 Q3	–	Sell	-8,200	Closed	-$599K	–	854
2017 Q2	$599K	Buy	+8,200	New	+$656K	0.21%	163

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Fox Run Management's SWX Position: Q2 2026 in Review

Fox Run Management opened a new position in Southwest Gas (SWX) in Q2 2026: 5,655 shares worth $501K. The stake represents 0.08% of the portfolio and ranks #472 among its holdings. This is a return to the name: Fox Run Management previously reported a position in SWX as recently as Q2 2025.

Fox Run Management first reported a position in SWX in Q2 2017 and has held it in 5 quarters since. The position peaked at $850K in Q4 2024. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Fox Run Management held 5,655 shares of Southwest Gas worth $501K as of Q2 2026.
Southwest Gas was a new Fox Run Management position in Q2 2026.
Southwest Gas made up 0.08% of Fox Run Management's portfolio in Q2 2026, its #472 holding.
Fox Run Management first reported a position in Southwest Gas in Q2 2017 and has held it in 5 quarters since.
Fox Run Management's Southwest Gas position peaked at $850K in Q4 2024.
412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.