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Joel Greenblatt’s Southwest Gas SWX Stock Holding History

Joel Greenblatt’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
2025
Q1 		– Sell
-17,669
Closed -$1.25M – 1655
2024
Q4 		$1.25M Sell
17,669
-6,118
-26% -$455K 0.01% 849
2024
Q3 		$1.75M Buy
23,787
+12,553
+112% +$907K 0.02% 762
2024
Q2 		$791K Sell
11,234
-10,550
-48% -$790K 0.01% 955
2024
Q1 		$1.66M Buy
21,784
+10,508
+93% +$681K 0.03% 703
2023
Q4 		$714K Sell
11,276
-8,548
-43% -$514K 0.01% 884
2023
Q3 		$1.2M Buy
19,824
+9,442
+91% +$602K 0.02% 716
2023
Q2 		$661K Buy
+10,382
New +$614K 0.01% 892
2015
Q4 		– Sell
-11,585
Closed -$676K – 1004
2015
Q3 		$676K Sell
11,585
-49,942
-81% -$2.76M 0.01% 686
2015
Q2 		$3.27M Buy
+61,527
New +$3.38M 0.03% 500
2014
Q1 		– Sell
-7,105
Closed -$397K – 1088
2013
Q4 		$397K Sell
7,105
-75
-1% -$3.97K 0.01% 812
2013
Q3 		$359K Buy
+7,180
New +$348K 0.01% 755

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Joel Greenblatt's SWX Position: Q1 2025 in Review

Joel Greenblatt sold out of Southwest Gas (SWX) in Q1 2025, closing a stake of 17,669 shares — an estimated $1.25M sold.

Joel Greenblatt first reported a position in SWX in Q3 2013 and held it in 11 quarters. The position peaked at $3.27M in Q2 2015. 347 funds tracked by Wall St. Rank hold SWX as of Q1 2025.

  • Joel Greenblatt reported no remaining Southwest Gas position as of Q1 2025 after selling out during the quarter.
  • Joel Greenblatt sold 17,669 Southwest Gas shares in Q1 2025, an estimated $1.25M.
  • Joel Greenblatt first reported a position in Southwest Gas in Q3 2013 and held it in 11 quarters.
  • Joel Greenblatt's Southwest Gas position peaked at $3.27M in Q2 2015.
  • 347 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2025.

Based on Gotham Asset Management's 13F filing for Q1 2025, filed 15 May 2025.