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Lee Ainslie’s Southwest Gas SWX Stock Holding History

Lee Ainslie’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 		$168M Sell
1,889,558
-237,369
-11% -$21.2M 1.48% 29
2026
Q1 		$185M Buy
2,126,927
+78,874
+4% +$6.72M 2.13% 19
2025
Q4 		$164M Buy
2,048,053
+94,535
+5% +$7.57M 1.76% 22
2025
Q3 		$153M Sell
1,953,518
-40,153
-2% -$3.13M 2.05% 17
2025
Q2 		$148M Buy
1,993,671
+167,114
+9% +$12M 2.23% 14
2025
Q1 		$131M Buy
1,826,557
+16,894
+0.9% +$1.25M 2.32% 13
2024
Q4 		$128M Buy
1,809,663
+44,515
+3% +$3.31M 2.3% 14
2024
Q3 		$130M Buy
1,765,148
+275,992
+19% +$19.9M 2.54% 13
2024
Q2 		$105M Sell
1,489,156
-170,933
-10% -$12.8M 1.99% 15
2024
Q1 		$126M Buy
1,660,089
+538,101
+48% +$34.9M 2.38% 10
2023
Q4 		$71.1M Buy
+1,121,988
New +$67.4M 1.43% 22

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Lee Ainslie's SWX Position: Q2 2026 in Review

Lee Ainslie reduced its Southwest Gas (SWX) stake by 11% in Q2 2026, selling an estimated $21.2M and leaving 1,889,558 shares worth $168M. The position accounts for 1.48% of the portfolio, ranked #29.

Lee Ainslie first reported a position in SWX in Q4 2023 and has held it in 11 quarters since. The position peaked at $185M in Q1 2026. 409 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Lee Ainslie held 1,889,558 shares of Southwest Gas worth $168M as of Q2 2026.
  • Lee Ainslie sold 237,369 Southwest Gas shares in Q2 2026, an estimated $21.2M.
  • Southwest Gas made up 1.48% of Lee Ainslie's portfolio in Q2 2026, its #29 holding.
  • Lee Ainslie first reported a position in Southwest Gas in Q4 2023 and has held it in 11 quarters since.
  • Lee Ainslie's Southwest Gas position peaked at $185M in Q1 2026.
  • 409 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Maverick Capital's 13F filing for Q2 2026, filed 14 Aug 2026.