Whale Analyzer
Top public holders · 13F and disclosure aggregation

Who owns SWX? 13F holders and whale ownership

SWX is tracked across public portfolios in Whale Analyzer. This page answers who owns SWX, which top funds are buying SWX, aggregate disclosed value, and recent position changes based on public data. Lee Ainslie is the largest reported holder at $185M; the top five funds control 100.0% of reported ownership; institutions were net buying last quarter (1 increased, 0 reduced); the stock trades above the aggregate whale cost basis of $67.32. Top tracked holders include Lee Ainslie.

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NYQ · latest quote
$90.93
+$2.45 (+2.8%)
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1Tracked holders
$184.8MAggregate reported value
2026-05-21Page updated
1 increasedRecent changes

Top holders

InvestorReported valueSharesChange
Lee Ainslie 13F portfolio
Maverick Capital holdings
$184.8M2.1MIncreased

Ownership concentration

Reported ownership of SWX is highly concentrated across tracked institutions.

Whale activity this quarter

Across 1 tracked institutions, 1 increased. Net positioning is net buying.

Whale cost basis vs current price

The aggregate tracked cost basis is $67.32 versus a current price of $90.93, so SWX trades above its cost basis (+35.1%). Average unrealized P&L across tracked holders: 33%.

Sector positioning — Energy

SWX sits within the Energy sector alongside 58 other tracked names. Compare whale ownership across peers:

How to use this page

Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live SWX dashboard for price charts and cross-investor scans, or read the SEC 13F guide.

This page is generated from public filings and public disclosures. It is for research and education only and is not investment advice.

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Learn more in Whale Analyzer Academy

Deepen your read on SWX with these Whale Analyzer Academy guides:

Frequently asked questions

Who owns SWX stock?

Whale Analyzer tracks 1 public institutional holders of SWX with a combined reported value of $184.8M. See the holder table above for the largest tracked positions.

Which top funds are buying SWX?

Tracked institutions were net buying last quarter — 1 increased. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.

How concentrated is SWX ownership?

The top five tracked holders report 100.0% of aggregate ownership.

Is SWX above or below the whale cost basis?

The aggregate tracked cost basis is $67.32 versus a current price of $90.93 (+35.1%).

What does 13F ownership mean for SWX?

Use the interactive SWX dashboard on Whale Analyzer for real-time holder analysis, or read our 13F Alpha Signals Guide.