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Joel Greenblatt's Southwest Gas Holdings, Inc. (SWX) position

Not anymore: Joel Greenblatt fully exited SWX in Q1 2025. The position peaked at $1.8M in Q3 2024.
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Value at exit
$1.2M
Shares at exit
18K
Est. average buy price (i)
$67.89
Quarter-end price
$70.71

Estimated trade prices

Average price in quarters with purchases
$65.39
Average prices in quarters with sales
  • Q4 2024: $74.31 (6K shares sold)
  • Q2 2024: $74.89 (11K shares sold)
  • Q4 2023: $60.11 (9K shares sold)

SWX price vs Greenblatt's position

1Y 3Y 5Y MAX
Dates
$40$60$80$10020222023202420252026New position of 10K shares · Q2 2023. Average closing price $59.14 · Price range $54.02–$64.1110KsharespurchasedAdded 9K shares (90.9%) · Q3 2023. Average closing price $63.79 · Price range $59.80–$67.469KsharespurchasedSold 9K shares (43.1%) · Q4 2023. Average closing price $60.11 · Price range $56.95–$64.499KsharessoldAdded 11K shares (93.2%) · Q1 2024. Average closing price $64.81 · Price range $57.72–$76.1311KsharespurchasedSold 11K shares (48.4%) · Q2 2024. Average closing price $74.89 · Price range $70.38–$78.3511KsharessoldAdded 13K shares (111.7%) · Q3 2024. Average closing price $72.25 · Price range $68.16–$75.8713KsharespurchasedSold 6K shares (25.7%) · Q4 2024. Average closing price $74.31 · Price range $67.87–$79.166Ksharessold
Average closing price · filing quarter
$74.31
Price range · filing quarter
$67.87 – $79.16
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2025 Exited −18K −$1.3M −100.0% 0 May 15, 2025
Q4 2024 Reduced −6K −$455K −25.7% 18K Feb 14, 2025
Q3 2024 Added +13K +$907K +111.7% 24K Nov 14, 2024
Q2 2024 Reduced −11K −$790K −48.4% 11K Aug 14, 2024
Q1 2024 Added +11K +$681K +93.2% 22K May 15, 2024
Q4 2023 Reduced −9K −$514K −43.1% 11K Feb 14, 2024
Q3 2023 Added +9K +$602K +90.9% 20K Nov 14, 2023
Q2 2023 New +10K +$614K – 10K Aug 14, 2023
Data through Q1 2025 · filed May 15, 2025
8 grouped rows from 8 quarters

More Greenblatt positions

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$715M
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Amazon.com, Inc.(AMZN)
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Alphabet Inc.(GOOGL)
$155M
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Snowflake Inc.(SNOW)
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Common questions

Does Joel Greenblatt own SWX?

Not currently. Joel Greenblatt fully exited SWX in Q1 2025, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Joel Greenblatt buy SWX?

Joel Greenblatt first disclosed a SWX position in Q2 2023; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Joel Greenblatt sell SWX?

Yes. Joel Greenblatt reduced and then fully exited SWX by Q1 2025; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of SWX does Joel Greenblatt own?

None as of the latest filing: Joel Greenblatt has exited SWX. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Joel Greenblatt pay for SWX?

Joel Greenblatt's estimated average buy price for SWX is $67.89, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.