SEC 13F Intelligence

Algert Global LLC / SWX

Algert Global LLC’s Southwest Gas Hldgs Inc Position

Does Algert Global LLC own Southwest Gas Hldgs Inc (SWX)? Yes — 210.6K shares worth $18M (+0.28% of its 13F portfolio) as of Q1 2026, up from 61.6K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
210.6K
% of Portfolio
+0.28%
Quarters Held
16
currently held

Position History SWX

Reported value by quarter
Q1 ’19: $294,000Q1 ’19Q2 ’19: $321,000Q3 ’19: $532,000Q3 ’19Q4 ’19: $1MQ1 ’20: $1MQ1 ’20Q1 ’22: $1MQ2 ’22: $1MQ2 ’22Q3 ’22: $1MQ4 ’22: $1MQ4 ’22Q2 ’24: $406,000Q4 ’24: $368,000Q4 ’24Q1 ’25: $373,000Q2 ’25: $13MQ2 ’25Q3 ’25: $8MQ4 ’25: $5MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026210.6K$18M+0.28%
Q4 202561.6K$5M+0.08%
Q3 2025101.1K$8M+0.13%
Q2 2025180.2K$13M+0.28%
Q1 20255.2K$373,000+0.01%
Q4 20245.2K$368,000+0.01%
Q2 20245.8K$406,000+0.01%
Q4 202220.9K$1M+0.07%
Q3 202220.9K$1M+0.09%
Q2 202215.5K$1M+0.10%
Q1 202215.2K$1M+0.08%
Q1 202016.2K$1M+0.47%
Q4 201916.6K$1M+0.38%
Q3 20195.8K$532,000+0.20%
Q2 20193.6K$321,000+0.12%
Q1 20193.6K$294,000+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Algert Global LLC’s full portfolio or all institutional holders of SWX.