Position in SWX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,674,012
+$826,734 QoQ
Shares Held
41,430
+26.4% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#109
of 402 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Mariner, LLC holds $43,994,655 across 12 Utilities - Regulated Gas names. SWX ranks #6 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
98,314 | $16,936,552 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
84,814 | $6,310,161 | |
| 3 | UGI |
Ugi Corp /Pa/
|
138,662 | $4,789,385 | |
| 4 | OGS |
ONE Gas, Inc.
|
58,169 | $4,483,084 | |
| 5 | NJR |
New Jersey Resources Corp
|
67,481 | $3,781,635 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
This page
|
41,430 | $3,674,012 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
37,320 | $1,436,820 | |
| 8 | SPH |
Suburban Propane Partners LP
|
54,589 | $933,471 |
All Filings in SWX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,674,012 | 41,430 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,847,278 | 32,765 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $856,214 | 10,700 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $745,796 | 9,520 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $872,669 | 11,731 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $769,480 | 10,717 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $717,423 | 10,146 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $733,100 | 9,939 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $700,562 | 9,954 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $723,844 | 9,508 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $607,209 | 9,585 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $595,642 | 9,860 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $595,509 | 9,356 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $552,307 | 8,844 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $445,783 | 7,204 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $586,248 | 8,405 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||