Position in SWX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,654,547
-$3,792,230 QoQ
Shares Held
120,146
-27.7% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#66
of 411 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Verbena Value LP holds $90,384,265 across 3 Utilities - Regulated Gas names. SWX ranks #3 (11.8% of the industry book) .
All Filings in SWX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,654,547 | 120,146 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,446,777 | 166,246 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,632,087 | 120,371 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||