SWX — SOUTHWEST GAS HLDGS INC

Ownership history in Phocas Financial Corp.  ·  11 quarters on record

This page tracks every 13F SEC filing in which Phocas Financial Corp. reported a position in SOUTHWEST GAS HLDGS INC (SWX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.88% (2025 Q2)
Avg. % of fund
0.38%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 83,959 +1,832 +2.2% 0.85% $6.6M $77.19
2025 Q2 ADDED 82,127 +41,987 +104.6% 0.88% $6.1M $72.73
2025 Q1 ADDED 40,140 +33,728 +526.0% 0.44% $2.9M $69.56
2024 Q4 REDUCED 6,412 -36,413 -85.0% 0.34% $453K $67.96
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SWX price (monthly, adj. close)

Other funds also holding SWX

As of 2025 Q4 — sorted by position size

Corvex Management LP 3Y 7Y 12.3% 13D Management LLC 3Y 7Y 6.07% ICAHN CARL C 3Y 7Y 5.72% Channing Capital Management, LLC 3Y 7Y 1.9% Hartree Partners, LP 3Y 7Y 1.77% MAVERICK CAPITAL LTD 3Y 7Y 1.76% MOODY ALDRICH PARTNERS LLC 3Y 7Y 1.12% Sourcerock Group LLC 3Y 0.89% River Road Asset Management, LLC 3Y 7Y 0.81% GAMCO INVESTORS, INC. ET AL 3Y 7Y 0.63%
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