SWX — SOUTHWEST GAS HLDGS INC

Ownership history in Sourcerock Group LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Sourcerock Group LLC 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
1.06% (2025 Q3)
Avg. % of fund
0.81%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 199,334 -439 -0.2% 0.89% $16.0M $79.46
2025 Q3 ADDED 199,773 +79,566 +66.2% 1.06% $15.7M $77.19
2025 Q2 INITIATED 120,207 — — 0.47% $8.9M $72.73
% 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% River Road Asset Management, LLC 3Y 7Y 0.81% GAMCO INVESTORS, INC. ET AL 3Y 7Y 0.63% GABELLI FUNDS LLC 3Y 7Y 0.55%
← Back to Sourcerock Group LLC Holdings