Silver Beech Capital’s Investment Thesis for Southwest Gas Holdings (SWX)
Silver Beech Capital, a value-oriented investment management firm, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Southwest Gas Holdings Inc. (SWX)
Market is closed
Sector: Utilities
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Icahn Capital LP Carl Icahn | 7,532,604 | $560,350,412 | 7.11% | |
| 2. | Corvex Capital Keith Meister | 5,030,556 | $374,223,061 | +6% | 15.84% |
| 3. | Maverick Capital Lee Ainslie | 1,993,671 | $148,309,186 | +10% | 2.23% |
| 4. | Adage Capital Management Phill Gross And Robert Atchinson | 1,620,000 | $120,511,800 | +5% | 0.2% |
| 5. | Zimmer Partners Stuart J. Zimmer | 905,332 | $67,347,647 | -12% | 1.46% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $78.57 | 24 | $1,885.68 | 1,562 | 2025-09-10 | Filing | |
| $62.00 | 1,400 | $86,800.00 | 11,022,604 | 2023-09-27 | Filing | |
| $61.98 | 4,536 | $281,141.28 | 11,021,204 | 2023-09-26 | Filing | |
| $62.00 | 600 | $37,200.00 | 11,016,668 | 2023-09-25 | Filing | |
| $61.94 | 16,190 | $1,002,808.60 | 11,016,068 | 2023-09-22 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $77.91 | 1,500,000 | $116,865,000.00 | 6,032,604 | 2025-09-25 | Filing | |
| $75.00 | 7,000 | $525,000.00 | 24,665 | 2025-06-27 | Filing | |
| $72.55 | 2,000 | $145,100.00 | 31,665 | 2025-03-28 | Filing | |
| $74.60 | 2,100,000 | $156,660,000.00 | 7,532,604 | 2025-03-24 | Filing | |
| $76.74 | 1,390,000 | $106,668,600.00 | 9,632,604 | 2024-11-19 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 259,718 | $20,346,308 | 0.34% | |
| 2. | 152,599 | $11,954,606 | 0.1% | |
| 3. | 20,827 | $1,631,587 | 0.02% | |
| 4. | 18,678 | $1,463,235 | 0.4% | |
| 5. | 13,101 | $1,026,332 | 0% |
News See All
Southwest Gas Holdings, Inc. (NYSE:SWX) Q2 2025 Earnings Call Transcript
Operator: Welcome to Southwest Gas Holdings Second Quarter 2025 Earnings Conference Call. Today's call is being recorded and our webcast is live.
Southwest Gas Holdings, Inc. (NYSE:SWX) Q1 2025 Earnings Call Transcript
Operator: Welcome to Southwest Gas Holdings First Quarter 2025 Earnings Conference Call. Today's call is being recorded, and our webcast is live.
Carl Icahn Stock Portfolio: Top 10 Stock Picks
Billionaire hedge fund manager Carl Icahn was known as a corporate raider in the 1980s, although he is now more commonly referred to as an activist investor.
Southwest Gas Holdings, Inc. (NYSE:SWX) Q4 2024 Earnings Call Transcript
Operator: Welcome to Southwest Gas Holdings fourth quarter and full year 2024 earnings conference call. Today's call is being recorded and our webcast is live.
Southwest Gas Holdings Inc (NYSE:SWX): A Bullish Investment Perspective
We came across a long thesis on Southwest Gas Holdings Inc (NYSE:SWX) on ValueInvestorsClub by GoBills42. In this article we will summarize the bulls’ thesis on SWX.
Southwest Gas Holdings, Inc. (NYSE:SWX) Q3 2024 Earnings Call Transcript
Southwest Gas Holdings, Inc. (NYSE:SWX) Q3 2024 Earnings Call Transcript November 6, 2024Southwest Gas Holdings, Inc. misses on earnings expectations.
Here are the Factors Supporting Investment in Southwest Gas Corporation (SWX)
O’keefe Stevens Advisory, an investment advisory firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
10 High Growth Utility Stocks To Invest In
According to a report by Goldman Sachs Research, the US electricity demand is set to surge in the coming years, driven in part by the growing need for power to support the increasing use of artificial...
Carl Icahn Stock Portfolio: 7 Best Stocks to Buy
Carl Icahn is a force to reckon with, having made a name and billions of dollars on questioning decisions and strategies of corporate leaders on Wall Street for decades.
Hedge Fund Resource Center Billionaire Hedge Funds
