Follow-The-Filings

Security

SWX

Southwest Gas Hldgs Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

13 owners 3 new 1 exit max 14.9% (Corvex Management LP)

owners 13
max % 14.9%
tracked value $1.5B
qoq N 3 A 6 R 2 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Corvex Management LP 2026 Q1 14.9% Reduce +2.61 pp 4,318,161 $375M hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 2.1% Add +0.37 pp 2,126,927 $185M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% New 0.1% 565,916 $49M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% New 0.1% 514,794 $45M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +0.05 pp 459,000 $40M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.02 pp 1,163,978 $101M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 7,011,420 $561M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 836,418 $67M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 435,739 $38M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% New 0.0% 113,010 $10M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 56,427 $5M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 11,581 $1M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 12,573 $1M hist
Carl Icahn - Icahn Capital LP exited 2026 Q1 last 2025 Q4 5.7% Exit -5.72 pp 6,032,604 $483M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue
Gross profit
Gross margin
Net income $150.89M $198.82M $73.72M
Net margin

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.88B $1.46B $1.19B
Total non-current assets * $9.99B $10.56B $9.24B
Total assets $11.87B $12.02B $10.43B
Total current liabilities $1.68B $1.83B $879.7M
Total non-current liabilities
Total equity $3.31B $3.5B $3.65B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $509.21M $1.36B $417.61M
Cash from investing $150.97M -$921.57M -$24.81M
Cash from financing -$700.8M -$176.34M -$318.28M
Net change in cash * -$40.62M $257.25M $212.86M

ownership over time

filing count by report period · click a bar for that quarter’s holders