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Southwest Gas Holdings, Inc.

SWX Utilities
$89.51 $-0.15 (-0.17%)
Market Cap: $6.48 B
Gurus Holding
5
Popularity Rank
#1732
% of Shares Held
6.97%
Net Activity (Q1 2026)
-$356.25 M

Guru Ownership Trend

Guru Analysis for Southwest Gas Holdings, Inc. (SWX)

Southwest Gas Holdings, Inc. (SWX), a key player in the Utilities sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $451.8 M.

Top institutional holders include Lee Ainslie and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $356.25 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 281.2%. Conversely, Mario Gabelli reduced exposure by 4.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$129.65 M
Total Buy Value
New Buys 1
Additions 3
-$485.9 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
4

FAQs for Southwest Gas Holdings, Inc. (SWX)

Major holders include Lee Ainslie ($184.83 M), Cliff Asness ($101.15 M), Mario Gabelli ($68.03 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 5.05 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $356.25 M, with 4 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited SWX. The total reported sell value was $485.9 M.

Yes, 1 managers opened new positions in SWX, and 3 increased their existing holdings. The total reported buy value was $129.65 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.13% Add 3.9% 2,126,927 $184.83 M Q1 2026
0.05% Add 92.6% 1,163,978 $101.15 M Q1 2026
0.67% Reduce -4.5% 782,818 $68.03 M Q1 2026
0.06% New Buy 514,794 $44.74 M Q1 2026
0.06% Add 281.2% 459,000 $39.89 M Q1 2026
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