What smart money is saying about Southwest Gas Holdings
1 fund in our archive has pitched Southwest Gas Holdings, most recently Silver Beech in June 2025.
Southwest Gas Holdings, Inc., through its subsidiaries, distributes and transports natural gas in Arizona, Nevada, and California. The company operates through Natural Gas Distribution, Utility Infrastructure Services, and Pipeline and Storage segments. It also provides trenching, installation, and replacement of underground pipes, as well as maintenance services for energy distribution systems. As of December 31, 2021, it had 2,159,000 residential, commercial, industrial, and other natural gas customers. Southwest Gas Holdings, Inc. was incorporated in 1931 and is headquartered in Las Vegas, Nevada.
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Position history
Between Q2 2025 and Q3 2025, 1 fund letter reported a position in Southwest Gas Holdings, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2025 | 1 | 0 | 0 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- HoldsSilver BeechSeptember 2025
“Fund Holdings: Name Ticker Sector Description Energy Transfer ET Energy (Midstream) Leading owner of U.S. energy infrastructure assets that treat, transport, store, and export hydrocarbons. Fairfax Financial FFH Insurance (P&C) Holding company primarily comprised of property and casualty insurers and reinsurers. First Industrial FR Real Estate Industrial REIT owner, developer, and operator of 70M+ square feet of U.S.-only industrial logistics real estate. Flagship Communities MHC Real Estate Manufactured housing REIT owner and operator of 82 communities focused on midwestern and southern states. Goeasy GSY Credit Services Canadian consumer finance company focused on lending and leasing to non-prime consumers. Greenfire Resources GFR Energy (E&P) Small oil sands producer in Athabasca, Western Canada, with long-life, low-decline oil assets & attractive reserves. Plymouth Industrial PLYM Real Estate Industrial REIT owner, developer, and operator of 30M+ square feet of U.S.-only industrial logistics real estate. Rentokil Initial RTO Pest Services Leading U.S. provider of pest and hygiene services. Owner of Rentokil, Initial, and Terminix brands. Southwest Gas SWX Utilities (Regulated) U.S. regulated natural gas utility serving over 2 million customers in Arizona, Nevada, and California.”
Southwest Gas Holdings
Fund coverage · 1 thesis
- Silver BeechJune 2025
Southwest Gas Holdings is a mid-cap utility company poised for significant valuation re-rating due to upcoming deconsolidation, proactive deleveraging, robust growth prospects, and improved regulatory conditions.
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