JACOBS LEVY EQUITY MANAGEMENT, INC

Position in SWX — Southwest Gas Holdings, Inc.

CIK 884414 FLORHAM PARK, NJ

Position in SWX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$23,624,720

+$16,527,427 QoQ

Shares Held

271,861

+206.5% QoQ

Ownership

0.376%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 51% Shared 0% None 49%

Utilities · as of Mar 31, 2026

JACOBS LEVY EQUITY MANAGEMENT, INC holds $29,328,380 across 3 Utilities - Regulated Gas names. SWX ranks #1 (80.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SWX	Southwest Gas Holdings, Inc. This page	271,861	$23,624,720
2	NI	Nisource Inc.	110,305	$5,146,831
3	MDU	Mdu Resources Group Inc	26,874	$556,829

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$23,624,720	271,861	+206.5%	Shares	Sole	2026-05-15
2025-12-31	$7,097,293	88,694	-5.0%	Shares	Sole	2026-02-13
2025-09-30	$7,315,154	93,377	+3.2%	Shares	Sole	2025-11-17
2025-06-30	$6,729,616	90,464	-33.5%	Shares	Sole	2025-08-14
2025-03-31	$9,773,846	136,126	-7.8%	Shares	Sole	2025-05-15
2024-12-31	$10,445,139	147,718	+77.3%	Shares	Sole	2025-02-14
2024-09-30	$6,144,650	83,306	+107.4%	Shares	Sole	2024-11-14
2024-06-30	$2,827,516	40,175	+146.8%	Shares	Sole	2024-08-14
2023-09-30	$983,474	16,280	-8.4%	Shares	Sole	2023-11-17
2023-06-30	$1,130,996	17,769	-86.8%	Shares	Sole	2023-08-14
2022-06-30	$11,744,827	134,874	-46.0%	Shares	Sole	2022-08-15
2022-03-31	$19,558,720	249,824	0.0%	Shares	Sole	2022-05-16
2021-12-31	$17,500,171	249,824	+1.7%	Shares	Sole	2022-02-14
2021-09-30	$16,436,295	245,758	+18.4%	Shares	Sole	2021-11-15
2021-06-30	$13,743,426	207,636	+67.9%	Shares	Sole	2021-08-16
2021-03-31	$8,497,228	123,668	-3.7%	Shares	Sole	2021-05-17
2020-12-31	$7,798,356	128,368	+13.3%	Shares	Sole	2021-02-16
2020-09-30	$7,152,321	113,349	-24.5%	Shares	Sole	2020-11-16
2020-06-30	$10,372,967	150,224	-13.0%	Shares	Sole	2020-08-17
2020-03-31	$12,004,177	172,573	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.