JACOBS LEVY EQUITY MANAGEMENT, INC
Position in SWX — Southwest Gas Holdings, Inc.
CIK 884414
FLORHAM PARK, NJ
Position in SWX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$51,855,363
+$28,230,643 QoQ
Shares Held
584,747
+115.1% QoQ
Ownership
0.807%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#28
of 411 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $57,054,242 across 2 Utilities - Regulated Gas names. SWX ranks #1 (90.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SWX |
Southwest Gas Holdings, Inc.
This page
|
584,747 | $51,855,363 | |
| 2 | NI |
Nisource Inc.
|
109,335 | $5,198,879 |
All Filings in SWX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,855,363 | 584,747 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $23,624,720 | 271,861 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,097,293 | 88,694 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,315,154 | 93,377 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $6,729,616 | 90,464 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,773,846 | 136,126 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,445,139 | 147,718 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,144,650 | 83,306 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,827,516 | 40,175 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $983,474 | 16,280 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $1,130,996 | 17,769 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $11,744,827 | 134,874 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $19,558,720 | 249,824 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $17,500,171 | 249,824 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,436,295 | 245,758 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,743,426 | 207,636 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,497,228 | 123,668 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,798,356 | 128,368 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,152,321 | 113,349 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $10,372,967 | 150,224 | 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. | ||||||