Form 13-F position report

SOUTHWEST GAS HOLDINGS, INC. (

Reported by Corvex Management LP

SWX CUSIP 844895102 Manager CIK 0001535472

Reported 912,789 shares, up 875,019 (2316.7%) from the prior quarter.

Reported value 2339.0%; share count 2316.7% vs. the prior quarter.

Added
% of reported 13F value 2.8% This manager · Q1 2023
Shares 912,789 Quarter-end amount reported
Reported value $57,003,673 Fair value at quarter end
Consecutive quarters held 5 Through Q1 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2022-03-31 5480000
2022-06-30 0
2022-09-30 16330000
2022-12-31 2337208
2023-03-31 57003673
2023-06-30 131123583
2023-09-30 207268099
2023-12-31 302122358
2024-03-31 363071431
2024-06-30 335649117
2024-09-30 351768668
2024-12-31 337222920
2025-03-31 342421236
2025-06-30 374223061
2025-09-30 394093757
2025-12-31 402545091
2026-03-31 375248191
2026-06-30 284533150

Quarterly position history

How this manager's reported quarter-end position changed over time.

18 quarters
Quarterly reported position history for SOUTHWEST GAS HOLDINGS, INC. ( held by Corvex Management LP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 3,208,538 -1,109,623 (-25.7%) 8.69% $284,533,150 2026-08-14
Q1 2026 Reduced 4,318,161 -712,395 (-14.2%) 14.92% $375,248,191 2026-05-15
Q4 2025 Unchanged 5,030,556 0 (0.0%) 12.3% $402,545,091 2026-02-17
Q3 2025 Unchanged 5,030,556 0 (0.0%) 13.07% $394,093,757 2025-11-14
Q2 2025 Added 5,030,556 +261,458 (5.5%) 15.84% $374,223,061 2025-08-14
Q1 2025 Unchanged 4,769,098 0 (0.0%) 12.96% $342,421,236 2025-05-15
Q4 2024 Unchanged 4,769,098 0 (0.0%) 9.29% $337,222,920 2025-02-14
Q3 2024 Unchanged 4,769,098 0 (0.0%) 13.66% $351,768,668 2024-11-14
Q2 2024 Unchanged 4,769,098 0 (0.0%) 15.51% $335,649,117 2024-08-14
Q1 2024 Unchanged 4,769,098 0 (0.0%) 16.84% $363,071,431 2024-05-15
Q4 2023 Added 4,769,098 +1,338,075 (39.0%) 15.92% $302,122,358 2024-02-14
Q3 2023 Added 3,431,023 +1,370,951 (66.5%) 11.18% $207,268,099 2023-11-14
Q2 2023 Added 2,060,072 +1,147,283 (125.7%) 6.45% $131,123,583 2023-08-14
Q1 2023 Added 912,789 +875,019 (2316.7%) 2.8% $57,003,673 2023-05-15
Q4 2022 Reduced 37,770 -196,349 (-83.9%) 0.12% $2,337,208 2023-02-14
Q3 2022 New 234,119 +234,119 (0.0%) 0.96% $16,330,000 2022-11-14
Q2 2022 Reduced 0 -70,000 (-100.0%) 0 $0 2022-08-15
Q1 2022 New 70,000 +70,000 (0.0%) 0.35% $5,480,000 2022-05-16

Who else reported the position

323 managers reported SOUTHWEST GAS HOLDINGS, INC. ( for Q1 2023.

Managers reporting SOUTHWEST GAS HOLDINGS, INC. ( in Q1 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
ICAHN CARL C Added 10,520,600 +3,908,970 2.98% $657,011,000 7 qtrs
BlackRock Inc Added 10,117,342 +436,206 0.02% $631,828,037 40 qtrs
VANGUARD GROUP INC Added 7,352,651 +423,783 0.01% $459,173,055 40 qtrs
STATE STREET CORPORATION Added 2,277,553 +67,936 < 0.01% $142,233,185 40 qtrs
FULLER & THALER ASSET MANAGEMENT INC Reduced 2,082,888 -279,445 0.75% $130,076,356 29 qtrs
T Rowe Price Investment Management Inc Reduced 2,041,575 -41,931 0.09% $127,497,000 3 qtrs
ALLIANCEBERNSTEIN L P Reduced 1,352,384 -57,486 0.04% $84,456,381 40 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 1,324,858 +70,444 0.01% $82,737,404 40 qtrs
Channing Capital Management LLC Added 1,322,800 +1,148,750 2.66% $82,608,860 5 qtrs
THE BANK OF NEW YORK MELLON CORPORATION Added 1,208,690 +51,297 0.02% $75,482,688 40 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2023
Filed
May 15, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
912,789
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.