Letters by company

Southwest Gas Holdings, Inc.

1 letter discussing SWX. Everything written about it on this site is on its ticker page.

O'Keefe Stevens Advisory Quarterly Investor Letter Q3 2024 O'Keefe Stevens sold Graftech after concluding that weak electrode pricing, damaged customer relationships and an unsustainable capital structure had invalidated its thesis. The portfolio retained Five Point and BGC, initiated Southwest Gas, and passed on Seaport Entertainment because its asset value was offset by cash burn and office-vacancy risks. Q3 2024 EAF $171MBGC $5.8BFPH $750M